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4 short steps in your portal

How to test your AI before a lead writes

You do not want to learn what your AI says while a real lead is reading it. Test conversation lets you write as the lead and read the reply your AI would give. Nothing is sent. If the answer is wrong, you teach your AI and try again.

Before you start

Step 1 of 4

1

Start a test

You choose how the lead writes, then you start.

  1. Open Your AI and scroll to Test conversation.
  2. Pick Email or Chat / WhatsApp.
  3. For email, you may see Start from one of your emails. Pick the email the lead is answering, or leave it on Choose one.
  4. Click Start test conversation.
What you should see

A box named Lead's message opens. An email you picked is the first message in the thread. It is marked AI, because it stands for what you sent.

Step 2 of 4

2

Write as the lead

Type what a real lead might write to you.

  1. Type what a lead might write in Lead's message.
  2. Click Send as lead.
What you should see

Your message is marked lead, and the answer from your AI is marked AI.

Step 3 of 4

3

Fix a wrong answer

Under a new answer, a small line that starts with Missing: can show what your AI did not know. It appears only sometimes, and not when you open an old test.

  1. Go up to Teach your AI and teach it the fact or the rule.
  2. Come back to the test and send the lead's message again.
What you should see

Your AI can use the new fact or reply rule from the next answer. If the old answer still sticks, start a new test.

Step 4 of 4

4

Open or delete an old test

Old tests stay saved until you delete them. The list shows your newest 50.

  1. Click New / back to leave a test. It stays saved.
  2. Under Saved test conversations, click Open to read one again.
  3. Click Delete to erase one. Confirm when it asks.
What you should see

A deleted test is gone for good.

You can also ask Claude to run a test conversation with your AI. Nothing is sent that way either, and the test shows in your saved list.

Stuck? Send us a screenshot on WhatsApp.