Adealo go-live checklist

Workspace and ownership

  • Invite the teammates who will monitor and own conversations.
  • Confirm working hours, routing mode, 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.
  • Publish accurate Help Center articles and enable only approved sources for AI.
  • Test pricing, product, security, unsupported, sensitive, and handoff questions.
  • 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 AI disabled or use human-first routing until these checks pass.