Before launch
Take time to review your setup.
Confirm your intro, fallback, or expiry offers are published and active.
Ensure lead stages are defined or automatically generated by the wizard.
Set your tone and urgency in AI → Customizations → Brand voice.
Communicate to your staff when the AI will start handling leads, so everyone’s aligned.
💡 A clean, consistent setup leads to stronger results right away.
Going live
Run the Sales Agent wizard and launch one journey first. Send yourself a test message from a new lead profile to make sure responses sound natural and align with your studio’s tone. If necessary, tweak the language before fully enabling the journey for all new leads.
After launch
Monitor your metrics daily during the first week.
Watch for unexpected escalations or gaps in your lead flow. Check transcripts weekly to confirm accuracy, clarity, and warmth in AI replies. Continue refining your journeys weekly to match how your leads respond in real conversations.
💡 Think of launch as a soft opening — observe, adjust, and scale confidently once you’re satisfied.