Aimdoc

Testing Draft vs Live Agents

Aimdoc agents support Draft and Live behavior so you can safely test changes before publishing. This guide explains how to test Draft changes and when to switch to Live for full integration validation.

Draft vs Live

  • Draft: Your unpublished changes can be tested without affecting your live production agent.
  • Live: Your published agent behavior that website visitors experience in production.

In Draft mode, notifications and CRM sync do not fire. If you need to verify downstream integrations, test in Live mode.

Testing in Draft mode

There are two ways to test your draft changes in the Agent Builder:

1) Widget mode (default)

In the Preview panel, leave the toggle in Widget mode (default). This renders your Draft agent directly in the builder.

Use this mode for quick visual checks and appearance validation.

2) Website mode

In the Preview panel, toggle Website on.

You do not need to enter a website URL to test in this mode. Click Generate Preview to open a full-page preview in a new tab showing how the widget experience behaves on a webpage.

For real testing, prefer Website mode.

  1. Generate the preview URL from Website mode.
  2. Copy and open that URL in an incognito/private window.
  3. Run your test flow as a fresh visitor.

Using incognito helps simulate a clean session. Otherwise, the AI may remember your existing contact profile and previous events.

Testing in Live mode

Use Live mode when you need to validate production behavior and downstream systems, including:

  • Notification delivery
  • CRM sync
  • End-to-end integration behavior after publish

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