Infinity3 Help Centre

Check answers, conversation behaviour and configured actions before allowing the assistant to reply automatically.

Before you start

You’ll need an agent with saved instructions and processed knowledge sources.

Review its current status before editing so you know whether it is already handling customer messages.

Test the knowledge

1. Open AI Agents → Knowledge Base.
2. Open the connected knowledge base.
3. Use the Retrieval Tester, where available.
4. Ask a realistic question and review the retrieved sources.
5. Correct missing or outdated information.

Test the conversation

1. Open the intended agent in Conversation AI.
2. Find Test Your Bot in Bot Training or Bot Goals.
3. Test a common question and a differently worded version.
4. Test a question the knowledge doesn’t answer.
5. Test requests to book or speak with a person.
6. Reset the test conversation between separate scenarios.

Check live behaviour carefully

Use a contact and channel you control for a limited live test. Confirm messages, bookings, saved fields and handover notifications in their actual destinations.

Internal chat tests alone don’t prove that every channel or action is connected correctly.

Things to know

• Live tests can create records or send messages.
• Enable Auto-Pilot only after reviewing the agent, channels and actions.
• Review early conversations and retest after material changes.

If a result is wrong, contact Infinity3 with the test question, response and expected behaviour.