Use this checklist when setup feels “almost done.” It catches the usual gaps: unpublished knowledge, a widget that only works on staging, or answers that were never previewed with real questions.
Before visitors rely on the agent
- Website connected with the live public domain visitors use
- Latest scan completed and core pages published in Knowledge
- Agent tone, languages and lead capture set the way you want
- Widget script installed on the live site and Recheck installation passes
- Preview agent answers the main visitor questions without inventing facts
- You know where to open Conversations and Leads in the dashboard
Optional but useful
- Test on mobile and desktop once the widget is live
- Ask a teammate to try questions they would ask as a customer
- Bookmark widget troubleshooting if the bubble does not appear after publish