The name is what you want guests to see. Once live, this is visible immediately.

The assignment rule is correct. An AI Agent with no rule, or a too-broad rule, can start replying to conversations you did not intend to automate.

You know what this agent's channel can do. Reservation questions only work on WhatsApp, SMS, and email. If this AI Agent is assigned to Expedia, web messenger, or a social channel, it will redirect those questions instead of answering them. See Answering reservation questions: how guest verification works.

The knowledge section has at least one entry. An AI Agent with no knowledge will hand off almost every conversation to a human. It can still answer reservation questions on a verified channel, but nothing about your property.

Every box in the Facts and FAQs needs to have an answer. If you leave an answer blank, you won't be able to activate the bot and you'll get an error. You either have to fill in the answer for that question/fact or FAQ, or delete that specific box.

You have tested it in the Preview panel. Run through the questions guests actually ask. Use the channel and guest selectors in the Testing tab to check how the AI Agent behaves for a returning guest, and for a guest asking about their own booking. See Testing Your AI Agent with the Preview Panel.

A test message from your own phone will not exercise reservation answers — a staff number is not stored on any reservation, so verification will correctly fail.

Watch the inbox closely for the first 24 to 48 hours. Look at how the AI Agent is answering, where it is handing off, and whether there are gaps in the knowledge section.

The Verified tag tells you when reservation data is in play. On threads where a guest has verified, a Verified tag appears next to their name in the sidebar. Guest background never appears in the inbox — it shapes the reply without being shown.

Iterate. Quality compounds with knowledge updates. Most teams see meaningful improvement after the first two or three rounds of refinement.