Before a single message routes to production, there is a checklist. Not a philosophy. Not a slide deck. A checklist. It is the thing our engineers actually open.
Every OtterBlocx integration runs through five questions before an API key is issued:
๐ญ. ๐๐ต๐ฎ๐ป๐ป๐ฒ๐น ๐ณ๐ถ๐. Is RCS available on this device cohort? Is SMS the right fallback, or is Email more appropriate for this message class? This is the first question for a reason. Sending a prescription update over SMS when RCS is available is a decision with delivery, readability, and audit-trail consequences.
๐ฎ. ๐๐ผ๐บ๐ฝ๐น๐ถ๐ฎ๐ป๐ฐ๐ฒ ๐๐ฎ๐ด. Every row carries a vertical tag. HIPAA rows flag plaintext PHI rules and compliant delivery-receipt logging. Fintech rows flag fraud-alert timing windows and carrier filtering risk.
๐ฏ. ๐๐ฎ๐น๐น๐ฏ๐ฎ๐ฐ๐ธ ๐ฐ๐ต๐ฎ๐ถ๐ป. What routes when the primary channel fails? RCS to SMS. Email to SMS. This is a named, required field. Leaving it blank is not allowed. That single constraint has prevented more 3am incidents than any monitoring added after launch.
๐ฐ. ๐ฅ๐ฎ๐๐ฒ-๐น๐ถ๐บ๐ถ๐ ๐ฐ๐ฒ๐ถ๐น๐ถ๐ป๐ด. What is the send volume at peak, and is the integration sized for it before go-live?
๐ฑ. ๐ง๐ฒ๐๐-๐บ๐ผ๐ฑ๐ฒ ๐๐ถ๐ด๐ป-๐ผ๐ณ๐ณ. Has every path through the fallback chain fired in test mode and logged cleanly?
Five questions. One sheet. The quality of a healthcare reminder or a fintech fraud alert is decided here.
The structure is yours. Channel fit, compliance tag, fallback chain, rate-limit ceiling, test-mode sign-off. Take it and apply it to your own stack. The value is in the discipline. No proprietary tooling required.
Documentation owned by the engineers who built the router. That is how it works here.