Module · Integrations and channels✅Knowledge checkCheck: can you scope a go-live?3 questions · Pass at 60%1. A prospect asks what they have to give you before anything works. What is true of the demo org you have been reading?Everything connected in it is platform plumbing — models, speech, storage, email — and not one credential came from the businessIt has a WhatsApp number and an ad account connected alreadyNothing is connected until the client supplies credentialsThe integrations were set up by whoever built the workflows2. Two credentials are outstanding: an API key and an OAuth grant. Which do you plan a meeting around, and why?The API key — it is a secret, so it must be handed over in personNeither; both can be done by emailThe OAuth one — it needs a specific person with the right permission sitting at a screen, and it cannot be delegated to somebody without itWhichever unlocks more workflows3. Of the four things a client must supply, which do you start on day one whatever else you do?The calendar, because meetings are the pointThe ad account, because it is the one that pays for the projectThe telephony number, because voice takes longest to configureWhatsApp — the business verification is a queue at somebody else's end, measured in days, and clients assume it is instantCheck answers← Back to Expedify in an AfternoonNext topic →
