Rollout checklist for first launch
A short operational checklist for the day before launch, the launch day itself, and the first review pass after real traffic arrives.
The day before launch
- One agent with persona set, one live connection, one reviewed knowledge source.
- A real end-to-end test completed by the rollout owner.
- Inbox, Analytics, and Settings access confirmed for the operator.
The launch-day check
- Live traffic is appearing in Inbox.
- The first answers look grounded and on-tone.
- The owner knows what to do if escalation or access issues appear.
The first review pass
Review a small transcript sample in Inbox, note repeat issues, and make one set of changes at a time in the right Agent Builder section. Clean iteration beats broad same-day rewrites.
What should I review during the first week after launch?
Review real conversations, escalation patterns, unanswered questions, tool activity, and early analytics trends. The goal is to tighten answer quality before volume compounds mistakes.
What is the difference between the public Help Center and the dashboard Help Center?
They share the same content. The dashboard version adds direct links into the live product so operators can move from a guide into the exact workflow that needs action.
Launch your workspace
The operator path from a brand-new workspace to the first healthy live conversations, working through Agent Builder in order without skipping the validation that protects answer quality.
Review your first conversations in Inbox
Use the first live transcripts in Inbox to confirm routing, answer quality, and the places where the rollout still needs guardrails.
Read your first analytics baseline
Use the first Analytics pass to understand demand, activity, and where the workspace is healthy versus merely configured.