First launch path

For a first launch, follow this path: scenario definition, material preparation, assistant/knowledge base configuration, workflow or outbound task configuration, internal testing, small-scale trial, production launch, and data review.

Launch preparation

• Confirm whether the scenario is inbound, outbound, or mixed.
• Prepare business materials, phone number lists, or line information.
• Define acceptance criteria before testing.

From scenario to review

Define the scenario

Confirm whether the business is inbound reception, outbound calling, or a combined scenario.

Prepare materials

Prepare the greeting, prompt, knowledge base, human handoff conditions, data fields, and test questions.

Configure core objects

Create the assistant, import the knowledge base, and configure the workflow or outbound task.

Run internal tests

Use internal numbers to test connection, answers, handoff, recording, ASR, and data collection.

Run a small trial

Start with a small set of real numbers or a low-risk time window.

Launch and monitor

Monitor connection rate, handoff rate, knowledge hit rate, average response latency, and knowledge gaps.