Docs/Launch
ChecklistPre-launch

Run the launch checklist

Every check below lists where it lives in the app. Work top to bottom, then send a real test lead before you go live.

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.

01
Submit a test lead

Fill in your public lead form with real details. Use an email and phone number you can check.

02
Check contact, conversation, and pipeline

Confirm the contact was created in Contacts, a conversation exists in the Inbox, and a pipeline stage is set in Pipelines.

03
Confirm booking and next action

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.

Nothing goes live unapproved

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.

Next step

Fix what does not work.

If a check fails or a test lead does not land, work through the troubleshooting guide.

Open troubleshooting