TestGo-Live Checklist

Go-Live Checklist

  • All call reasons tested at least once
  • 3+ call recordings reviewed
  • Numbers, prices, phone numbers, and emails sound correct
  • No question asked twice in any test call
  • Fallback line used instead of guessing, when tested
  • Every transfer destination tested with a real call
  • After-hours calls take a message instead of transferring
  • Email/webhook/message follow-up confirmed received
  • Result Dashboard shows no empty columns
  • Recording setting chosen in Account Settings
  • Widget tested on desktop and mobile; microphone prompt appears
  • Number port date confirmed with HoloLogix (if porting an existing number)
  • Follow-up recipient and transfer owner assigned
  • Current prompt version saved outside the platform (see Improving the Prompt)

Continue to Operate for running your agent after go-live.

Symptom → Cause → ActionOverview