Channel readiness checklist
Inventory account ownership, provider application status, scopes, webhooks, sender identity, quota, consent sources, and operational owners before connection.
Resources
Field guides for responsible omnichannel operations.
A concise starting point for teams evaluating channels, governance, and operating readiness.
Human review design
Define who can approve, publish, reply, change a case, or start outreach. Treat AI output as a suggestion until one of those authorized paths acts.
Truthful analytics
Document coverage, collection windows, unavailable sources, attribution limits, and timezone rules before a dashboard informs a decision.