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Post-Build Checklist: What to Do After Your AI Agent is Built (10-Minute Launch Guide)

6 minutes

Summary

After UIRIX finishes building your agent from your website (it takes minutes), your AI agent is built but not yet live with customers. Complete these 4 critical steps in 10 minutes: (1) Test agent in Real-time Chat (2-3 min), (2) Get phone number (1 min), (3) Connect calendar if booking enabled (2 min), (4) Add website widget optional (5 min). Total time from build complete to receiving customer calls: 10 minutes.

What You'll Learn:

  • Step 1: TEST - Verify agent works correctly (Text + Voice tests) - 2-3 min
  • Step 2: GET NUMBER - Obtain phone number for customer calls - 1 min
  • Step 3: CONNECT CALENDAR - Enable appointment booking (if selected) - 2 min
  • Step 4: ADD WIDGET - Put chat on your website (optional) - 5 min
Quick Recommendation: Skip any step = incomplete launch! All 4 ensure professional, functional AI agent.

1. Step 1: Test Your Agent (Priority #1 - Don't Skip!)

Immediately after build, UIRIX lands you on Real-time Chat - start testing right away. Why Test First: - Catch errors before customers experience them - Verify knowledge accuracy (prices, services, hours) - Confirm capabilities work (SMS, Email, Booking) - Test voice quality Quick Test Process (2-3 minutes): Step 1: Text Chat Test Type: "Hi, I need an appointment tomorrow" → Verify AI responds correctly Step 2: Voice Chat Test Click green "Connect" button → Say: "What are your hours?" → Listen for clarity Pass Criteria: - Business name mentioned correctly - Pricing accurate - Professional, friendly tone - Logical conversation flow

2. Step 2: Get Phone Number (1 Minute)

After successful testing, get your AI agent's phone number. Step 1: Click "Get Number" in Inbound sidebar Step 2: Select Country (US, Canada, UK, Israel, etc.) Step 3: Browse & Select - Choose local area code Step 4: Confirm - Number active immediately! Result: Customers can now call your AI agent 24/7 Cost: Included with your plan (a saved payment method is required) Pro Tip: Choose local area code for your city - builds customer trust!

3. Step 3: Connect Calendar (2 Minutes - If Appointment Booking)

If your agent uses the Schedule Calendar Meeting (Google/Microsoft 365) action - for example, you chose the Scheduling add-on - connect your calendar NOW or meeting booking won't work. When to Do This: - Your agent uses Schedule Calendar Meeting (Google/Microsoft 365) - You're appointment-based business (salon, medical, professional services) Skip This If: - Your agent doesn't book calendar meetings - You prefer to send your own booking link (Schedule New Appointment sends it) or book manually Connection Process: Step 1: Click "Connectors" in Inbound sidebar Step 2: Choose Calendar (Google Calendar OR Microsoft 365) Step 3: Click "Connect" - Log in and authorize Step 4: Done! AI can now book meetings Without a calendar connection, the calendar meeting action can't book!

4. Step 4: Add Website Widget (5 Minutes - Optional)

Add AI chat widget to your website for text-based customer communication. When to Add Widget: - You want website visitors to chat with AI - You have website you can edit - You want multi-channel (phone + website chat) Widget Installation: Step 1: Widget Settings - Click "Widget Settings & code" under Web Widget in the sidebar Step 2: Copy Code - Copy the embed code Step 3: Paste on Website - Add before tag Step 4: Widget Appears! - Chat bubble shows on your site Skip This If: You only want phone agent (no website chat) or you'll add later

Frequently Asked Questions

What should I do immediately after my agent is built?

UIRIX automatically lands you on Real-time Chat after build. First action: Test your agent! Type 2-3 customer scenarios in Text Chat, click Connect for Voice Chat test. Verify agent mentions your business name, knows services/pricing, sounds professional. Takes 2-3 minutes. Never skip testing!

In what order should I complete post-build steps?

Recommended order: (1) Test agent (2-3 min), (2) Get phone number (1 min), (3) Connect calendar (2 min) if appointment booking, (4) Add widget (5 min) optional. Total: 10 minutes. Don't skip steps 1-3!

Can I go live without connecting calendar?

Yes, if you don't need automatic appointment booking. Without calendar, AI can still: answer calls, provide information, capture leads, send SMS/Email. If customer wants appointment, AI captures their info (via Create Lead) and you book manually later.

How long until customers can call my AI agent?

Immediately after getting phone number (Step 2). Process: Build finishes → Test (2 min) → Get number (1 min) → about 3-4 minutes from finished build to receivable calls. Number is active instantly.

Your AI agent is built - complete these final steps to go live!

  • 4 critical steps in 10 minutes
  • Test → Number → Calendar → Widget
  • Minimum to launch: Steps 1-2 (5 minutes)
  • Full setup: All 4 steps (10 minutes)
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