Preparation Set organization and data permissions Prepare an inbound phone number Connect Meta advertising access Prepare a LINE Messaging API channel Prepare a KakaoTalk inbound channel Prepare a WeChat Official Account Define how customer and transaction records connect Define metrics and comparison periods Confirm Google Ads connection scope Prepare an Instagram messaging account Prepare a Facebook Messenger Page Prepare a WhatsApp Business account Prepare a Kakao BizMessage sender profile Prepare a Naver TalkTalk account Prepare an outbound phone account Define customer data sent to external services

Preparation

Preparation

Check prerequisites for the channels and features you use.

ExplanationVerified Oct 12, 2026Owner Laney Product

Choose applicable conditions

You do not need every item below. Read each applicability condition and open the relevant task.

Meta Ads account connection

Requirement

Meta Ads account connection

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

Applies when: Operating Meta advertising campaigns.
Prepare: Prepare the advertising account, asset permissions and required partner sharing.
Completion check: Match the account ID and permissions to the account available in Laney.

Connect Meta advertising access

Google Ads account connection

Requirement

Google Ads account connection

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

Applies when: Operating Google Ads campaigns.
Prepare: Confirm the advertising account and manager-account relationship, distinguishing managed provisioning from sharing an existing account.
Completion check: Confirm that the linked account and operating scope match the agreed account.

Confirm Google Ads connection scope

Instagram messaging account connection

Requirement

Instagram messaging account connection

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

Applies when: Receiving customer inquiries on Instagram.
Prepare: Prepare the professional account, messaging permissions and Meta asset sharing required by the connection method.
Completion check: Verify a test inquiry and reply in the matching external and Laney conversations.

Prepare an Instagram messaging account

Facebook Messenger Page connection

Requirement

Facebook Messenger Page connection

Prepare the Facebook Page and messaging permissions.

Applies when: Receiving Messenger inquiries or sending supported templates.
Prepare: Prepare the Facebook Page and messaging permissions.
Completion check: Verify reception and replies or supported delivery for that Page, not another Meta asset.

Prepare a Facebook Messenger Page

WhatsApp Business account connection

Requirement

WhatsApp Business account connection

Prepare the WhatsApp Business account, connected number and permissions.

Applies when: Receiving WhatsApp inquiries or sending template messages.
Prepare: Prepare the WhatsApp Business account, connected number and permissions.
Completion check: Match the WABA and number IDs and verify test reception or delivery. Check template approval separately.

Prepare a WhatsApp Business account

KakaoTalk channel connection

Requirement

KakaoTalk channel connection

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

Applies when: Using AI inbound or staff conversations on a KakaoTalk channel.
Prepare: Prepare the channel, its connected bot and channel administration permissions.
Completion check: Verify test reception and replies for the intended organization. A BizMessage sender profile does not establish this inbound connection.

Prepare a KakaoTalk inbound channel

Kakao BizMessage sender profile registration

Requirement

Kakao BizMessage sender profile registration

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

Applies when: Sending AlimTalk or brand messages.
Prepare: Prepare the channel, sender profile and delivery-provider connection.
Completion check: Confirm the sender profile and account connection. Template approval and advertising consent are separate conditions.

Prepare a Kakao BizMessage sender profile

LINE Messaging API channel connection

Requirement

LINE Messaging API channel connection

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

Applies when: Receiving LINE inquiries or sending push messages.
Prepare: Prepare the official account, its Messaging API channel and connection permissions.
Completion check: Match the official account and channel ID and verify reception or push delivery. LINE Login alone is not sufficient.

Prepare a LINE Messaging API channel

WeChat official account connection

Requirement

WeChat official account connection

Prepare the official account, API access and connection configuration.

Applies when: Receiving customer inquiries on WeChat.
Prepare: Prepare the official account, API access and connection configuration.
Completion check: Verify test reception and replies within the capabilities of the selected account type.

Prepare a WeChat Official Account

Naver TalkTalk account connection

Requirement

Naver TalkTalk account connection

Prepare the TalkTalk account, administration permissions and messaging connection.

Applies when: Receiving customer inquiries on Naver TalkTalk.
Prepare: Prepare the TalkTalk account, administration permissions and messaging connection.
Completion check: Match the partner ID and verify reception and replies. This is separate from a Naver advertising account.

Prepare a Naver TalkTalk account

Inbound phone number activation

Requirement

Inbound phone number activation

Prepare the receiving number and its organization and account routing.

Applies when: Receiving customer calls through AI inbound calling.
Prepare: Prepare the receiving number and its organization and account routing.
Completion check: Place a test call and confirm the intended organization answers. Outbound capability does not prove inbound activation.

Prepare an inbound phone number

Outbound calling account activation

Requirement

Outbound calling account activation

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

Applies when: Placing informational AI outbound calls.
Prepare: Prepare the sending account, caller number and informational calling scope.
Completion check: Verify a call to a test recipient, the caller number and its call record. Check the basis for contacting the customer separately.

Prepare an outbound phone account

Google Calendar account connection

Requirement

Google Calendar account connection

Prepare the Google account, calendar and required access permissions.

