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Go-live Checklist
We are experts at helping SaaS companies successfully deploy agents to their customers - we have broken down a go-live checklist we typically see companies go through.
Environment & Access
Environment & Access
Have you received your Mindset environment URL, App UID, and API keys from the team? Have you securely set up your server to generate auth tokens for users?
Knowledge Access
Knowledge Access
Have you connected with your content source via integration? Or used our ingestion API? Are update cycles set up to sync your content on a regular basis?
Agent Setup
Agent Setup
Have you created at least one agent in the Mindset portal? Have you defined the agent’s name, personality, policy? Have you created any capabilities for the agent, so it has different ways it can help a user? Have you tested the agent in the portal to check that responses feel accurate and on-brand?
SDK Integration
SDK Integration
Have you embedded the Mindset chat UI using the SDK? Have you tested that the UI loads properly in your app?
User Experience
User Experience
Have you decided where and when users should see the agent? Have you set a helpful icebreaker or welcome message to start conversations? Have you walked through a few key user tasks with the agent to make sure the journey feels smooth?
Launch Readiness
Launch Readiness
Have you written a short announcement or tooltip explaining the new feature? Do your internal teams (support, CS, sales) know the agent is going live, what it does and the value it brings clients?
After Launch
After Launch
Have you scheduled a regular check-in with our team to review performance and make improvements?
We will be delighted to help you at any stage - please just reach out to us! We are here to help.