WhatsApp & bot testing
Testing Booking Bot, DBR Bot and Feedback Bot via WhatsApp
Use this manual as a club to replay a real test lead, assess the bot conversations and provide useful feedback to Leadgains.
Brief overview
With a short WhatsApp command you can restart a test flow for your own number. This way you can see how a real lead experiences the first messages, questions, follow-up and possible appointment flow.
There are three test commands: test booking for the Booking Bot, testdbr for the DBR Bot and test feedback for the Feedback Bot. The capital letters make no difference.
A good test is more than checking whether a message is received. Also see if the bot feels right for your club: is the tone correct, is the explanation clear, are the questions logical and does the bot direct you to the right next step?
Have you encountered an incorrect, strange answer or missing appointment during testing? Report that from the conversation with Report Error, so that Leadgains immediately has the correct conversation, context and screenshot.
Supplies
- Your club's official WhatsApp number.
- Your own WhatsApp number with which you want to receive the test.
- Conversations when you want to check the new test contact and the messages afterwards.
- A few minutes to respond as a real lead, not just to receive the first message.
Step-by-step plan
Step 1 - Choose which bot you want to test
First choose which flow you want to check. Each test starts a different bot and therefore tests a different part of your WhatsApp follow-up.
| Commando | Bot | What are you testing? | Definitely try |
|---|---|---|---|
| test booking | Booking Bot | The new lead flow: first message, preference for WhatsApp or call, qualification questions and direction of appointment or trial lesson. | First answer with WhatsApp, then with a goal such as losing weight, getting stronger or starting again. Also test the direction "prefer to call". |
| testdbr | DBR Bot | The DBR flow: the offer, the bot's first response and the follow-up regarding interest in the promotion. | Answer as if you are interested in the pass or promotion. If necessary, ask about available times or indicate a preference. |
| test feedback | Feedback Bot | The feedback flow: questions about experience, satisfaction and review or feedback follow-up. | Test a positive answer and, in a separate test, a less satisfied answer. Check if the follow-up feels different. |
Step 2 - Send the test command via WhatsApp
Open WhatsApp and send one of the three commands to your club's official WhatsApp number. You may use lowercase letters, uppercase letters or a space, for example test booking, TestBooking or Test Booking.
Step 3 - Wait for the first bot message
After the command, your test will be prepared. Leadgains deletes the old test contact with your telephone number, creates a new test contact and then starts the chosen botflow. You will usually receive the first WhatsApp message within a few minutes.
For example, with the Booking Bot you will see a message that thanks you for your interest and asks whether you prefer to tune in via WhatsApp or receive a call. With the DBR Bot or Feedback Bot you will receive the first message of that specific flow.
Step 4 - Answer as if you were a real lead
Respond to the bot as if you were a regular customer or lead. For example, test whether the bot asks questions logically, whether the explanation is clear and whether the flow matches what you want to happen in practice.
- Give natural answers, like a real lead would send them. Short answers are fine.
- Ask a normal question at least once, for example about the pass, the price, the location, the moment or what someone should bring.
- Pay attention to duplicate messages, strange repetition, wrong club name, wrong action, wrong language or an answer that does not fit your question.
- Stop the test when you have seen enough or when the flow has clearly reached the appropriate next step.
Step 5 - Check the conversation in Leadgains
Open Leadgains, go to the correct club account and open Conversations. Search by your name or telephone number. The new contact usually starts with Leadgains test, followed by the type of test.
In the conversation you will see the WhatsApp messages, internal notifications and contact information. This way you can check what the bot sent and how the flow ends up in Leadgains.
Step 6 - Start a new test when necessary
If you want to test again, send another test command to your club's WhatsApp number. You can restart the same bot or switch to another bot.
The same reset occurs with each new test: the existing test contact with your number is deleted and a new test contact is created. This means you always start with a clean test context.
What to assess?
Use this checklist while you test. This way you provide feedback that can immediately be used to improve the bot.
- Home: does the correct first message for the selected test arrive?
- Club details: Is the club name, promotion, location, contact person and tone of voice correct?
- Flow: Does the bot ask logical follow-up questions and stay on the right topic?
- Answers: does the bot understand short, normal answers such as "yes", "preferably WhatsApp", "Monday" or "I want a pass"?
- Appointment direction: Does the Booking Bot or DBR Bot send you to a clear next moment when that is intended?
- Feedback direction: Does the Feedback Bot respond differently to positive and negative feedback?
- No noise: no duplicate, old or contradictory messages are mixed up.
- Leadgains: the conversation is visible in Conversations at the new test contact.
Common problems
No. test booking, TestBooking and TEST BOOKING start the same Booking Bot test. The same goes for testdbr and test feedback.
Use the full test commands: test booking, testdbr or test feedback. This way you prevent an ordinary customer message from accidentally being seen as a test.
Because every new test with the same telephone number deletes the old test contact and then creates a new contact. This is deliberately set up so that the bot can always start from scratch.
In the regular Leadgains contact card you mainly see the latest test contact. When something needs to be investigated, Leadgains support can use the technical test information to analyze the previous test.
First check that you sent to your club's official WhatsApp number and that you only sent the test command. Wait a few minutes. If nothing comes in after that, tell Leadgains which command you sent, which club number you sent and around what time.
Note the time, take a screenshot and report it via Report Error. Do not immediately start several new tests one after the other, so that the conversation can still be clearly examined.
Yes. Always wait until the first new bot message has arrived before testing again. This makes it clear which answers belong to which test.
No, preferably use your own test number. A new test deletes the existing contact with that number and creates a new test contact.