Customer Launch Checklist

Before using Wemblo with real customers, complete this checklist.

Account setup

• Business profile completed
• Logo uploaded
• Business hours added
• Team members added
• Roles and permissions configured

WhatsApp setup

• WhatsApp Cloud API number connected
• Webhook verified
• Test inbound message received
• Test outbound message sent
• Approved templates added
• Template test completed

Team inbox

• Agents trained
• Conversation assignment tested
• Tags created
• Notes tested
• Conversation close/resolved process confirmed

Contacts and leads

• Lead statuses finalized
• Tags finalized
• Segments created
• Follow-up process agreed

AI and chatbot

• Business knowledge added
• AI tone configured
• AI safety rules added
• Chatbot flow tested
• Human handover tested

Campaigns

• Contact opt-in confirmed
• Campaign segment created
• Template approved
• Test campaign sent
• Reply handling process ready

Final review

• Admin reviewed settings
• Team knows daily workflow
• Manager knows reports
• Support escalation process ready
• Backup communication plan ready