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Chatbot Deployment Checklist (2025): Web, WhatsApp, Slack, CRM

· One min read
Daniel Garcia
Daniel Garcia
CEO @ Optimly

Launching a chatbot is more than flipping a switch. Use this 30‑point deployment checklist to go live confidently across web and messaging, with analytics and guardrails in place.

Pre‑Launch​

  • Ownership: Product, Eng, Support, and Legal sign‑off
  • Scope: In‑bounds topics, escalation paths, and SLAs
  • Knowledge: Documents/FAQs loaded; answer provenance enabled
  • Prompting: System prompt guardrails; temperature and style finalized

Integrations​

  • Web widget installed with data layer events (GTM/GA4)
  • Messaging: WhatsApp/Instagram sender approval and webhooks
  • CRM/helpdesk: Zendesk, Intercom, HubSpot/Salesforce routing
  • Calendars/payments: Meeting links and payment flows tested

Analytics & QA​

  • Events: session_start, intent, escalation, resolution, conversion
  • Costs: token usage per message/session
  • Dashboards: deflection, CSAT, frustration, conversions
  • QA: transcript reviews, red‑team prompts, policy checks

Security & Compliance​

  • SSO/RBAC for dashboards and admin access
  • PII redaction; retention policy (e.g., 90 days)
  • Regional hosting needs (EU/US)
  • DPA and incident response procedures

Go‑Live Playbook​

  • Progressive rollout: 10% → 50% → 100%
  • Monitoring: Alerts for spikes in abandonment or escalations
  • Feedback loops: Thumbs up/down and transcript sampling
  • Post‑launch review after 7/30 days

Resources​

  • GA4 event setup: /blog/chatbot-analytics-google-tag-manager
  • Privacy guide: /blog/privacy-friendly-chatbot-analytics
  • ROI formulas: /blog/chatbot-roi-analytics

Launch with Confidence​

Optimly provides LLM‑native analytics and guardrails for web and messaging. Start free.

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