Why testing matters
Both Vex AI and chatbot workflows have a live preview so you can check every response and branch before your visitors see them. Testing lets you catch wrong answers, broken branches, and missing knowledge — without affecting real conversations.
Preview Vex AI
- Go to Automation → AI and open your Vex chatbot.
- Click Preview (top right of the editor).
- A chat panel opens. Type a message as if you were a visitor.
- Vex replies using your connected knowledge sources — exactly as it would in the live widget.
Check: Does it answer correctly? Does it cite the right source? Does it hand off when it should? Does it decline gracefully when it doesn't know?
The preview uses your real knowledge sources, so any gap you find is a real gap. Fix it by adding or updating a knowledge source.
Preview a chatbot workflow
- Go to Automation → Custom and open the workflow.
- In the flow editor, click Preview.
- Walk through every branch — click each button, answer every question, follow every path.
- Test branching nodes both ways: the "yes" path and the "no" path.
- Verify that data collection fields validate correctly (email format, required fields).
Test on a real staging page
For the most realistic test, install the Yaplet snippet on a staging environment with the chatbot enabled. Open the widget as a real visitor would in a fresh browser tab. This catches trigger timing based on page URL, time-on-page, or visitor-data conditions — things the dashboard preview can't simulate.
What to check
- Vex AI: Does it refuse questions it should answer? Answer questions it shouldn't? Hand off at the right moment? Cite the right article?
- Workflows: Does every button link to the correct branch? Are dead-end paths handled gracefully? Does the request-agent node actually route to a human?
- Both: Does the language feel right? Is the bot name showing correctly? Do any links point to real destinations?
Next step
Happy with the results? Enable the chatbot for your visitors.