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Test an agent

Use Test Chat to try an agent before you share it or use it in automations.

Before you start​

The agent must be Active. See Enable, disable or delete an agent.

Steps​

  1. On the Agents screen, open the Actions menu on the agent's row.
  2. Select Test Chat. You can also select Test Chat in the agent editor or on the agent details page.
  3. In Type a message..., enter your question.
  4. Optional: select Attach file to add files.
  5. Press Enter or select Send message. Press Shift+Enter to add a new line.
  6. Select Close chat when you are done.

Attachments​

You can attach up to 10 files per message, each up to 10 MB. Supported types are:

.png, .jpg, .jpeg, .gif, .webp, .pdf, .txt, .csv, .md, .doc, .docx, .xls, .xlsx, .html, .json, .pages, .numbers and .key.

Troubleshooting​

  • Test Chat is missing from the menu: the agent isn't active. Enable it first.
  • too many attachments (max 10): remove files until you have 10 or fewer.
  • If a file exceeds the 10 MB limit, attach a smaller file.