Test your agent before it answers live chats. This helps you catch missing facts and set a clear route to a person when the AI cannot help.
1. In AI agents, finish Content and Guidance. Review Handoff under Guidance so customers can reach your team when needed.
2. Open Test, enter a question a customer might ask, and review the reply. Try a simple question, a detailed one, and one the agent should hand off. The test conversation is private and is not sent to a customer.
3. Correct any weak answers by updating Content or Guidance, then test again. Test replies consume AI credits.
4. Open Deploy. Check the linked website and handoff destination, then turn on Answer chats with AI when you are satisfied.
You can leave the agent off while editing or testing it. If live replies are wrong, switch it off, fix the source content, and repeat the test.