Test a flow before it goes live
All plans Who can do this: Client Admin Updated 30 Oct 2026
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Test flow lets you play the customer in a drawer beside the canvas and watch the cards run, before the flow talks to anyone real. It works on drafts, so you can test before you activate.
Run a test
- Open the flow in the builder. Select Done on any card you are editing, because a test runs the saved flow.
- Select Test flow.
- Type a first message as the customer in Reply as the lead… and send it. For example: “Hi, I’m Emily Carter from Leeds, my number is +44 7700 900123.”
- Keep replying. The cards light up on the canvas as they run.
If the flow starts from a Campaign, Webhook or WordPress form trigger, the flow speaks first. Fill in the form in the drawer, then select Start test for a campaign or Start — the flow speaks first for the others.
Note If Test flow asks you to connect the trigger to a card, drag the trigger onto your first card and select Test flow again.
See what each card did
- Hover over the info icon under a message to see which card sent it.
- Open the Steps tab to list every card that ran. A failed card is marked there.
- If a Wait card is holding the run, select Skip the wait.
- If the flow has finished but is still answering follow-ups, select End the run to finish it.
- To look at an old test, open Run history for the flow. Tests are marked Test run.
Change something and try again
- Edit the card and select Done.
- Select Replay to restart and send your earlier messages again against the current flow. Or select Start new to discard the test and begin with a blank conversation.
Caution A test already running keeps using the flow as it was when the test began. Your edits only apply after Replay or Start new.
Know what a test really does
In a test, no SMS goes out, no reminders are scheduled, and Alert in Notification mode and Transfer to human notify nobody. A meeting booked in a test does not appear on your Calendar, and the time stays free.
Caution Some cards still act for real during a test. Send webhook delivers to your endpoint. Email and Alert in Email mode send real emails with
[TEST] in the subject. Assign member really assigns the conversation and takes a turn in the rotation. Cards that create records in a connected CRM create them too, marked [TEST]. Before testing, check where the data will go and which records will be created. Note AI replies in a test count towards your plan’s AI actions, just like replies in live conversations.
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