TEST 01
Greeting and purpose
Call with a normal appointment enquiry.
Expected outcome
The agent explains its role, understands the request and moves to the next approved step.
FREE RESOURCE / AI AND HUMAN HANDOFF
AI receptionist testing kit
Test the ordinary call, the unclear request and the moment a person needs to take over.
Free and ungated. No email required.
Agree the setup before testing.
Use controlled calls and sample contact details. Mark a scenario only after observing its outcome. This log records your review; it cannot inspect or certify the connected agent.
Separate web checks from phone checks
HighLevel's web-call test is useful for conversation review, but its documentation says Call Transfer cannot run there. Test human transfer on an actual phone flow. Agent Transfer routes between AI agents and is a different action.
Set the release decision before calling
Choose the scenarios that matter for the client's scope. Decide who can approve the observed behavior and where evidence belongs. Fix failed booking, inaccurate answers and broken human handoff before relying on the flow. Re-run the affected scenarios after a change.
Record the behavior you observed.
TEST 02
Known service question
Ask a question covered by the current approved knowledge source.
Expected outcome
The answer agrees with that source without adding unapproved claims or offers.
TEST 03
Unknown question
Ask for a detail absent from the approved source.
Expected outcome
The agent acknowledges the gap and uses the agreed human or callback path instead of inventing an answer.
TEST 04
Unclear request
Give a short or ambiguous request, then clarify it.
Expected outcome
The agent asks a useful clarification and follows the clarified intent.
TEST 05
Incorrect detail and correction
Use sample contact details and correct one detail during the call.
Expected outcome
The final readback and stored test record reflect the corrected detail.
TEST 06
Interruption or background noise
Interrupt a response and repeat the request in a noisy test environment.
Expected outcome
The agent recovers without losing the intended next step or repeating an inappropriate action.
TEST 07
Available appointment
Request a genuinely available test slot and confirm the timezone.
Expected outcome
A booking is created only for the agreed calendar and slot; confirmation matches the observed appointment.
TEST 08
Unavailable appointment
Request a blocked or unavailable test slot.
Expected outcome
The agent offers a valid alternative or handoff and does not claim the unavailable time was booked.
TEST 09
Request a human — phone test
Use an actual test phone call and explicitly ask to speak to a person.
Expected outcome
The approved human-transfer path works. A successful web conversation does not prove phone transfer.
TEST 10
No human available — phone test
Test outside the transfer window or with a controlled unanswered destination.
Expected outcome
The caller receives the agreed fallback or callback step, rather than an endless or abandoned transfer.
TEST 11
Failed action or integration
Use a controlled failure in a booking or downstream test action.
Expected outcome
The agent avoids claiming success, records the exception and gives it an operating owner.
TEST 12
Post-call record and routing
Inspect the test contact, call summary, assignment and any triggered workflow.
Expected outcome
The stored outcome and handoff match the call; unintended follow-up is identified and fixed.
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Connect the worksheet to your setup.
Use your agreed process to evaluate the platform, costs and configuration that apply to your agency.
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About this resource
Prepared October 15, 2026 by Kashif Rehman. Original planning examples and test records; no customer results or automatic system verification are claimed.
Product information checked October 15, 2026. Confirm current settings and account-specific terms.