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Launch checklist

Use this before you invite real customers or point a custom domain at a project.

Product shape

  • Core jobs work as screens and forms, not only as chat
  • Navigation matches each role (groups, breadcrumbs, no dead links)
  • Seed data is demo-only; you are ready for real project data
  • Important decisions are captured under App Blueprint → Documentation when they matter later
  • Near-term outcomes you have committed to sit on Roadmap in the sidebar (not only on Signals)

Access and safety

  • Roles exist for every audience; owner/admin are not your only customer roles
  • App Blueprint → Access findings reviewed for each customer role
  • Preview as each role on the critical paths
  • Sensitive actions require the right roles (and approval if needed)
  • Secrets live in Environment Variables, not chat history
  • Outbound network allowlist set if you need a tight egress policy

Automations and integrations

  • Scheduled automations tested; check project Executions
  • Follow-ups after events are safe to retry
  • OAuth connections reconnect after scope changes
  • Inbound routes use a bearer token or signed webhook (no open secrets)
  • Notifications go to the right channel and link to the right page

Customers and portal

  • Invite or registration path chosen (Project vs App Registration)
  • Portal copy and branding acceptable under App Settings (and Project Settings → Branding if a project needs its own logo or colors)
  • Custom domain verified if you need one (Custom domains)
  • For regulated health data, HIPAA/BAA path confirmed with support first

Quality and rollback

  • Critical chat flows covered by Evals if the agent is load-bearing
  • You know how to open Versions and roll back the blueprint
  • Someone on the team can read Signals after launch
  • After the first real week, someone looks at project Usage (not Credit Usage) to see which screens and jobs were actually used

Credits

  • You have looked at Credit Usage for Build vs Chat on this app
  • Build Rules discourage expensive rebuild loops (Controlling credits)
When something fails after launch, start at Troubleshooting.