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      Use case: Launching your chatbot

      In this article, we guide you through the final steps to launch your chatbot after it has been set up, tested, and optimized.

      This is a crucial phase, as the chatbot needs to be properly connected to and activated on the correct channels to function smoothly. Follow the checklist below to ensure that your chatbot is fully ready to go live.

      Checklist for launching your chatbot

      1. Ensure that the desired channels have been created
        Make sure all the desired channels have been created or connected via Integrations. The channels you can set up are the chat widget, WhatsApp, Facebook Messenger, and Instagram. At Integrations in our Help Center, you can find instructions on how to connect and configure these channels.

        For the chat widget:

        • Check if it is fully customized to your preferences. You can refer to this Help Center article for more information.
        • Make sure you have added all the images to the chat widget and to the chatbot. For this you can use this Help Center article.
        • In the chat widget under 'Show or hide Chat Widget', make sure you have selected 'Show on website'.
        • Ensure that the code snippet has been placed on your website. You can refer to this Help Center article for guidance.

      2. Connect the channels to your chatbot
        It’s important that you select the channels you want your chatbot to be connected to within the Chatbot profile. This can be done in Pulse, where you click on the three dots next to the relevant chatbot and open the Chatbot profile. Here, you can connect the chatbot to the desired channels, so it becomes automatically active at the appropriate channels once it goes live.

      3. Activate the chatbot
        Once all the channels are set up and connected, the next step is to activate your chatbot. This can be done in Pulse, within your chatbot, by selecting Activate chatbot. You can read more about this in this Help Center article.

      4. Test the live connections
        After activation, it is recommended to initiate a test conversation through each channel. This will help you ensure that the chatbot responds correctly and that the connections with various channels are functioning properly.

      5. Set up notifications and monitoring
        When going live, it’s useful to set up notifications for new conversations so that you are always aware of incoming conversations. This can also help you quickly detect any potential issues in the early stages after going live. Read more about your notification preferences here. Analyze the incoming conversations and monitor the chatbot’s performance so that you can continue optimizing it.