Trying your AI agent yourself

Tests use the agent’s saved settings. If you just changed something, click Save Settings first. You need a microphone and speakers, or a headset. Each test call counts toward your clinic’s call minutes, like a real call.

1. In the menu on the left, click Voice Agents, then click your AI agent in the My Agents list.
2. At the bottom right of the screen, click Speak with Agent. It’s next to Save Settings and Chat, on every tab.
3. If your browser asks to use your microphone, allow it.
4. A call window opens and the call starts. Listen to the greeting, then talk as a patient would. If the agent waits for you, say hello first.
5. Go through the checklist below.
6. To hang up, click End Call, or press the Esc key.
7. To read what was said, open the call in Call Logs & Analytics. Test calls are marked Web.

Click Chat, next to Speak with Agent. A chat panel opens on the right. Type a message and press Enter. Click New chat to start over.

In Chat, the agent follows its saved instructions, but it doesn’t say the greeting, and its answers can be a little different from a phone call. Use it for a quick check of the agent’s tone and wording. For answers that come from your clinic documents, such as holiday hours, use Speak with Agent.

• The greeting: is it short? Does it say that you’re talking to an AI agent?
• A booking request: “I’d like an appointment next week.” Does the agent ask the right questions and offer a time?
• A question about hours: “Are you open on Saturday?” or “Are you open on Christmas Day?” Is the answer right?
• Asking for a person: “Can I talk to the receptionist?” Does the agent say what happens next? In a test from your browser, the agent can’t actually pass you to a person.
• The goodbye: say “Goodbye.” Does the agent end the call politely?

If your AI agent can book appointments in your clinic’s schedule, a test booking may be real. Stop before you confirm, or cancel the appointment afterwards.

If an answer is wrong, write down what you asked and what the agent said, and tell your clinic manager. See When your AI agent gives a wrong answer.

Clinic managers can also save test conversations as practice tests and run them again after each change, from Evals in the menu.

• Speak with Agent or Chat is grey: your clinic can’t run tests right now, for example because its minutes are used up or its subscription has ended. Point at the button to see if a message explains why, and tell your clinic manager.
• The agent doesn’t hear you: check that your browser is allowed to use your microphone, then start a new test call.
• The agent still does the old thing: click Save Settings, then start a new test call or a New chat.
• The agent says it will pass you to a person, but nothing happens: that’s normal in a test from your browser. To test it for real, call your clinic’s number from a phone.