Testing The Bot

⁠

Step 1: Create Yourself as a Contact

Navigate to Contacts: Begin by locating the Contacts tab on the left-hand side of your CRM dashboard.

Create New Contact: Click to open the contacts section, and select the option to create a new contact.

Enter Your Details: Fill in your name and phone number. If you're unsure of what information to input, just start with your basic contact details. This action sets you up in the CRM as a contact for testing purposes.

Step 2: Attach Your Number to a Script

Select a Script: Go to one of your existing scripts that you wish to test — this could be a new buyer or seller script or any other relevant script within your CRM.

Deploy the Script: At the top of the script's page, you’ll find a Deploy button. Clicking this will navigate you to the deployment section.

Step 3: Initiate a Test Call

Make the Call: In the deployment section, you will see an option for a phone call. Click the Call button next to it. This action triggers the CRM to call the number you've set up as a contact — in this case, yours.

Engage with the Bot: Once the call is made, you will be able to interact with the bot, experiencing firsthand the script in action. This is an excellent opportunity to assess the conversation flow, timing, and any areas that might need refinement.

Step 4: Evaluate and Edit

After completing the test call, evaluate the interaction. Consider the following:

Clarity of the Bot's Responses: Were the prompts clear and understandable?

Flow of the Conversation: Did the conversation flow smoothly, or were there awkward pauses or confusing transitions?

Relevance of Questions and Responses: Were the bot's questions relevant, and did the responses align with expected outcomes?

Based on this evaluation, you can make necessary edits to your script to improve the interaction, ensuring a better experience for real users.

Conclusion

Testing the bot is a straightforward process but an essential part of setting up and refining your CRM's automated interactions. By following these steps, you can ensure that your bot provides a coherent and effective communication experience, aligning with your business objectives and enhancing customer engagement.

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