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 app.smith.ai/chat.

  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 support@smith.ai.

For self-service clients -

How to Set Up and Use Playbooks for Smith.ai Chat

Need Help?

Email us at chat@smith.ai, call us at (650) 727-6484, or chat with us live at https://smith.ai/chat.

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How to sign up for Chat through your Dashboard

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