Test a real customer journey

Use the published storefront in a private browser window, rather than relying only on dashboard previews. Test the same language, market, and device your customers use. Keep a small list of expected answers and product results so changes can be checked consistently.

Work through the essentials

Complete the checks for the modules you have configured.

  1. Confirm the source information

    Open a product page, delivery policy, and returns page. Check that they are current, public, and included in the connected knowledge.

  2. Test a useful answer

    Ask a specific product question and a policy question. Check the exact variant, any quoted price, and every destination link.

  3. Test a limitation

    Ask about information your shop does not publish. The experience should explain the limitation or offer a useful next step instead of inventing a shop policy.

  4. Test the storefront controls

    Open, close, and reopen the widget. Navigate to another page, test on a small screen, and confirm that consent and visibility behave as intended.

  5. Review the first evidence

    After a real test conversation or advisor journey, check the relevant activity view. Allow processing time and distinguish preview activity from customer activity.

Agree on a support route

Make it clear who reviews weak answers, updates source pages, and handles customer follow-up. Keep a working contact route available for questions the automated experience cannot resolve. If contact capture is enabled, verify its wording and the expected follow-up process.

After launch

Review a few complete conversations and recommendation paths regularly. Improve repeated issues at their source, then repeat the same test. Record changes to prompts, product scope, or placement so a change in usage has context.