Adealo go-live checklist

Workspace and ownership

• Invite the teammates who will monitor and own conversations.
• Confirm working hours, who answers first, the after-hours behavior, and the human escalation path.
• Decide who owns sales, support, billing, privacy, and security requests.

Smartbar

• Customize the visible name, welcome text, colors, and conversation starters.
• Add the production website domain and complete verification.
• Install the production script once and confirm it loads on desktop and mobile.

Agent and knowledge

• Describe what your company offers, who it helps, and what the Agent should emphasize or avoid.
• Add at least one trusted source and confirm it is indexed and enabled for AI use.
• Assign the Agent to Smartbar, enable human handoff and the AI fallback, and show the AI badge.
• Choose what happens when the included AI allowance is used.
• Pass every required launch scenario after the latest Agent or Knowledge change.
• Confirm the Agent never reports a booking, callback, message, or handoff as completed before the system confirms it.

Final verification

Open the live website in a private browser window, start a new conversation, ask a known question, request a human, and verify that the Inbox receives the full context. Keep Visitor AI off until the readiness card says Ready. Turning it on is a separate admin action.