AgentDesk Onboarding Checklist: Go Live in 14 Days

Week one focuses on setup and configuration. Days 1-2: connect your helpdesk or CRM integration and verify data sync. Days 3-4: define your first agent's scope — pick one workflow with clear success criteria. Days 5-7: build the agent using AgentDesk's visual builder, write the system prompt, configure tools, and set escalation rules. Week two focuses on testing and launch. Day 8: run 50 test conversations using real historical queries. Day 9: review failures, adjust prompt and tool configs, retest. Day 10: soft launch to 10% of traffic. Days 11-13: monitor daily — deflection rate, CSAT, escalation quality. Day 14: full launch and stakeholder report. The teams that succeed in 14 days share one trait: a single dedicated owner who makes decisions quickly. Committees and approval chains push timelines to 60+ days.