CRMAIBOT
Getting started · 1 min read

Your chatbot launch checklist

Check content, lead capture and the website experience before sharing your assistant with customers.

Review your business information

Template information is a starting point. Replace assumptions with approved business facts.

  1. Check names, contact details, service areas, prices and opening hours.
  2. Add answers for your five most common customer questions.
  3. Review restricted topics and the response used when information is missing.

Test a complete customer journey

Use a fresh conversation for each scenario so previous answers do not influence the test.

  1. Ask a simple FAQ and a question requiring detailed business information.
  2. Try an enquiry that should collect contact details, then check the Leads page.
  3. Ask for a human and confirm the response matches your transfer rules.
  4. Open the installed widget on desktop and mobile and check that it does not hide important page controls.

Review after launch

Read real conversations regularly. Add missing questions to your FAQs and update knowledge when your business details change.

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