Administrators can test an agent before embedding it on a website and sharing it with resident users. Currently, Test Agent can only be triggered from the Knowledge Base Page. Visual configurations must be saved before they can be tested, while content configurations are automatically saved.
View configurations, including appropriate length of response, tone, and branding.
View the Intro Message.
View placement of the FAB (floating action button) and its active and inactive states.
Interact with content, evaluating response accuracy and formatting.
Who can use this feature?
Organization Owners
Organization Service Instructions
Select AI Agents in the navigation menu
Click Knowledge Base
Click Test Agent
Note:
If you have not already, you will need to agree to the AI Policy Terms and Conditions. You can view or revoke the agreement at any time.
Select the specific agent to test from the dropdown, and then click Test Agent
The last-saved agent button displays in the lower-right of the screen. Click to begin interacting with the agent.
Staff Center Instructions
Important Note
Staff Center is currently in Beta. Contact your Customer Success Manager for more information. If you do not have the Staff Center set up for your organization, use the Organization Service instructions.
Select AI Agents in the navigation menu and click Knowledge Base
Click Test Agent
Note:
If you have not already, you will need to agree to the AI Policy Terms and Conditions. You can view or revoke the agreement at any time.
Select the specific agent to test from the dropdown, and then click Test Agent
The last-saved agent button displays in the lower-right of the screen. Click to begin interacting with the agent.