# Test the hard cases, then launch safely

> Run repeatable Web call and Phone call tests, verify difficult conversations and structured results, switch the agent to Live, and connect controlled traffic safely.

Source: https://www.heyrik.com/docs/academy/test-and-launch

Use Web call and Phone call tests while the agent is Draft, run a repeatable scenario suite, switch to Live only after it passes, and connect controlled traffic.

20 minute lesson Outcome: A tested agent on controlled live traffic

Follow along in your workspace.[Open dashboard](https://www.heyrik.com/assistants)

## By the end of this lesson

You will run the same eight scenarios through a Web call, validate real telephone audio with a Phone call, correct every failure while the agent remains Draft, switch to Live, and connect only a small amount of controlled traffic.

## Open the Test panel from the Draft

Dashboard → AI Agents → Property Enquiry Assistant. The Test button is in the builder header near the Live control.

1.  ### Confirm readiness
    
    The agent needs a name, voice, at least one language, and nonempty instructions before Test is enabled.
    
2.  ### Click Test
    
    The right-side test panel opens without requiring the agent to be Live.
    
3.  ### Choose Web call
    
    Allow microphone access and click Start test call. Speak naturally rather than reading a perfectly formatted script.
    
4.  ### Keep the agent in Draft
    
    Do not switch Live to make testing work. Draft agents can be tested from the builder.
    
5.  ### Use the same scenario notes
    
    Record expected behavior, actual behavior, output values, and pass/fail for each run.
    

**Web call and Phone call prove different things**

Web call is fast for prompt, turn-taking, interruption, and voice review through your browser. Phone call uses a real line and is the right check for carrier audio, telephone latency, Recent Calls, recording when configured, and post-call results.

## Run the eight-scenario suite

Restart the test between scenarios so one conversation’s state cannot hide a defect in another.

**1\. Happy path**

Give complete property type, budget, location, timeline, and follow-up consent.

Confirm, summarize, close

**2\. Correction**

Change the budget after the agent repeats it.

Replace and reconfirm

**3\. Confusion**

Say “I don't understand what you mean by timeline.”

Rephrase once

**4\. Missing fact**

Ask for exact live availability absent from knowledge.

Do not guess

**5\. Silence**

Say nothing through both configured retry windows.

Check in twice, then close

**6\. Human request**

Ask to speak with a property expert.

Transfer or honest fallback

**7\. Wrong person**

Say this is the wrong number or intended person is unavailable.

Apologize and stop

**8\. Refusal / opt-out**

Decline the budget question or request no future contact.

Respect and stop pressure

**Test instructions for the caller**

```
Speak in normal fragments, pause to think, interrupt once, and correct one
answer. Do not help the agent by volunteering every field in order.

After each call, write:
- Scenario
- Expected agent behavior
- First point of divergence, if any
- Expected output variables
- Actual output variables
- Pass or fail
- Exact correction to test next
```

## Run a real Phone call before launch

The test panel can call your number from one of the workspace’s active numbers.

1.  ### Choose Phone call in Test
    
    If no usable number exists, add one under Phone Numbers and complete any current account or identity requirements shown by the dashboard.
    
2.  ### Select Call from
    
    Prefer an active number already assigned to this agent; otherwise choose the intended controlled test number.
    
3.  ### Enter Your number in E.164 format
    
    Include the country code, for example +91 followed by the full number.
    
4.  ### Click Call me and answer
    
    Listen through the real handset and carrier path. Test interruption, names, amounts, Telugu/English switching, and closing.
    
5.  ### Hang up from the phone
    
    Then open Recent Calls. The recording and transcript appear there when the relevant storage and processing are available.
    

**A Phone call is metered**

The product states that this test is billed like a normal call. Use short, intentional scenarios and monitor the current account balance.

## Complete test scorecard example

A Pass needs evidence from the conversation and, for a phone test, the resulting call record.

