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Where to find it

  1. Open Customers in the sidebar.
  2. Select a customer.
  3. Click Manage.
  4. Go to the Deployment tab.

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Update the status

The Deployment tab has a status picker so you can mark how far along the setup is. The options are:
  • Not Started
  • Phone Number Provisioned
  • AI Agent Deploying
  • Agent Ready for Testing
  • Deployment Complete

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Add deployment notes

Use the Deployment Notes field to jot down anything worth remembering about the setup. Your notes are saved automatically when you click away from the field.

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Follow the timeline

The tab also shows a timeline of the key milestones as they happen:
  • Deployment Requested
  • Phone Number Provisioned
  • Agent Deployment Started
  • Agent Ready for Testing
  • Deployment Completed
It’s an easy way to see progress at a glance and to keep your customer in the loop.

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Screenshots

Deployment tab with Current Status dropdown, Deployment Notes field, and Deployment Timeline showing Deployment Requested, Phone Number Provisioned, Agent Deployment Started, Agent Ready for Testing, and Deployment Completed steps