Go-live checklist

Both products

What you will achieve

A final check, item by item, before opening up real traffic.

Step by step

What's missing

In the assistant, What's missing must show every item that applies to the workspace as ready (see Workspace checklist).

Go-live list

Common

• AI key connected and AI active in this workspace.
• Monthly AI budget configured (and the assistant's, if applicable).
• Agent context complete, without the incomplete warning.
• Catalog loaded, with price and image.
• Team invited, with roles and assignment rules, and no pending invitations.

Customer service

• Channels connected, with Test channel confirmed and Agent active on this channel turned on.
• Widget installed on the site (if applicable).
• Knowledge base with every document READY.
• Tickets: prefix, BCC and SLA configured.
• Workspace calendar connected (if appointments are booked).

Prospecting

• Twilio and Retell connected, with balance.
• Outbound line verified and imported into Retell.
• Voice agents provisioned.
• Call cadence defined.
• Recovery template assigned and Recover via text on (if applicable).
• Contact lists with phone numbers, ready for the first campaign.

Sales

• Quote templates with a products section (and a signature section, if quotes are signed).
• Each sales rep's signature saved (if the template has a signature).

Sync (if applicable)

• Each synced module in Synced.

How to verify

All boxes checked and the end-to-end tests passed.