Go-live Checklist

Have you received your Mindset AI environment URL, App UID, and API keys from the team?

Have you securely set up your server to generate auth tokens for users?

Have you connected with your content source via integration? Or used our ingestion API?

Are update cycles set up to sync your content on a regular basis?

Have you created at least one agent in the Mindset AI portal?

Have you defined the agent’s name, personality, policy?

Have you created any capabilities for the agent, so it has different ways it can help a user?

Have you tested the agent in the portal to check that responses feel accurate and on-brand?

Have you embedded the Mindset AI chat UI using the SDK?

Have you tested that the UI loads properly in your app?

Have you decided where and when users should see the agent?

Have you set a helpful icebreaker or welcome message to start conversations?

Have you walked through a few key user tasks with the agent to make sure the journey feels smooth?

Have you written a short announcement or tooltip explaining the new feature?

Do your internal teams (support, CS, sales) know the agent is going live, what it does and the value it brings clients?

Have you scheduled a regular check-in with our team to review performance and make improvements?