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The Playground is the ideal environment to test and perfect your AI agent before testing it directly in a WhatsApp conversation. Here you can experiment, identify problems, and optimize conversations without affecting your real customers. Screenshot 2025-10-02 at 9.20.13 AM.png

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Why use the Playground?

🚀 Quick validation without needing to send a flow via WhatsApp
  • Test complete conversations in seconds
  • No need to send real WhatsApp messages
  • Experiment without limits until you’re satisfied
🔍 Find problems before your customers do
  • Identify confusing or incorrect responses
  • Detect gaps in your knowledge base
  • Test difficult scenarios and objections
Important: The Playground only tests the agent’s conversational logic. CRM integrations are not executed here. You’ll need to test those functions with a real WhatsApp conversation.

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🎯 5-step testing methodology

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Step 1: Test the basic flow (Happy Path)

Simulate an ideal customer who follows the intended flow:
  • Take your customers to a goal
  • Lead Qualification
  • Automate complex tasks
Scenario: Interested and collaborative customer
YOU: "Hi, I have questions about your services"
AGENT: [Welcome response]

YOU: "What are your hours?"
AGENT: [Hours information]

YOU: "How much does a consultation cost?"
AGENT: [Pricing information]

YOU: "I'm interested in scheduling"
AGENT: [Direction toward objective]
✅ Verify that the agent:
  • Answers all questions correctly
  • Provides complete and up-to-date information
  • Naturally guides toward the objective
  • Maintains an appropriate tone

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Step 2: Test real customer scenarios

Simulate typical behaviors of your customers:
How to act:
  • Ask vague questions: “Can you help me?”
  • Request comparisons: “What’s better, A or B?”
  • Show doubts: “I’m not sure if this is for me”
What to evaluate?
  • Agent clarifies specific needs
  • Provides useful comparisons
  • Handles uncertainty without pushing
How to act:
  • Use short phrases: “Price”, “Hours”, “Availability”
  • Interrupt explanations: “Just tell me the cost”
  • Indicate urgency: “I need this now”
What to evaluate?
  • Concise and direct responses
  • Essential information first
  • Doesn’t over-explain when not asked
How to act:
  • Ask about prices immediately
  • Compare with competition: “At X place it’s cheaper”
  • Look for discounts: “Do you have promotions?”
What to evaluate?
  • Appropriately handles price objections
  • Highlights value, not just price
  • Offers alternatives when relevant
How to act:
  • Avoids giving personal information
  • Asks many questions before deciding
  • Expresses distrust: “Is this safe?”
What to evaluate?
  • Respects user privacy
  • Provides security information
  • Generates trust progressively

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Step 3: Test extreme cases and objections

Difficult scenarios reveal weaknesses: 🚫 Boundary tests: 
❌ "This is too expensive, do you have anything free?"
❌ "I don't understand anything you're saying"
❌ "I want to talk to a human NOW"
❌ "Why do you need my personal information?"
✅ Evaluate if the agent:
  • Handles objections without being pushy
  • Explains clearly when it doesn’t understand
  • Respects user decisions

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Step 4: Validate your knowledge base

Ask specific questions about your business:
  • 📋 Basic information
  • 🔧 Technical details
  • 💼 Complex cases
  • What are your hours of operation?
  • Where are you located?
  • What payment methods do you accept?
  • Do you deliver/ship?
  • Do you have a warranty?

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Step 5: Iterative optimization

🔄 Continuous improvement process:
1

Identify problems

Note incorrect, confusing, or incomplete responses during testing.
2

Update your knowledge base

Add missing information or clarify ambiguous content.
3

Reset and test again

Use “Reset conversation” and repeat problematic scenarios.
4

Validate the improvement

Confirm that identified problems have been resolved.
Reset the conversation after each change: The “Reset conversation” button clears the entire session. Use it every time you modify the agent configuration to test changes.

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Signs you need more optimization

🔴 Critical problems:
  • Incorrect answers about basic information
  • Can’t guide toward the main objective
  • Provides contradictory information
  • Gets confused with simple questions
🟡 Areas for improvement:
  • Responses too long or short
  • Difficulty with jargon or specific terms
  • Doesn’t handle objections well
  • Missing information about special cases
🟢 Ready for production:
  • Responds consistently well in all scenarios
  • Handles extreme cases professionally
  • Provides clear value in each interaction
  • Users can easily achieve their objectives

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⚡ Tips for efficient testing

Simulate real personalities: Think of 3-4 typical customer types you have and act like each one during testing.
Document problems: Keep a list of problematic responses so you can correct them systematically.

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🔄 After Playground: Final validation

Once satisfied with Playground testing:
1

Test in real WhatsApp

Send a WhatsApp conversation to verify everything works in the real environment.
2

Validate CRM integrations

If using HubSpot or Salesforce, confirm data is saved correctly.
3

Monitor first conversations

Observe first real interactions to identify final adjustments.
4

Iterate based on real feedback

Use real conversations to continue optimizing your agent.

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Next steps

Is your agent working well in the Playground? It’s time to:
  1. Configure your agent in conversations - Integrate your agent into WhatsApp flows
  2. Optimize your knowledge base - Improve response quality
  3. Review best practices by agent type - Specific tips for your agent