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Getting started

Tenant go-live checklist

Use this customer-facing checklist before sending live traffic to a new Chattill tenant workspace.

For Owners and administrators6 min readUpdated

Access and ownership

  • Owner email verified and recovery email accessible
  • At least one active organization administrator
  • Two-factor authentication enabled for administrators
  • Team roles and conversation ownership agreed
  • Billing and plan limits understood

Messaging and automation

  • Inbound and outbound WhatsApp tests completed
  • Approved templates checked in Meta and Chattill
  • FAQ answers reviewed by the business owner
  • Sequence trigger, button, free-text and opt-out paths tested
  • Human Required and ticket notifications tested
  • No automation makes unverified payment, delivery, refund or health claims

Sales and reporting

  • Products, SKUs and prices are current
  • Shipping rules and free-shipping thresholds are tested
  • Payment method and approval process are clear
  • Order statuses, dispatch ownership and tracking workflow are agreed
  • Conversion and cost reporting inputs are configured where used

Ready to use this in your workspace?

Sign in to continue setup, or review the tenant go-live checklist before sending live traffic.