Launch Checklist

Run this checklist on the actual production website, not only in AI Demo.

Knowledge

• The pages that answer your most common questions are active.
• Old, duplicate, private, and irrelevant pages are disabled or removed.
• Uploaded files show as active and contain selectable, readable text.
• Important policies have one current, unambiguous source.

Answers and behaviour

• Ten real customer questions have been tested, including paraphrases.
• Missing-information questions produce an honest limitation instead of a guess.
• A visitor prompt-injection attempt does not override the agent’s role or source boundaries.
• Suggested questions represent useful starting points, not marketing slogans.
• Tone and handoff instructions match how your team actually works.

Safety and privacy

• Every production and staging hostname that needs the widget is allowed.
• A request from an unlisted hostname is rejected.
• Lead capture asks only for information your team needs and is entitled to collect.
• Workspace members and admins have been reviewed.
• No secret API keys or credentials have been placed in prompts, FAQs, or website content.

Publishing

• The widget script is installed once in the shared site layout.
• The launcher works on desktop and mobile.
• A live chat appears in Conversations with the correct page context.

Ownership

• One person owns answer quality and source updates.
• Someone will review negative feedback and low-confidence conversations.
• The team knows who replies to escalated conversations and within what timeframe.
• Lead alerts and the weekly digest are configured for the right recipients.

Final live test

1. Open the production site in a private window.
2. Ask two related questions and confirm they stay in one conversation.
3. Submit the lead form and confirm the contact appears in Engine 64.
4. If lead-capture handoff is enabled, confirm the conversation is marked Escalated and a team member can reply.