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Run through this list with the client before you set the status to Live.

Knowledge

  • Prices for every service or product, as exact FAQ answers
  • Opening hours, address and how to get there
  • How booking, cancelling and lateness work
  • Payment methods, gift cards, refunds
  • What the business doesn’t do (so the assistant says so instead of guessing)

Behaviour

  • A welcome message in every language customers use
  • Starter questions that match what people ask most
  • Hand-off: who gets alerted when a person is needed
  • Comment replies on or off, as the client prefers

Testing

  • Ask the ten most common questions in the playground
  • Book a test appointment from start to finish
  • Try each language customers write in
  • Ask something the assistant can’t know and check it hands over politely

Privacy

  • The AI notice and consent question read well
  • A privacy policy link is set
  • Data retention matches the client’s policy

After going live

If you’re unsure, turn on Draft and publish before going live. You can keep improving the assistant while customers get the last version you published.