What this page is for
This is a hands-on practice space for your team to try your Chat AI assistant, exactly as your members will, before it goes live on your own website.
Ask real questions, read the answers, open the links Chat AI provides, and tell your Interface AI contact about anything that looks off. Nothing you do here affects your production website or any member account.
Everything happens inside the chat bubble in the bottom-right corner. This surrounding page is a plain backdrop so the assistant has somewhere to sit while you test. Your own brand colors, logo, and greeting will style the assistant itself when it launches, not this page.
What to test, and what to skip
This round is a knowledge test. You are checking whether the assistant gives correct, well-sourced answers to questions that can be answered from your public website content and from the documents you shared with us to load into its knowledge base. Please keep your testing to that.
- Rates, fees, and product details published on your website
- How to open an account or apply for a loan (the information, not the transaction)
- Branch and ATM locations, hours, and contact details, when that information is published on your website or in the documents you provided
- Policies, disclosures, and FAQs from the documents you provided
- The everyday "how do I" and eligibility questions your members ask
- Checking a real balance or viewing account activity
- Transfers, payments, or moving money
- Scheduling or booking that runs through a connected system (API)
- Asking to be transferred to a live agent or staff member
- Anything that needs you to log in to a real account
- Anything the assistant would need a live system or API lookup to answer (for example an ATM or branch locator that queries a locations service, or real-time rate feeds), even for locations or hours
Using the assistant
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Open it
Tap the round chat bubble in the bottom-right corner. The assistant opens with a short greeting.
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Try the suggested-question buttons
The greeting usually shows a few one-tap buttons for popular topics. Tapping a button is the same as typing that question, a quick way to begin.
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Ask a question in your own words
Type a question in the box at the bottom and send it. Phrase it the way a member really would. A short typing indicator appears while the assistant prepares its answer.
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Ask follow-up questions
Keep the conversation going. The assistant remembers what you already asked, so you can say things like "what about a used car?" without repeating yourself.
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Use the reference links
Answers often include a reference link to the page or document the answer came from. Open it to check the source. See section 05 for how links behave here versus on your live site.
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Open the options menu
The three-dot menu in the top corner of the chat window holds extra options, such as clearing the chat and leaving feedback.
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Start a new conversation
To test a fresh question with a clean slate: open the three-dot options menu in the top corner of the chat window, then choose "Clear chat" (this wipes the current conversation and starts a new one). If you only want to step away for a moment, minimize the window instead by tapping the minimize or close control on the chat header; your conversation is kept and reopens where you left off, whereas clearing the chat starts over from scratch.
Reading the answers
A few parts of each answer tell you where the information came from and how much to rely on it.
- Reference links and citations
- Point to the exact web page or document the answer is based on. They are the assistant showing its work, so you can confirm the answer against the real source.
- Suggested-question buttons
- Tappable shortcuts for common questions and sensible next steps, for example "Compare options" or "Branch hours". Tapping one simply sends that question for you.
- Where sources appear
- The assistant answers first, in plain language, then shows the link or document it used. When it opens a document, it jumps to the relevant part and highlights it so you do not have to search.
- When it is unsure
- If the assistant does not have a good source, it should say so and offer to help another way rather than guess. That is correct behavior. Note the question so the knowledge base can be improved.
Reference links behave differently here than on your live site
Please read this before you click a reference link, so the behavior does not surprise you. This test page lives on an Interface AI hosted domain, not on your own website, so links open in a new tab here to keep your test conversation safe.
| On this test siteOpens in a new browser tab | On your own live websiteOpens in the same tab |
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Tips and reporting
- Ask real member questions, phrased naturally, not keywords.
- Try a few wordings of the same question to see if answers stay consistent.
- Include the everyday and the tricky questions your members really ask.
- Open the reference links to confirm each answer against its source.
- Test on both a computer and a phone, since the layout can differ.
- Note anything wrong: a wrong answer, a missing or broken link, or poor formatting.
How to report an issue
When something is not right, send it to your Interface AI contact. We will fix it and make it available for you to test again the next day. To help us reproduce it quickly, please include:
- The exact question you asked (copy and paste it).
- What the assistant answered, and what you expected instead.
- A screenshot if you can, plus whether you were on a computer or a phone.
- The conversation ID from Assemble (see below), so we can trace exactly what happened.
Finding the conversation ID: sign in to Assemble, open the Conversations area (your conversation history), find your test conversation by date and time, open it, and copy the conversation ID shown there. Your Interface AI contact can point you to the Conversations area and the full steps in the user guide.