Test your agent

You can test an agent from the dashboard. Talk to it with your computer's microphone, or text it. You do not need a real phone call. Test before you connect a phone number, or after you change the instructions.

Before you start

You can test with or without publish permission. An account with view access can run test calls and chats. It cannot save or publish changes.

A voice test needs microphone access. Allow it when your browser asks.

Test the agent

1. Open the agent. Find the Chat and Call your agent buttons at the top of the page.
2. Click Call your agent for a voice conversation. Click Chat for a text conversation. Both run in your browser, not on a phone line.
3. For a call, allow microphone access. Talk to the agent as a caller would. The transcript builds as you speak.
4. To test changes you wrote but did not publish, open the Instructions tab and click Test draft. The test uses your draft. Real callers are not affected.

You can also start a test call or chat from the Agents list. Use the same options next to the agent's row. You do not need to open the editor.

Best practices

• Test after each important change to instructions, voice, or actions.
• Ask a few different questions that a real caller might ask. Do not test only the easy case.
• Test transfers and bookings on their own. They have a confirmation step that you should hear.