Operator AI | Docs
  • πŸ‘‹Welcome to Operator AI
  • Getting Started
    • πŸš€Quickstart Guide
    • πŸ”ŒConnect Your Channels
    • 🎯Go Live With Operator
    • πŸ“ˆPost-Launch Best Practices
  • Core Features
    • πŸ”„Flows Overview
    • 🧠Building Your Knowledge Base
    • βš™οΈAutomations Overview
    • πŸ•’Hours & Offline Mode
    • πŸ’¬Fallbacks & Default Replies
    • πŸ“₯Unified Inbox & Agent Handoff
  • Conversation Management
    • πŸ‘₯Users and Roles
    • 🏒Departments
    • 🏷️Tags & Organization
    • πŸ“Internal Notes
    • πŸ€–Smart Replies
  • πŸ’¬Saved Replies
  • Integrations
    • πŸ”—Zapier Integration
    • πŸ’¬Slack Integration
    • πŸ“§Email Marketing
    • πŸ“±WhatsApp Business API Setup
    • πŸ”ŒWebhooks and API
  • Best Practices
    • πŸ›€οΈDesigning Effective Flows
    • 🌱Using Automations for Growth
    • πŸ“ŠMonitoring Metrics and Optimization
    • πŸ—£οΈConversation Design Tips
  • Troubleshooting
    • πŸ› οΈCommon Connection Issues
    • πŸ”Conversation Handling Errors
    • πŸ”„Flow Troubleshooting
    • πŸ’¬Fallback Handling Problems
  • πŸ”§API & Webhook Issues
  • FAQ
    • ❓General Operator AI Questions
  • πŸ“‘Channel-specific Limitations
  • πŸ’³Billing and Pricing
  • πŸ”“Data Privacy and Security
  • API Reference
    • πŸ›‘οΈAuthentication
  • πŸ“šAvailable Endpoints
  • πŸ”—Webhooks Overview
  • 🧩Example API Requests
  • 🚫Error Codes and Handling
  • Affiliate Program
    • πŸ“’ Operator AI Affiliate Program
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On this page
  • πŸ› οΈ Launch Readiness Checklist
  • πŸš€ How to Activate Operator AI
  • πŸ›°οΈ What Happens After You Go Live
  • πŸ“‹ What to Monitor After Launch
  • 🧠 Pro Tips for a Strong Launch
  • πŸ›Ÿ Need Help?
  • 🎯 Next Step
  1. Getting Started

Go Live With Operator

Operator AI is ready to automate conversations, capture leads, and scale your customer experience the moment you activate it.


πŸ› οΈ Launch Readiness Checklist

Before you flip the switch, make sure you have:

Task
Why It’s Important

Connected at least one communication channel

Allows Operator AI to receive and respond to users.

Built a Starter Flow

Guides users through smart conversations automatically.

Trained the Knowledge Base

Answers FAQs instantly without human intervention.

Set Business Hours and Offline Mode

Controls what happens when your team is unavailable.

Configured fallback handling

Ensures smooth recovery if Operator AI doesn’t understand.

Activated any key Automations

Triggers welcome messages, lead capture, or re-engagement workflows.

βœ… Preparing these ensures a smooth, professional customer experience from day one.


πŸš€ How to Activate Operator AI

  1. Log into your Operator AI Dashboard.

  2. Go to Settings β†’ Artificial Intelligence.

  3. Enable Chatbot and Save changes.

  4. (Optional) Adjust your Business Hours to automate after-hours behavior.

  5. (Optional) Launch a final test conversation across each connected channel.

βœ… Operator AI will immediately start handling conversations across your live channels.


πŸ›°οΈ What Happens After You Go Live

Feature
Live Behavior

Flows

Automatically guide users through journeys (lead capture, triage, booking).

Knowledge Base

Instantly answers customer questions based on your training.

Automations

Handle welcome messaging, proactive engagement, and follow-ups.

Unified Inbox

Centralizes all conversations, no matter the channel.

Agent Handoff

Escalates conversations to live agents based on rules you define.

βœ… Operator AI becomes your always-on customer engagement engine.


πŸ“‹ What to Monitor After Launch

Metric
Why It Matters

First Response Time

Operator should engage within seconds.

Flow Completion Rate

High completion = good journey design.

Lead Capture Rate

Tracks how many visitors you convert into contacts.

Fallback Rate

Reveals gaps in your Knowledge Base or Flows.

βœ… Early monitoring = faster optimization.


🧠 Pro Tips for a Strong Launch

Tip
Why It Matters

Test across all connected channels

Experience Web Chat, SMS, Instagram, WhatsApp flows yourself.

Monitor conversations daily for the first week

Spot common issues early.

Expand your Knowledge Base weekly

Cover more FAQs as users ask new questions.

Review fallback conversations

Turn confusion into improvements fast.

βœ… Strong early habits create high-performing customer journeys.


πŸ›Ÿ Need Help?

  • Follow full guides inside this documentation.

  • Email support@heyoperator.ai for quick assistance.

  • Schedule a Go-Live Audit call with your Success Manager (optional for Growth/Enterprise customers).

βœ… We’re invested in your long-term success.


🎯 Next Step

After going live, learn how to maintain and optimize your results post-launch:

πŸ‘‰ Continue to Post-Launch Best Practices β†’

PreviousConnect Your ChannelsNextPost-Launch Best Practices

Last updated 2 months ago

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