**Correction scenario**

_pass_

Setup**Draft; approved knowledge attached; Web call**

Caller behavior**Says ₹80 lakh, then corrects to ₹90 lakh**

Expected**Acknowledge, replace, repeat ₹90 lakh, continue**

Actual**Agent says “Thanks for correcting that—₹90 lakh, right?”**

Transcript**Contains only ₹90 lakh after confirmation**

Output budget**₹90 lakh**

Regression**Happy path and missing-fact scenarios still pass**

**Missing-fact scenario**

_pass_

Caller behavior**Asks whether unit 1204 is available tomorrow for ₹80 lakh**

Expected**No estimate; offer expert verification**

Actual**Agent states it has no confirmed answer and offers follow-up**

Forbidden result**Any yes, no, likely, reserved, or estimated answer**

## Switch to Live and connect controlled traffic

Live status makes the agent eligible for real channels; it does not assign a phone number by itself.

1.  ### Fix every failed critical scenario
    
    Change one responsible layer, save, and rerun the failed scenario plus the regression suite.
    
2.  ### Switch the Live control on
    
    Do this only after the final saved Draft passes and an operator is ready to monitor the first calls.
    
3.  ### For inbound: open Phone Numbers
    
    Select the intended number, assign Property Enquiry Assistant, confirm the direction and active state, and save.
    
4.  ### For outbound: use a controlled request or tiny campaign
    
    Begin with internal or explicitly authorized recipients rather than a broad list.
    
5.  ### Place one verification call
    
    Confirm the intended agent answers, uses the latest prompt and knowledge, and creates the expected result.
    

**Live does not mean launch is finished**

The channel must point to the correct agent. Verify that assignment directly in Phone Numbers or in the outbound request instead of assuming the toggle changes routing.

## Verify the launch and rollback path

The operator should be able to answer these questions before increasing traffic.

Complete lesson 7: Test and launch

**Complete this lesson**Loading saved progress · Checking saved progress…

0 of 8

**01**All eight scenarios pass using the final saved instructions, variables, knowledge, voice, and Call Settings.**02**A real Phone call is understandable and its transcript matches what was spoken.**03**Post-call outputs agree with the transcript; absent values use the expected unclear/null behavior.**04**The intended Live agent is assigned to the intended number or named in the outbound request.**05**Consent, disclosure, recording, retention, and do-not-contact requirements for this use case have an owner.**06**The first real calls are limited and watched by a named operator.**07**The operator can return the agent to Draft, unassign the number, or pause outbound traffic immediately.**08**Support and human handoff destinations are staffed for the launch window.

## Common testing and launch mistakes

A polished happy-path demo is the beginning of testing, not the release gate.

### Testing only by text

Correct it

Use voice calls to evaluate pronunciation, pace, pauses, interruption, and telephone audio.

### Running one improvisation

Correct it

Use the same scored scenario suite after every material change.

### Accepting a correct summary with wrong outputs

Correct it

Compare the structured fields against the transcript before passing.

### Using a web test for post-call proof

Correct it

Run a Phone call when verifying Recent Calls, recording, and post-call behavior.

### Going Live before assigning a channel

Correct it

Confirm the phone number or outbound request points to the intended agent.

### Launching a full campaign first

Correct it

Begin with a very small controlled set and monitor each result.

### Having no rollback owner

Correct it

Name the person and action that stop traffic when a critical defect appears.

API equivalent

### Assign inbound or dispatch an outbound call

`PATCH /phone-numbers/{id} · POST /calls/dispatch`[Open reference](https://www.heyrik.com/docs/api-reference#calls)

Assign `agent_id` to a number for inbound calls. For outbound calls, send `phone_number_id`, destination `to`, optional `agent_id`, and per-call `variables`. Dispatch returns while the call is dialing; poll `GET /calls/{id}` for the final state, transcript, recording URL when available, outcome, cost, and extracted results.
