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Use the test panel beside your agent to check the version you have saved. Wait for saving and setup to finish before judging the result.

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Test a call

Start a test call from the Call view. When the agent calls you in the browser, answer the ringing call. Answering from Chat switches you to the Call view. Speak as a lead would and check that the agent asks the right questions.

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Test Chat

When Chat is enabled, open Chat and send a message. Try a normal question, a correction and a request for an action. You can also text during a call to check that the conversation stays connected across both channels.

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Continue or start over

Ending a call does not erase the conversation. Continue by text or start another call in the same conversation to check that known answers are remembered. Use Start over when you want a genuinely fresh test. It resets the call and chat conversation together. Simply switching between Call and Chat is not a reset.

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Check more than the reply

Review the action results as well as the wording. Try missing information, no available appointment times, an unanswered transfer and a request to stop contact. Also leave a call silent to check your Call handling settings. Test actions use simulated effects where supported. A successful browser test helps you judge the conversation, but you still need a connected number and correct integration settings for real delivery. Refine Instructions, Conversation Style or Workflows, then repeat the same test.