Help · Getting started

Test your front desk

Check answers, messages and transfers by phone, chat and talk in browser before sending customers to Hello.

Call your own Hello number to hear what customers will experience. This is your working front desk, so use test details rather than sensitive personal information.

Make a test call

  1. Open Home.
  2. Find Your Hello number is and select its Call button, or dial your Hello number.
  3. Ask about your opening hours, services and a common customer question.
  4. Ask to leave a message or request a callback.
  5. Ask for a team member if you have set up transfers.

If your number is still being set up, wait until it appears before testing.

Test chat and talk in browser

  1. Open your support page at your support page address.
  2. Select Start a chat and ask the same questions.
  3. Select Talk now, if shown, and allow your microphone.

Check the result

  1. Open Calls after the test.
  2. Review the summary and outcome.
  3. Compare what happened with your business rules.
  4. Return to Onboarding to correct anything, then test again.

Test the customer route too

Once forwarding is on, call your usual business number from another phone. A direct call to your Hello number does not prove forwarding works.

Use each person's mobile or direct line for transfers. Do not transfer to the main number if that number forwards back to Hello.

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Still stuck? Ask Riley, or email hello@leadica.io.