A release checklist for a public documentation chatbot

Confirm the exact configuration

Record the approved source collection, version boundary, instructions and relevant product settings. Confirm that the tested configuration is the one being embedded. A successful prototype is not evidence for a later configuration with additional sources or actions. Preserve the evaluation record and unresolved limits. If an essential case is still held, do not quietly broaden the public promise to imply complete coverage.

Check the reader interface

Ensure readers can identify the assistant, open supporting articles and leave the interaction. Test keyboard access, mobile layout and whether the widget obscures important controls. Use the site’s established privacy and consent approach. Do not collect unnecessary personal information in the chat or remove ordinary search to force usage. A technically functioning embed can still be an obstructive or confusing addition.

Prepare the operating handoff

Name the source owner, answer reviewer and person who can disable the widget. Write the conditions for doing so, including a materially wrong instruction or unexpected access behavior. Keep a direct documentation route available if the service is unavailable. These steps are operational suggestions, not a claim that the vendor automatically supplies every safeguard or that a checklist eliminates all risk.

Separate launch from proof of value

A working widget and a completed test set establish only the bounded technical result. They do not prove reduced support cost, satisfied readers or a profitable purchase. Observe genuine usage with appropriate privacy controls and compare it with the predeclared reader outcome. Keep a no-data state explicit. Do not generate artificial conversations or hide failed cases to make the launch appear successful.

• Save the exact accepted configuration, held-case list, removal owner and fallback documentation link as the release record before changing visibility.