How to Test Inbound and Outbound Projects

Before going live with any agent or campaign, it’s critical to test your setup to ensure everything is functioning as expected. AVA allows for safe, internal testing of both inbound and outbound experiences via dedicated mock call tools. Below are the step-by-step instructions for each type of project.

General Advice

Testing your AI agent is more than just clicking “Run” — it’s about simulating realistic, high-stakes scenarios and using the outcomes to optimize your agent’s behavior. The goal isn’t to see if the agent “works,” but to evaluate how it performs under pressure, confusion, or resistance. Below is a breakdown of best practices, common pitfalls, and actionable examples.

1. Don’t Coach the Agent During the Call

It’s tempting to “help” the agent by prompting it with instructions during your test, but this defeats the purpose. AVA doesn’t remember what you say in the call. It relies solely on the fields you’ve configured.

What Not to Do:
“Hey Ava, tell me the three plans we offer.” — This won’t work unless you’ve configured the relevant field.

What to Do Instead:
Configure your Prompting field to say: “If the client asks about pricing, explain our three-tier plan options,” and enter those options in the Key Information field.

2. Test as If You’re a Confused or Challenging Client

You want to find the edge cases — what happens if the client misunderstands? Is rude? Refuses the offer? The agent’s behavior in these scenarios is more telling than in ideal ones.

What Not to Do:
Only ask basic questions you know the agent can answer. Avoid softballs.

What to Do Instead:
Try: “This sounds confusing, can you explain it again?” or “I don’t trust this offer, who are you with again?”

3. Structure Your Data Cleanly and Use Fields as Intended

Bulk data like pricing, service packages, or product options should be added in Key Information fields — clearly separated by lines or bullet points, not crammed into long paragraphs. Avoid inserting prompts or filler text in these fields.

What Not to Do:
“If the client asks about pricing, let them know we offer this, this, and this” (in an Information field).

What to Do Instead:
In Key Information, just add:

Basic Plan: $29/mo
Premium Plan: $59/mo
Enterprise Plan: $99/mo

4. Use Custom Values for Names and Personal Details

Never hardcode names like “Hi John” or “Speak to Sarah” in scripting fields. Use custom values such as {{client_firstname}} or {{representative_name}} instead. This ensures adaptability and prevents having to manually update multiple fields.

What Not to Do:
“This is Sarah from FitLife.” (hardcoded)

What to Do Instead:
“This is from .”


💡 Final Note:
Treat every test like a live scenario. Review transcripts, refine one field at a time, and test again. Consistency, structure, and proper field usage are what separate good agents from great ones.


FAQs & Troubleshooting

General Questions

Configuration

Usage and Results


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If you still need assistance, visit our support site at help.thinkrr.ai and submit a Ticket or contact our team directly at hello@thinkrr.ai.