Readiness checklist

WhatsApp AI readiness checklist

Before your WhatsApp AI answers customers, confirm the basics: prices, hours, delivery and pickup rules, do-not-say and handover rules, and local-language examples — then test it with real questions, capture answers, fix critical failures, and export a report.

The checklist

How to read the result

Score each area honestly. A single critical failure — a wrong price, a forbidden promise, or a missed handover — means not ready, regardless of how good the rest looks:

• Ready for internal use — all critical and required items pass.
• Needs fix before private preview — some required items are missing.
• Not ready — a critical item fails; do not let the AI answer customers.

A note on “NEEDS OWNER CONFIRMATION”

If you do not yet know a price, hour, or delivery rule, mark it NEEDS OWNER CONFIRMATION. A good readiness check treats a placeholder as missing information, not as a ready answer — otherwise an AI looks safe while it is actually guessing. (This is a real lesson from an internal product test; see the sample report.)

Next steps

Work through the full WhatsApp Business AI agent training checklist, then see what an assurance report looks like.