Skip to main contentAfter creating and customizing your widget integration, thorough testing is essential to ensure it works correctly and provides a great user experience. This guide will walk you through comprehensive testing procedures.
Before You Start Testing
You’ll need:
- A completed widget integration
- Access to your website where the widget is deployed
- Different devices and browsers for testing
- A list of test scenarios and questions
Step 1: Basic Functionality Testing
Test that the widget appears correctly:
- Visit your website in a web browser
- Look for the widget in the specified position
- Verify the widget matches your customization
- Check that colors, fonts, and styling are correct
What to verify:
- Widget appears in the correct position
- Colors match your brand
- Fonts and styling are correct
- Widget size is appropriate
- Logo and branding are displayed correctly
Test basic widget functionality:
- Click the widget to open it
- Verify the chat interface opens correctly
- Check that the greeting message appears
- Test that the widget can be closed and reopened
What to verify:
- Widget opens and closes smoothly
- Chat interface displays correctly
- Greeting message is appropriate
- Widget maintains state when closed/reopened
Step 2: Agent Response Testing
Basic Communication
Test that your agent responds correctly:
- Send a simple greeting: “Hello, can you help me?”
- Wait for the agent’s response
- Verify the response is appropriate and helpful
- Check that the agent introduces itself properly
What to verify:
- Agent responds to messages
- Response is helpful and appropriate
- Agent tone matches your brand
- Response time is reasonable
Knowledge Integration
Test that your agent uses your knowledge base:
- Ask questions about your business: “What does your company do?”
- Ask about your products/services: “What products do you offer?”
- Ask about policies: “What’s your return policy?”
- Ask about processes: “How do I get started?”
What to verify:
- Agent references your knowledge base
- Responses include information from your documents
- Information is accurate and current
- Responses are relevant to your business
Step 3: Interaction Mode Testing
Tell Mode Testing
Test question-answering capabilities:
- Ask information questions: “What are your business hours?”
- Ask about features: “What features does this have?”
- Ask about policies: “What’s your privacy policy?”
- Ask for explanations: “Can you explain how this works?”
What to verify:
- Agent provides accurate information
- Responses are helpful and complete
- Agent uses your knowledge base
- Information is relevant and current
Show Mode Testing
Test step-by-step guidance:
- Request demonstrations: “Show me how to create an account”
- Ask for tutorials: “Show me how to use this feature”
- Request guidance: “Show me how to navigate your website”
- Ask for instructions: “Show me how to set up the product”
What to verify:
- Agent provides step-by-step guidance
- Instructions are clear and actionable
- Agent breaks down complex processes
- Guidance is helpful and accurate
Do Mode Testing
Test task automation capabilities:
- Request form filling: “Help me fill out this form”
- Ask for process completion: “Guide me through the checkout process”
- Request automation: “Automate this task for me”
- Ask for action completion: “Complete this process for me”
What to verify:
- Agent can perform actions when appropriate
- Actions are completed correctly
- Agent provides clear feedback on progress
- User consent is obtained before actions
Step 4: Edge Case Testing
Unclear Questions
Test how your agent handles unclear input:
- Send unclear messages: “I don’t understand what you’re saying”
- Send incomplete questions: “Help me with…”
- Send irrelevant questions: “Can you help me with something not related to your business?”
- Send complex questions: “I need help with X, Y, and Z”
What to verify:
- Agent handles unclear questions appropriately
- Agent asks for clarification when needed
- Agent stays on topic when appropriate
- Agent provides helpful alternatives
Error Handling
Test error scenarios:
- Send very long messages to test input limits
- Send special characters to test input handling
- Send empty messages to test validation
- Test network issues by disconnecting and reconnecting
What to verify:
- Agent handles errors gracefully
- Error messages are clear and helpful
- Widget recovers from errors properly
- User experience remains smooth
Conversation Context
Test conversation continuity:
- Ask a follow-up question: “Can you tell me more about that?”
- Reference previous information: “What else should I know?”
- Ask related questions: “How does that compare to other options?”
