Agents

Make a test call

You can hear your agent before it calls any leads, either in your browser or on a real phone.

In your browser

  1. Go to Agents and click Edit on the agent's card. Save the agent first if it's new.
  2. Click Talk to it.
  3. Allow your microphone when the browser asks.
  4. The agent opens the conversation. Reply as the prospect would.
  5. Click End when you're done.

This doesn't place a phone call and doesn't use any of your calls.

On a real phone

  1. Go to the Agents screen.
  2. On the agent's card, find Test call.
  3. Enter the phone number to call and the Prospect's first name.
  4. Optional: open Consent details for this call (optional) to record where and when the person agreed to be called.
  5. Click Dial. The number rings within a few moments.
  6. Watch the call in the Live console while you talk.

A test call on a real phone counts like any other call. If the person answers and talks for 10 seconds or more, it uses one connected call. It follows the same rules as campaign calls, so a number on your do-not-call list won't be dialed.

Only call your own number, or a teammate who agreed to take the call. If you don't have your own number yet, the call goes out from the shared demo line. Change the agent and test again until you're happy with it.

Still stuck? Talk to a person.