> ## Documentation Index
> Fetch the complete documentation index at: https://help.treble.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Playground

> Validate and optimize your AI agent in a safe environment before implementing it in WhatsApp

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.

<img src="https://mintcdn.com/trebleai/7IH-SHsVEOAxl8kZ/images/Screenshot2025-10-02at9.20.13AM.png?fit=max&auto=format&n=7IH-SHsVEOAxl8kZ&q=85&s=c67baf2e66e4dca5b5a9a68fab6a89e7" alt="Screenshot 2025-10-02 at 9.20.13 AM.png" width="1912" height="710" data-path="images/Screenshot2025-10-02at9.20.13AM.png" />

## 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

<Note>
  **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.
</Note>

## 🎯 5-step testing methodology

### **Step 1: Test the basic flow (Happy Path)**

Simulate an ideal customer who follows the intended flow:

<Tabs>
  <Tab title="Take your customers to a goal">
    **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
  </Tab>

  <Tab title="Lead Qualification">
    **Scenario:** Prospect who provides complete information

    ```
    YOU: "Hi, I'm interested in information"
    AGENT: [Greeting and first question]

    YOU: "My name is John Smith"
    AGENT: [Confirms and next question]

    YOU: "john@email.com"
    AGENT: [Next qualification question]

    [Continues providing all requested information]
    ```

    **✅ Verify that the agent:**

    * Asks questions in logical order
    * Confirms received information
    * Adapts questions according to answers
    * Clearly indicates what information is missing
  </Tab>

  <Tab title="Automate complex tasks">
    **Scenario:** Customer checking their account information and current plan

    ```
    YOU: "Hi, I'd like to know what plan I'm subscribed to"
    AGENT: [Reads HubSpot properties and provides plan information]

    YOU: "When is my next payment?"
    AGENT: [Queries renewal date in HubSpot]

    YOU: "Perfect, can you send me this information by email?"
    AGENT: [Creates ticket in HubSpot for follow-up]
    ```

    **✅ Verify that the agent:**

    * Correctly queries contact properties in HubSpot
    * Uses appropriate tools according to the request
    * Provides accurate information from the system
    * Executes actions like creating tickets when necessary
  </Tab>
</Tabs>

### **Step 2: Test real customer scenarios**

Simulate typical behaviors of your customers:

<AccordionGroup>
  <Accordion title="🤔 Undecided customer">
    **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
  </Accordion>

  <Accordion title="⚡ Rushed customer">
    **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
  </Accordion>

  <Accordion title="💰 Price-sensitive customer">
    **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
  </Accordion>

  <Accordion title="🔒 Cautious customer">
    **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
  </Accordion>
</AccordionGroup>

### **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

### **Step 4: Validate your knowledge base**

Ask specific questions about your business:

<Tabs>
  <Tab title="📋 Basic information">
    * 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?
  </Tab>

  <Tab title="🔧 Technical details">
    * Ask about specific products/services
    * Request technical specifications
    * Ask about compatibilities or requirements
    * Inquire about internal processes
    * Request comparisons between options
  </Tab>

  <Tab title="💼 Complex cases">
    * Situations requiring multiple sources of information
    * Questions combining multiple topics
    * Scenarios your competition handles differently
    * Special cases or exceptions
    * Questions about recent updates
  </Tab>
</Tabs>

### **Step 5: Iterative optimization**

**🔄 Continuous improvement process:**

<Steps>
  <Step title="Identify problems">
    Note incorrect, confusing, or incomplete responses during testing.
  </Step>

  <Step title="Update your knowledge base">
    Add missing information or clarify ambiguous content.
  </Step>

  <Step title="Reset and test again">
    Use "Reset conversation" and repeat problematic scenarios.
  </Step>

  <Step title="Validate the improvement">
    Confirm that identified problems have been resolved.
  </Step>
</Steps>

<Warning>
  **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.
</Warning>

## 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

## ⚡ Tips for efficient testing

<Tip>
  **Simulate real personalities**: Think of 3-4 typical customer types you have and act like each one during testing.
</Tip>

<Tip>
  **Document problems**: Keep a list of problematic responses so you can correct them systematically.
</Tip>

## 🔄 After Playground: Final validation

Once satisfied with Playground testing:

<Steps>
  <Step title="Test in real WhatsApp">
    Send a WhatsApp conversation to verify everything works in the real environment.
  </Step>

  <Step title="Validate CRM integrations">
    If using HubSpot or Salesforce, confirm data is saved correctly.
  </Step>

  <Step title="Monitor first conversations">
    Observe first real interactions to identify final adjustments.
  </Step>

  <Step title="Iterate based on real feedback">
    Use real conversations to continue optimizing your agent.
  </Step>
</Steps>

## Next steps

Is your agent working well in the Playground? It's time to:

1. [**Configure your agent in conversations**](/en/docs/main-platform/ai-center/overview#using-ai-agents-in-conversations) - Integrate your agent into WhatsApp flows
2. [**Optimize your knowledge base**](/en/docs/main-platform/ai-center/knowledge-base) - Improve response quality
3. [**Review best practices by agent type**](/en/docs/main-platform/ai-center/overview#types-of-agents-available) - Specific tips for your agent