Before you hit "go live", run through this checklist. It takes 5 minutes and will catch the issues that most people discover after launch — when real visitors are already using the agent.
Knowledge base ✓
- ☐ Website has been scraped and you've reviewed what was imported
- ☐ Irrelevant pages (cookie notices, legal pages) have been deleted from the KB
- ☐ At least 10 manual Q&A pairs added for your most important questions
- ☐ Real pricing information is in the knowledge base (not "contact us for pricing")
- ☐ Delivery timelines, policies, and process info are included
- ☐ Contact details and next steps are clearly present
Agent configuration ✓
- ☐ Agent has a name and a warm, specific welcome message
- ☐ System prompt is set with persona, scope, tone, and CTA instructions
- ☐ Fallback message is configured ("I don't have that — contact us at…")
- ☐ Booking link is in the system prompt and the widget CTA button
- ☐ Lead capture is turned ON
- ☐ Temperature is set to 0.3–0.4
- ☐ Max response length is 300–400 tokens
Testing ✓
- ☐ Asked the agent 20 real customer questions
- ☐ 80%+ of answers are accurate and helpful
- ☐ Agent handles "I don't know" gracefully with a fallback
- ☐ Asked an off-topic question — agent redirected appropriately
- ☐ Booking CTA appears and the link works
Widget installation ✓
- ☐ Embed code copied from dashboard
- ☐ Code pasted before the closing </body> tag on your website
- ☐ Tested in an incognito browser window
- ☐ Chat bubble is visible in the bottom corner
- ☐ Sent a test message — agent responds correctly
All ticked? You're ready. An agent that passes this checklist will handle the vast majority of real visitor questions confidently. Launch it. Improve it with real data over the following weeks.