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Launch Guide

This guide helps you get Dynaris live quickly so you can start answering every inquiry, sending every follow-up, and never missing a lead. Use it whether you are a new user, an internal staff member onboarding a customer, or setting up a new environment (Twilio, WhatsApp, etc.).

The goal: continuous responses across email, voice, and chat. No inquiry unanswered. No follow-up dropped.

Pre-Launch Checklist

Before going live, ensure:

StepActionReference
1Create account and verify emailCreate Your Account
2Complete onboarding wizard (goals, knowledge, connectors)Getting Started
3Connect at least one communication channel (Gmail, Outlook, Slack)Connecting Tools
4Connect calendar (Google Calendar or Outlook) for schedulingGoogle Calendar
5Upload Knowledge Base (playbook, FAQs, pricing)Knowledge Base
6Enable Auto Mode if you want autonomous processingAuto Mode

Channel-Specific Launch

Launching with Gmail

  1. Open Connectors and connect Gmail
  2. Grant read/send permissions
  3. Set up triggers for new emails (optional)
  4. Test: "Show my latest 3 emails" in chat

See Gmail Integration.

Launching with Outlook

  1. Open Connectors and connect Microsoft 365 / Outlook
  2. Sign in with your Microsoft account
  3. Grant mail and calendar permissions
  4. Test: "Search my Outlook inbox for messages from [sender]"

See Outlook Integration.

Launching with Slack

  1. Open Connectors and connect Slack
  2. Select the correct workspace
  3. Grant channel and message permissions
  4. Test: "Post a test message in #general" (or a sandbox channel)

See Slack Integration.

Launching with Twilio (Voice)

  1. Create a Twilio account
  2. Purchase or configure a phone number
  3. In Dynaris, go to Voice and connect your Twilio account
  4. Create a Voice Agent and assign the number
  5. Configure the webhook URL in Twilio to point to Dynaris
  6. Test with an inbound call

See Twilio Integration and Voice Overview.

Launching with WhatsApp

  1. Set up Meta Business Suite and verify your business
  2. Create a WhatsApp Business Account (WABA)
  3. Register a phone number for WhatsApp Business API
  4. Create and submit message templates in Meta Business Suite (required for first contact)
  5. In Dynaris, connect WhatsApp via the Composio integration
  6. Configure phone_number_id, bearer token, and app secret
  7. Test with a template message to a test number

See WhatsApp Integration.

Launching with Google Calendar

  1. Connect Google (or Gmail) in Connectors; calendar access is included
  2. Ensure calendar is shared/visible to the connected account
  3. Test: "What are my free slots tomorrow?" or "Book a meeting with John at 2pm Thursday"

See Google Calendar Integration.

Post-Launch Verification

CheckHow to verify
Inbound emailSend a test email to your connected inbox; confirm agent processes it (or appears in Events)
Outbound emailAsk agent to "Send a test email to myself"
SlackAsk agent to post in a channel; confirm message appears
VoiceCall your Twilio number; confirm voice agent answers
WhatsAppSend a message to your WhatsApp Business number; confirm chat agent responds
CalendarAsk agent to create a test event; confirm it appears in Google Calendar
CRM syncCreate a contact in Dynaris; confirm it appears in HubSpot/Salesforce

Common Launch Issues

OAuth connection fails

  • Clear cookies and try again
  • Ensure you have admin or authorized access in the target app
  • Check that the app is not blocking third-party OAuth (e.g., Google Workspace admin settings)

Voice agent not answering

  • Verify Twilio webhook URL is correct and reachable
  • Confirm the phone number is assigned to the Voice Agent in Dynaris
  • Check Twilio console for error logs

WhatsApp template rejected

  • Meta reviews templates; approval can take minutes to 24 hours
  • Ensure template follows Meta's guidelines
  • Use Utility or Marketing category appropriately; avoid prohibited content

Events not processing

  • Confirm Auto Mode is enabled if you expect automatic processing
  • Check Connectors for expired or disconnected integrations
  • Review Events tab in the dashboard for queued or failed events

For Internal Staff

When onboarding a new customer:

  1. Walk through the Pre-Launch Checklist
  2. Use the Internal Staff Guide for setup procedures
  3. Confirm which channels they need (email, voice, chat) and follow the channel-specific steps
  4. Run the Post-Launch Verification with the customer
  5. Document any custom configuration (Knowledge Base, prompts, workflows)

Next Steps

Next
Introduction