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Talk to your agent for the first time

Message the channel you connected and your agent replies within seconds using your knowledge and tone. The first conversation is the fastest way to spot anything missing from your setup.

Last reviewed 29 September 2026

What a first conversation looks like

You send a message the way a customer would — 'How much do you charge?' or 'Can you come out on Tuesday?' — and the agent answers in plain language, using what you gave it.

Test it properly

Ask the three or four questions you get asked most, then ask one you would never expect a new starter to know. The second question tells you whether the agent is honest about not knowing.

  • Your most common enquiry
  • A question about price or availability
  • Something outside what you do — the agent should say it can't help rather than invent an answer
  • A request for a person — the agent should offer to hand over

If an answer isn't right

Add or correct the knowledge source and ask again. See My agent gives wrong answers if it persists after the source is fixed.

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