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Before assigning it a real channel, or every time you touch its instructions, check how your agent actually
replies with each agent's **Test** button — with zero effect on your business. The test chat talks to the
real agent: the same effective instructions, the same knowledge-base documents that agent has access to
(section 6), and the same AI model configured (section 3.1).

**Requirements:** Admin or Editor role.

1. In **AI agents**, find the agent you want to test and tap its **Test** button.
2. A side panel opens with a notice explaining how the test works, followed by a message field.
3. Type a question the way a real customer would and send it.
4. Keep chatting as many turns as you need; the test's history stays visible while the panel is open.
5. Close the panel when you're done.

**Result:** you see your agent's real reply before a customer does — the same one it would give today in a
real conversation, with the same knowledge scope and the same model.

> **Warning — Zero effect on your business**
>
> Testing an agent doesn't create any real conversation: it doesn't show up in the Conversations inbox, it
> doesn't generate any lead, and it doesn't count toward your plan's conversation limit. The test's history
> lives only on the screen — closing the panel loses it completely, it isn't saved anywhere. The panel
> itself carries a notice summarizing all of this so it's clear while you test.

> **Note — AI tokens are still consumed**
>
> Even though it has no effect on your conversations, every question you send in test mode is a real call
> to the AI: it consumes tokens from your plan just like a normal conversation, and that usage is logged in
> Settings → Billing (Manual 34 · Your agency's billing and usage).

> **Note — Limited tools in test mode**
>
> In the test, the AI can only use search over your knowledge-base documents. The rest of the tools — for
> example, the ones from systems you connect via MCP servers (section 6, Manual 26 · Settings and
> integrations) — are turned off while testing.

> **Note — If your token quota is used up**
>
> When your plan's monthly AI token quota is used up (Manual 34 · Your agency's billing and usage, section
> 5), the test replies with the same honest quota-exhausted message a real conversation would use — never a
> technical error.

![The Test "Real estate assistant" side panel just opened, with the blue notice "Test conversation: not saved, creates no leads and doesn't count as a plan conversation", the text "Type a message to see how this agent would reply", the Type a test message… field at the bottom and the Reset button at the top](/captures/agentes-probar-panel-vacio.png)

![The same Test panel with the user's question "What services does the agency offer and what are your hours?" and the agent's reply listing the services (sale, rental, valuation, visit management, paperwork) and the hours (Monday to Friday, Saturdays by appointment, closed Sundays and holidays)](/captures/agentes-probar-respuesta.png)