AI Website Chat Agent
Step 5 of 5

Test chat / go live

Use a safe preview conversation after knowledge and instructions are saved, then confirm launch readiness.

Run safe test chatTest against the same answer engine before exposing the assistant to visitors.

Production setup journey

Add website → import knowledge → set instructions → install widget → test chat / go live

Each step now follows the real launch sequence: knowledge and instructions come before answer testing.

  1. Add websiteConfirm the public domain visitors will use.Pending
  2. Import knowledgeAdd public pages or a sitemap before testing answers.Pending
  3. Set instructionsTell the assistant how to answer, escalate, and stay on brand.Pending
  4. Install widgetSet appearance, copy the public snippet, and check detection.Pending
  5. Test chat / Go liveRun a safe preview, then confirm launch readiness.Pending

Test chat / go live

Ask a realistic visitor question after knowledge and instructions are saved. This safe preview uses the same answer engine as the live widget, but keeps the run isolated so old portal-preview history and handoff emails cannot skew the result.

Answers appear here after you run a safe test.

Real widget preview

Launch the actual customer widget on this page to check the launcher, greetings, citations, formatting, and full visitor experience before go-live.

Adjust widget appearance

Uses your saved widget key and the same runtime as the website embed.

Go live checklist

  • Website saved and visible to visitors
  • Widget detected on the right domain
  • Safe test chat reviewed
  • Knowledge source approved
  • Billing or trial status confirmed
  • Privacy and support contact visible
  • Assistant quality checklist reviewed for unanswered, weak, risky, and off-brand answer categories

No deploy, live charge, customer send, or destructive action is performed by this checklist.

Checklist confirmation waits for the saved account state.