Take your agent from preview to pilot
Make the complete customer journey your launch criteria.
Define the pilot
Choose a small audience, a narrow use case and an owner for issues. Document the expected answers and situations requiring human help.
Confirm connectivity
Check number availability, country requirements and routing with your provider. Existing numbers may require forwarding or another supported connection; availability is not universal.
Verify operations
Check user permissions, billing configuration, knowledge freshness and support ownership. Test the actual inbound or outbound phone path, not only the browser preview.
Observe and improve
Review failures and representative conversations during the pilot. Expand gradually after addressing gaps in audio, answers, routing and support. Obtain appropriate consent and local advice for your intended calling activity.