Conversation preview in Agent Builder
Key Takeaway
Test your agent in the Preview panel. After you edit the agent, click the reset icon to refresh the session before you retest. Simulate mode validates configuration without running actions, while Live Test mode runs actions and changes data in your org.
Conversation preview is the Preview panel in Agentforce Builder. In it, you chat with your agent the way a user would, and then you inspect how the agent reasoned and acted for each message. It is the starting point for manual testing. You use it to confirm your agent's configuration and to check the agent's behavior after you make changes.
How to start a preview
To test in Agentforce Builder, you need the "Manage AI Agents" permission plus the permissions required for your agent type. Testing is available in Lightning Experience on these editions:
- Enterprise Edition
- Performance Edition
- Unlimited Edition
- Developer Edition
To start a preview, follow these steps:
- Go to the Agents page in the Agentforce Studio app.
- Open your agent in Agentforce Builder.
- Click "Preview".
- Select a test mode: Simulate mode or Live Test mode.
- Enter a typical user question or request in the chat window.