Testing & Publishing

Test your agent with real calls, use the Customize Behavior chatbox to tweak instructions, and publish when it's ready! 🧪✅

💬 Customize Behavior (Chatbox)

The Customize Behavior chatbox lets you change your agent's instructions using plain English — no need to edit the prompt by hand!

🔄 How It Works

1. Open the Customize Behavior section in the agent editor
2. Type what you want to change in normal words
3. The AI reads your request and suggests changes to the prompt
4. Changes are highlighted so you can review them 🔍
5. Accept or reject the changes

💡 Example Instructions

• "Make the agent more formal and professional"
• "Add a step to ask about the client's insurance company"
• "Don't let the agent talk about fees or pricing"
• "If the client says they already have a lawyer, end the call politely"
• "Add Spanish language support" 🇪🇸

⚡ Quick Suggestions

After each change, the chatbox might suggest more tweaks. Click a suggestion to apply it right away!

📄 Document Upload

You can upload documents to help the chatbox write better instructions:

Supported Formats	Max Size
PDF, CSV, XLS, XLSX, DOC, DOCX, JPG, JPEG, PNG	10 MB per file

Upload up to 20 documents. The AI reads the text from them and uses it to make smarter prompt changes. 📎

📝 Draft Mode

When you're building a new agent (before saving it), the chatbox works in draft mode. Your instructions and chat are saved to a temporary session. Once you save the agent, everything moves over to the saved version.

📞 Test Calls

Try out your agent with real phone calls before going live!

🎯 Making a Test Call

1. Open the Test Call panel in the agent editor (right side)
2. Pick a Testing Number — the phone number the call comes from
3. Enter Your Number — the phone number to call (saved automatically per agent)
4. Optionally go to the Variables tab to pre-fill dynamic variable values for the test
5. Click Test to start the call 🚀

📡 During the Test Call

The panel shows what's happening in real time:

Status	Description
Registered	The call is being set up ⏳
Ongoing	The call is happening right now 🔴
Ended	The call is over ✅

📋 After the Call

When the call ends, you'll see:

Data	Description
Call Summary	A short recap of the conversation written by AI 📝
Sentiment	How the caller was feeling (positive, neutral, negative) 😊😐😟
Success	Did the call go well?
Voicemail Detection	Was a voicemail found?
Saved Fields	Values extracted by post-call analysis (e.g. intake answers, custom fields)
Transcript	The full word-for-word conversation
Disconnection Reason	Why the call ended

🔧 Dynamic Variables

If your prompt uses placeholders, open the Variables tab before testing to pre-fill values. This shows how the agent behaves with real client data.

Variables are displayed with human-readable labels derived from your form's task titles and field definitions. For example, a variable like t1_value shows up as the task's actual question name rather than a raw key.

Auto-managed variables

Some variables — such as task statuses (t1_case_task_status) — are pre-filled with a default value (e.g. todo) and shown as a dropdown so you can test different status paths without editing the prompt manually.

Variable values are saved per agent in your browser, so they persist between sessions and reopen automatically the next time you run a test call.

📜 Agent Versions

Every time you publish, a full version snapshot is saved. This captures all your agent's settings — form, phone number, transfer, email, SMS, welcome messages — so you can restore any past version completely.

🕰️ Version History

1. Click the History button in the agent editor
2. The Agent History sidebar shows all your published versions
3. Each version shows its version number, title (if set), and status (Published or Draft)
4. Use the search box to find versions by name, title, description, or status 🔍
5. Click a version to load it into the editor

📄 Version Details

Field	Description
Version Number	A number that goes up with each publish
Version Title	An optional short label you set when publishing
Version Description	An optional note about what changed in this version
Agent Name	The agent's name at that time
Last Modified	When this version was last changed 🕐
Status	Published or Draft

👁️ Viewing a Historical Version

When you load a past version, the editor header shows a grey Viewing V{n} badge with the version title. This is a read-only preview — your live agent is unchanged until you explicitly publish again.

🚀 Publishing

Publishing makes your agent's current settings go live. All calls handled by this agent will use the published version.

✅ How to Publish

1. Check your agent settings
2. Make a test call to make sure it works
3. Click Save & Publish in the agent editor
4. A Publish dialog opens — add an optional version title and description to label this release
5. Click Publish to confirm — the current draft becomes the live version 🎉

🏷️ Publish Dialog

When you click Save & Publish, a dialog appears before the agent goes live:

Field	Description
Version Title	A short label for this version (e.g. "Added Spanish support") — shown in version history
Version Description	A longer note about what changed — shown in the editor header and history sidebar

Both fields are optional. Skip them and click Publish to publish without a label.

📌 What Publishing Does

• Saves a full snapshot of the current agent settings to version history
• Marks the current version as published
• All incoming and outgoing calls now use this version
• The old published version is replaced
• Phone number connections are updated

WARNING

Publishing happens right away! Once you publish, all active calls will use the new settings. Always test well before publishing. ⚠️

⏪ Reverting to a Previous Version

1. Open the Agent History sidebar
2. Find the version you want to go back to
3. Click it to load the settings into the editor — the header will show a grey Viewing V{n} badge
4. Make any changes you need
5. Click Save & Publish to make it live again

🌟 Best Practices

• Test before publishing — Always make at least one test call before you publish changes 🧪
• Use the chatbox — Typing in plain English is faster than editing the prompt by hand for most changes 💬
• Start with a starter flow — Don't start from scratch unless you have a special reason
• Keep prompts short and clear — Shorter instructions work better than long, complicated ones ✂️
• Use variables — Dynamic variables make agents work for different clients and campaigns
• Set up post-call analysis — Get organized data from every call 📊
• Test tricky situations — Try calls where the client is confused, upset, or speaks a different language
• Check things after publishing — Look at call transcripts and analytics after launching a new version 👀
• Use knowledge bases — Upload documents so the agent can answer specific questions correctly 📚
• Label your versions — Add a version title and description when publishing so you can find and restore specific versions easily 🏷️