Testing with test leads
Before a single real customer touches your agent, you can watch it work. The Send a test lead form on your agent's Test leads and billing tab drives a fake inquiry through the identical pipeline a real lead goes through — same training, same settings, same AI — and delivers the reply to any email address you choose.
Test leads are free, work on the trial, and never count toward your monthly totals.
How to run one
- Open your agent and go to Test leads and billing.
- In Send a test lead, enter the address the reply should go to (yours), an optional subject, and a message — write it the way a real customer would. "Hi, my water heater is leaking, how soon can someone come out? I'm in Round Rock."
- Hit Send test lead and check your inbox. The reply usually lands within seconds.
What you receive is exactly what your customer would receive: the agent's qualifying question, in your business's voice.
The iteration loop
Test leads are how you tune your agent:
- Send a realistic inquiry.
- Read the question it asked. Too generic? Missing the thing you always ask first?
- Adjust — add guidance ("always ask about location") or better sources (your pricing page).
- Resend the same message and compare.
Two or three loops is usually enough to get questions you'd be proud to send yourself. Try a few different customer types too — the urgent one, the vague one, the price-shopper — and make sure the question adapts.
When it sounds right, you're ready to go live.
