Complete Business Info → Knowledge Base with accurate services, hours, policies, and guidance.
Configure service and availability rules in Business Info → Booking Windows.
Review scheduling and booking behavior under Functionality and Bookability.
Add transfer destinations and their routing rules.
Define call classifications that match your reporting needs.
Run simulations and test calls.
Review live calls after launch and correct the source configuration when behavior is wrong.
Treat the Knowledge Base, booking configuration, and agent configuration as a single system. Conflicting instructions across those areas can produce inconsistent answers.
Confirm whether it affects all callers, only a service or business unit, a time window, or a specific agent. Changes to booking, transfer, or classification rules can affect reporting and live customer routing immediately after they are applied.Use Simulation Testing for repeatable scenarios and Deploy → Testing to review actual test calls.
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