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PlaybookPart 3 of 3

Day 5: Go Live and Keep It Sharp

One last check, then switch auto-reply on. Add a follow-up for customers who go quiet, and keep a short weekly review with Claude or ChatGPT so the agent gets better every week.

6 min readUpdated Nov 2026AssistantLabs Team
To go live
One switch
Any chat, any time
You can step in
A short review
Once a week

One last check

Before customers hear from the agent, ask the AI to read everything once more, against the chats that came in this week.

Say this to Claude or ChatGPT
Before I switch my agent on: read everything it knows and this week’s conversations, and tell me anything it would still get wrong or can’t answer.
Fix what it finds the same way you did on days 2–4.

Switch it on

Go back to Channels in the app and turn Auto-reply on. It’s one switch, and you can turn it off again any time.

One switch. The agent now answers on its own, day and night.

You’re live.

The agent handles the everyday questions, tags keep things tidy, and you get a ping only when someone really needs you.

Step in when you want

Every chat is still yours. Send a message yourself, from the app or from WhatsApp, and the agent stops answering that chat. Switch Auto-reply back on when you’re done.

⚡Auto-reply offAssignDaniel K.
WhatsApp · 054-123-4567
D
My number got disconnected from your system. It looks like it dropped.
11:41
⚡AI
The number was disconnected because the linked WhatsApp device stopped being used. To reconnect: go to Settings → Channels, remove the old link and re-add the number.
11:42
Edit response
Hi! We're in meetings until ~13:00 — I'll call you right after.
11:42
TagsSupport×Needs rep×Lead×+ Tag
Type a message…
Auto-reply off (orange): the agent pauses while you handle it. Green means the agent is answering.
Tip: The Auto-reply button at the top of each chat shows who is answering it. No separate mode, no handover.

Follow up on customers who went quiet

Some customers ask a price and disappear. A follow-up sends them one friendly nudge after a wait you choose, and stops as soon as they reply.

Say this to Claude
Draft a follow-up for customers who asked about a price and went quiet: one friendly nudge two hours later, in my voice. Save it switched off so I can read it first.
Claude always saves a follow-up switched off. Read it, then switch it on in the app.
  • A nudge more than 24 hours after the customer’s last message needs an approved WhatsApp template.
  • In ChatGPT, follow-ups are set up in the app.
“Follow-ups” is under “Automations.”

The follow-ups guide covers timing and templates.

Your weekly review

Pick a fixed slot, say Sunday morning, and spend a few minutes with the AI. Three questions keep the agent improving every week.

Say this to Claude or ChatGPT
Give me last week in numbers: how many conversations, on which channels, the busiest hours, and how many needed a person.
Which conversations got no reply, or needed me, last week? List them with a one-line summary each.
Say this to Claude
Go through last week’s conversations and find where my agent answered badly. For each one, file a training suggestion for me to review. Don’t change anything live.
Show me the training suggestions waiting for me.
Nothing changes until you approve a suggestion, in Claude or in the Training tab.

In the app, the Training tab collects every correction you made with Edit response, as a suggestion waiting for your OK:

The Training tab counts what’s waiting.
Training Improvement proposals
Improvement proposals
After each chat the agent flags answers it could have given better and proposes a precise fix. Approve one and your agent gets smarter.
You have 1 proposal waiting for approval
Approving a proposal updates the agent instantly.
Approve all
All1PendingApprovedRejected
ProposalChangesDetectedStatus
Missing rule
Return window not stated
Do you accept returns?
1 changeTodayRejectApprove
The agent keeps learning from every new conversation
Approve one and the rule applies to every chat.
  • Read the numbers. A jump in “needed a person” means something is missing.
  • Answer every chat that got no reply.
  • Approve or reject the waiting suggestions.

The Training guide explains each suggestion in detail.

🎉

That’s the week. Your agent is live.

It answers on its own, you step in when it matters, and once a week you spend a few minutes making it better. Five days, from a blank agent to real customers.

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