Onboarding Checklist
Track launch readiness and confirm nothing critical is missed
On this page
Two Checklists, One Goal
The setup checklist on your Dashboard home tracks overall launch readiness and updates automatically (the voice-test step is marked by you or by your first real call). The same checklist appears on AI Receptionist, next to a status strip that says what the AI will do right now on each channel.
Required Completion Items
- Set a real business name in Settings
- Connect at least one active communication channel
- Write a knowledge pack with service and policy details
- Activate billing with a valid subscription
- If SMS is enabled, complete A2P 10DLC registration before production sending
Launch Validation Workflow
Rehearse with the AI first
Use Test the AI (text) and Test a call (voice, Pro) to verify answer quality with zero customer exposure.
Run channel tests
Send test inbound messages through every channel you plan to run live.
Confirm lead movement
Ensure test conversations produce leads in Leads and that stage transitions occur correctly.
Verify user access
Have each teammate sign in and confirm their role shows the right areas (for example, only admins see Audit Log).
Channel Status Guide
| Channel | Where to Configure | Required Inputs |
|---|---|---|
| SMS (Bandwidth) | Settings › Channels | Platform-managed SMS number and Approved A2P 10DLC registration |
| Voice (Twilio) | Settings › Channels | Twilio Account SID and Auth Token; the voice number is assigned by IntakeNexus during activation |
| Settings › Channels | Inbound intake address assigned by IntakeNexus during activation | |
| Facebook Messenger / Instagram | Settings › Channels | Meta Page ID and access token |
| Settings › Channels | WhatsApp phone number | |
| Web chat / Forms | Web chat and Forms pages | Embed snippet placed on your website |