Happy path
Complete the intended job and confirm the summary and captured outputs.
Build agents
Test the saved agent in Draft, inspect the results, and introduce a small amount of controlled traffic.
Open Test on the agent. Use Web call for quick voice checks and Phone call for telephone and post-call behavior.
Complete the intended job and confirm the summary and captured outputs.
Try ambiguity, a correction, a missing fact, silence, interruption, a human request, and refusal or opt-out.
Test required tools and transfers, including their failure paths.
Use the completed phone-call record to verify what happened.
Read the transcript and listen to the recording when available. Find the first point where behavior differs from the intended flow.
Compare the outcome and extracted fields against the caller’s final confirmed answers.
Fix one cause and rerun the failed case plus previously successful scenarios.
Switch to Live only after the final saved configuration passes your checks.
Confirm the inbound phone number or outbound request points to the intended agent.
Begin with a small controlled set of calls and review each result before increasing traffic.
Name the person who can stop traffic. Return to Draft, unassign the number, or pause outbound traffic when a critical issue appears.