HELP CENTER / GETTING STARTED

Go live checklist

3 min read

Test a booking, a ticket and a takeover before you launch.

Run these three end-to-end tests before pointing traffic at the widget.

1. Book a meeting

From the widget, ask to book a call. Confirm the slot honors your availability and buffers, that you receive the calendar invite, and that the booking shows in the portal.

2. File a ticket

Ask something the agent cannot answer and request a human. Confirm a ticket is created, you are notified, and the requester gets an acknowledgement.

3. Take over a chat

Open the live conversation in the Inbox and jump in. The visitor should see the handoff and your replies in real time, and the AI should stand down until you hand it back.

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