
Required to launch
These four checks must pass:- Business profile. In Control center > Basic configuration, complete your business context (company, industry, what you offer, who your customers are) using Edit context. The agent uses it to introduce your business correctly.
- Active AI agent. At least one agent in your AI agent team must be switched on and ready to answer.
- Knowledge base. Add your business information under AI configuration > Knowledge base so answers are grounded in your content, not guesses. See Teaching your agent.
- Connected channel. Connect WhatsApp, Instagram, or Messenger so customers can reach the agent. See Connecting WhatsApp.
Recommended before going live
The Readiness tab also checks the things that make a launch solid rather than merely possible: your agents have skills and knowledge to work with, your knowledge indexed without errors, transfer rules are enabled so conversations can reach a human, someone on your team is available to take handoffs, and your automated tests are passing.Test it yourself
Before real customers talk to your agent, you should. At the bottom of the Readiness tab:- Open agent playground: chat with your configured agent exactly as a customer would.
- Test knowledge base: ask questions against your knowledge to confirm the answers come out right.