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AI Agent/Handoff & testing

Playground

Test AI Agent as if you were a customer, without sending messages to WhatsApp, before using it for real.

The Playground is a testing space. You chat with the AI as a customer and see how it replies and what data it saves.

What it does

  • Simulates a conversation using the AI settings that are already saved. No messages are sent to WhatsApp.
  • Shows tool calls below the reply: for example the lead data saved and the lead class produced.
  • Shows product photos and details when the AI sends a product from the catalog.
  • Test the persona of a specific number: choose Main persona or the persona of a specific number to test each one's instructions.
  • The Reset button starts the test conversation over.

If there are unsaved changes, the Playground still uses the saved settings, so click Save first.

Benefits

  • Find wrong answers before customers see them.
  • Make sure lead class and handoff work as expected.
  • Safe: it does not affect real customer data.

Steps

  1. Save settings. Make sure changes in other tabs have been Saved. Also make sure the API key and model are filled in on the AI model tab.
  2. Open the Playground. Choose AI Agent → Playground.
  3. Choose a persona. Under Test the persona of a specific number, choose Main persona or another number.
  4. Start a conversation. Type as a customer, for example "Hi, do you have birthday cakes for 20 people?", then Send.
  5. Check the result. Look at the reply, the tools called, and the lead class. Also try questions outside the knowledge and handoff keywords.
  6. Repeat. Click Reset for a new scenario, change settings, then test again.

Playground: test conversation and AI tool calls
Playground: test conversation and AI tool calls

Tips

Tip

Test three scenarios: a suitable customer (should become class A or B), an unsuitable customer, and a customer with a complaint (should be handed off to an agent).

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