How to Test Your AI Receptionist
A safe checklist before you publish your forwarding rules.
- 1
From CRM → Calls (or voice settings), confirm the target number and that AI is active.
- 2
Call from a phone not in your CRM to simulate a net-new lead.
- 3
Decline or let ring to forward—listen for greeting clarity and pacing.
- 4
Hang up once data is captured; verify the lead and transcript or summary.
- 5
Retry with a known lead phone to confirm merge behavior.
Tips
- Test during a quiet window so you can adjust prompts without pressure.
- If audio quality is poor, check Twilio number region and your forward path.
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