User Guide · AI Agents

Test & playground

Chat with your agent inside the editor, with your unsaved changes, before any customer sees it.

The right side of the agent editor is a phone-style test chat. It uses the settings currently on screen, including changes you have not saved, so you can tweak and retest in seconds. Nothing you do here reaches a real customer.

The Chat tab

inboxi.app/ai-agents/editor
The test chat on the right of the editor.
  1. 1“Test your AI Agent”: type a message below to see how the agent responds.
  2. 2Message box.
  3. 3Reset the conversation and start again.
  1. 1
    Fill in the basics
    The chat unlocks once the agent has a name and instructions.
  2. 2
    Type as a customer
    Ask real questions: prices, delivery, a complaint, a request in another dialect.
  3. 3
    Read the reply and the action chips
    Under each reply you see the actions the agent would take, such as Show Products, Create Order, Update Tags or Escalate to Human.
  4. 4
    Adjust and retest
    Change instructions or knowledge, then press reset and try again.

Fix a reply with AI

Every agent reply has a Fix this reply with AI option. It opens the Copilot builder with the problem already described, so you only add what the right answer should be.

The Contact fields tab

inboxi.app/ai-agents/editor
Contact fields show what the agent would change on the contact.
  1. 1Lifecycle stage.
  2. 2Assignee.
  3. 3Tags.
  4. 4Actions here are for testing only and do not change your live setup.

What to test before publishing

ScenarioWhat good looks like
A simple FAQAnswer matches your FAQ Builder, short and in the right dialect.
Something not in your knowledgeThe agent says it will check or escalates; it does not invent facts.
An angry customerWith Smart escalation on, the chat is handed to a human.
A purchaseWith the store linked, products are shown and an order or payment link is offered.
Off-topic chatThe agent politely brings the conversation back to your business.
For a broader check, run the graded test run: eight realistic questions, each marked Answered, Partly, Not answered or Handed to human.

Testing on a real channel

When the agent behaves well, click Publish, set it as the default agent, and send a message to your own WhatsApp number or website widget from a personal phone. The conversation appears in your Inbox like any customer's.