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Setup Checklist
Practical setup checklist with required steps, org-type paths, and launch readiness checks.
What this page is for
Use this checklist to complete setup quickly and verify each step before going live.
Core checklist (all org types)
- Required: Add business info and base instructions on Instruction page
- Required: Configure business hours on Hours page
- Required: Configure notifications on Notifications page
- Required: Set up forwarding phone behavior on Phone page
- Recommended: Review call behavior on Additional Settings page
- Required before launch: Run at least one test call and confirm results on Orders page
- Required: Confirm billing/payment method on Billing page
Required vs optional at a glance
| Item | Priority | Done means |
|---|---|---|
| Instruction setup | Required | Page saves with no validation errors |
| Hours setup | Required | In-hours and after-hours behavior match expectations |
| Notifications | Required | At least one SMS or app device receives test alerts |
| Phone forwarding | Required | Test call routes to AI reliably |
| POS/Appointments integration | Required only if used | Provider connected and test transaction/booking works |
| Additional Settings review | Recommended | Call behavior matches your business preferences |
| Billing health check | Required | Billing status is active/healthy |
Org-type branch checklist
POS-family path (Restaurant / Generic Business)
- Required if using POS: Connect provider on POS page
- Required if using POS: Run provider sync and verify catalog items are available
- Recommended: Place a test order and confirm it appears correctly in both systems
Appointments-family path (Contractor / Personal Assistant)
- Required if booking is enabled: Connect provider on Appointments page
- Required: Select calendar/event types (or equivalent provider options)
- Recommended: Run a live test booking and verify confirmation flow
QnA path
- Required: Ensure instruction content is complete and policy-safe
- Recommended: Test 5-10 realistic customer questions and refine responses
Done means (acceptance check)
- Instruction page saves successfully with no validation errors.
- Hours reflect your intended open/closed behavior.
- Notifications arrive through at least one enabled method.
- Forwarding call test reaches AI reliably.
- Test order or test appointment completes end-to-end (if enabled).
- Billing page shows a healthy active setup.
Common issues
- “Looks saved, but behavior is wrong”:
- Re-run a real call test after each major settings change.
- “Connected provider but no data”:
- Run refresh/resync in provider page.
- “No notifications”:
- Confirm contact/app device is active and not blocked by phone settings.
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