Presbot launch checklist for a confident first day

Give yourself a calm launch process

Launching a website assistant should not feel rushed. A short, thoughtful review can prevent confusing answers, broken links, and missed follow-up requests.

This checklist helps you confirm that Presbot is ready for real visitors without turning launch day into a large technical project.

Confirm the assistant represents your business

Open the public assistant and check the basics first:

• The business name is correct
• The assistant name feels clear and trustworthy
• The welcome message explains what visitors can do
• The wording matches the tone of your website
• Important contact details are current

For a fuller review, use how to customize Presbot for your website.

Review your most important visitor goals

Write down the three to five things visitors most often need from your website.

Common goals include:

• Understanding a service
• Comparing options
• Checking availability
• Requesting a quote
• Getting support

Make sure each important goal has a clear path through Quick topics, saved answers, Knowledge, or lead capture.

Test every Quick topic

Select each Quick topic as a visitor would.

Check that the label is easy to understand and that the response matches the promise made by the topic.

If a topic feels broad or uncertain, review how to write effective Quick topics.

Read saved answers out loud

Reading an answer out loud is a simple way to notice awkward wording, long sentences, and unclear next steps.

Each saved answer should:

• Answer the question directly
• Use plain language
• Include important limits or conditions
• Offer a relevant next step

Use how to write clear saved answers when an answer needs work.

Ask Smart Assistant realistic questions

Ask questions in the way a real visitor might speak. Try short questions, detailed questions, and questions with imperfect wording.

Test topics such as services, pricing, locations, hours, policies, and booking.

If responses are too general, improve the source information using how to add useful Knowledge.

Complete the lead capture flow

Submit a test lead from beginning to end.

Confirm that:

• The follow-up option is easy to find
• The questions are simple
• The contact fields accept valid information
• The confirmation message appears
• The lead is available for your team to review

Use how to set up lead capture if the flow needs improvement.

Check every important link

Open links inside saved answers and assistant messages.

Check service pages, pricing pages, booking links, email links, telephone links, and privacy pages.

A useful answer can still disappoint a visitor when its next step leads to the wrong place.

Test desktop and mobile

Open the assistant on a computer and a phone.

Confirm that the launcher is visible without covering navigation, consent controls, checkout buttons, or other important page elements.

Make sure the message field, Quick topics, and close control remain easy to use on a small screen.

Decide who will review leads

Before launch, choose who is responsible for new follow-up requests.

Your team should know:

• Where leads appear
• How often to review them
• Who responds to each type of request
• What response time is realistic

Review how to review and manage captured leads.

Launch, then observe

You do not need to predict every visitor question before publishing.

Launch with a strong foundation, then learn from real conversations. Repeated questions will show where to add a topic, improve an answer, or expand Knowledge.

Learn how to improve Presbot using visitor questions.

First-day checklist

• Business details are correct
• The welcome message is clear
• Quick topics work
• Saved answers are current
• Smart Assistant has useful Knowledge
• Lead capture works
• Links are correct
• Desktop and mobile were tested
• A team member owns follow-up

Next steps

Start with how to create your first Presbot assistant, then use this checklist before publishing.