Follow the setup checklist
- Back up the relevant theme or insertion setting.
- Follow the WordPress integration guide.
- Add the supplied business snippet once.
- Publish and test a service page while logged out.
- Check caching and delayed-script behaviour.
- Inspect one optional enquiry in the correct workspace.
Check the actual result
Avoid duplicate snippets in several posts. Keep the existing theme workflow and make one reversible placement change.
Run a supported answer, an unsupported request and an optional contact submission. Review the answer wording and resulting record. A requested appointment needs staff confirmation; a separate channel link does not prove an integration.
Keep the next customer step available
If the assistant is unavailable, visitors should still be able to use the existing form, phone or email route. Record the specific error and the page affected without exposing account credentials. Ask the responsible website administrator to review security-policy and script-placement issues.
After a change, verify the published page rather than relying on the editor state. Keep current knowledge and the correct business snippet together so a copied test placement does not accidentally serve the wrong workspace.