Go-Live Checklist

Your agent is ready, and your customers will soon be talking to it. Only a few simple steps are left, and for each one we tell you exactly what to do and where to find the details.

Going live with a chat agent? Tick off Part A and B. With a phone agent? Part A and C. Most steps take just a few minutes.

Part A: Every agent

These steps make sure your launch is legally sound and your agent is well prepared. LoyJoy provides the documents and templates; you just put them in place.

Legal and compliance

• DPA concluded. Conclude the DPA with its annexes TOMs and Sub-Processors. If your existing DPA covers only chat, add the supplementary DPA for the Phone Agent.
• Use case checked under the EU AI Act. As deployer, confirm that your use case is not a high-risk application excluded by the Acceptable Use Policy. See the statement on the EU AI Act.
• AI notice not removed (Art. 50 AI Act). LoyJoy includes the notice by default in chat and phone. Make sure no customization drops it; use the AI notice text templates when rewording.
• Privacy policy updated. Add LoyJoy using the text variants for chat, phone, or both.
• DPO informed. Share the setup with your Data Protection Officer, including consent (chat) and call recording (phone).

Quality and operations

• Knowledge sources complete and up to date. The most important quality lever. See Sources.
• Agent tested with colleagues. Use the test options in the Publish tab and, for regression tests, AI Test Automation.
• Handover to humans defined. Live Chat, call transfer via the Transfer tool of the AI Agent module, callback, or contact form, including business hours.
• Agent published. Changes are served after about two minutes. See Publish Your Agent.
• Monitoring planned. Someone reviews Conversations regularly in the first weeks and refines prompt and knowledge.

Part B: Chat agent on your website

The technical integration is a single line of code. These steps make sure the chat loads everywhere, respects your cookie banner, and gets noticed.

• Snippet embedded after the consent manager snippet. Copy it from the Publish tab; it does not block page rendering. Inline embedding and your own buttons: see Integrate the Chat and the JavaScript API.
• CSP allows *.loyjoy.com. Otherwise the chat does not load. See Content Security Policy.
• Microphone allowed (only with Voice Chat). Check your Permissions-Policy header. See Voice Chat.
• Consent path chosen. Either your cookie banner controls loading, or LoyJoy reads your consent manager (Smart mode recommended). See Cookie Banner Configuration and the consent manager settings.
• Service entered in the consent manager. Use the classification proposal, fact sheet, and templates from the Trust Center; your DPO decides the category.
• Chat history storage set. Off, or 30 minutes up to 14 days, stored only in the browser. See Chat History and Variables.
• AI notices still visible. Greeting notice, AI label on messages, and notice line below the input field.
• Imprint added (only for LoyJoy landing pages). See Insert Imprint.
• Chat bubble and preview configured. A one-sentence value proposition plus up to three buttons works best. See Chat Preview.
• Tracking connected (optional). See Tracking Tool.
• Final check on the live site. Desktop and mobile, cookie banner accepted and rejected, no CSP errors in the browser console.

Part C: Phone agent

Your phone agent needs no telephony project to get started. These steps make sure callers are greeted correctly and reach the right place.

• AI notice kept in the call intro. Keep it when customizing the default greeting. See How to Set Up a Phone Agent.
• Call recording and consent gate configured. No recording: enable Prevent audio log in the Publish section. With recording, the consent gate asks callers for permission first and only records after an explicit yes. It is active by default and can be disabled per tenant.
• Language set. German or English. See Languages.
• Phone number connected. Set up a LoyJoy number and forward calls from your hotline to it. WebSocket and SIP are in preparation, see Telephony Integration.
• Routing and fallback defined. In your telephony system: which calls go to the agent, behavior outside business hours, transfer target.
• Real test calls made. From mobile and landline, ideally in a noisy environment. Check greeting, answers, transfer, and recording under Conversations.

You are live

Congratulations, your customers can now talk to your agent. From here, every conversation helps you make it better: review the conversations, refine prompt and knowledge, and watch your analytics. If you have questions at any point, we are happy to help.

The legal notes on this page are not legal advice. Please have your Data Protection Officer (DPO) review the final setup.