# Chatropic integration checklist

Complete this with your system owner before requesting a demo. Do not include tokens, passwords, customer records, or payment details.

- [ ] Chosen workflow and expected customer outcome
- [ ] Knowledge source, owner, and update frequency
- [ ] Intended channel and current availability checked
- [ ] System of record and technical owner
- [ ] Read operations needed
- [ ] Write operations needed, if any
- [ ] Authentication and customer identity approach
- [ ] Minimum data and permissions needed
- [ ] Required customer confirmation and business-policy checks
- [ ] Test environment with fictional records
- [ ] Missing record, unauthorized access, and service outage tests
- [ ] Human handoff destination and staffed response policy
- [ ] Provider charges and maintenance owner

Next: https://chatropic.com/explore/demo