Getting started
· 2 minute read
Test as a visitor
Run through your intake the way a prospect would before you share it.
Use a private window
Open your site in a private or incognito window so the chat starts fresh. Answer the questions the way a typical lead would, then try a vague answer to see the follow up question.
Mark it as a test
Type the word test in your first answer. The conversation still appears in your dashboard with a Test label, and it isn't sent to your CRM or counted toward your plan.
Ask for changes
If a question feels off, reply to your onboarding email or use Request a change in the dashboard. Changes are included in your monthly round.