Testing Your Annie

Edited

During onboarding, you can test your agent through the Customer Portal or by calling Annie directly.

Where to Find Your Annie Phone Number

You’ll receive an email from your onboarder with your Annie phone number. You can also find it directly in the portal by following these steps:

  1. Go to Settings

  2. Select Agent Persona

  3. Scroll to Phone Number next to Voice Settings. You’ll see a (385) number you can call to reach Annie directly.

How to test in the portal

  1. Log in to helloannie.com

  2. Click Test on the left side above Settings

  3. Start testing your agent

Viewing Test Conversations

  1. Go to Conversations

  2. Select Test

  3. All test calls and chats appear here

Submitting Feedback

  1. Open the conversation

  2. Click "Report Issue" to request training changes or flag anything that feels off.

Important Notes

Scheduling errors may occur until integrations are fully set up. This is expected. Finding things you don’t love is normal and encouraged.

Recommended Test Scenarios

Scheduling, emergencies, cancellations and reschedules, office hours, locations, insurance questions, and appointment cost questions.