Before you start
The customer page
1
Chat flow
Done when
With the agent (fastest)
1
By hand, and forms in the chat
By hand
Forms in the chat
1
Check it before anyone sees it
The fixes you’ll make most often
2
Lead board
Done when
3
What to share, and when
| When | What to share | How |
|---|---|---|
Never share
3
Asking for approval
Done when
If they ask for a change after approving
4
WhatsApp and payment setup
Done when
5
Ready for build
Done when