Preview

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How do I test or preview my chatbot automation flow?

Introduction

The Preview feature in ActiveCampaign’s Chatbot Automation enables users to test and visualize how their chatbot interactions will appear to site visitors. This functionality is crucial in ensuring that the automation flow is correctly set up and functions as intended. By previewing your chatbot automation, you can identify any necessary adjustments before deploying it to live traffic. It's a great way to enhance user experience and streamline customer interactions.

How to Access the Preview Feature

To access the Preview feature, you must first navigate to the Chatbot Automation page within the Conversations Settings. Follow these steps to reach the preview options:

1. Click on Conversations in the left menu of your ActiveCampaign dashboard. 2. Select Conversations Settings to manage settings related to your chat functionalities. 3. Go to the Chatbot Automation tab within the settings to find the configured chatbot flows.

Step-by-Step Instructions

Once you are on the Chatbot Automation page, you can begin the preview process. Here’s how to do it:

1. Ensure that you are viewing the desired chatbot automation flow. 2. Click the Preview button located at the top right corner of the page. 3. A modal window will appear, showcasing the first step of your chatbot automation. 4. Interact with the chatbot by providing responses to the prompts. This allows you to experience each step of the chatbot's interactions.

It is important to remember that any data submitted during this preview will not be saved in your account, allowing you to test freely without affecting your actual data.

Configuration Options and Settings

While using the preview feature, you will be engaging with the following core elements:

- The Preview button to initiate the testing phase. - The modal window that displays the chatbot automation flow. - Input fields for you to submit responses during the preview interaction.

It is essential to close the preview and reopen it if any changes are made to the chatbot automation, to display the latest updates.

Best Practices and Tips

Here are some best practices to keep in mind when using the Preview feature for your chatbot automation:

- **Test Different Scenarios**: Interact with the chatbot flow as different types of users to ensure all paths are functional. - **Check Error Handling**: Deliberately input incorrect data to see how the chatbot responds and whether it gracefully handles errors. - **Review User Experience**: Pay attention to the language and prompts to ensure they are user-friendly and clear. - **Make Iterations**: Don’t hesitate to make changes based on your testing results. The purpose of the preview is to refine the experience before going live.

Troubleshooting

If you experience any issues while using the Preview feature:

- Ensure you are logged into your ActiveCampaign account and have appropriate permissions. - If the preview is not functioning as expected, close the modal and reopen it to reset any potential glitches. - Clear your browser cache if you encounter any persistent issues with the preview display. - Review the chatbot configurations to ensure all steps are set up correctly.

Related Features

For additional functionalities related to chatbot automation, consider exploring the following topics:

- Conversations: For a broader understanding of all chat functionalities available. - Chatbot Automation: To delve deeper into how to create and manage your chatbot flows.

FAQ

Q1: Can I save the data I enter while previewing my chatbot? A1: No, any data submitted during the preview will not be saved in your account.

Q2: What should I do if I want to make changes after previewing? A2: If you wish to make changes, you will need to close the preview and reopen it to see the updated flow.

Q3: How do I troubleshoot if the preview does not work? A3: Try closing the modal and reopening it or clearing your browser cache if issues persist.

Q4: Is the Preview feature available for all plans? A4: Yes, the Preview feature is available on all plans that include Conversations.

Q5: What happens if I find an error during my preview? A5: You can make the necessary changes directly in the Chatbot Automation settings and then re-preview to ensure everything works correctly.

Q6: Can I test my chatbot automation on mobile devices? A6: The preview can typically be accessed through your web interface. However, for user experience testing on mobile, ensure to check responsiveness after deploying the chatbot.

Q7: Is there a limit to how many times I can preview my chatbot? A7: There is no specified limit to how often you can preview your chatbot automation.

By following these guidelines and utilizing the Preview feature, you can create a more effective chatbot experience that meets the needs of your visitors efficiently. ```