Quickstart checklist
Use this checklist when you want a clean launch. Most teams can begin answering customers once the store, knowledge, and at least one channel are connected.
Plan one hour for setup and another hour for testing common shopper questions before you announce the new support experience.
Launch checklist
- Connect Shopify, WooCommerce, or your custom store.
- Add policies for shipping, returns, refunds, and FAQs under Knowledge.
- Set AI Agent tone, escalation rules, and action permissions.
- Install live chat or connect email and messaging channels.
- Invite agents and set roles.
- Test a few common shopper questions before going live.
Recommended first tests
- Where is my order?
- What is your return policy?
- Do you ship internationally?
- Can I change my shipping address?
Need a hand with this? Chat with our AI Agent, email hello@agentraa.com, or open your Agentra workspace.
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