- Test context switching: Ask about different topics
What to verify:
- Agent maintains conversation context
- Follow-up questions are handled appropriately
- Agent can switch between topics smoothly
- Conversation flows naturally
Step 5: Device and Browser Testing
Desktop Testing
Test on different desktop browsers:
- Chrome: Test on the latest version
- Firefox: Test on the latest version
- Safari: Test on the latest version
- Edge: Test on the latest version
What to verify:
- Widget appears and functions correctly
- All features work as expected
- Performance is good
- No browser-specific issues
Mobile Testing
Test on different mobile devices:
- iOS devices: iPhone and iPad
- Android devices: Various screen sizes
- Different browsers: Safari, Chrome, Firefox
- Different orientations: Portrait and landscape
What to verify:
- Widget is responsive and works on mobile
- Touch interactions work correctly
- Text is readable on small screens
- Performance is good on mobile
Tablet Testing
Test on different tablet devices:
- iPad: Various models and sizes
- Android tablets: Different manufacturers
- Different orientations: Portrait and landscape
- Different browsers: Safari, Chrome, Firefox
What to verify:
- Widget works well on tablet screens
- Touch interactions are appropriate
- Layout is optimized for tablet size
- Performance is good on tablets
Response Time Testing
Test agent response times:
- Send simple questions and measure response time
- Send complex questions and measure response time
- Test during peak hours to check performance
- Test with multiple users simultaneously
What to verify:
- Response times are reasonable (under 3 seconds)
- Performance is consistent
- No significant delays or timeouts
- System handles multiple users well
Load Testing
Test widget performance under load:
- Test with multiple concurrent users
- Test during high-traffic periods
- Test with large knowledge bases
- Test with complex agent instructions
What to verify:
- Widget remains responsive under load
- No performance degradation
- System handles high traffic well
- User experience remains good
Step 7: User Experience Testing
Usability Testing
Test from a user’s perspective:
- Simulate real user scenarios
- Test common user journeys
- Check for usability issues
- Verify intuitive navigation
What to verify:
- Widget is easy to find and use
- Interface is intuitive and clear
- Users can accomplish their goals
- Experience is smooth and helpful
Accessibility Testing
Test accessibility features:
- Test with screen readers
- Test keyboard navigation
- Test color contrast
- Test with accessibility tools
What to verify:
- Widget is accessible to all users
- Screen readers can navigate the widget
- Keyboard navigation works correctly
- Color contrast meets accessibility standards
Step 8: Integration Testing
Website Integration
Test widget integration with your website:
- Test on different pages of your website
- Test with different content and layouts
- Test with other website features
- Test with website navigation
What to verify:
- Widget works on all pages
- No conflicts with website features
- Integration is seamless
- Website performance is not affected
Third-Party Integration
Test with other tools and services:
- Test with analytics tools
- Test with other chat widgets
- Test with website plugins
- Test with external services
What to verify:
- No conflicts with other tools
- Integration works smoothly
- Performance is not affected
- All features work correctly
Step 9: Security Testing
Data Security
Test data handling and security:
- Test data transmission security
- Test data storage security
- Test user privacy protection
- Test authentication and authorization
What to verify:
- Data is transmitted securely
- User privacy is protected
- Authentication works correctly
- No security vulnerabilities
Test input validation and sanitization:
- Test with malicious input
- Test with special characters
- Test with very long input
- Test with script injection attempts
What to verify:
- Input is properly validated
- Malicious input is blocked
- Special characters are handled correctly
- No security vulnerabilities
Step 10: Documentation and Reporting
Test Documentation
Document your testing results:
- Record all test results
- Document issues and problems
- Note successful test cases
- Create test reports
What to include:
- Test scenarios and results
- Issues found and solutions
- Performance metrics
- User experience feedback
Issue Tracking
Track and resolve issues:
- Create issue reports for problems found
- Prioritize issues by severity
- Assign issues to team members
- Track resolution progress
What to track:
- Issue description and severity
- Steps to reproduce
- Expected vs. actual behavior
- Resolution status
Common Testing Issues
Problem: Widget doesn’t show up on your website
Solutions:
- Check that the integration code is correctly placed
- Verify the script URL is accessible
- Check for JavaScript errors in browser console
- Ensure the code is before the closing
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tag
Agent Not Responding
Problem: Widget appears but agent doesn’t respond
Solutions:
- Check that the connection and agent are active
- Verify the integration is properly configured
- Test the agent in the playground first
- Check for network connectivity issues
Problem: Widget is slow or unresponsive
Solutions:
- Check network connectivity
- Verify server performance
- Test with different browsers and devices
- Check for JavaScript errors
Mobile Issues
Problem: Widget doesn’t work well on mobile devices
Solutions:
- Check responsive design settings
- Test on different mobile devices
- Verify touch interactions work correctly
- Check mobile-specific configurations
Testing Best Practices
Systematic Testing
Test systematically:
- Start with basic functionality
- Progress to more complex scenarios
- Test all interaction modes
- Try edge cases and challenging scenarios
Document everything:
- Record all test results
- Note issues and problems
- Track improvement areas
- Create comprehensive test reports
Real-World Testing
Test with real scenarios:
- Use questions real users might ask
- Test common user journeys
- Simulate real user interactions
- Test with different user personas
Gather feedback:
- Test with real users when possible
- Gather feedback on usability
- Monitor user satisfaction
- Continuously improve based on feedback
Next Steps
After thorough testing, you’re ready to:
- Deploy your integration - Go live with your widget
- Monitor performance - Track usage and effectiveness
- Gather user feedback - Improve based on user input
- Iterate and improve - Continuously enhance your integration
Thorough testing is essential for creating successful widget integrations. Take time to test systematically and thoroughly, and you’ll have an integration that provides excellent user experiences.
Getting Help
If you need assistance with testing:
- Check the troubleshooting guide for common issues
- Review testing documentation for detailed procedures
- Test systematically to identify issues
- Contact support for additional help
You’re now ready to test your widget integration thoroughly and ensure it provides the best possible experience for your users! 🚀