Applies when: Synchronizing reservations with Google Calendar.
Prepare: Prepare the Google account, calendar and required access permissions.
Completion check: Verify supported test reservation operations in the selected calendar. Google sign-in alone is not sufficient.

Connect Google Calendar and test synchronization

Advertising conversion destination configuration

Requirement

Advertising conversion destination configuration

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

Applies when: Sending reservation or purchase outcomes to advertising platforms.
Prepare: Prepare the destination asset, conversion type and delivery permissions for each platform.
Completion check: Match a uniquely identified test event with the receiving asset.

Configure conversion destinations and matching

Domain connection access

Requirement

Domain connection access

Prepare the domain and access to manage its DNS records.

Applies when: Publishing a website on the organization domain.
Prepare: Prepare the domain and access to manage its DNS records.
Completion check: Verify the public address points to the intended site. Search visibility is a separate decision.

Connect a domain and check search visibility

Search visibility scope

Requirement

Search visibility scope

Define public pages, languages, canonical addresses and exclusions.

Applies when: Configuring which website pages may be discovered by search engines.
Prepare: Define public pages, languages, canonical addresses and exclusions.
Completion check: Check robots, canonical metadata and sitemaps against that scope. This does not establish ranking or completed indexing.

Connect a domain and check search visibility

Entity content review

Requirement

Entity content review

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

Applies when: Website pages or AI responses use Entity facts and descriptions.
Prepare: Prepare reviewed facts, localized content and a reviewer for each Entity.
Completion check: Confirm the reviewed content and date for each Entity. AI instructions require a separate prompt review.

Edit Entity content and translations

Prompt template review

Requirement

Prompt template review

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

Applies when: Applying or changing AI response instructions.
Prepare: Define the prompt or dashboard template, account scope and expected test responses.
Completion check: Test normal, unknown and staff-contact requests. A prompt does not grant data permissions.

Review AI after Entity or prompt changes

Staff handoff operating rules

Requirement

Staff handoff operating rules

Define the responsible staff, response hours and handoff conditions.

Applies when: Staff take over a conversation or perform follow-up contact.
Prepare: Define the responsible staff, response hours and handoff conditions.
Completion check: Verify the request reaches the responsible staff. A callback request is not a completed staff call.

Take over a conversation and return it to AI

Reservation operating rules

Requirement

Reservation operating rules

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

Applies when: Accepting customer reservations.
Prepare: Define the booking target, timezone, hours, capacity and change or cancellation rules.
Completion check: Check available, closed, full and changed bookings against the same rules.

Set reservable hours and capacity

Customer and transaction identity rules

Requirement

Customer and transaction identity rules

Define customer and transaction identifiers and matching rules.

Applies when: Linking conversations, reservations, purchases or external records.
Prepare: Define customer and transaction identifiers and matching rules.
Completion check: Check matching, distinct and duplicate examples; do not automatically merge uncertain identities.

Define how customer and transaction records connect

Basis for customer contact

Requirement

Basis for customer contact

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

Applies when: Sending template messages or placing informational AI calls.
Prepare: Confirm the basis for contact and any withdrawal for the customer, channel, purpose and time.
Completion check: Retain evidence for included and excluded recipients. External data transmission is a separate decision.

Record advertising consent and withdrawal

Rules for sending customer data externally

Requirement

Rules for sending customer data externally

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

Applies when: Sending customer identifiers or transaction data to advertising or external systems.
Prepare: Define the purpose, recipient, fields and basis reviewed by the organization.
Completion check: Check the configured transfer against that scope. Advertising contact consent alone does not establish permission for data transfer.

Define customer data sent to external services

Toss store and plugin connection

Requirement

Toss store and plugin connection

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

Applies when: Using customer check-in or payments through the Toss plugin.
Prepare: Prepare the mapping between the store, terminal and Laney organization.
Completion check: Verify a plugin-initiated test record reaches that organization. This does not establish physical installation or universal POS synchronization.

Connect a Toss store and plugin

Terminal installation environment

Requirement

Terminal installation environment

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

Applies when: Installing a Toss payment terminal.
Prepare: Prepare the location, power, network, equipment and site contact.
Completion check: Confirm site readiness with the installer. Plugin account connection is separate.

Prepare and accept a Toss terminal installation

Advertising conversion value rules

Requirement

Advertising conversion value rules

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

Applies when: Sending purchase amounts as advertising conversion values.
Prepare: Define the amount, currency, qualifying state and treatment of cancellation records.
Completion check: Match source purchases to sent values. A request amount is not settled revenue, and changing a record does not execute refunds or conversion reversals.

Define monetary conversion values

Value-based advertising optimization eligibility

Requirement

Value-based advertising optimization eligibility

Check current eligibility for the account and objective.

Applies when: Selecting a value-based optimization objective on an advertising platform.
Prepare: Check current eligibility for the account and objective.
Completion check: Confirm the objective is available in the platform interface or API, independently of successful value delivery.

