Go-live checklist

Prerequisites

Complete onboarding with an owner or authorized business administrator. Keep a separate customer account available for each channel you will launch.

Launch checks

1. Confirm the business profile, contact details, working hours, and time zone under business settings.
2. Check the active plan, usage allowances, and payment status. Confirm the required teammates can sign in.
3. Open each channel's connection settings. Resolve expired authorization, pending registration, or sync errors.
4. Send an inbound message and a manual reply on every channel. Check both inbox history and the customer's device.
5. Test AI answers against your policies in English and Arabic. Include missing information, a complaint, and a booking or product question.
6. Test a human takeover on a supported inbox. Confirm the human can reply without an AI-handled composer blocking the action.
7. Check that required WhatsApp templates are approved. Test an approved template separately from free-form messaging.
8. Test each active workflow with controlled data, inspect its execution, and confirm no duplicate customer notification was sent.
9. Verify a calendar booking and its time zone if booking is enabled. Check the source calendar after creating or cancelling it.
10. Assign someone to monitor inboxes, failed runs, connections, and usage during launch.

Expected result

Every customer-facing channel has a tested delivery path and a responsible teammate. Keep failing workflows inactive until corrected.

Troubleshooting

If a test fails, capture the time, channel, error text, and conversation or execution ID. Remove customer secrets from screenshots before contacting support.