Testing Your Agent

Before using an agent in a bulk campaign, make a few test calls to verify it sounds right and handles conversations the way you expect.

Making a Test Call

The fastest way to test is to call yourself:

1. Go to Calls → Single Outbound Call
2. Select the agent you want to test
3. Select a From Number
4. Enter your own phone number as the To Number
5. Fill in any call variables
6. Click Create Call and answer when your phone rings

Interact with the agent naturally — try the expected conversation, then try edge cases like interrupting, saying you're not interested, or asking off-script questions.

What to Check

Opening

• Does the agent identify itself and state the purpose clearly?
• Does the greeting sound natural, not robotic?

During the call

• Are the responses accurate and relevant?
• Does it stay on topic?
• Does it handle interruptions gracefully?

Ending

• Does it end the call politely when appropriate?
• Does it handle "not interested" or "stop calling" without getting stuck?

Booking (if configured)

• Does it offer relevant appointment times?
• Does it confirm booking details correctly?

Files (if attached)

• Does it answer product or pricing questions accurately?

Reviewing After the Call

After the call ends, go to Calls in the sidebar. Find your test call in the list and click it to see the recording and full transcript. Listening back with the transcript alongside is the most efficient way to spot issues.

Iterating

If something isn't working:

1. Go to AI Agents and edit the agent
2. Adjust the relevant configuration variables — for example, refine how the business name is used, or adjust the services list
3. Make another test call
4. Repeat until you're happy with the results

Small changes to variables can significantly affect how the conversation flows. Test each change with at least one call before moving on.