Test Your Campaign
Talk to your own AI employee in the browser or on your phone before a single member hears it.
Every campaign's Overview tab includes a Test this Campaign card, so you can have the exact conversation your members will have, before going live. Test calls use your Test Customer record for data, and finished tests show up on the calls page like any other call, transcript included.
Two Ways to Test
Talk to the AI through your browser. Requires microphone and speaker permissions and a connected session. You get a live transcript as you talk. Transfers are disabled in browser tests, so use this for script, tone, and question handling.
Press Start Test, talk, and End when done.
The AI calls the phone number on your user profile over a real phone line, exercising the full call flow including transfers. If your profile has no phone number, add one first.
Press Call Me and your phone rings shortly.
If the campaign has multiple assistants, pick which one to test from the selector first.
The Preflight Check
If the campaign requires customer data your Test Customer does not have, the phone test stops before dialing with "Missing required variables" and the list of what is missing. This is the same gate real customers hit at enrollment, so a failing preflight points at a gap in your customer data itself. See Why Wasn't My Customer Called?
What to Listen For
- Does the script sound like your agency? Adjust wording via your Forward Deployed Engineer or the campaign's configuration.
- Do escalations do the right thing? Trigger a transfer scenario on a phone test and confirm it rings the right destination.
- Are the member details correct? The AI should greet and reference your Test Customer's data accurately.