Test an automation before leads get it

Steps

1. Open the automation and click Test run.
2. Check your name, your WhatsApp number and your email. At each check choose If yes or If no.
3. Click Run test. Each WhatsApp and email really comes to you; the payment-link message shows where their link will go.
4. Everything else is only described, for example 'Would move the lead to Won'. Click Test again to try another path.

Good to know

More in this section

• Choose when an automation starts
• What each automation step can do
• Time each step: waits, events and send hours
• Add an if / else check
• Build on the automation canvas
• Write an automation message with AI
• All guides →