Launch checklist
Prepare your first AI employee the right way.
Use this checklist before connecting a phone number or allowing an employee to create live appointments.
✓ Role defined✓ Knowledge added✓ Transfers tested○ Pilot review
Launch readiness0%
Check each item as it is completed. Progress is saved in this browser.
1. Define the employee
2. Add company knowledge
3. Configure safeguards
4. Connect and test tools
5. Run a controlled pilot
Ready when you are
Turn a checked list into a controlled live pilot.
Choose a role, tell us about your business and launch a controlled pilot without technical setup.