Test the visitor and staff experience together
Use two browser contexts to check what a visitor sees while your team takes over and replies.
Before you begin
Sign in and use the workspace switcher to select the organisation you want to set up. Keep a small set of real customer questions ready for testing.
Step by step
- 1
Open separate contexts
Keep the Corthex staff dashboard in one browser window and the website widget in a private window or separate browser profile.
- 2
Send a distinctive question
Use a harmless test message that is easy to find. Confirm it appears under the expected agent in Inbox.
- 3
Request and take over
Ask for a person, open the request and choose Takeover. Confirm the AI stops competing with the staff response.
- 4
Reply with the widget closed
Close the visitor’s floating messenger, send a staff reply and check the message preview and unread badge. Click the preview to reopen Chat.
- 5
Finish the test
Resume the AI if further automated support is expected, or close the conversation when the issue is complete.
Good to know
Private windows separate visitor session state. Avoid using real customer details or payment data in tests.
Check the result
Complete a test from your public website and check the resulting conversation in Inbox before inviting customers.
Questions & troubleshooting
Why is the same old conversation opening?
The widget resumes the current browser session. Start a new conversation or use another browser context for a fresh visitor.
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