AI phone deployment launch checklist
Decide whether a business phone agent is operationally ready without gambling on a real caller.
Done when: Routing, approved knowledge, booking boundaries, fallback and synthetic acceptance tests are signed off.
Enable JavaScript for on-page entry and smart printing, or print a blank copy from your browser and complete it offline.
Number and routing ownership
Record the public number's role, authorized account owner and approved routing plan. Keep access credentials elsewhere.
Approved business facts
List the knowledge version, hours, service area, current offers and person responsible for approving them.
Calendar and action limits
Define permitted appointment types, duration, timezone, buffers and actions the agent must never take.
Disclosure and contact permissions
Record the reviewed inbound/outbound, recording, identity, consent and opt-out decisions for this exact use. Unresolved legal questions go to qualified counsel.
Failure and human fallback
Describe after-hours, unavailable calendar, failed transfer and system-outage behavior. Use no patient-data workflow.
Synthetic acceptance and rollback
Test the approved scenarios before release. Record each defect, retest, approver, monitoring owner and rollback method.
Reference links and review boundary
Use the current issuer, payer, regulator, platform or qualified professional for your exact activity and location. These links informed the planning questions; they do not make this an official form, full compliance review or permission to operate.
Healthcare businesses are welcome for business education. PublicProof does not receive, store or process patient information. A completed worksheet does not establish HIPAA compliance, transport qualification, professional authority, account approval, a credential, reimbursement or revenue.
Worksheet updated October 20, 2026. Verify changing requirements before relying on them.