← Back to resources

Trust Interactive Asset

Chatbot Deployment Checklist

Verify launch readiness across intent scope, governance, handoff quality, and KPI controls.

Estimated completion time12 minutes

Sections3

Progress0%

Your progress

Check off each action to plan and execute this asset.

Readiness controls

Confirm scope, source quality, and policy guardrails before expanding coverage.

0%

Document top intents, out-of-scope boundaries, and baseline KPIs.
Assign source owners and remove stale or conflicting documentation.
Enforce role-based access and audit logs for chatbot configuration.

Escalation and quality controls

Make human handoff reliable and transparent for members and moderators.

0%

Test confidence thresholds and issue-severity routing paths.
Include intent + attempted steps in every handoff summary.
Validate style, accessibility, and safe decline behavior.

Pilot governance and go/no-go

Use evidence-driven criteria to decide whether to scale chatbot availability.

0%

Limit pilot scope and maintain active moderator coverage.
Track latency, containment, escalation volume, and sentiment in one dashboard.
Expand only when response speed and containment beat baseline safely.