Resources
Workflow checklists
Short checklists you can print or copy for setup and for a weekly routine.
Launch checklist
- Business profile complete (country, currency, language, timezone).
- Catalog imported and spot-checked against your price list.
- Descriptions and attributes filled in for the products customers ask about most.
- Widget installed and detected on the live site.
- You asked twenty real questions and corrected the records behind any wrong answer.
- Someone is assigned to watch Conversations.
Weekly routine
- Read the daily brief items you missed.
- Reply to conversations Anchor could not answer.
- Follow up quotes with no reply.
- Correct stock counts that have drifted.
- Approve or reject open suggestions.
- Check AI usage against your plan.
Facts last checked 2026-09-26.