Chat Integration Go Live Checklist (Free)

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13 critical items still open - these are the highest-risk gaps.

Download checklist:

Accounts, templates and consent

Business account verified and display name approvedCRITICALDedicated sending number or identity, not a personal oneCRITICALAll templates approved in the correct category and languageCRITICALOpt in captured, stored with timestamp and sourceCRITICALOpt out keyword handled and applied within one dayTemplate variables tested with long, empty and special character valuesMessaging limit tier known and campaign schedule planned

Throughput and failure handling

Messages queued outside the ERP transactionCRITICALRetry with backoff and jitter on 429 and 5xx onlyCRITICALIdempotency key or message ID prevents duplicate sendsCRITICALDead letter queue with an owner and alertBurst test run at the largest expected batch sizeDigest mode available when many alerts arrive togetherTimeouts set on every outbound call

Security and data

Access tokens kept in a secrets store and rotatedCRITICALWebhook signatures verified on every inbound callCRITICALChat users mapped to ERP users before any action is allowedCRITICALNo sensitive ERP data in message text beyond what is neededWrite back to the ERP checks authority and is loggedMessage logs retained per your retention policy and access controlled

Monitoring and support

Delivery, failure and latency dashboard liveCRITICALAlert when failure rate or queue depth crosses a thresholdTemplate quality rating monitoredNamed support owner and escalation pathRunbook for token expiry, template rejection and provider outageUsers told how to stop messages and who to contact

Launch and rollback

Pilot group tested in production with real devicesCRITICALKill switch to stop all sends without a code changeCRITICALFallback channel defined for urgent messagesCost alerts set against monthly budgetPost launch review scheduled after two weeksBusiness owner has signed off on message wording

Every critical item must be done before go live. Aim to complete at least 85 percent of the rest or record an owner and date for each gap.

Want a pre launch review of your chat integration?

An optional expert pass over consent, throttling, security and monitoring before go live.

Optional. The tool and every export work without this. No spam.

How to use it

Run the list as a go live review with the developer, the ERP owner and the business owner in the same meeting. Tick items only when you can show evidence, such as a test log, a screenshot of the dashboard or a signed approval. Critical items are those where a miss causes a policy breach, a security exposure or a message flood. Export the result and attach it to your change record.

Require evidence for each tick
Assign an owner and date to each gap
Repeat the review after major template or API changes

What the groups cover

Accounts and consent keep you within platform and privacy rules. Throughput and failure handling prevent duplicate or lost messages when the provider throttles or has an outage. Security covers tokens, signature checks and identity mapping, so a chat button cannot be used to approve something the person has no authority for. Monitoring ensures that you hear about failures before users do. Launch and rollback gives you a way back.

Common mistakes

The most common gap is no kill switch, so a looping ERP event sends thousands of messages before anyone can stop it. The second is storing opt in as a flag without a timestamp or source, which is useless if challenged. The third is testing only on emulators and not on real phones with poor connectivity. None of these takes long to fix before launch and all of them are painful after.

Test the kill switch before launch
Store consent with time, source and wording shown
Test on real devices and slow networks

Frequently Asked Questions

Is this specific to WhatsApp?

Most items apply to any chat platform. WhatsApp specific items such as templates and messaging limits can be skipped for Teams or Slack, while consent and security items still apply.

Which items are really critical?

Consent, duplicate prevention, secret handling, signature verification, identity mapping and a kill switch. A miss on any of these can cause legal, financial or operational harm quickly.

How long does the review take?

About an hour if evidence is ready. If you spend longer, that usually means the monitoring or runbook items were not built yet.

Should I repeat it?

Yes, after any change of provider, template category, API version or approval flow, and at least yearly.

If you want a second pair of eyes on an ERP to chat integration before launch, or a build that already covers these items, Netray can help.

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