Test the agent
What you'll achieve
Confirm the agent answers well before opening it to real customers.
Before you start
- Context, catalog and knowledge base loaded.
- A connected channel (for the real test).
Step by step
With Test AI
Test AI is an isolated test environment: it does not deliver messages to the
real inbox, does not affect the live inbox and uses a separate budget. It appears
in the user menu if the workspace has the AI agent tester module (Growtek
enables it) and the person has agentSettings.read.
- User menu → Test AI.
- Choose the Agent (Support or Prospecting) and the Channel (Web, WhatsApp, Messenger or Instagram).
- Write as if you were the contact and click Send.
- Review the trace of each answer: the chosen vertical, the grounding in the knowledge base, the tools, the model, the tokens and the cost.
- When you are done, Clear test deletes the test context.
With the real channels
- Test channel on each channel in Settings → Channels.
- Test conversations from your own phone, checking the result in Conversations.
- For prospecting, a test call.
What to test
- A catalog question (price, availability).
- A policy question that is in the knowledge base.
- A question outside the allowed topics (it must answer with the deflection).
- A request to talk to a person or to file a case.
- An appointment request, if there is a calendar.
How to verify
The answers use the client's data, the deflection works and escalated cases arrive as a ticket to the right person.