You've built your bot — now let's make sure it's truly ready for real visitors.
Run through this quick checklist before (and right after) you embed the widget on
your live site. Five minutes here saves you from awkward first impressions later.
Where this fits: This is the final stretch of the
Quick Start checklist — the go/no-go review before
your bot meets real customers.
Before you launch
✅ 1. Your bot is trained on the essentials
Confirm the bot knows your business. If you ran
Smart Setup, review the imported
FAQs, services, and products. Fill any gaps with
manual training — FAQs for your most
common questions, plus key services and locations.
💡 Keep it lean and accurate. It's better to answer 20 questions well than 200
questions poorly.
✅ 2. It looks like your brand
Check your widget styling: widget icon,
header, and message-bubble colors should match your site. Preview both the
Welcome and Chat states.
✅ 3. Your greeting invites action
Review your
welcome message and conversation-starter pills.
Aim for 3–5 pills mapped to your top visitor intents (e.g. "Get a Quote,"
"Book a Demo," "Support").
✅ 4. You've tested a real conversation
Use the built-in demo to chat with your bot exactly as a visitor would. Ask your
top 5–10 questions and confirm the answers are accurate and on-brand.
→ How to Demo Your UpChat Bot Before Deployment
✅ 5. Lead alerts are set up
Make sure you'll actually hear about new leads. Confirm your notification email
and frequency so a hot lead never slips through.
✅ 6. You know where to paste the code
Have your embed snippet ready and know
where it goes — just before your site's closing `</body>` tag, or via Google Tag
Manager.
Launch
Paste your embed code, publish your site, and hard-refresh. Look for the widget
button in the corner, open it, and run one more quick question to confirm it's
live on the real page.
Right after launch
- Watch your first conversations. Real visitors ask things you didn't expect —
it's the best source of new FAQ ideas.
- Follow up on leads fast. Quick responses convert far better.
- Refine as you go. Add FAQs for anything the bot missed and keep your training
lean and current.
🎉 That's it — your bot is live and working 24/7. Onboarding complete!
Need a hand?
Can't find what you need? Our team is happy to help.
→ Submit a ticket · Back to Help Center
---