Quick launch checklist

A successful launch starts with one focused agent, one assigned phone number, a clear service catalog, and enough knowledge for the agent to answer common caller questions.

Before launch

• Confirm the business name, hours, services, prices, locations, staff, and escalation contacts.
• Upload the documents or website pages the agent should rely on.
• Connect the right calendar and verify appointment availability.
• Choose whether the agent should answer inbound calls, place outbound calls, or both.

Test before going live

• Call the number from a real phone.
• Ask about services, prices, hours, booking, cancellation, and transfer rules.
• Confirm the appointment appears on the calendar and follow-up messages are delivered.