Purpose
The agent has one clear goal.
The audience is clearly defined.
The agent role is clear.
The expected outcome is clear.
Knowledge Base
Relevant files are uploaded.
Important links are connected.
Raw text is added if needed.
The knowledge is up to date.
The agent knows what to do if information is missing.
Behavior
Tone is defined.
Boundaries are defined.
Off-topic handling is defined.
CTA or next step is defined.
Access
Access type is selected: public or exclusive.
If exclusive, free messages are configured.
The payment or subscription flow is tested.
Payment Links or offers are connected if relevant.
Channels
Website link is tested.
WhatsApp is tested.
Messenger is tested.
Instagram DM is tested.
Telegram or Discord is tested if used.
Quality
The agent is tested with real questions.
Wrong answers are corrected.
Knowledge gaps are fixed.
Live Conversations are reviewed.
Manual takeover flow is understood.
Related articles
AI Agent Quality Checklist
How to Connect Your AI Agent to WhatsApp, Website, Messenger, and Instagram DM
Troubleshooting Knowledge Base Answers and Off-Topic Responses