Follow the setup checklist
- Create the workspace and review the active plan limits.
- Add approved business information and test the preview.
- Approve exact production and staging hostnames.
- Copy the current dashboard snippet into one permitted website placement.
- Publish, open the site while logged out and submit a labelled test enquiry.
- Inspect the receiving workspace and keep a rollback method.
Check the actual result
If the widget is absent, inspect the published snippet and domain approval before editing business knowledge. If a reply is wrong, investigate sources and instructions instead of repeatedly reinstalling the loader.
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.