Overview
Testing your Voice Agent is one of the most important steps before making it available to customers.
A test call allows you to experience the conversation exactly as a customer would. During the test, the Voice Agent calls your phone, giving you the opportunity to evaluate the call flow, responses, and overall customer experience.
Testing helps confirm that the Voice Agent:
- Uses the correct Playbook
- Follows the intended Objective and Agent Guidelines
- Asks the correct questions
- Handles non-standard situations appropriately
- Provides the expected next steps
Regular testing is one of the best ways to improve Voice Agent performance over time.
Video Walkthrough
Start a Test Call
- Navigate to Settings > Voice Agents.
- Locate the Voice Agent you would like to test.
- Click the three-dot menu next to the Voice Agent.
- Select Start Test Call.
- Answer the call when your phone rings.
The Voice Agent will call the forwarding number associated with your account, and the Live Call page will open automatically.
Verify Your Phone Number
To confirm which number will receive the test call:
- Navigate to Call Forwarding Settings.
- Locate the forwarding number on file.
- Ensure you have access to that phone before starting your test call.
Testing Scenarios
To fully evaluate your Voice Agent, test both standard and non-standard conversations.
Standard Scenario
Follow the conversation as an ideal customer would.
For example:
- Complete the full Playbook flow
- Answer questions clearly
- Provide all requested information
- Follow the conversation to completion
This helps verify that the Voice Agent can successfully guide a typical customer through the intended experience.
Non-Standard Scenarios
Real customers do not always follow the expected flow. Test how the Voice Agent responds when conversations become less predictable.
Try:
- Asking unrelated questions
- Requesting a representative
- Interrupting the conversation
- Asking questions covered by the Knowledge Base
- Providing incomplete information
- Giving unexpected responses
What to Evaluate
As you test, ask yourself:
- Did the Voice Agent follow the correct Playbook?
- Did it follow its assigned objective and guidelines?
- Were the right questions asked?
- Were Knowledge Base responses accurate?
- Did the conversation feel natural?
- Did it handle interruptions and unexpected responses appropriately?
- Were the correct next steps provided?
After the Test Call
Review the conversation and identify opportunities for improvement.
Common updates include:
- Adjusting Playbook instructions
- Updating Knowledge Base content
- Improving question wording
- Refining conversation flow
- Updating routing or transfer settings
After making changes, run another test call to confirm the Voice Agent behaves as expected.
Voice Agent Testing Checklist
Before using your Voice Agent with customers, confirm the following:
✅ The correct Playbook is being used
✅ The Voice Agent follows its objective and guidelines
✅ Required questions are being asked
✅ Knowledge Base responses are accurate
✅ Non-standard scenarios are handled appropriately
✅ The conversation feels natural and professional
✅ The correct next steps are provided
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