> For the complete documentation index, see [llms.txt](https://docs.patagon.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.patagon.ai/en/getting-started/first-7-days-checklist.md).

# First 7 days checklist

Use this checklist to make sure everything is configured before your first real lead arrives.

## Day 1 — Core setup

* Account created and email verified
* WhatsApp number connected
* Agent objectives and tone configured
* At least one team member invited

## Day 2–3 — First conversations

* Review the first conversations your agent handled
* Check if qualification responses match your criteria
* Adjust your agent's prompt if answers feel off

## Day 4–5 — First qualified lead

* Open your first qualified lead in the Leads view
* Confirm the lead details are complete
* Assign it to the right team member

## Day 6–7 — First adjustment

* Check your Dashboard for response rate and qualification rate
* Give feedback to your agent on at least one conversation
* Identify one thing to improve in your prompt

## You're on track if:

* Your agent responds within 1 minute of a lead's first message
* At least 30% of conversations are being qualified
* Your team is reviewing leads daily

## Pay attention if:

* Your agent is not responding → see Troubleshooting section
* No leads are being qualified → see How to optimize lead qualification
* Your WhatsApp number shows a warning → see WhatsApp troubleshooting

## Next step

Continue with [How to configure your agent settings](/en/agent-optimization/agent-settings.md).


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.patagon.ai/en/getting-started/first-7-days-checklist.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.