Go-live checklist for a new workspace

A practical order of operations so chat, email, AI, and your team are ready before customers arrive.

Written by Godswill

Use this checklist when you turn on Adrian for real traffic. Owners and admins configure channels; agents can join as soon as the inbox is wired.

1. Workspace basics

  1. Confirm your workspace name under Configure → Team → Workspace.

  2. Invite teammates in Team → Invite teammates. Assign Owner, Admin, or Agent roles.

  3. Optional: require two-factor sign-in under Team → Sign-in security.

2. Chat widget

  1. Open Configure → Chat widget.

  2. On Install, copy the one-line script and add it before </body> on every page that should show chat.

  3. On Appearance, set brand colour, Title, Subtitle, and Welcome message.

  4. On Websites, add your production domain to Allowed domains if the allowlist is enabled.

  5. Send a test message from your site and confirm it appears in Inbox → Unassigned.

See Install the chat widget on your website if the bubble does not appear.

3. Email channel

  1. Open Configure → Email channel.

  2. Copy Your inbox address.

  3. In Google Workspace, Microsoft 365, or your host, forward support@yourcompany.com (or similar) to that address.

  4. Send a test email and confirm a new conversation opens in the inbox.

4. AI and knowledge (Growth / Enterprise)

  1. Open Knowledge → Knowledge Hub and add websites, PDFs, and snippets—or publish help center articles (they sync automatically).

  2. Open Knowledge → AI & Copilot. Enable the AI bot, set Bot name, Guardrails, and Custom instructions.

  3. Use the Playground to test real customer questions before you rely on the bot in production.

  • SLA policies — Configure → SLA policies (Growth+).

  • CSAT — Configure → CSAT surveys (Growth+).

  • Automations — Configure → Automations to assign by channel, keyword, or department.

6. Help center

  1. Write core articles under Knowledge → Help Center → Articles.

  2. Group them in Collections.

  3. Brand the public site under Help Center site (domain, logo, languages on Growth+).

When you are live, monitor Dashboard and Reports daily for the first week.

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