Test the Agent
Launching an agent without testing it is like sending a mass email without reading it first. The Testing module is your safe environment (a sandbox) where you can chat with your AI to verify that it understands your instructions, uses the right knowledge, and respects the business rules, before it talks to a real customer.
Ways to Access the Simulator
Platica offers two ways to test your agent, depending on your workflow:
1. Side Panel (Real-Time Editing) 🚀
This is the most efficient way to work. It lets you keep the test chat open while you edit the instructions or knowledge, without leaving the page.
- In the left-hand menu of the agent's configuration, click the last option: "Test agent".
- A slide-out panel will open on the right with the chat.
- Recommended flow: Change an instruction → Save → Type in the chat to see whether the change took effect.
2. From the Assistant (Full Screen)
If you'd rather focus only on the test:
- Go to the Assistant tab.
- At the top, click on the current agent's name.
- A menu will appear where you can select the agent you want to test.
- Start chatting directly in the main interface.
Simulator Tools
Reset Context 🧹
At the top of the test chat you'll see a broom icon.
This is probably the most important tool. When you click it:
- You wipe the entire visible history of the test conversation.
- You reset the AI's short-term memory.
When should you use it? Use it any time you want to test a flow from scratch. For example, if you've already tested the "Sales" flow and now want to test "Support," clear the conversation to make sure the AI isn't biased by what you discussed a minute ago.
Why is testing essential?
Running thorough tests gives you three key benefits:
- Cost Savings: You catch loops or errors before spending balance on real WhatsApp messages.
- Brand Protection: You make sure the agent doesn't say something inappropriate or make up information (hallucinations) in front of a customer.
- Knowledge Validation: You can verify whether the agent is actually reading the price PDF you uploaded, or whether it needs clearer instructions to find it.
Expert tip: Try to "break" your agent. Ask ambiguous questions, use slang, or change topics suddenly. If the agent handles these tricky situations well in the simulator, it'll be ready for the real world.