🧪 Testing a ReviveAI Agent

This document outlines the ideal end-to-end process for testing a custom ReviveAI-built agent before full deployment. It includes the steps our internal team carry out and then handover to you, ensuring quality, alignment, and rapid iteration.

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✅ 1. Pre-Test Checklist

Before testing begins, ensure the following are complete:

• ✔️ Agent build is complete and reviewed internally
• ✔️ Core use cases are defined (e.g., lead qualification, support triage)
• ✔️ CRM or integration connections (if any) are set up
• ✔️ Sample data is available for realistic testing
• ✔️ Client stakeholders have access to the test environment

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🔍 2. Internal QA Testing (ReviveAI Team)

Objective: Ensure the agent performs correctly against predefined test cases.

Actions:

• Run the agent through a variety of conversation flows
• Test edge cases and unexpected inputs
• Confirm correct handoffs, data capture, and CRM syncing
• Log any bugs or logic gaps
• 
  

Deliverables:

• Internal QA log with issues, fixes, and status
• Final QA approval before client access

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🤝 3. Client UAT (User Acceptance Testing)

Objective: Allow the client to test the agent in a controlled, private environment.

Client Actions:

• Test the agent via shared preview link or staging widget
• Run through expected user journeys and inputs
• Check:
  • Accuracy of responses
  • Brand tone and language
  • Data capture and CRM sync (if applicable)
  • Handling of unknown or edge-case questions
  • 
    

Suggested Tools:

• Shared feedback doc (Google Docs or Notion)
• Loom videos for walkthroughs
• ReviveAI feedback widget (if enabled)

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🗂️ 4. Structured Feedback Loop

Feedback Format:

Where possible please use the format on the shared testing document. This is split into the below categories.

• Issue/Observation: Brief description of what happened
• Expected Outcome: What they expected the agent to do
• Actual Outcome: What the agent did instead
• Priority: High / Medium / Low
• 
  

ReviveAI Actions:

• Review and triage feedback
• Categorize into:
  • Content updates
  • Logic/flow adjustments
  • Integration issues
  • UI or UX recommendations
• Implement fixes in sprints (1–2 business days per iteration)

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📦 5. Final Sign-Off & Deployment Prep

Once feedback is resolved:

• Conduct final walkthrough with client stakeholders
• Confirm:
  • Agent meets all agreed use cases
  • CRM/other system integrations work as expected
  • Branding and tone are approved
• Prepare for production deployment

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🛠️ 6. Post-Launch Monitoring (Optional)

After going live:

• Enable logging and analytics
• Monitor conversation quality, fallback rates, and engagement
• Schedule a check-in after 1 week to gather early insights

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Summary Flow:

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Internal QA → Client UAT → Feedback Loop → Final Sign-Off → Go Live → Optional Post-Launch Monitoring

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🔁 Tips for Smooth Testing

• Use real-world examples, not ideal scripts
• Test mobile and desktop environments
• We encourage client testers from multiple departments to ensure varied feedback that covers as many cases as possible
• Iterate fast and communicate clearly

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