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Requirements

Requirements

  • Meta Ads account connection

    Prepare the advertising account, asset permissions and required partner sharing.

  • Google Ads account connection

    Confirm the advertising account and manager-account relationship, distinguishing managed provisioning from sharing an existing account.

  • Instagram messaging account connection

    Prepare the professional account, messaging permissions and Meta asset sharing required by the connection method.

  • Facebook Messenger Page connection

    Prepare the Facebook Page and messaging permissions.

  • WhatsApp Business account connection

    Prepare the WhatsApp Business account, connected number and permissions.

  • KakaoTalk channel connection

    Prepare the channel, its connected bot and channel administration permissions.

  • Kakao BizMessage sender profile connection

    Prepare the channel, sender profile and delivery-provider connection.

  • LINE Messaging API channel connection

    Prepare the official account, its Messaging API channel and connection permissions.

  • WeChat official account connection

    Prepare the official account, API access and connection configuration.

  • Naver TalkTalk account connection

    Prepare the TalkTalk account, administration permissions and messaging connection.

  • Inbound phone number connection

    Prepare the receiving number and its organization and account routing.

  • Outbound calling account connection

    Prepare the sending account, caller number and informational calling scope.

  • Google Calendar account connection

    Prepare the Google account, calendar and required access permissions.

  • Advertising conversion destination connection

    Prepare the destination asset, conversion type and delivery permissions for each platform.

  • Domain connection

    Prepare the domain and access to manage its DNS records.

  • Search visibility criteria

    Define public pages, languages, canonical addresses and exclusions.

  • Entity content review criteria

    Prepare reviewed facts, localized content and a reviewer for each Entity.

  • Prompt template review criteria

    Define the prompt or dashboard template, account scope and expected test responses.

  • Staff handoff criteria

    Define the responsible staff, response hours and handoff conditions.

  • Reservation operating criteria

    Define the booking target, timezone, hours, capacity and change or cancellation rules.

  • Customer and transaction identity criteria

    Define customer and transaction identifiers and matching rules.

  • Customer contact basis check

    Confirm the basis for contact and any withdrawal for the customer, channel, purpose and time.

  • External customer data transfer criteria

    Define the purpose, recipient, fields and basis reviewed by the organization.

  • Toss store and plugin connection

    Prepare the mapping between the store, terminal and Laney organization.

  • Terminal installation environment check

    Prepare the location, power, network, equipment and site contact.

  • Advertising conversion value criteria

    Define the amount, currency, qualifying state and treatment of cancellation records.

  • Value-based advertising optimization eligibility check

    Check current eligibility for the account and objective.

  • Organization data access criteria

    Define the actor, organization scope, resources and permitted operations.

  • External system integration criteria

    Agree on supplier-specific fields, direction, operations, permissions and error ownership.

  • Workflow execution criteria

    Define the trigger, subjects, step inputs, duplicate handling and failure response.

  • Performance metric criteria

    Define the population, numerator, denominator, period and source for each metric.

  • Product sales criteria

    Define base scope, options, pricing or quote terms and contract scope.

  • Purchase record retention criteria

    Define the customer, selected product, option, amount and terms to retain.

  • Technical support agreement check

    Confirm the supported systems, responsible contact, channel and agreed response scope.

  • Sendable template status check

    Check the template kind, purpose, variables and current state; require external approval only for reviewed kinds.

  • Form data collection criteria

    Define the purpose, field types, required values and display conditions.

  • Form access criteria

    Define who may open, submit and inspect results.

  • Audit target criteria

    Define the URLs, channels, public access scope and report recipient.

  • Advertising campaign criteria

    Define the platform, objective, audience, budget and schedule.

  • Customer advertising asset check

    The customer supplies the creative and destination. This does not introduce creative production or a production request service.