# First week checklist

> What to check once real conversations start arriving — read the transcripts, close the agent's gaps, turn on follow-ups, and watch your credits.

- Source: https://support.unifunl.io/en/help/getting-started/first-week-checklist
- Category: Getting started (`getting-started`)
- Language: en
- Updated: 2026-08-20

---

Setup gets your agent live. The first week is what makes it good. These are the five habits worth forming while the volume is still small enough to read everything.

## Read ten real conversations

Open the [inbox](https://support.unifunl.io/en/help/inbox/using-the-inbox) and read about ten complete exchanges end to end. You are looking for answers that are wrong, awkward, or off-brand.

When you find one, [flag the message](https://support.unifunl.io/en/help/inbox/flagging-a-reply) and fix the cause in the AI Center — a policy, a product detail, or a rule in **Always do** and **Never do**.

## Filter tickets on AI Limitation

Every ticket in the **AI Limitation** category is your agent saying what it did not know. Filter on it in [Support](https://support.unifunl.io/en/help/support-tickets/filtering-tickets), read the recent ones, and fill each gap.

> **This is the highest-value half hour of your week.** No other signal tells you so precisely what to fix.

## Turn on follow-ups

Enable [Follow-ups](https://support.unifunl.io/en/help/leads-automations/follow-ups) and set the silence delay — around 20 hours works well. This recovers customers who went quiet without any further effort from you.

## Check your credit consumption

Open **Settings**, then **Usage**. Compare the average credits per order against your plan's credit price: that is the real acquisition cost of a sale. See [Credits and billing](https://support.unifunl.io/en/help/account-billing/credits-and-billing).

Watching this in week one means you are never surprised by a depleted balance later.

## Tag your best customers

From the contact record beside a conversation, tag customers as *vip*, *loyal* or *wholesale*. These tags are what you target later in [campaigns](https://support.unifunl.io/en/help/leads-automations/whatsapp-campaigns), and they take a second to add while the conversation is in front of you.

## Stepping up a gear

Once the week is settled, three things unlock the growth features:

- Connect **WhatsApp Business Platform**, if you have not — it is the only channel that supports campaigns.
- Check your approved WhatsApp templates and your daily sending limit.
- Run a first **Product Offer** campaign on a small audience, and read the delivery, open and conversion rates before widening it.

## FAQ and troubleshooting

### The agent keeps escalating the same kind of question

That is exactly what the **AI Limitation** filter surfaces. The answer is missing from its configuration — add it as a policy, a knowledge document, or an instruction.

### How many conversations should I read?

Ten is enough to spot a pattern. You are looking for repeated problems, not individual mistakes.

### My credits are dropping faster than expected

Check the average credits per conversation in Usage. Long conversations cost more, and Live Test runs count too.

## What's next?

Reach out to customers instead of waiting for them.

[WhatsApp campaigns](https://support.unifunl.io/en/help/leads-automations/whatsapp-campaigns)

## Related articles

- [Set up in six steps](https://support.unifunl.io/en/help/getting-started/setup-in-six-steps.md): The onboarding checklist, in order — create the agent, connect a channel and a store, set your hours, send a test, invite your team.
- [Platform overview](https://support.unifunl.io/en/help/getting-started/platform-overview.md): The spaces in the Unifunl dashboard, what each one is for, and what your role lets you open.
- [WhatsApp campaigns](https://support.unifunl.io/en/help/leads-automations/whatsapp-campaigns.md): Broadcast an offer to the leads most likely to buy — the four-step wizard, the three campaign types, audience scoring and how to read the results.