Deployment Checklist

Before you flip the switch and send live traffic to your AI chatbot, run through this checklist to ensure a smooth launch.

Go Live With Confidence

A successful deployment is more than just a working connection. It's about security, data integrity, and a great user experience.

Security & Permissions

Allowed Domains

Verify that only your production domains are in the 'Allowed Domains' list for Webchat.

Permanent Tokens

For WhatsApp, ensure you've generated a permanent System User token rather than a 24-hour test token.

Secure Verify Tokens

Double-check that your Webhook Verify Tokens are unique and not shared.

AI & Knowledge

Knowledge Base Processing

Confirm all documents are 'Processed' and not stuck in 'Pending'.

System Prompt Review

Test the AI's tone one last time in the Simulator to ensure it matches your brand voice.

Fallback Logic

Ensure your 'I don't know' responses provide a way for the user to contact a human.

Integration Health

Webhook Subscription

Confirm you are subscribed to all necessary events (messages, postbacks, statuses).

Lead Mapping

Run a test lead capture to ensure data is appearing correctly in your CRM/Dashboard.

Error Notifications

Enable email or browser notifications for failed message deliveries.

Ready to Launch?

If you've checked off all the items above, your integration is production-ready. We recommend starting with a small percentage of traffic (if using Webchat) to monitor performance.