Account checks
Confirm each item before you move on:
- Subscription is active and the wallet is funded. Check the Billing screen. Details are in Billing and wallet.
- Business profile is complete. Open Settings, then Profile. Details are in Account setup.
- Contact or support email works. Send a message from it and reply to yourself.
- Team logins are issued, on plans that include team access. Invite people from Settings, then Team. Details are in Team.
Website checks
Confirm each public page is ready for customers:
- The site is live on the right domain or subdomain. Check it in the Sites area. Domains are managed in Settings, then Domains / Subdomains. Details are in Domains.
- The lead form submits end to end. Fill it in yourself and watch the lead arrive.
- Privacy and terms links resolve.
- The page verification check passed. Look for the page's QA state in the Sites area. Page setup is covered in Sites and pages.
Phone and SMS checks
Confirm the phone setup:
- A number is purchased or connected. Use the buy-number dialog in Settings, then Telephony.
- Routing is set. Check the routing profile in the Voice tab.
- Trust Center details are accurate. Check the Trust Center tab in Settings, then Telephony. The full setup is in Phone and Trust Center.
- A2P brand and campaign are approved. Run the wizard in the A2P area. Approval status shows per number. The workflow is in SMS compliance.
- The opt-in page is linked where you collect consent. Use the hosted opt-in pages. Setup is in Consent forms.
The final test
Send one real test lead from your public page and follow it through the app. This proves the whole path works before a customer finds a break in it.
Fill in your public lead form with real details. Use an email and phone number you can check.
Confirm the contact was created in Contacts, a conversation exists in the Inbox, and a pipeline stage is set in Pipelines.
Open the booking link from Calendar and make sure it works, then confirm the lead has a next action assigned.
Go-live
Turn on traffic. Watch the inbox daily for the first week and fix what the first customers find.
No customer-facing feature goes live before its approval. Do not text before your A2P approvals land. Do not put AI on customer-facing actions until you turn it on yourself.