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Last Updated: Sep 8, 2026, 9:15 AM

Sandbox

The Sandbox tab is the real way to test-drive your agent — a live conversation against your actual knowledge base, persona, and flow, distinct from the quick canned-response preview on the Persona tab.


Open an agent, then click the Sandbox tab.


Starting a Test Session​

Sandbox starts a real preview session with your agent and streams its replies token-by-token. If the streaming connection drops, it automatically falls back to a plain HTTP request, and you can manually click Reconnect. A status pill shows the current connection state.

Debug Trace​

A side panel shows the Debug trace for each response — which knowledge sources were retrieved and their relevance scores — useful for understanding why the agent answered the way it did.

Sandbox chat with Debug trace panel The live test conversation on the left, connection-status pill above it, and the Debug trace panel on the right.

No Real CRM Writes​

Sandbox conversations never trigger CRM Actions — nothing is written to Contacts, Opportunities, or Tickets while testing here.

Click Reset to clear the session and start fresh.


Video Walkthrough​

Watch the complete walkthrough below.

What's Next​