Resources
Implementation Checklist
Six phases from channel setup to reporting. Use this to plan your QotBot deployment or evaluate readiness before a demo.
1Phase 1 — Phone & channel setup
- Decide which inbound number QotBot will answer (existing number or new number)
- Configure call forwarding or number reassignment in Twilio / your carrier
- Test inbound call receipt — confirm QotBot answers
- Configure A2P SMS number and complete 10DLC brand registration
- Test inbound SMS receipt
2Phase 2 — Consent configuration
- Identify which contact lists will receive outbound SMS
- Confirm all numbers have explicit consent recorded
- Configure STOP / HELP / CANCEL keyword responses
- Load opt-in source and timestamp into the consent ledger
- Verify STOP processing — send a test STOP and confirm opt-out
3Phase 3 — Knowledge base
- Identify the top 10–20 questions your team answers repeatedly
- Write approved answers for each question (these are your playbooks)
- Define guardrail topics — questions QotBot should never attempt to answer
- Define fallback behavior — what QotBot says when it can't answer
- Test each Q&A pair with sample inputs
4Phase 4 — Integrations
- Map which system events should trigger outbound messages (calendar, CRM, order system)
- Configure webhook endpoints for each trigger event
- Test webhook delivery — confirm QotBot receives the event
- Test end-to-end: event → message → reply → escalation
5Phase 5 — Escalation rules
- Define the topics or keywords that always route to a human
- Configure escalation destination (phone transfer, ticket, Slack alert, email)
- Test each escalation trigger — confirm handoff works
- Confirm no conversation can reach a dead end (every path has an exit)
6Phase 6 — Reporting & audit
- Confirm conversation volume dashboard is accessible to the right roles
- Confirm audit log is capturing consent events
- Set up a weekly review cadence for escalations and unresolved conversations
- If HIPAA-ready deployment is needed: initiate BAA process and configuration review