Use the Test workspace

What test mode does

The Test workspace uses your saved business settings while keeping practice conversations separate from real customer activity. Choose the SMS receptionist or website assistant depending on the customer journey you want to test.

Choose a test level

• Safe preview tests responses and qualification without Calendar writes, booking handoffs, or staff notifications.
• Full workflow test checks real Calendar availability and can create a real event beginning with [TEST] when automatic confirmation is enabled.

Run a useful test

1. Open Test workspace from your profile menu.
2. Choose SMS receptionist or Website assistant.
3. Select a test level and save it.
4. Start a new test as a fictional customer.
5. Ask about a real service and provide the details requested.
6. If testing bookings, choose one of the offered appointment times.
7. Review the resulting conversation and lead.

Check that it worked

Confirm the receptionist used the correct services, questions, tone, coverage, and booking rules. Remove any [TEST] Calendar event afterward if you no longer need it.

If the answer is wrong

Update the relevant business setting, then start a fresh test so the new conversation is easy to review.