Testing your widget

Verify the whole path works before you rely on it.

Test the full path, not just whether the button appears.

Before you start

Use a private/incognito window. A normal window may serve a cached page, and may remember that you dismissed the widget earlier.

Have a phone you can answer that is not the destination number — you need two distinct phones to test a callback properly, one for each leg.

The checklist

1. It appears. Open your site. The widget should load within a few seconds, in the right corner, in your brand colour.

2. It appears on the right pages. Check a page that should show it and one that should not. See Display rules.

3. It opens. Click it. The panel should open showing the channels you enabled.

4. The form validates. Enter an obviously invalid phone number. It should be rejected rather than accepted and silently failed later.

5. Your side rings. Enter a real number and submit. Your configured destination should ring within a few seconds.

6. The visitor side rings. Answer your side. The number you entered should then ring.

7. Both sides can hear each other. Speak on both. One-way audio usually means a browser microphone permission problem — see Calls are not connecting.

8. It is recorded. Hang up and open Calls. The call should be listed with its duration and, if recording is on, a playable recording.

9. A lead was created. Open Leads. A new lead should exist with the number and any fields you captured.

10. Your alerts fired. Check the channels you configured — email, Slack, SMS.

Test the unhappy paths too

Nobody answers your side. Request a callback and let it ring out. Confirm your retry settings behave as configured and the request appears as a missed callback. See Alerts & retry.

Outside business hours. Temporarily set your business hours so you are closed, then reload the widget. Confirm it offers what you intended — scheduling, a message, or the AI. Set the hours back afterwards.

On a phone. Do the whole flow on a real mobile device. Check the panel is usable and the form is not pushed below the fold.

Test calls and billing

Test calls consume the same minutes and allowances as real calls. Keep them short.

If something fails

• Widget not appearing → The widget is not showing

• Calls not connecting → Calls are not connecting