I’m currently setting up workflows in Intercom to automate some of my customer interactions, but I want to make sure everything is functioning properly before launching it to all users. Is there a way to test or preview the workflows to ensure the messages, triggers, and actions are working as expected? also( Check out ), are there any best practices for testing workflows before they go live to avoid issues with incorrect message delivery or user segmentation? Any advice or tips on how to effectively test workflows would be greatly appreciated!

If you can identify users (like on an internal portal), set your workflows live but limit them to test users only. Or, install Intercom Messenger on a staging site and test the workflows there to make sure everything works properly before launching.

To test workflows in Intercom before going live, you can use the "Preview" feature, create a test user, manually trigger events, and send test messages (in-app and email). Additionally, review workflow logs, use Test Mode for messenger workflows, collaborate with your team for feedback, and consider A/B testing with a small audience. These methods ensure your workflow works as intended before activating it for real users.xactconstructionestimate

How do I test workflows in Intercom before making them live?

How do I test workflows in Intercom before making them live? | Community

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