Launch Checklist

Run this checklist before a client workflow goes live.

Business readiness

• Confirm the business name, service area, hours, and appointment rules.
• Add the final transfer number or escalation destination.
• Verify required lead fields and custom questions.
• Upload or link the approved knowledge base.

Technical readiness

• Production .env values are present and secret values are not committed.
• Database migrations have run.
• Cron scheduler is active.
• Provider webhooks use the production HTTPS URL.
• Webhook tokens and signatures are configured.

Test calls

Run at least three tests:

1. Normal lead capture.
2. Human handoff or transfer.
3. Edge case, such as pricing, emergency, or unsupported service.

Go-live

After testing, monitor the first day of calls and email automations closely. Check failed webhook logs, call statuses, and integration errors after every configuration change.