Readiness Checklist

Be ready before you launch your campaign

For both Official API and Desktop automation, these inputs help us launch smoothly with better deliverability, faster operations, and clearer ownership.

Official Track

API onboarding readiness

  • Verified business details, domain, and brand assets ready
  • Use-case based template plan (approval-ready)
  • CRM/pipeline/Google Sheet destination finalized
  • Agent assignment rules, office hours, and follow-up logic defined
  • Message categories clarified (marketing, utility, authentication)

Unofficial Track

Desktop marketing readiness

  • Contact sources, segmentation, and campaign lists ready
  • Sending pattern, delay logic, and template variants planned
  • Operator workflow, reply management, and escalation process set
  • Daily sending capacity and device/account discipline defined
  • Lead capture + callback ownership finalized

Next step

If this checklist is mostly ready, schedule a quick demo. If not, no problem—our team will help identify gaps and suggest the fastest path to launch.