Tutorials
Your Prelaunch Checklist for an AI Support Assistant
Use this checklist to test policies, privacy, escalation, and mobile usability before turning on customer-facing AI.
Roxi editorial · Practical guide
Review your source material
Verify store hours, contact details, return conditions, delivery guidance, and product facts. Remove contradictory or obsolete entries and keep draft knowledge separate from approved answers.
Exercise risky scenarios
Test questions about refunds, order changes, lost packages, threats, private customer information, and topics outside the knowledge base. Confirm the assistant refuses unauthorized actions and offers an appropriate handoff.
Run a limited pilot
Start with a small audience, inspect actual transcripts with appropriate privacy safeguards, and measure accuracy and customer satisfaction. Document a rollback procedure before broad release.