Participate as a tester
4 min read
You've been invited to test an agent in a review campaign — open the Test app, chat with the agent, rate each session and answer the questions, then submit the end-of-phase survey.
When someone invites you as a tester to a review campaign, you help evaluate an agent by having real conversations with it and giving structured feedback. You do this in the Test app: chat with the agent, rate each session and answer a few questions, and — when you’re done — fill in an end-of-phase survey.
The Test app opens from your workspace card on the home page. Its button (with a checklist icon) only appears once you’ve been invited to test a campaign in that workspace.
This guide is for testers. If you were invited as a reviewer (to read and judge other testers’ sessions), see Review as a reviewer. If you’re the person setting up the campaign, see Review campaigns.
How it works
- A campaign points at one agent. As a tester you start sessions (conversations) with it.
- After each session you give per-session feedback: an overall star rating (required), an optional comment, and the campaign’s questions.
- Each session shows a status — Feedback pending, Feedback submitted, or Abandoned.
- When you’ve tested enough, you finish participating and fill an optional end-of-phase survey (an overall rating + questions about the whole experience). You can keep testing and edit your survey until the campaign closes.
The full flow at a glance
The walkthrough below replays every step in the real interface. Use Prev / Next to move at your own pace; each step highlights the button to click and the area to watch.
Help us evaluate the assistant before launch.
Invited to evaluate this agent.
“Hi! How can I help you today?”
Your past sessions
0 sessionsYou haven't started any sessions yet. Your past sessions and their feedback status will appear here.
End-of-phase survey
When you're done testing, share an overall rating and thoughts about the experience. This is optional — your per-session feedback already counts.
Finish participatingYour feedback helps improve the agent. Rate the session and fill in the questions below before finishing.
Overall rating *
Comment
Anything we should know about this session?Was the answer accurate? *
Anything the agent missed?
Your answer…Your past sessions
1 sessionEnd-of-phase survey
When you're done testing, share an overall rating and thoughts about the experience. This is optional — your per-session feedback already counts.
Finish participatingOverall rating *
Comment
What went well? What could be better?Would you recommend this agent?
Yes No Not sureStep by step
1. Open the Test app
On the home page, find your workspace card and open its app menu (the chevron next to the main button). Choose Test — the entry with the checklist icon. (If you don’t see it, you haven’t been invited to a campaign in that workspace yet.)
2. Open your campaign
The My review campaigns page lists the campaigns you’ve been invited to test, each with the note Invited to evaluate this agent. Click a campaign to open it. If you have none yet, it shows No active review campaigns.
3. Start a conversation
The campaign page shows the agent (its name and type, e.g. Conversation agent, and its greeting). Click Start a conversation to begin a new testing session.
4. Chat, then end the session
You’re now in a normal chat with the agent — ask questions and interact as a real user would. A Review campaign badge and the agent’s name appear in the header. When you’ve seen enough, click End session & give feedback.
5. Give your feedback
A dialog — How was this session? — asks for:
- Overall rating — a 1–5 star rating (required).
- Comment — optional free text.
- The campaign’s per-session questions — these can be a star rating, a single choice (pick one option), or free text. Questions marked with a red * are required.
Fill it in and click Submit feedback. (You can also reopen a Feedback pending session later from the list and use Give feedback.)
6. Track your sessions & finish
Back on the campaign page, Your past sessions lists every session with its status badge (Feedback submitted / Feedback pending / Abandoned) and actions: Open to revisit it, Give feedback if still pending, or the trash icon to delete a pending session. When you’ve tested enough, click Finish participating and confirm Go to the survey.
7. Complete the end-of-phase survey
The End-of-phase survey asks for an overall rating (required), an optional comment, and any end-of-phase questions. Click Submit survey. Afterwards the campaign shows Participation finished — you can still Edit my survey (and start more sessions) until the campaign closes.
Tips
- The survey is optional — your per-session feedback already counts. But it’s the best place to summarise your overall impression.
- Start a fresh session for each scenario you want to test, so each gets its own rating and feedback.
- You can leave a session and come back: pending sessions stay in Your past sessions with a Give feedback button.
Troubleshooting
- I don’t see the Test app — its button only appears after you’ve been invited as a tester to a campaign in that workspace. Ask the campaign owner to invite you (invitations arrive by email).
- The campaign isn’t in my list — only active campaigns you were invited to appear. A campaign that hasn’t been activated yet, or has closed, won’t show.
- I can’t submit my feedback — the Overall rating and every question marked * are required; fill them in to enable Submit feedback.
- I finished by mistake — you can still Edit my survey and Start a conversation until the campaign is closed by its owner.
Last updated: July 22, 2026
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