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Go live

Go live from Home once every step of your checklist is done.

Video, Main step 5 of 5 on every path
Narrated by an AI voice.English captions

Steps

  1. Open Home. A step that isn't done says what's missing, with a Fix this link.
  2. Finish each step. One of them is a test message that gets a real reply, and if you take orders in chat, the order test on Test your agent.
  3. When Home says Ready to go live, tap Go live.
  4. We review your setup. A go live request is approved within 1 business day.
  5. Once it's approved, Home says Live, and your agent answers on the channels you connected.
  6. To pause it, turn off Auto reply on Your agent, Voice and handoffs, then tap Save rules.

Good to know

  • Going live needs a plan and every step on Home done, including a connected channel and a test message that got a real reply.
  • Only an owner or manager can go live.
  • Before you're live, messages still land in your Inbox, but your agent doesn't answer them.
  • On Starter, your agent answers on one channel: Instagram or your website chat.

Transcript

Go live

Narrated by an AI voice.

[Title card: Go live.]

Until your agent is live, Home is your checklist. Each step opens the page where you set it.

A step that isn't done says what's missing, here a test message.

Tap Fix this.

Send one test message.

It gets a real reply.

If you take orders in chat, also tap Run test. It sends one order through your agent and checks the price and the checkout link.

Wait until it says Passed.

Then go back to your checklist.

Every step is done, so it says Ready to go live.

Tap Go live.

We review your setup before your agent answers real customers. A go live request is approved within 1 business day.

Until then, messages still land in your Inbox, but your agent doesn't answer them.

Once it's approved, Home says Live and shows your numbers.

Live means your agent answers on the channels you connected.

Here, that's your website chat, wherever it's installed.

To pause it, open Your agent.

Then Voice and handoffs.

Turn off Auto reply. New messages then wait in your Inbox, and you still get alerts when someone asks for you.

Then tap Save rules.

[End card: Next: Inbox and handoffs. dm-desk.com/help]