We’re excited to share a fantastic new feature designed to make your experience with your CRM even smoother! Now, validating your AI Agent is easier than ever, allowing you to test it right where you create it—no extra steps required!
📌 Why This Matters
Being able to validate your AI Agent on the spot is crucial for small business owners. This means you can quickly test and ensure that your configurations are working correctly, minimizing any post-launch surprises and giving you greater control over the functionality of your AI Agent.
✨ What’s New?
- Seamless Testing: You can now run a test call immediately after setting up your agent, keeping you in the flow without needing to navigate elsewhere.
- Real-Time Call Insights: After your test call, you’ll receive access to transcripts, recordings, and call summaries right away.
- Faster Validation: Make sure your agent’s prompts and logic are functioning correctly before going live.
🛠️ How It Works
- Step 1: Start in the Create Agent flow and navigate to the Phone & Availability step.
- Step 2: Enter the phone number you wish to test with.
- Step 3: Click on Call Me to receive a test call from your AI Agent.
- Step 4: Interact with your agent to evaluate its responses.
- Step 5: After the call ends, review the following:
- Call History: Check past test calls for reference.
- Transcripts & Recordings: Dive into conversation details for better insight.
- Summaries & Feedback: Rate the interaction and improve your agent’s responses.
💡 Pro Tip
Always test your AI Agent’s responses with different scenarios to ensure it can handle a variety of questions and requests effectively!
