Testing your agent before going live

Before installing HaloDesk on your website, you should always test your agent to make sure it:

  • Understands your content

  • Answers questions correctly

  • Escalates when it should

HaloDesk makes this easy with the Playground.


What is the Playground

The Playground is a testing environment that uses the same chat widget your visitors will see on your website.

It lets you:

  • Ask the agent questions

  • Review how it answers

  • Adjust its behavior before going live

Messages sent in the Playground do not count as live conversations.


Testing basic knowledge

Start by asking:

  • Common customer questions

  • Questions based directly on your documentation

  • Variations of the same question

This helps you confirm the agent understands:

  • Your terminology

  • Your product features

  • Your support policies


Customizing behavior with the system prompt

Inside the Playground, you can customize the system prompt, which defines:

  • Tone of voice

  • Writing style

  • Rules the AI must follow

  • What the AI should or should not do

HaloDesk provides ready-to-use templates (for example, Support Agent) that you can use as-is or customize.

Changes to the system prompt take effect immediately in the Playground.


Testing escalation behavior

Make sure to test scenarios where the AI should escalate to human support, such as:

  • “I want to talk to a human”

  • Complex or ambiguous questions

  • Requests outside the knowledge base

When escalation happens, the conversation will appear in the agent’s Inbox as a ticket.


Testing after updates

You should revisit the Playground whenever you:

  • Add or remove sources

  • Update files or text

  • Change the system prompt

This ensures the AI is always aligned with your latest content.


When you’re ready to go live

Once you’re satisfied with the agent’s responses:

  • Install the chat widget on your website

  • Turn the widget on from the Deploy tab (this is on by default)


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