Launch path
Setup
The safest launch happens before the first customer message reaches the concierge.
Data
Fleet, prices, deposits, delivery zones, insurance rules, booking terms, discount caps, and handoff rules are imported before launch.
The concierge should not invent prices, deposits, availability, or policy details.
Exclusions
Private chats, B2B contacts, partner groups, drivers, staff, accounting, and owner conversations are excluded before the live switch.
This protects the operator from accidental customer treatment in internal conversations.
Training
The team learns how to review conversations, take over a chat, edit fleet data, update prices, and mark issues.
Launch should include real test conversations before the public number goes live.
The real WhatsApp number is connected after the data, exclusions, and team workflow are ready.
Meta Business setup, phone ownership, and the current WhatsApp operating model are checked before the final switch.