Testing a procedure

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Test procedures with AI agents to validate effectiveness and identify improvements.

About this task

Testing allows you to validate that the AI agent interprets and runs procedure steps correctly. The agent prompts for inputs, uses MCP tools, and follows rules as defined in the procedure.

Procedure

  1. From the Operations Studio page, select the My Procedures tab.
  2. Locate the procedure in the list.
  3. Click the procedure name to open it.
  4. Click the Test button within the procedure.
    The chat interface automatically opens and the AI agent automatically begins running the procedure.
  5. When the agent prompts you for any necessary inputs defined in the procedure steps, provide the requested inputs.
  6. Review the agent's running and outputs as it continues running the procedure steps.

Results

The testing process includes the following characteristics:

  • The agent runs procedure steps in sequence.
  • The agent prompts for input when it encounters variables defined in steps (for example, [[var:transaction_id]]).
  • The agent uses MCP tools as defined in the procedure steps.
  • The agent follows the rules defined in the Rules section.
  • Running continues until all steps are complete.

The chat interface displays the following information:

  • Agent messages and prompts
  • Agent's analysis and decisions at each step
  • Complete running flow documentation
  • Any errors or issues encountered

What to do next

After testing, complete the following actions:

  • Review the complete running in the chat history.
  • Identify any gaps, errors, or improvements needed.
  • Edit the procedure to address identified problems.
  • Retest until procedure runs successfully.
  • Update procedure status based on test results.