Before you start
- An agent, even an unfinished one.
- Speakers and a microphone for the browser test, and your browser’s permission to use them.
- A phone number attached to your agent for the phone test. See Buy a phone number.
Steps
1
Start a test call in your browser
Open your agent and start a test call from the dashboard. Your browser asks for microphone access
the first time. You will see when your agent is listening and when it is speaking.
2
Ask the three questions your customers ask most
Not the questions you hope it answers. The three that actually come up: what something costs,
whether you are open, and whether you can do a specific thing.
3
Try to book something
If your agent is meant to book, go through a booking end to end and check it appears in your
calendar afterwards. See Book appointments.
4
Ask for a person
Say “can I speak to someone” and see what happens. This is the moment agents most often disappoint
callers, and the behaviour is worth confirming rather than assuming.
5
Now call it from your phone
Once a number is attached, ring it from your own mobile. A phone line sounds different from your
laptop, and problems with pace and interruption only show up here.
You will know it worked when
- Your agent answered, understood you, and finished the job rather than promising to pass a message on.
- The call appears in your call history with a written record and a score a minute later.
- The three questions you asked were answered from your own material, not invented.
What to listen for
What else you can do here
- Write down the situations worth re testing so you can check them again after every change. Pro and above.
- Review what earlier test runs did.
- Read the written record of your test call to see exactly what your agent heard.
- Work through the go live checklist before real callers arrive.
If it did not work
The browser test will not start. Your browser is blocking the microphone. Allow it for the dashboard, then reload. This is almost never an account problem. You call the number and nothing answers. The number is probably not attached to an agent, or the agent is not turned on. See My agent is not answering. Your agent hears you but answers something unrelated. It is filling a gap in its instructions or its knowledge. See Why it answered wrong.FAQ
Can I test my agent before it goes live?
Can I test my agent before it goes live?
Yes, and you should. Start a test call from the dashboard and talk to your agent in your browser
with no phone number and no real caller involved. It takes about two minutes and finds most
problems.
Can I test without a phone number?
Can I test without a phone number?
Yes. The browser test needs no number at all, so you can build and check an agent before buying
anything. Only the phone test needs a number attached, and that is worth doing before you go live
because a phone line sounds different.
Do test calls cost me anything?
Do test calls cost me anything?
Test calls use call minutes from your plan in the same way as real calls, so they are not free
once your allowance runs out. The Free plan’s 10 minutes are enough for several test calls. See
Limits.
Do test calls show up in my reports?
Do test calls show up in my reports?
Yes. A test call appears in your call history with its written record and its score, which is
useful: read the record back to see exactly what your agent heard rather than what you thought you
said.
Can my team test it too?
Can my team test it too?
Yes. Anyone you have invited to your workspace can start a test call, and once a number is
attached anyone can simply ring it. Having someone who did not build the agent try it is the most
valuable test you can run.
Why does my agent sound different on the phone than in the browser?
Why does my agent sound different on the phone than in the browser?
A phone line carries less of the sound than your computer speakers, so every voice is a little
narrower and small pauses are more noticeable. Judge the voice and the pace by the phone test, not
the browser one.
What should I test before I go live?
What should I test before I go live?
Your three most common questions, one booking end to end, asking for a person, and one question
your agent should not be able to answer, so you can see how it behaves when it does not know. See
Go live checklist.
Related
- Go live checklist for the full pre launch list
- Turn your agent on when you are happy with it
- Write what your agent says to fix what you heard
- Why it answered wrong if it invented something
- Read a call transcript to see what it actually heard
