Wave 3 · Private preview

Pilot checklist for the first plumbing pilots.

Goal: prove Instant value without integrations — answer from approved sources, capture leads, create honest requests, send fixed payment links, and notify the owner.

Trial20 chats
Guardrail30 days
ChannelChat HTML
Target pilots3–5

Activation path

What each pilot must complete

  1. 1
    Create and scan

    Use a real plumbing website. Confirm service areas match where you operate.

  2. 2
    Review critical facts

    Verify pricing, warranty, license/insurance, emergency availability, and service area before publish.

  3. 3
    Publish the widget

    Publishing starts the 20 customer conversation private preview (30-day unused guardrail).

  4. 4
    Paste the snippet

    Add /widget.js to a staging page first. Confirm the chat loads with your company id.

  5. 5
    Run three real visitor tests

    Emergency lead, appointment request (must create request, not book), and payment-link ask.

  6. 6
    Confirm ops loop

    Inbox shows the request, outbox/email notifies the owner, webhook delivery is sent or replayable.

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