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Use Go live once you have saved the agent, reviewed its settings and tested the conversation. A saved agent and an active campaign are different things.

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Before you activate

  • Replace starter instructions with your real business information.
  • Check the agent’s instructions, voice and any enabled Chat style.
  • Fill the required calendars, transfer destinations and other workflow settings.
  • Review calling numbers, calling hours, timezone and lead-entry rules.
  • Check Call handling and the actions after End Call.
  • Test the agent, including actions that cannot complete.

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Resolve the setup checklist

Select Go live and review what still needs attention. Open the relevant setting, correct it and check again. Preparing the agent is not the same as activating its campaign; wait for the UI to confirm the result.

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Voice and Chat readiness

Voice can be ready while SMS setup still needs work. Review Inbound → SMS for the detected number and approval status. If approval cannot be verified, check the sender in your CRM rather than assuming that a detected number is approved. Chat tests remain available.

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After activation

Review early conversations and their action results. If the wording needs work, edit Instructions or Conversation Style. If the action is wrong, review the matching workflow. Test the change before relying on it.