How to Test Chat Playbooks

Crystal Field Updated by Crystal Field

You are able to test your chat widget, including new playbooks and Q&A Responses. To do this, login to your chat dashboard at

  1. Click on the Bot button on the left.

  1. Click the "Test your bot here" widget at the bottom-right of the page.

  1. A new test chat will start. If there is a playbook that is "Live", it will run that one.

You can reset the widget any time by clicking "Reset Session" at the top of the chat.

For our fully staffed clients -

Your playbooks are managed for you, by your Smith account manager. If you would like to create or make a change to your playbooks, please email us at

For self-service clients -

For information on how to set up and use playbooks, check out our help doc here:

How to Set Up and Use Playbooks for Chat

Need Help?

Email us at, call us at (650) 727-6484, or chat with us live at

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How to Set Up and Use Playbooks for Chat

How to Train Your Chatbot From Your Dashboard