Test a Reply Agent

Testing your Reply Agent helps you confirm that:

• Your AI provider is connected correctly

• Authentication is valid

• The selected AI model is working

• The agent is using the correct prompt

• Replies are generated as expected

Step 1: Open the Reply Agent

1. Go to Settings.

2. Select Reply Agents.

3. Open the Reply Agent you want to test.

4. Click the Test icon.

Step 2: Verify the Connection

The test page displays your Reply Agent's current connection status.

If everything is configured correctly, you'll see:

• Connection Test Successful

• The configured AI provider

• The selected AI model

If the connection cannot be established, review your API credentials and provider settings before testing again.

Step 3: Review Authentication

The test page also displays your authentication details.

Depending on your provider, you can view information such as:

• Authentication Status

• Username

• Token ID

If the provider is not authenticated, the page will indicate that authentication is required before the Reply Agent can generate replies.

Step 4: Review Your Current Prompt

The current Reply Agent prompt is displayed on the test page.

If you need to make changes, you can:

• Click Edit Prompt to update the Custom Prompt.

• Click Edit Agent Settings to modify the Reply Agent configuration.

This makes it easy to verify exactly which instructions the AI is using before testing.

Step 5: Generate a Test Reply

You can generate a test reply directly from the test page.

Optionally, enter Additional Context to provide extra instructions for the AI during the test.

For example, you might include:

• Testing

• Prospect requested pricing

• Interested in booking a meeting

• Follow-up after demo

Click Generate AI Reply to create a test response using your configured AI provider and model.

Step 6: Review Recent Activity

The test page also displays recent conversations handled by the Reply Agent.

You can:

• View recently processed prospects

• Review conversation threads

• Refresh the list to see the latest activity

This helps verify that your Reply Agent is processing conversations as expected.

Final Result

Once testing is complete, you can confirm that:

• Your AI provider is connected successfully.

• Authentication is valid.

• The correct AI model is being used.

• The Reply Agent is using the expected prompt.

• AI replies can be generated successfully.

• Recent conversations are visible for verification.