Docs/Getting started
Test your AI before going live
Work down these five groups with a test lead using your own phone number. Everything here is faster to fix before real leads arrive.
Routing
Check the lead lands in the right place
- The contact was created correctly
- The correct representative was assigned
- The correct iMessage line sent the message
- The correct AI was activated on the conversation
Messaging
Check the message reads like a person
- First name populates correctly
- Custom fields populate correctly
- Initial message variations are rotating
- Message length looks natural, not like a broadcast
- SMS fallback works if you test with an Android number
AI behavior
Reply as a real lead would and watch what happens
- Qualification questions get asked and captured
- Objections are handled the way you want
- Knowledge answers are accurate and current
- Disqualification behaves correctly
- Opt out language ends the conversation properly
- Follow ups send on the schedule you configured
Calendar
Book, move, and cancel a real test appointment
- The correct calendar is connected
- Availability appears when the AI offers times
- An appointment actually books
- The correct representative or calendar is used
- Rescheduling works
- Cancellation works
Automations
Check what happens after the conversation
- CRM fields update
- Tags update
- Notifications reach the right person
- The AI turns off at the point you intended
- AI to AI handoff works if you configured one
How many tests to run
One clean test is not enough. Run several complete conversations that end differently: one that books, one that stalls and needs a follow up, one that objects, and one that gets disqualified. Those four paths cover most of what real leads do.
Test with more than one number
Still need a hand?
If your volume is going to run past the daily or hourly limits, or something is not behaving the way these docs describe, talk to our team.