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

# 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.

<AccordionGroup>
  <Accordion title="Environment & Access">
    <Icon icon="check" iconType="solid" color="green" /> Have you received your Mindset AI environment URL, App UID, and API keys from the team?

    <Icon icon="check" iconType="solid" color="green" />  Have you securely set up your server to generate auth tokens for users?
  </Accordion>

  <Accordion title="Knowledge Access">
    <Icon icon="check" iconType="solid" color="green" /> Have you connected with your content source via integration? Or used our ingestion API?

    <Icon icon="check" iconType="solid" color="green" /> Are update cycles set up to sync your content on a regular basis?
  </Accordion>

  <Accordion title="Agent Setup">
    <Icon icon="check" iconType="solid" color="green" /> Have you created at least one agent in the Mindset AI portal?

    <Icon icon="check" iconType="solid" color="green" /> Have you defined the agent’s name, personality, policy?

    <Icon icon="check" iconType="solid" color="green" /> Have you created any capabilities for the agent, so it has different ways it can help a user?

    <Icon icon="check" iconType="solid" color="green" /> Have you tested the agent in the portal to check that responses feel accurate and on-brand?
  </Accordion>

  <Accordion title="SDK Integration">
    <Icon icon="check" iconType="solid" color="green" /> Have you embedded the Mindset AI chat UI using the SDK?

    <Icon icon="check" iconType="solid" color="green" /> Have you tested that the UI loads properly in your app?
  </Accordion>

  <Accordion title="User Experience">
    <Icon icon="check" iconType="solid" color="green" /> Have you decided where and when users should see the agent?

    <Icon icon="check" iconType="solid" color="green" /> Have you set a helpful icebreaker or welcome message to start conversations?

    <Icon icon="check" iconType="solid" color="green" /> Have you walked through a few key user tasks with the agent to make sure the journey feels smooth?
  </Accordion>

  <Accordion title="Launch Readiness">
    <Icon icon="check" iconType="solid" color="green" /> Have you written a short announcement or tooltip explaining the new feature?

    <Icon icon="check" iconType="solid" color="green" /> Do your internal teams (support, CS, sales) know the agent is going live, what it does and the value it brings clients?
  </Accordion>

  <Accordion title="After Launch">
    <Icon icon="check" iconType="solid" color="green" /> Have you scheduled a regular check-in with our team to review performance and make improvements?
  </Accordion>
</AccordionGroup>

<Tip>
  We will be delighted to help you at any stage - please just reach out to us! We are here to help.
</Tip>