What Sandbox is
AI Sandbox runs a preview of the configured AI conversation and supported CRM actions. Its simulated lead, selected stage, conversation history and file history are not real customer messages. Stage changes and file cards shown in Sandbox are previews, not proof of live send or database mutation.
Test a full journey
- Save the latest AI Brain configuration.
- Open AI Sandbox and choose a starting stage and relevant channel/source.
- Ask a company FAQ; compare the answer to approved source evidence.
- Answer the qualification questions, including unexpected phrasing and several answers in one message.
- Verify the preview records the expected mapped values and only authorized stage moves.
- Ask for a brochure and confirm the correct file-sharing rule is selected.
- Restart the chat before running a new independent scenario.
Include failure cases
Ask a question absent from your knowledge, request a meeting with unclear timing, answer a dropdown with an invalid value, and use different allowed languages. The bot should clarify or decline unsupported assertions rather than invent a booking or action.
Moving into production
Once a sandbox scenario passes, repeat representative cases from a disposable authorized test contact in a live WhatsApp or Instagram account. Real provider permissions, number routing, worker scheduling, credits and outbound acknowledgements are not proved by Sandbox.