Choose a test channel
- Phone test: use Test calls to place a call to your chosen test number and inspect its status.
- Web test: speak with the voice agent in a browser. Microphone permission is required.
- Shareable form or widget: let someone else try the configured agent from a full-page form or an embedded widget.
Collect business fields
The Collect business fields switch adds optional business questions to the shareable test forms. It is a campaign setting and does not rewrite the agent’s script or calendar selection. Ask the chatbot to enable or disable that setting explicitly. It should preserve other campaign configuration and verify the saved value.Embedding
Choose a full-page link, an inline frame or a floating widget. Frame placement and size belong to the HTML you place on your website. The chatbot can explain or draft that HTML; changing a campaign setting does not install it on a website. An embedded voice test needs microphone permission on its iframe. Check the published page in the browser where it will be used.Check before launch
Test the opening, the main capability, a refusal, a callback request and a missing context value. Review what was recorded and whether it matches the conversation. Testing and sharing do not themselves activate the campaign. Use Going live to check readiness and activate deliberately.In the API
- Create web agent session is the browser test
- Create test call is the phone test
- Update campaign sets
testing, the stand-in lead fields a test uses