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How to Test an Agent

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Overview

This guide explains how to test an AI Voice Agent directly within the portal using either voice or text. Testing allows you to interact with the agent before it goes live and identify any issues with the prompt or configuration.


Steps to Test an Agent

  1. Navigate to Call Flows and locate the agent you want to test.
  2. Click Voice to initiate a voice conversation with the agent.
  3. The agent will connect and you can speak with it as a caller would.
  4. Alternatively, use the text chat option to type messages and receive responses in text format.
  5. Review how the agent responds and make note of any issues.
  6. Return to the agent settings or prompt to make adjustments as needed.

Key Notes

Item Details
Voice Test Initiates a live voice session with the agent via the web portal
Text Test Allows you to type and receive responses — useful for quickly checking prompt logic
Transfers Cannot be tested via the portal — must be tested over a live phone call
Feedback Loop Use test sessions to identify prompt issues, incorrect routing, or unexpected responses

🎥 Watch the demo video below



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