Step 4: Publish + Test Your 1CallClose™.Agent

Goal

Test end-to-end before going live.

Step 4.1 — Submit the TEST form

1. Go to Sites> Form builder > find the test form

2. Once you found the test form click the 3 dot

3. 

   Click Preview

   

4. Submit using:

• Your real contact details

• A valid WhatsApp number

Step 4.2 — Chat with the Agent and validate behavior

Test at least these scenarios:

• “How much is it?”

• “Send me details”

• “I’m busy”

• “Is this legit?”

• “I need to think”

Verify the AI follows your configured rules, including:

• Qualification questions

• Booking direction

• Short, human replies

• Correct calendar booking logic

If it’s off: update Additional Instructions → Save → Retest.

Frequently Asked Questions

1) Why do I need to publish the workflow before testing?
Publishing activates the logic so contacts can actually run through it. If the workflow is still in draft mode, triggers won’t fire and WhatsApp/email messages won’t send.

2) Where should I test from — the TEST form or LIVE form?
Always test against the TEST form first. This ensures your AI messages, booking links, variables, and logic work end-to-end before using your LIVE opt-in form.

3) How do I verify the WhatsApp messages are sending correctly?
Submit a test with a real phone number for WhatsApp. Ensure:

• WhatsApp is connected

• Templates are approved

• Wallet has credits
  If the message doesn’t arrive, check template approval + wallet balance first.

4) Why didn’t the AI message trigger after I submitted the TEST form?
Common causes:

• Workflow not published

• Trigger filter still set to the wrong form

• WhatsApp templates not approved

• Wallet balance too low
  Double-check each of these before retesting.

5) Can I test again after publishing?
Yes — you can keep testing as much as you need. Publishing doesn’t lock the workflow. Every time you make changes, save and republish so the test reflects the latest version.