Testing & Going Live
Test your agent and go live with confidence
Before deploying your agent to real customers, test it thoroughly. This page covers how to test, what to check, how to go live on your helpdesk, and how to embed or share your agent on your website.
Testing your agent
The test chat
Every agent has a built-in test chat in the right panel of your workspace. Use it to:
Ask questions your customers typically ask
Test edge cases and unusual scenarios
Verify your agent uses the right knowledge
Check that actions work correctly (tagging, assigning, etc.)
What to test
Common questions
Does it answer your top 10 customer questions correctly?
Edge cases
What happens when it doesn't know the answer?
Tone and style
Does it sound like your team?
Actions
Does it tag, assign, and close tickets correctly?
Escalation
Does it escalate when it should?
Out-of-scope
Does it handle off-topic questions gracefully?
Testing checklist
Before going live, make sure:
Going live on your helpdesk
Step 1: Start with a safety net
We strongly recommend starting with one or both of these safety measures:
Option A: Draft replies only Configure your agent to use "Leave Draft Reply" instead of "Leave Public Reply." Your team reviews and sends every response.
Option B: Human in the Loop Enable HITL on your public reply action. Responses are queued for approval before sending.
Step 2: Enable your trigger
Go to Settings > Triggers and enable the trigger you've configured. Your agent is now live.
Step 3: Monitor the first few days
Watch your agent closely in the first few days:
Check your helpdesk for agent responses
Review accuracy and tone
Look for patterns where the agent struggles
Fine-tune instructions based on what you see
Step 4: Gradually increase autonomy
As you build confidence:
Day 1-3: Draft replies only — review everything
Week 1: Enable public replies with HITL — approve before sending
Week 2+: Disable HITL for well-handled question categories
Ongoing: Monitor analytics and refine
eesel Channels
Beyond your helpdesk, you can deploy your agent on your website or share it via a link. Go to Settings > Embed & Share to set these up.
Chat Bubble
A floating button in the corner of your website. When visitors click it, a chat window opens.
Best for: General customer self-service on any website page.
Inline Chat
A chat interface embedded directly into a page. It appears as part of the page content, not as a popup.
Best for: Help centers, documentation sites, and dedicated support pages.
Public Chat
A standalone chat page with a shareable link. Anyone with the link can start chatting — no embedding needed.
Best for: Sharing in emails, social media posts, or anywhere you want to offer quick access to your agent.
Customization options
Title
Name shown at the top of the chat
All
Welcome message
First message visitors see
All
Placeholder text
Hint text in the input field
All
Primary color
Your brand color
All
Avatar / Image
Logo or custom image
All
Suggested questions
Up to 3 starter questions
All
Hide branding
Remove eesel AI branding
Chat Bubble, Public Chat
Auto-translation
Respond in the visitor's language
Chat Bubble
Embedding on your website
Chat Bubble / Inline Chat: Copy the provided code snippet and add it to your website before the </body> tag:
Add it to every page for site-wide chat, or specific pages for targeted support.
Public Chat: No embedding needed — just share the URL. Common places to share: email signatures, social media bios, QR codes, support email auto-replies.
Tips
Write good suggested questions. Choose the 3 most common customer questions. They serve as both guidance and quick-start buttons.
Match your brand. Set the primary color and avatar to match your website so the chat feels native.
Use a welcoming message. Something like "Hi! How can I help you today?" is simple and effective.
Consider auto-translation. If you serve international customers, enable auto-translation on the Chat Bubble.
Monitoring
Analytics
Use Analytics to track:
How many conversations your agent handles
Resolution rates
Topics and categories
Questions the agent couldn't answer
Ongoing optimization
Your agent improves over time as you:
Add more knowledge sources
Refine instructions based on real interactions
Adjust actions and escalation rules
Update your help center content (which auto-syncs)
Pausing your agent
If you need to pause your agent:
Go to Settings > Triggers
Disable the trigger
Your agent stops responding to new tickets but remains configured
You can re-enable at any time without losing your setup.
Tips
Don't skip testing. 15 minutes of testing saves hours of cleaning up bad responses.
Start narrow, expand later. It's better to have an agent that handles 5 categories well than 50 categories poorly.
Check the first 20 responses. If the first 20 look good, you're on the right track. If not, go back to instructions and knowledge.
Have a rollback plan. Know how to quickly disable triggers if something goes wrong. It takes one click.
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