Choose one customer journey
Define the enquiry you want to improve: product discovery, technical qualification, store visits, or service requests. Agree on the customer’s next useful action.
Prepare trusted product information
Publish clean product identifiers, images, categories, and relevant attributes. Verify price, availability, and any certification claims with the business.
Define the knowledge and the boundaries
Supply approved business information. Decide what the assistant can answer, what needs clarification, and what must go to a person.
Review messaging permissions
Document opt-in and opt-out behavior. Review current Meta requirements and approved templates before enabling outbound messages.
Connect and test the flow
Check dynamic values, required fields, submissions, integrations, and confirmation behavior. Verify that the chosen route actually executes the intended journey.
Prepare the human team
Configure working hours, timezone, holidays, inbox ownership, and escalation. Test takeover and after-hours messages.
Agree on a reporting baseline
Select useful measures such as qualified enquiries, completed flows, and wait times. Establish the baseline before launch and review comparable periods.
Launch with a feedback loop
Start with a controlled audience. Review incorrect answers, unresolved enquiries, delivery failures, and team feedback before expanding.