Go-Live Checklist

Use this checklist to confirm a customer is fully set up and ready for end users.

Technical setup

• Package deployed successfully to the target org
• Post-install script executed and 9 global memory records confirmed
• Both scheduled jobs running — AgentPlanScheduler and AgentMemoryDecay visible in Setup → Scheduled Jobs
• AgentChat component added to the correct Lightning pages and activated
• AscendixREAIAgentUser permission set assigned to all end users
• AscendixREAIAgentAdmin permission set assigned to the admin
• AI provider configured — Agentforce fallback confirmed or OpenAI API key set and active

Admin settings

• System Capabilities reviewed — correct features toggled on for this phase
• Agent Persona configured — Business Sphere, Domain Context, and Guidance populated
• Restrictions reviewed — default restrictions confirmed, any additional ones added
• Object Context added for key objects the brokers will use
• General Settings record limit reviewed and set appropriately

Smoke test

• Log in as an end user and open the chat component
• Run a basic search — e.g. "Show me my 5 most recently created accounts"
• Create a test record through the chat
• Draft a test email
• Confirm LLM Usage tab is logging interactions in Admin Settings

Handoff

• User Guide shared with end users
• Concierge team contact shared for ongoing support
• First check-in scheduled for 1–2 weeks post-launch