Build and test your AI Agent

Step 1: Duplicate the AI Agent Testing Workflow

1. Go to Automations inside your Intellia account.

2. Locate the workflow named:
   [TEMPLATE – DUPLICATE BEFORE USE] 1CallClose AI Agent Testing Workflow

3. Duplicate the workflow.

   

4. Rename the duplicated workflow so it’s clear this is your test version.

Do not edit the original template. Always work from the duplicated version.

Step 2: Configure the Workflow Trigger (Test Form)

This step ensures your AI agent is triggered only by a test form.

1. Create a test opt-in form.

   • Recommended name:
     [TEST FORM — NOT LIVE] 1CC AI Booking Test Form

2. If you don’t know how to create a form, follow this guide:
   https://info.theintellia.com/en/articles/33-how-to-create-a-form

3. Once the form is created:

   • Open your duplicated workflow

   • Go to Trigger: Opt-in

   • Add a filter:

     • Form is → [TEST FORM — NOT LIVE] 1CC AI Booking Test Form

Step 3: Personalize the Initial AI Message

1. Inside the duplicated workflow, locate the action:
   Appointment Booking Conversation Message 1

2. Edit this action and personalize:

   • AI name

   • Company or team name

3. Adjust the wording so it matches your business, offer, and brand voice.

Step 4: Configure the AI Bot Instructions

1. Open the action:
   Appointment Booking Conversation AI Bot

2. Select the relevant calendar

   • Choose the calendar you want the AI agent to book appointments into

   • Make sure this calendar matches your availability and offer

Selecting the wrong calendar may cause booking issues.

Step-by-step guide:

Personality Section

• You may adjust the AI personality if needed.

• The default personality prompts are created, refined, and tested by our team.

• In most cases, you only need minor adjustments (or none at all).

Additional Instructions Section

This section controls how your AI agent qualifies leads and guides them to book.

Use this section to:

• Insert your business script

• Add qualifying questions

• Control how the AI handles pricing, objections, and scheduling

We’ve already structured this for you, so you can:

• Add to it, or

• Slightly modify it based on how you want your AI agent to book leads

Once done Published then save the changes and go live the workflow

Step 5: Test Your AI Agent

Now test everything end-to-end.

1. Open your test form:
   [TEST FORM — NOT LIVE] 1CC AI Booking Test Form

1. Click Preview (the form opens in a new tab).

2. Submit the form using:

   • Your real contact details

   • A valid WhatsApp number

3. Start chatting with the AI agent and observe its responses.

Verify the AI Behavior

Ensure the AI follows the rules you configured.

Personality Rules

• Behaviour Rules

• Answer Validation Rule (CRITICAL)

• Humanisation Rules (SAFE MODE)

• Script Priority Rule (NON-NEGOTIABLE)

Additional Instructions Rules

• Message Start Offset Rule (CRITICAL)

• Exact Conversation Strategy (HIGHEST PRIORITY)

• Answer Relevance & State Control (MANDATORY)

• Pricing Questions (STRICT)

• Scheduling Rules

• Hard Rules (NON-NEGOTIABLE)