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How can I preview and test Fin?

An overview of all of the different ways that Fin can be tested across the product.

Updated this week

We've made it easy for you to test Fin out at every step in the experience, to help you build confidence in Fin's answers and set up, in preparation to deploy.


Fin previews

  • Fin provides interactive previews in the Train section, which are for manual, one-off, in-context testing.

  • When you're tweaking guidance or deployment settings like intro messages, you can quickly preview how this feels from the customer's standpoint.

  • Its main purpose is to give you confidence that your recent changes work and look as expected.

Preview as a specific user

To preview how Fin responds to a specific user or brand, select the Preview user dropdown at the top of the preview and then select User or lead.

This let's you impersonate real users/leads and see exactly how Fin will respond. You can simulate real scenarios using live or dummy data, test data connectors, and validate every answer.

Customer view and event logs

When Fin answers in your preview, you can see both the customer view and the event log. The event log shows you the events that are happening behind the scenes, and also the sources that Fin used to create its answer.

A couple of example scenarios are documented below:

Scenario

Customer view tab

Event log tab

Testing Content

Testing Guidance

Preview Content

When you're in the Train > Content area, you'll see a preview on the right hand side. This allows you to test Fin's answers as you provide Fin with additional content sources.

Preview Guidance

When you're in the Train > Content area, you'll see a preview on the right hand side. This allows you to test Fin's answers as you provide Fin with additional content sources.

Preview Tasks

When creating Tasks for Fin, you can preview the Task using the "Preview" button in the top right. This will automatically run the task to show you what Fin's output would look like to a customer.


Fin batch tests

The Test section is for comprehensive batch testing. It helps you check content coverage, debug unexpected results, check Fin's behavior, and rate Fin’s responses for multiple questions at a time.


Live tests

  • Each channel you deploy Fin to has its own testing flow that allows you see Fin in the environment in which it will be deployed.

  • Fin will utilise all training you've given and follow the workflow that you've defined for the channel being tested.

  • This is a final phase of testing for you to see exactly how Fin will look and behave before you set it live.

Example shown: Fin Messenger

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