Skip to main content
Test Agent opens a chat where you talk to the AI agent as if you were a customer. It uses the profile, trainings, skills, apps and settings saved at the time of the test. This lets you validate the agent before linking it to channels and after every adjustment you make later.
Test Agent window with Lia's answer about company registration

​
When to test

  • Before linking the agent to a channel for the first time (WhatsApp, Instagram or Webchat).
  • After adding or editing trainings.
  • After creating or changing skills and apps.
  • After changing the Behavior, the tone or the settings.
  • When the AI Analysis of a real conversation points out a wrong answer.

​
Open the test chat

1

Open the agent

In the sidebar, click AI Agents and then the agent.
2

Click Test Agent

The button is in the top right corner of the agent page. The chat opens in a floating window in the bottom right corner of the screen.
3

Send the first message

Type in the Type your message… field and press Enter. The header shows typing… while the agent prepares the answer.

​
Window controls

Keep the window minimized while you adjust trainings or skills in another agent tab. After saving the adjustment, click New conversation and repeat the question.

​
See the executed skills

When the agent runs a skill, the answer shows a Skill Executed card with:
  • Tool: the skill or app tool used.
  • Parameters: the data the agent sent, such as the tag applied, the target team, the deal created or moved in the pipeline, or the fields of an external API call.
  • Preview badge: appears when the action was only simulated in the test.
The card appears only in the test chat. Customers never see these details. If the agent is set to reply by voice, the answer arrives as audio and you can play it in the chat itself. The test input accepts text only.

​
1. Frequent questions

Expected: correct answers that match what is in Trainings.

​
2. Qualification and transfer

Expected: the agent asks the qualification questions from Behavior, records the note, applies the tag and runs Transfer to Team with the right team.

​
3. Request for a person

Expected: the agent transfers without insisting.

​
4. Off-topic question

Expected: the agent politely steers back to business topics, especially with Restrict Topics enabled.

​
5. Apps and HTTP requests

Expected: the Skill Executed card shows the app or request with the correct parameters.

​
6. Contact data update

Expected: with the native Update contact skill on, the agent records the email.

​
What to evaluate in each answer

​
Fix what the test shows

After each adjustment, click New conversation and repeat the same test.

​
Final test on the channel

The test chat does not depend on a channel. After approving the agent there, run an end-to-end check on each linked channel: Check in Conversations that the conversation was handled by the agent, that notes and tags were recorded and that the transfer reached the right team.

​
Common errors

​
Next steps