> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ekho.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Go-live checklist

> Run through this before you point real traffic at the agent.

## Required

<Steps>
  <Step title="Snippet installed and verified">
    The chat button appears on every page you expect it on. See [install on your website](/sales-agent/get-started/install-on-your-website).
  </Step>

  <Step title="Sales Agent name set">
    **General → Identity**. Required, and it is the name every buyer sees.
  </Step>

  <Step title="Goal chosen">
    **General → Conversation**. This decides what the agent drives toward, so the default may not be what you want.
  </Step>

  <Step title="Business hours set">
    In **Account settings → Business details → Hours**. The agent uses these to answer availability questions, and lead routing uses them for escalation timing.
  </Step>

  <Step title="Booking calendar connected">
    If you want the agent booking appointments, connect a calendar under **Capabilities → Booking** and share it with the Ekho service account. Availability comes from that calendar, not from your hours.
  </Step>

  <Step title="Inventory syncing">
    The agent only quotes units marked **Available**.
  </Step>
</Steps>

## Strongly recommended

<Steps>
  <Step title="Personality reviewed">
    Response length in particular. Concise reads better over SMS. See [identity and personality](/sales-agent/agent/identity-and-personality).
  </Step>

  <Step title="Capabilities turned on">
    Pre-qualification, trade-in estimate, shipping fees, and booking are individually toggled. Set the minimum FICO score if you enable pre-qualification.
  </Step>

  <Step title="Knowledge documents uploaded">
    Hours, policies, financing terms, current promotions. See [Knowledge](/sales-agent/knowledge/overview).
  </Step>

  <Step title="CRM forwarding connected">
    So qualified leads land where your team already works. See [CRM forwarding](/sales-agent/integrations/overview).
  </Step>
</Steps>

## Worth doing

* Set your **brand color** and font so the widget matches your site
* Add **suggestions** so buyers have something to click instead of a blank box
* Check the trigger button does not collide with a cookie banner or another chat tool
* Enable **SMS** if you want text coverage
* Add a few **smart replies** for questions you want answered in exact wording

## Test it like a buyer

<Steps>
  <Step title="Ask about a unit you have">
    You should get a vehicle card with photo and price.
  </Step>

  <Step title="Ask about something you do not stock">
    The agent should say so and offer alternatives, not invent stock.
  </Step>

  <Step title="Ask for a human">
    Confirm the conversation shows up under the **Escalated** filter in your inbox.
  </Step>

  <Step title="Book an appointment">
    Confirm it lands on the right calendar at the right time.
  </Step>
</Steps>

<Tip>
  Expect to tune for the first couple of weeks. The fastest improvement is almost always uploading a knowledge document that answers whatever buyers keep asking.
</Tip>