Launch your AI agent with confidence. This checklist walks you from an empty bot to a polished, on-brand agent that knows your business, sounds like you, and knows when to bring in a human. Work it top to bottom before you go live.
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Checklists☐ Connect your docs, help center, and top FAQs
☐ Add your policies: shipping, returns, billing, privacy
☐ Connect your real data (orders, bookings) where it helps
☐ Test ten real questions and fix any wrong or vague answers
☐ Give it a name, role, and tone (use the persona guide)
☐ Add do-say and do-not-say phrases
☐ Set the default greeting and the fallback when it is unsure
Goal: Give it the knowledge to be useful.
☐ Connect your docs, help center, and top FAQs
☐ Add your policies: shipping, returns, billing, privacy
☐ Connect your real data (orders, bookings) where it helps
☐ Test ten real questions and fix any wrong or vague answers
Goal: Make every reply sound like you.
☐ Give it a name, role, and tone (use the persona guide)
☐ Add do-say and do-not-say phrases
☐ Set the default greeting and the fallback when it is unsure
Goal: Be where your customers are.
☐ Add the widget to your website
☐ Connect WhatsApp, Telegram, Instagram, and email as needed
☐ Check it looks right on mobile
Goal: Know when to bring in a human.
☐ Define handoff triggers (anger, refunds, security, VIPs)
☐ Set business hours and the after-hours fallback
☐ Make sure the agent gets the full chat on handoff
Goal: Catch problems before customers do.
☐ Run your ten most common questions plus five edge cases end to end
☐ Try to trip it up: off-topic, rude, and tricky questions
☐ Confirm leads and tickets land in your CRM correctly
Goal: Improve it every week.
☐ Review missed and escalated chats weekly
☐ Add new answers to the knowledge base
☐ Track deflection, resolution, and CSAT, and tune from there
Owner: [name] Go-live date: [date]
Replace the [highlighted fields] with your own details. Free to use.
sem.chat gives you everything on this checklist in one place: knowledge, persona, channels, handoff, and the analytics to keep improving.
Work the phases top to bottom; do not skip testing, it is where launches succeed or fail.
Assign one owner so the launch does not stall between teams.
Soft-launch to a slice of traffic first, then roll out to everyone.
Block 30 minutes each week after launch to review chats and feed improvements back in.
Everything you need to put this template to work.
(Checklists)A 30-day onboarding checklist that gets new customers to their first win and a real result.
Checklists(Checklists)A pre-peak readiness checklist to get your support team and AI agent ready for a traffic spike: forecast volume, refresh the knowledge base, set triggers and macros, plan staffing and escalation, then review.
Checklists(Checklists)A step-by-step checklist to launch WhatsApp Business with an AI agent the right way: number, profile, opt-in, approved templates, routing, compliance, and a real test.
ChecklistsEverything on this checklist lives in sem.chat: knowledge, persona, channels, handoff, and analytics.