Pre-Build Checklist
- Every FAQ the business answers weekly, collected word-for-word from real conversations, not paraphrased
- Every action the agent needs to complete, listed as user-facing outcomes, not technical features
- Every integration point identified and access confirmed before development starts
- A documented escalation path: exactly what triggers a human handoff
Build-Phase Checklist
- Test every happy-path conversation end to end
- Test every edge case identified during discovery, including angry/confused callers
- Confirm the agent never invents information it doesn't have (a hard rule, not a nice-to-have)
- Confirm every integration writes back correctly, not just reads data
Pre-Launch Checklist
- Client has reviewed and approved every scripted response and escalation trigger
- Monitoring and alerting is live before the agent goes public, not after
- A rollback plan exists if something goes wrong in the first 48 hours
Post-Launch Checklist (First 30 Days)
- Weekly review of real conversation logs to catch anything the agent handled poorly
- Refinement of the knowledge base based on actual questions, not assumed ones
- A formal check-in with the client at day 30 to review results and next priorities
We run every single client build through this exact list, no exceptions, and it's the reason our launches rarely have the kind of embarrassing public failures other agencies have had with AI agents.
