# Go-live Checklist

> You're reading the Mindset v3 documentation. v3 is no longer sold; this is reference for existing customers. Mindset 4 docs are at /docs.

We are experts at helping SaaS companies successfully deploy agents to their customers - we have broken down a go-live checklist we typically see companies go through.

#### Environment & Access

✓ 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?

#### Knowledge Access

✓ 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?

#### Agent Setup

✓ 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?

#### SDK Integration

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

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

#### User Experience

✓ 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?

#### Launch Readiness

✓ 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?

#### After Launch

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

> **Tip:** We will be delighted to help you at any stage - please just reach out to us! We are here to help.