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Summary

Your first run should be treated like a controlled validation step, not like a full rollout. The goal is not only to press launch. The goal is to learn whether your campaign, agents, data, and delivery setup behave the way you expect in real operating conditions.

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Who this is for

New users setting up TruAgents for the first time.

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Before you launch

  • confirm contacts are mapped correctly
  • confirm the campaign is narrow and intentional
  • confirm channel setup is ready
  • confirm someone knows where to review drafts, runs, and communications after launch

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What to watch after launch

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Campaign run level

Use the run detail to inspect:
  • run status
  • run type
  • generated communications
  • replies and follow-up activity
TruAgents campaign run detail page showing generated communications beside run metadata and instructions This is the kind of page you want during a first launch review: the run stays connected to the actual communications it produced, while the sidebar keeps the campaign, writer, reviewer, status, and instruction context visible.

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Draft level

If approvals are involved, confirm drafts are not stuck waiting on content, review, or missing infrastructure.

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Communication level

Use Communications and communication detail pages to see what was actually sent, how it fits into thread context, and whether anything looks surprising.

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First-run review sequence

  1. Check whether the run started in the way you expected.
  2. Inspect run status and generated communications.
  3. Review whether any drafts are waiting, failing, or blocked.
  4. Open at least one real communication detail page.
  5. Decide what to change before the next launch.

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Example: what counts as a useful first run

A useful first run does not need to be perfect. It needs to teach the team something concrete, such as:
  • the audience selection is correct
  • the instructions produce the expected style
  • approvals are too strict or too loose
  • channel setup is more or less ready than the team thought

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If the first run looks wrong

Start with the narrowest explanation first:
  1. was the audience wrong?
  2. was the campaign setup wrong?
  3. was the agent behavior wrong?
  4. was the delivery setup wrong?
  • start small
  • review closely
  • fix obvious setup issues before expanding
  • learn from one run before trying to optimize ten things at once

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Success checklist

  • The run completed or failed in a way the team can explain.
  • Drafts and communications looked directionally correct.
  • The team knows where to look next if something is wrong.
  • The next launch will be based on what was learned, not blind confidence.