Kickoff closing checklist

Both products

What you will achieve

Confirm that the setup can begin.

Step by step

• Products and modules defined.
• Channels defined per product.
• Workspace Owner defined (name and email).
• Owner for each provider account (OpenAI or Gemini, Meta, Twilio, Retell).
• Monthly AI budget agreed.
• Agent context data received.
• Catalog received (or sync defined).
• Documents for the knowledge base received.
• Contacts for the first campaign received (if there is prospecting).
• Team list with roles and assignment rules.
• Integrations to sync defined.

How to verify

All boxes checked. Next step: Phase 2 · Meta and WhatsApp.