After you change a greeting, instructions or knowledge, try it yourself. Test Agent lets you talk to your phone assistant from the browser, using your computer's microphone, with no phone needed.
Make a test call
- Go to Assistants and click Configure on your phone assistant.
- Click Test Agent at the top right.
- The first time, your browser asks to use the microphone. Click Allow.
- You'll hear a ring, then the assistant greets you just like on a real call.
- Talk normally. Ask the questions your customers usually ask.
- To hang up, click the button again (it turns red while the call is on). The assistant can also hang up itself after saying goodbye.
What the test covers
A test call uses the same settings as a real one:
- Voice, greeting and out-of-hours message (based on the current time and your office hours).
- Instructions and knowledge.
- Ticket creation and the satisfaction survey.
- Spanish and English: start in English and the assistant switches.
What's different
- No transfers. A browser call can't be passed to a phone. To test transfers or "who answers first", call your assistant's number from a phone.
- No keypad. Answer survey questions by voice.
- Not in Calls. Test calls aren't saved in the call log. Real phone calls are.
- Tickets are real. If you open a ticket, it goes to your ticket inbox or HostBill. Use your own name and email.
If the call doesn't start
- "Microphone access is required to start the call": your browser blocked the microphone. Allow it from the padlock or settings icon in the address bar, then try again.
- "Error establishing the call": check your internet connection and try again in a minute. If it keeps happening, contact us.
- No Test Agent button? The assistant is inactive.
Test a WhatsApp assistant
On a WhatsApp assistant, Test Agent opens a WhatsApp chat with your business number and a test message ready to send. Send it and chat as a customer would. Unlike browser calls, this is a real conversation: it shows up in Conversations.
Tips
- Use headphones to avoid echo.
- Test the edge cases: a question that isn't in your knowledge, asking for a person, saying goodbye to trigger the survey.
- After each change, make one short call to confirm it works as you expect.