Test & Go Live
Launch checklist
Ready to go live? Run through this checklist before pointing real customers at your agent.
Agent
- Instructions are clear, specific, and cover your main scenarios.
- Voice and language chosen and tested on a real phone.
- Greeting identifies your business and sets the right tone.
- Knowledge base loaded with your current FAQs, prices, and policies.
- Tools (bookings, lookups, transfer) tested end-to-end.
- Escalation path configured — the agent can reach a human when needed.
- Post-call analysis set up so you capture the outcomes you care about.
Telephony
- Phone number purchased and assigned to the agent.
- Call direction (inbound/outbound/both) set correctly.
- Test inbound call answered correctly.
- Test outbound call sounds right and uses the correct caller ID.
Billing
- Sufficient credit balance for expected call volume.
- Low-balance alerts will reach the right email.
- Billing country and tax details (VAT/GST) are correct.
Compliance
- You have consent to call the people you’ll be calling (outbound/campaigns).
- Calling hours and opt-out handling are in place.
- The agent identifies itself and the business at the start of calls.
- Review Regions & compliance.
Monitoring
- You know where to find call logs, recordings, and transcripts.
- Analytics are set up to measure success.
- A team member is assigned to review calls in the first few days.
After launch
- Listen to real calls daily at first. Nothing beats hearing actual conversations.
- Refine instructions based on what you hear — small tweaks compound.
- Watch your success metric in analytics and iterate.
- Scale up gradually — start with a portion of traffic, then increase as confidence grows.
🚀 You’re ready to launch.