Client deployment checklist

Before you embed

Create the client. Attach website and file knowledge. Set appearance and the opening message. Test questions the real customer will ask — including the ones you hope they will not.

• Client workspace exists and is named correctly
• Knowledge sources approved, not just uploaded
• Handover rules written down
• Contact Request fields match the client’s follow-up

On the domain

Install the supplied embed. Confirm the live origin. Send a test conversation from the public site, not only from preview. Check mobile.

After go-live

Watch the first conversations. Fix the knowledge gaps they expose. Schedule the first insights review before anyone asks “what did we get for the retainer?”