End-to-end testing

Both products

What you will achieve

Confirm with real tests that every piece works before turning the agent on with customers.

Step by step

Customer service agent

1. On each channel (Settings → Channels), Test channel and confirm Connection verified!.
2. From your own phone, chat with the agent: a catalog question, a policy question (knowledge base) and an off-topic one (it must reply with the redirect).
3. Ask for an appointment and confirm it appears in Calendar.
4. Ask to talk to a person or to file a case, and confirm the ticket, its owner and its Due.
5. In Conversations, Take over, reply and Return to AI.
6. If there is a widget, chat from the website.

Prospecting agent

1. Test call to your own number.
2. Review the lead: stage, Interest report, recording and transcript.
3. If there is text recovery: Send test of the template.
4. Check Provider status: Retell and Twilio Funded.

Sales

1. Create a quote with the client's template, Publish, sign if applicable and Send via Link.
2. Open the link as the client (Open as the client sees it), comment and Accept proposal.
3. Confirm that the lead moved to Closed-Won and that the PDF downloads.

Data

• A test import of each template that will be used, reviewing the report.
• If there is sync, Sync now and check the status.

How to verify

All tests pass and no test data is left mixed with real data (archive the test quote and send the test contacts to the trash).