How-To GuideBeginner7 min read

How to Test Your AI Receptionist Before Going Live

Complete testing checklist for your AI receptionist before launch. Verify configuration, test scenarios, and ensure everything works perfectly.

Quick Answer: Test your AI before going live by clicking the help button, selecting 'Test Your AI Receptionist', and running through common scenarios like booking appointments, asking about services, and requesting transfers. Test both chat and voice modes.

What You'll Learn

This guide provides a comprehensive testing checklist to ensure your AI receptionist is ready for real customer calls.

How to Start Testing

Click the help button in the bottom-right corner of any page
Select Test Your AI Receptionist
Choose Chat for quick text-based testing
Choose Voice Call for realistic phone simulation
Run through the test scenarios below

Essential Test Scenarios

1. Basic Information

'What are your hours?' - Verify hours are accurate
'Where are you located?' - Check address is correct
'What services do you offer?' - Confirm services are described properly

2. Service Inquiries

'How much does [service] cost?' - Test pricing accuracy
'What's included in [service]?' - Verify service descriptions
'Do you offer [specific service]?' - Check service recognition

3. Appointment Booking

'I want to schedule an appointment' - Test booking flow
Provide a fake address and details
Verify appointment times offered are correct
Complete a test booking and check your calendar

4. Customer Type Handling

Say you're a new customer - verify new customer flow
Say you're an existing customer - verify current customer flow
Test different conversation paths

Pre-Launch Checklist

[ ] Business hours display correctly
[ ] All services are known and priced accurately
[ ] Appointment booking creates calendar entries
[ ] New vs existing customer scripts work properly
[ ] FAQs are answered accurately
[ ] Voice sounds professional and appropriate
[ ] Personality matches your brand
[ ] Forwarding groups transfer correctly (if configured)

Frequently Asked Questions

Q: How is testing different from real calls?
A: Testing uses the same AI configuration. The main difference is testing doesn't create real customer records.

Q: Should I test after every configuration change?
A: Yes, test the specific areas you changed to verify they work correctly.

Q: Can I test transfers to my forwarding groups?
A: Test calls can simulate transfers, but won't actually dial your team's phones.