This guide provides a straightforward, step-by-step process for testing an outbound agent on the SalesAI platform to ensure their agents are functioning correctly and ready for performance. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
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Navigate to SalesAi: The user is directed to the platform's main interface.
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Click on 'AI Voice': This section on the left-hand sidebar is selected to manage voice agents.
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Click 'Agents': This opens the list of AI agents, where the user can manage and view available agents.
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Locate Your Outbound Agent: Outbound agents are identified by an upward, diagonal arrow next to the agent name.
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Click the Three Dots: The user selects their desired agent by clicking the three dots to open options.
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Click 'Test Call': This option allows the user to initiate a test call to the agent.
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Input the Phone Number: The user must enter a phone number to test the agent.
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Start the Test: After entering the number, clicking "Test Call" triggers the agent to call the number. Testing can be repeated as necessary, but it uses the monthly talk minutes.
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