Testing your bot before going live

Always test your bot before turning it on for real customers. A two-minute test catches most issues.

Run a test conversation

In the Bot section, click Test (sometimes labeled Preview or Try it).
Choose Voice or Chat to match the channel you want to check.
Play the role of a customer. Try a realistic request, like "Hi, my water heater is leaking — can someone come out tomorrow?"

What to check

Work through this quick checklist:

Greeting — Does HAB open with your business name and the right tone?
Understanding — Does it correctly identify the service the customer needs?
Knowledge — Can it answer a common question (pricing range, service area, hours)?
Qualifying — Does it collect name, phone, address, and the job details?
Booking — Does it offer real open slots and confirm an appointment?
Sync — After the test, check that the lead appears under Leads and the appointment shows on your Calendar.

Fix and retest

If anything sounds off, update the matching area — greeting in Bot, answers in your Knowledge Base, slots in Calendar — then run the test again.

Tip: Test a few different scenarios: an emergency repair, a request outside your service area, and a question you get asked a lot. This shows you how HAB handles the messy real-world calls, not just the easy ones.

When every item passes, toggle the bot On to go live.