SimboVara Workflow Customization: Test Your Workflow Changes - Admin Panel

Purpose 

 Verify that edits behave as expected before you make any changes on the workflows. 

 Quick test plan 

 

 

 Make one change and Save . 

 

 

 Place a live call to your main number during office hours and confirm: 

 

 

 Opening prompt and language choice if enabled 

 

 

 Identity questions including DOB read-back if enabled 

 

 

 Website answers for common FAQs 

 

 

 Transfer to Front Desk when requested 

 

 

 

 

 Place a call after hours and walk through the on-call menu if enabled. 

 

 

 Trigger each edited workflow with a simple statement and confirm the questions are asked in order. 

 

 

 Trigger each conditional transfer rule and confirm the call routes correctly. 

 

 

 Tips and Good practices 

 

 

 Keep a shared checklist so the team runs the same tests. 

 

 

 Re-test after any phone system or schedule change. 

 

 

 Collect two or three real caller recordings each week to spot issues early.