Agent Testing

Scroll through the steps below to begin testing your agent. 

Not a visual learner? No worries! Review the step-by-step instructions below. 

Option 1: Test from the Agent Dashboard

1. Navigate to SalesAi.
2. Click My Agents on the left-hand side.
3. Find the agent you want to test.
4. Click the three dots on the right side of the agent card.
5. Select Test from the dropdown.

Inbound Test

1. In the test window, find the agent’s phone number listed in green.
2. Call that number from any phone to test how the agent handles inbound calls.

Outbound Test

1. Enter the mobile number you want the agent to call.
2. Click Start Test Call.
3. Confirm that Test Call Initiated Successfully appears at the bottom.

Option 2: Test from the Agent Profile

1. Navigate to SalesAi.
2. Click My Agents.
3. Find the agent you want to test.
4. Click the three dots on the right side of the agent card.
5. Select Edit.
6. Once inside the agent profile, click Test in the upper-right corner.

Inbound Test

1. Call the agent’s listed phone number to test inbound behavior.

Outbound Test

1. Enter your mobile number.
2. Click Start Test Call to have the agent call you.

Quick Testing Checklist

Before marking the agent ready, test that it:

• Answers inbound calls correctly
• Starts outbound calls successfully
• Uses the correct opening message
• Sounds natural
• Handles pauses and interruptions well
• Follows the prompt and guardrails
• Responds correctly to common questions
• Completes the intended action, like booking a meeting or transferring the call