Test calls

A test call runs the agent exactly as it would on the phone, with the same playbook, knowledge and tools, in your browser. Nobody is dialled.

1. 1
   Open the agent and press Test call.
2. 2
   Choose whether it's an inbound call (someone ringing the agent) or an outbound one (the agent ringing a lead).
3. 3
   Allow the microphone and talk, or type what you'd say. You play the customer.
4. 4
   End the call to see its summary and outcome, just like a real one.

What's different on a test call

• Texts aren't sent.
• Connected-app tools that change something (create a ticket, book in Cliniko) don't run; look-ups do.
• Custom connection tools only run if the server marks them read-only.

Testing on a real phone

Add yourself as a lead with your own mobile and press Call now on the Leads page. Numbers in the server's test numbers list can be called outside calling hours.