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Texa AI

The go-live checklist

The steps the Overview checks before Texa AI answers customers on its own, and what to do for each one.

Help centreUpdated on

Texa AI → Overview shows a go-live checklist. Each line says what it found, so you know the next step. Choose a line to open the page where you fix it.

LineDone whenWhere
Approved knowledgeYour knowledge pack is approved, or at least one document isKnowledge
An approved procedureA procedure set has an approved versionProcedures
A connected actionAt least one action reaches your systemsActions
Simulations passedA simulation run has passedSimulations
Shadow scoreEnough of Texa AI’s drafts were sent as they were or lightly edited: 500 conversations over 14 days, at the target shareInbox modes
Kill switch testedYou paused and resumed Texa AI from Safety in the last 30 daysSafety

If your company must keep its data in one country, a line checks that too.

If you signed yourself up

When you choose Turn on Texa AI during set-up, Texa AI starts with a starter knowledge pack and starter procedures for your industry, and answers in your new inboxes straight away. The checklist then shows what will make it better for your business: your own knowledge, your own procedures and your systems. Work through it in the first week.

Also on the Overview

  • What Texa AI did this month: conversations, replies and more.
  • Open conversations held by Texa AI and by your team.
  • Your inboxes and how Texa AI works in each one.
  • Any messages that failed to send.

Still need help?

More in Texa AI

  • How Texa AI works What Texa AI does for your customers, where its answers come from, what it will never do, and how you stay in control.
  • Texa AI's name, tone and languages Give Texa AI a name, a tone, a greeting and an email sign-off, choose its languages and voice, and set how long conversations are kept.
  • Choose how Texa AI works in each inbox Turn Texa AI off, on in shadow mode or live for each inbox, go live in steps, add testers, and set its procedures, languages and hours.
  • Hand-over routes Decide which team gets a conversation when Texa AI hands it over, with what priority, labels and ticket, and what happens if nobody answers in time.
  • Knowledge: teach Texa AI your answers Give Texa AI your FAQs, prices, fees and policies by typing them, uploading files, reading your website or using your help centre, then approve them.
  • The knowledge pack Tell Texa AI how your business works, what it is not, what it may and may never promise, and when it must hand to a person.
  • Knowledge gaps and suggestions See what Texa AI couldn't answer, write the missing answers, and approve improvements drafted from how your team answered.
  • Procedures Tell Texa AI how to handle each kind of request, in your own words or from conversations your team handled well, then check, approve and improve it.
  • Simulations Let AI-played customers talk to Texa AI in the sandbox, against your procedures and test answers, before a real customer does.
  • Experiments Try a changed procedure set on part of your live conversations, against the one you run now, and keep whichever does better.
  • Actions: connect your systems Let Texa AI look things up and make changes in your own systems, with ready-made connectors or your own API, under rules you set.
  • Texa Relay for systems behind your firewall Let Texa AI look up records in your core banking or database without opening your network, through a relay that runs inside it.
  • Quality checks Run checks on every conversation, by words or in plain English, get alerts when something needs attention, and review Texa AI's conversations.
  • Safety Stop Texa AI at once with the kill switch, download or delete a customer's data, see where your data lives, and read every change made to Texa AI.
  • Texa AI inside your current helpdesk Keep Zendesk, Freshdesk, Intercom, HubSpot, Salesforce or Zoho, and add Texa AI to it as an agent of its own.