Skip to main content

Campaign Testing

Before you run a campaign on your real contacts, always test it first. A quick test helps you catch mistakes before a real customer experiences them.

Testing a campaign has two steps — test the agent first, then test the campaign with a small list.

Step 1 — Test Your Agent​

The agent is what actually talks to your customers during the campaign. Make sure it sounds right before attaching it to any campaign.

Dashboard → Agents → Your Agent → Test Call

  1. Open the agent you want to use for the campaign
  2. Click Test Call
  3. Enter your phone number
  4. The agent will call you — speak to it like a real customer would
  5. Check that the conversation sounds natural and correct

What to check during the test call:

  • Does the agent greet correctly?
  • Does it ask the right questions?
  • Does it respond in the right language?
  • Does the conversation end naturally?

If something is wrong, go back to the agent settings, fix the instructions, and test again.

For full details on testing your agent — see Agent Testing.

Step 2 — Run a Small Test Campaign​

Once your agent sounds right, run a test campaign with just a few contacts — use your own number or your team's numbers — before sending it to your full contact list.

Dashboard → Campaigns → New Campaign

  1. Create a new campaign with the same settings as your real campaign
  2. Import only 2 to 3 test contacts (your own number, a colleague's number)
  3. Launch the campaign
  4. Receive the calls and check how the conversation goes
  5. Review the call log in Dashboard → All Calls

What to Check in Your Test Campaign​

What to CheckWhat Good Looks Like
Agent introduces itselfClearly says who it is and why it is calling
Correct languageSpeaks in the language set for the campaign
Right campaign messageDelivers the correct message for your campaign type
Call outcome recordedShows correctly in the campaign contact table
Call log availableAppears in Dashboard → All Calls with recording

Fix and Re-Test​

If something does not look right:

  1. Go back to your agent settings and update the instructions
  2. Or check your campaign settings — contacts, language, schedule
  3. Run the test campaign again with your test contacts

Keep testing until the call sounds exactly right — then launch to your full list.

Next Steps​