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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.