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Routine maintenance

Keep accounts, materials, tasks, and member status usable over the long term through fixed checks and a handover process.

Daily check​

  • Whether the dashboard shows publishing failures, interactions awaiting handling, and leads awaiting follow-up.
  • Whether the accounts scheduled to publish that day are working normally, and whether scheduled tasks match expectations.
  • Whether high-intent or high-risk messages have been picked up by their owner.

Weekly check​

  • Check the login status and sync results of platform accounts.
  • Clear out invalid drafts, and tidy up asset tags and duplicate files.
  • Review failed tasks, interaction conversion, and lead progress.
  • Check whether the knowledge base, brand materials, and automation rules need to be updated.

Changes and handover​

When a member leaves, a platform password is changed, the brand is upgraded, or service configuration changes, complete permission revocation, task handover, account review, and the change record at the same time. After a configuration change, validate it with a low-risk task first.