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Documentation Index

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Always test before going live

Before forwarding your real business number to your AI receptionist, you need to test it. A quick 5-minute test can save you from lost customers and embarrassing mistakes. There are two ways to test: calling yourself (recommended) and using the browser test.

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How the test flow works

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Method 1: Call yourself (easiest and best)

This is the best test because you experience exactly what your callers will hear — real phone audio quality, real connection speed, real everything.
1

Find your AI phone number

Go to Phone in the left sidebar. Your AI phone number is displayed at the top of the page (it starts with +44 for UK or +1 for US).
2

Call the number from your mobile

Dial the number from your personal mobile phone. Do not call from your business line if it is already forwarding to the AI — that creates a loop.
3

Have a real conversation

Do not just listen to the greeting and hang up. Pretend you are a real customer. Ask about services, try to book an appointment, ask about pricing. Push the AI with real questions.
4

Check the results

After the call, go to Calls in your dashboard. You should see the call logged with a transcript, summary, and any leads or appointments that were created.
Call from a number the AI has never seen before (borrow a friend’s phone) to test the first-time caller experience. Then call from your own phone a second time to test the returning caller greeting.

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Method 2: Browser test

If you do not want to use phone minutes, you can test directly from your dashboard using your computer’s microphone.
1

Go to Test AI

Click Test AI in the left sidebar (under the Receptionist section).
2

Choose your test method

You will see two tabs:
  • Call Me — enters your phone number and the AI calls you back
  • Browser Call — uses your computer’s microphone for an in-browser call
3

Start the test

For Call Me, enter your phone number and click Call. For Browser Call, click Start and allow microphone access when prompted.
4

Talk to your AI

Have a conversation just like a real caller would. The test uses your actual AI configuration, voice, greeting, and Knowledge Base.
Browser calls may sound slightly different from phone calls due to microphone quality differences. The phone test is always the most accurate representation of what callers hear.

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The 8-point test checklist

Run through this checklist every time you make changes to your AI configuration:
1

Greeting sounds right

Does the AI say your business name correctly? Is the greeting the right length? Does it end with a question?
2

Voice and personality match

Does the voice sound appropriate for your business? Is the tone right (friendly, professional, etc.)?
3

Services are correct

Ask “What services do you offer?” — does the AI list your actual services, not made-up ones?
4

Pricing is accurate

Ask “How much does [your main service] cost?” — does the AI give the right price? If you do not have pricing in your Knowledge Base, does it handle it gracefully?
5

Booking works

Try to book an appointment. Does the AI ask for the right details (name, service, preferred time)? Does the appointment show up in your dashboard?
6

Hours are correct

Ask “What are your opening hours?” — does the AI give today’s actual hours?
7

Transfer works

Say “Can I speak to someone?” — does the AI offer to transfer you? Does your phone ring?
8

Lead is captured

After the call, check the Leads page. Is there a new lead with the caller’s details?

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What to do if the AI answers wrong

Fix it in the Knowledge Base. Go to Knowledge Base, find the article with the wrong information (or create a new one), and correct it. The AI uses your Knowledge Base as its source of truth — fix the source and the AI is fixed.
Add the information or tell it not to guess. Either add the correct information to your Knowledge Base, or go to Receptionist Settings and update the conversation handling instructions to say “If you do not know the answer, say you will have someone call them back.”
Check your greeting message. Go to Receptionist and look at your greeting. Make sure the business name is spelled phonetically if it is unusual. For example, if your business is “Beaute Salon”, write “Bootay Salon” in the greeting so the AI pronounces it correctly.
Check that booking is enabled. Go to Receptionist Settings and make sure the Take Bookings toggle is turned on. Also check that you have availability set up — if no time slots are available, the AI cannot book.
Check that lead capture is enabled. Go to Receptionist Settings and make sure the Capture Leads toggle is turned on. Without this, the AI will not ask for the caller’s name and contact details.
This is usually a phone/network issue, not an AI issue. Try calling from a different phone or location. If the problem persists, check your phone number settings in the Phone page and contact support.

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Frequently asked questions

Yes. Test calls use your plan minutes just like real calls — the AI runs the full pipeline including voice synthesis and transcription. Budget 2-3 minutes per test call. On the Starter plan, that is well within your monthly allowance.
Absolutely. Test calls are real calls as far as the system is concerned. If you book an appointment during a test, it will appear on your Google Calendar. If you have HubSpot connected, a lead will be created there. This is the best way to verify your integrations end-to-end.
Call logs, transcripts, leads, and appointments appear within 5 to 10 seconds of the call ending. Refresh the Calls page if you do not see it immediately. CRM sync and calendar events take an additional 2-3 seconds.
Yes, and we recommend it. Borrow a friend’s or colleague’s phone and call your AI number. The AI will not recognise the number and will give the full first-time caller experience, including asking for their name and details. This is the best way to test the new customer flow.
Do not skip testing. Even if everything looks right in the dashboard, the only way to know for sure is to call the number and talk to your AI like a real customer would. Spend 5 minutes testing now to avoid losing customers later.

Test your AI now

Open the Test AI page to make a test call or start a browser call.