Pre-install proof
Five safe tests
Run these before installation. Every preview is isolated: conversationId: null, no customer-history persistence, no handoff and no outbound email.
Answers appear here after you run a safe test.
Step 5 of 5
Test chat / go live
Use a safe preview conversation after knowledge and instructions are saved, then confirm launch readiness.
Run safe test chatTest against the same answer engine before exposing the assistant to visitors.
Production setup journey
Add website → import knowledge → set instructions → install widget → test chat / go live
Each step now follows the real launch sequence: knowledge and instructions come before answer testing.
- Add websiteConfirm the public domain visitors will use.Pending
- Import knowledgeAdd public pages or a sitemap before testing answers.Pending
- Set instructionsTell the assistant how to answer, escalate, and stay on brand.Pending
- Install widgetSet appearance, copy the public snippet, and check detection.Pending
- Test chat / Go liveRun a safe preview, then confirm launch readiness.Pending
Real widget preview
Launch the actual customer widget on this page to check the launcher, greetings, citations, formatting, and full visitor experience before go-live.
Uses your saved widget key and the same runtime as the website embed.
Go live checklist
- Website saved and visible to visitors
- Widget detected on the right domain
- Safe test chat reviewed
- Knowledge source approved
- Billing or trial status confirmed
- Privacy and support contact visible
- Assistant quality checklist reviewed for unanswered, weak, risky, and off-brand answer categories
No deploy, live charge, customer send, or destructive action is performed by this checklist.
Checklist confirmation waits for the saved account state.