Define monetary conversion values

Organization data access permissions

Requirement

Organization data access permissions

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

Applies when: Staff or automation read or change organization data.
Prepare: Define the actor, organization scope, resources and permitted operations.
Completion check: Verify both allowed and denied operations. Prompts and active catalog items do not grant access.

Set organization and data permissions

External system integration specification

Requirement

External system integration specification

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

Applies when: Integrating a supported external CRM, EMR or calendar.
Prepare: Agree on supplier-specific fields, direction, operations, permissions and error ownership.
Completion check: Check the agreed test cases and disconnect behavior. Do not assume identical support for every supplier.

Define and request an external integration

Workflow execution specification

Requirement

Workflow execution specification

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

Applies when: Automating operations from configured conditions.
Prepare: Define the trigger, subjects, step inputs, duplicate handling and failure response.
Completion check: Test normal, repeated and failed events against one execution specification. Verify access permissions separately.

Configure workflow triggers and steps

Performance metric definitions

Requirement

Performance metric definitions

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

Applies when: Comparing operating or campaign results.
Prepare: Define the population, numerator, denominator, period and source for each metric.
Completion check: Reproduce values from the same source and conditions. Causal claims need additional evidence.

Define metrics and comparison periods

Product sales terms

Requirement

Product sales terms

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

Applies when: Selling products or options or accepting purchase requests.
Prepare: Define base scope, options, pricing or quote terms and contract scope.
Completion check: Match displayed terms to the selection. Define the fields preserved in a purchase separately.

Configure products and options

Purchase record retention specification

Requirement

Purchase record retention specification

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

Applies when: Preserving application or transaction terms in purchase records.
Prepare: Define the customer, selected product, option, amount and terms to retain.
Completion check: Check a test purchase retains its original selection and terms when current catalog terms change.

Record purchase terms and requests

Technical support agreement scope

Requirement

Technical support agreement scope

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

Applies when: Requesting technical support.
Prepare: Confirm the supported systems, responsible contact, channel and agreed response scope.
Completion check: Verify the request falls within the agreement and its progress and outcome can be checked.

Request technical support and verify resolution

Sendable template readiness

Requirement

Sendable template readiness

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

Applies when: Executing a message or informational AI calling template.
Prepare: Check the template kind, purpose, variables and current state; require external approval only for reviewed kinds.
Completion check: Check required values and readiness with test inputs. Account activation, contact basis and prompt review are separate.

Prepare a sending account and message template
Prepare an AI outbound call template

Form data collection specification

Requirement

Form data collection specification

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

Applies when: Collecting structured data through forms or AI conversations.
Prepare: Define the purpose, field types, required values and display conditions.
Completion check: Check stored values for normal, missing and conditional input. Verify access policy separately.

Design form fields and conditions

Form access policy

Requirement

Form access policy

Define who may open, submit and inspect results.

Applies when: Setting form visibility and respondent authentication requirements.
Prepare: Define who may open, submit and inspect results.
Completion check: Test access and reading with allowed and denied users. Completing field definitions does not establish safe publication.

Set form access and publish

Audit targets and public access scope

Requirement

Audit targets and public access scope

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

Applies when: Applying for a website and public-channel audit.
Prepare: Define the URLs, channels, public access scope and report recipient.
Completion check: Confirm the targets are accessible and within the currently offered audit program. This is not private-system incident diagnosis.

Request a website and public-channel audit

Advertising campaign plan

Requirement

Advertising campaign plan

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

Applies when: Publishing a campaign or changing its operating settings.
Prepare: Define the platform, objective, audience, budget and schedule.
Completion check: Match pre-publication settings to the agreed plan. Account access and creative inputs are separate.

Configure and publish advertising campaigns

Customer-supplied advertising assets

Requirement

Customer-supplied advertising assets

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

Applies when: Using customer-prepared images, videos or copy in advertising.
Prepare: The customer supplies the creative and destination. This does not introduce creative production or a production request service.
Completion check: Verify the selected creative and destination in the pre-publication preview.

Configure and publish advertising campaigns

Connect customer information and make evaluation transparent

Find methods and tasks for this outcome.

Set organization and data permissions

Select the working organization first.

On this page

Choose applicable conditions Meta Ads account connection Google Ads account connection Instagram messaging account connection Facebook Messenger Page connection WhatsApp Business account connection KakaoTalk channel connection Kakao BizMessage sender profile registration LINE Messaging API channel connection WeChat official account connection Naver TalkTalk account connection Inbound phone number activation Outbound calling account activation Google Calendar account connection Advertising conversion destination configuration Domain connection access Search visibility scope Entity content review Prompt template review Staff handoff operating rules Reservation operating rules Customer and transaction identity rules Basis for customer contact Rules for sending customer data externally Toss store and plugin connection Terminal installation environment Advertising conversion value rules Value-based advertising optimization eligibility Organization data access permissions External system integration specification Workflow execution specification Performance metric definitions Product sales terms Purchase record retention specification Technical support agreement scope Sendable template readiness Form data collection specification Form access policy Audit targets and public access scope Advertising campaign plan Customer-supplied advertising assets