Going live
Work through this list once your chatbot is configured. It takes about an hour and catches the problems your customers would otherwise find for you.
Before you install
- The Domain on the chatbot matches the hostname the widget will run on, exactly —
www.included or excluded to match your live site - The chatbot is set to Active. New chatbots are created inactive.
- A product feed is imported per language, and Products in DB matches your catalog
- What does your website sell/do? and AI Expertise are filled in, because answers are only as specific as those fields
- Bot name, avatar, and colour match your brand
- A contact page or contact email is set, so handoffs have somewhere to go
- Written answers exist for every language you serve
Test with real questions
Use the Demo page and ask at least ten questions a customer would really ask:
- A product search you know has a good match
- A product search with no good match, to check the bot says so instead of inventing one
- A question about delivery, returns, or payment
- A question in each language you support
- “Can I talk to someone?”, to check the handoff answer
- An angry or frustrated message
- A question that has nothing to do with your shop
Check that every product the bot shows opens the right page, and that no placeholder braces such as {email} are visible.
Demo page and dashboard preview messages count towards your monthly limit, so budget a little headroom for testing.
Install and verify
- The snippet is pasted once, in a template that runs on every page
- The bubble appears on desktop and on a real phone
- The widget does not cover your cookie banner or cart button
- The first answer arrives within a few seconds
- The conversation appears in Chat conversations afterwards
- Your privacy policy mentions the chat assistant
First week
- Read the conversations, not only the metrics
- Fix bad answers at the source: feed data, the site description, or a written answer
- Filter Chat conversations on Type: error to see whether anything is failing systematically
- Compare your usage against your monthly message limit — when it runs out, the widget stops loading rather than answering with an error
First month
- Compare the products the bot shows against what actually sells
- Rewrite the welcome message if few visitors open the chat
- Import the feed again after every price change, promotion, and range update
- Change one thing at a time, so you can tell what worked
Related
- Installation — the snippet and where it goes
- Configuration — every setting referenced above
- Test your chatbot before going live — test before the widget is public