Test & Go Live

Test your agent

Before your agent talks to real customers, test it. A few minutes of testing catches most problems — awkward greetings, missing information, or tools that don’t fire.

Ways to test

1. Test conversation

Use the Test panel on the agent to have a live conversation with it, just like a caller would. Talk to it, try to trip it up, and see how it responds.

2. Test outbound call

Place a real outbound call to your own phone to hear exactly what a customer hears — voice, pacing, and phone-line quality.

3. Test inbound call

Assign a number and call it yourself to check the greeting and answering flow.

A testing checklist

Run through these scenarios before going live:

Greeting — does the agent open warmly and identify your business?
Core task — can it complete its main job (book, qualify, answer)?
Knowledge — does it answer your top 5 FAQs correctly?
Tools — do bookings, lookups, and transfers actually work end-to-end?
Edge cases — what happens if the caller mumbles, changes topic, or asks something off-script?
Escalation — does it transfer to a human or take a message when it should?
Wrap-up — does it confirm details and end the call cleanly?
Voice — does the voice sound right over a real phone line?

Improving from tests

After each test:

Review the transcript to see exactly what was said.
Adjust the instructions — one change at a time.
Re-test. Every change is versioned, so you can always roll back.

Next: Launch checklist →