Test your Agent before going live

Test known answers

Ask common product, setup, pricing, and policy questions using the wording real visitors use. Confirm that the answer matches the approved source and that any displayed Help Center link opens correctly.

Test missing knowledge

Ask about an unsupported feature, an unavailable integration, a future roadmap item, and an account-specific issue. The Agent should say what it cannot confirm and offer an appropriate human path instead of guessing.

Test sensitive requests

Try billing disputes, legal questions, privacy rights, security questionnaires, cancellations, and requests for exceptions. Confirm that the Agent uses approved public facts and escalates decisions requiring human judgment.

Test operational actions

Request a demo, callback, message, or human handoff. Verify that the Agent distinguishes between offering or collecting a request and a confirmed successful action. Disconnect or misconfigure a test integration to confirm the failure path is honest.

Test the handoff

Open the resulting inbox conversation and confirm the teammate can see the visitor’s messages, captured details, intent, and AI context. Repeat these tests after major Agent, Knowledge, workflow, or Smartbar changes.