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Make a test call

Before Maya starts taking real customer calls, place a test call to confirm she sounds right, uses the correct greeting, and handles your most common scenarios. This is Step 5 of 5 in AI CSR onboarding and the last checkpoint before going live. Portal verification gap: The /receptionist/test-call sub-route was not captured during the portal crawl. The steps below are based on the onboarding checklist label (“Test call — hear Maya before you go live”) and the “Test call” button visible on the main AI CSR hub. If the test call flow involves a dedicated page or dialog not described here, update this article after a direct capture.

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Before you start

  • Complete Steps 1–4 of AI CSR onboarding (business basics, voice, FAQs, and transfer rules).
  • Have a phone available to receive the test call on your configured business number.
  • Know the greeting text and at least one FAQ answer you want to verify.

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Steps

  1. Go to AI CSR in the left sidebar to open the operations hub at /receptionist.
  2. Click Test call in the top-right area of the hub (next to the Settings button).
  3. Follow the on-screen prompts. The portal initiates a call to your configured business number.
  4. Answer the call on your phone. Maya greets you using your configured greeting (for example: “Hi, this is Maya at [your business name]. How can I help you today?”).
  5. Test the following scenarios during the call:
    • Ask a question covered by one of your active FAQs — Maya should answer from the FAQ.
    • Say “I’d like to speak to a person” — Maya should transfer the call to your default transfer destination.
    • Ask about availability to book a job — Maya should walk through the booking flow.
  6. After the call ends, return to the AI CSR hub and check the Recent Calls log to confirm the test call appears with an outcome and quality score.

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Result / verify

The test call appears in the Recent Calls log on the operations hub with a timestamp, outcome (Booked, Transferred, or Message), and quality score. If you are satisfied with how Maya performed, onboarding is complete — the checklist shows 5 of 5 done and the status bar reads Maya is on.

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Troubleshooting

No call arrives — Confirm the phone number attached to your AI CSR account is correctly configured and receiving calls. Check Settings → Phone Numbers (/settings/phone-numbers) to verify the number is active. Maya uses the wrong greeting — Update the greeting text in AI CSR → Settings under the Greeting section. Changes save on blur; click Preview on the settings page to hear the updated version before placing another test call. Maya can’t answer a question you asked — The question was not in the active FAQ list. Add it at /receptionist/settings/faq and run the test call again.