Test a flow

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Testing helps verify that:

  • nodes connect correctly

  • conditions work properly

  • messages appear in the correct order

  • workflows do not break unexpectedly

Testing is especially important for complex automation workflows.

Open the flow builder

To test a flow:

  1. Open your AI Agent workspace

  2. Go to Automations

  3. Open the Flows tab

  4. Create or edit a flow

Inside the flow builder, you can test the workflow before publishing it.

Open the test simulator

Inside the flow builder:

  1. Open the testing panel or simulator

  2. Start a test conversation

The simulator allows you to interact with the flow as a customer.

Test conversation paths

During testing:

  • select options

  • submit inputs

  • trigger conditions

  • review AI responses

This helps verify that the workflow behaves correctly across different paths.

Verify validation behavior

When using:

  • Collect Input

  • AI Actions

  • validation rules

test different inputs to confirm:

  • required fields work correctly

  • invalid formats are handled properly

  • workflows continue as expected

Test branch conditions

If the flow uses Branch nodes:

  • trigger different conditions

  • verify routing behavior

  • confirm the correct path is selected

Testing every branch path helps prevent broken workflows.

Test webhook workflows

If the flow includes webhook nodes:

  • submit sample data

  • verify requests are sent

  • confirm external systems receive the data correctly

Webhook testing helps identify integration issues early.

Test Human Handover flows

If the workflow includes Human Handover:

  • trigger escalation paths

  • confirm the handoff behavior works correctly

This helps ensure support escalations happen properly.

Update and retest flows

After making workflow changes:

  • rerun tests

  • verify updated logic

  • review conversation behavior again

Even small flow changes can affect automation behavior.

Best practices for flow testing

For more reliable automations:

  • test every major path

  • review edge cases

  • validate important fields

  • keep workflows manageable

Well-tested flows usually create smoother customer experiences.

PRO TIP:
Test flows using realistic customer behavior instead of ideal scenarios. Unexpected inputs often reveal the most important workflow issues.

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