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AgentsTesting & iteratingFloating chat preview

Floating chat preview

The floating chat preview is the Widget Preview panel in the lower-right corner of the current agent builder. It opens a compact chat for saved agents and shows Save To Preview for new agents that do not have an ID yet.

What you can do here

  • Open or collapse the preview widget.
  • Save a new agent before previewing it.
  • Send test messages with the current saved configuration.
  • Check whether knowledge, tools, guardrails, and response settings behave as expected.
Agent builder showing the Widget Preview panel with compact chat controls

Test in the preview

  1. Open an existing agent or save a new agent.
  2. Use the lower-right Widget Preview panel.
  3. Send a normal user request.
  4. Send an edge case or malformed request.
  5. If the agent uses knowledge bases, ask a question that requires those sources.
  6. If the agent uses structured output, verify the response follows Structured output & JSON schema.

What to test

BehaviorWhy
InstructionsConfirms the Profile tab prompt is being followed.
Model settingsConfirms the AI Model tab is not too random, too terse, or too expensive for the use case.
Knowledge retrievalConfirms attached knowledge bases are relevant and current.
Tools and workspaceConfirms enabled capabilities are reachable and not over-permissioned.
GuardrailsConfirms risky or off-topic prompts are handled the way you expect.
ChannelsConfirms channel-specific wording before sharing through Slack, WhatsApp, voice, or email.