Test the AI agent

Test before you switch the agent on for everyone. Testing does not use credits.

1. Open AI agent.
2. Find Test the agent.
3. Type a question a customer might ask, then send it.

The answer comes from your saved sources, the same way a customer’s answer would.

What to try

• Questions your support team gets every week.
• Questions you expect the sources to answer, and a few they should not.
• A request to talk to a person, to check your handoff rules.

If the answer is wrong or missing

1. Check Knowledge for the right source and make sure it is Indexed.
2. Add the missing page or document.
3. Adjust the extra instructions if the tone or scope is off.
4. Test again.

Only admins can test the agent.