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Check browser microphone permission, online status, active business number, subscription, credits, open browser tab, and network stability.
Recheck mailbox authorization, sender channel, message content, attachment size, and whether the email channel still shows as connected.
Confirm the widget script is installed on the public website page, the channel is active, and the test message is sent from the page where the script runs.
Replies go to the customer. Internal notes stay inside the team and should be used for handoff context, investigation notes, and next-step instructions.
Assign a ticket when another teammate or team owns the next step. Add an internal note if the reason is not obvious from the conversation.
Use AI outbound for one clear repeatable goal, such as reminders, qualification, status checks, payment reminders, or simple callbacks.