> ## Documentation Index
> Fetch the complete documentation index at: https://docs.xpander.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Testing & Chat

> Test your agent in the Agent Studio and debug its behavior before deploying

<Note>
  This page is being phased out. For the current way to interact with and test an agent, see [Build an Agentic App](/guides/omni/agentic-applications/build-your-first-agentic-application) in the User Guide.
</Note>

Before you deploy, run through the checklist below in the Agent Studio chat. Every feature you configured in the previous pages - instructions, tools, knowledge bases, memory, and model settings - should be verified here.

You don't need to publish to test. The chat always uses your latest **saved** configuration.

<img src="https://mintcdn.com/xpanderai-099931d1/OGlJJ1lp1VY3af7I/images/guide/agent-workbench.png?fit=max&auto=format&n=OGlJJ1lp1VY3af7I&q=85&s=f83ec559a62112a6be3f7b7d7dd8c3cd" alt="Agent Studio with the chat interface and configuration controls" width="3626" height="2190" data-path="images/guide/agent-workbench.png" />

## Testing Checklist

Work through each section below. If something isn't working, check the linked configuration page for that feature.

### Instructions and Personality

*Your agent should sound like the persona you defined and stay within the boundaries you set.*

* **Basic behavior**: Send a few messages and check that the agent responds in the tone, style, and format you defined in your [Instructions](/guides/agents/agent-configuration#instructions).
* **Boundaries**: Ask the agent to do something your instructions explicitly forbid. It should decline or redirect - not comply.
* **Off-topic handling**: Ask something completely unrelated to the agent's purpose. Verify it stays on topic or deflects the way you intended.

### Tool Usage

*Your agent should pick the right tool for the request and pass sensible parameters.*

* **Trigger each tool**: For every tool you [attached](/guides/agents/tools-connectors#add-tools-to-your-agent), send a message that should trigger it. Verify the agent picks the correct tool.
* **Inspect the tool call**: Click on the tool call in the chat to expand it. Check the tool name, input parameters, raw output, and execution time. This tells you whether a problem is with tool selection, the parameters the agent chose, or the tool itself.
* **Tool dependencies**: If you set up [dependencies](/guides/agents/tools-connectors#tool-dependencies), try to trigger the downstream tool directly. The agent should call the prerequisite tool first.
* **Ambiguous requests**: Send a message that could match multiple tools. Verify the agent picks the right one. If it doesn't, add tool-specific instructions or reduce the number of enabled tools.

### Knowledge Base Retrieval

*Your agent should answer from your documents when relevant and admit ignorance when they don't cover the question.*

* **Answerable questions**: Ask questions your [Knowledge Base](/guides/agents/knowledge-bases) documents should cover. Verify the agent's answers are accurate and grounded in your content.
* **Unanswerable questions**: Ask something your documents don't cover. The agent should say it doesn't know - not hallucinate an answer.
* **Edge cases**: Ask questions that are partially covered or use different phrasing than your documents. If results are poor, adjust the similarity threshold or Top K in your [Knowledge Base settings](/guides/agents/knowledge-bases#tuning-relevance).

### Memory

*Your agent should remember what you told it earlier, both in this conversation and across new ones.*

* **Within a thread**: Tell the agent a fact ("My timezone is EST") and reference it later in the same conversation. It should remember.
* **Across threads**: Start a new thread and check if [User Memories](/guides/agents/memory-state#user-memories) persist. If they don't, verify that User Memories are enabled and that `user_id` is consistent.
* **Agent memories**: If you enabled [Agent Memories](/guides/agents/memory-state#agent-memories), verify the agent stores and recalls organizational knowledge across users and threads.

### Multimodal Input

*Your agent should read and reason over files you attach alongside your message.*

* **Upload supported files**: Send a PDF, image, or audio file and verify the agent processes it correctly.
* **Combine text and files**: Send a message with both text and an attachment. Verify the agent uses both in its response.
* **Unsupported files**: Upload a file type the agent shouldn't handle. Verify it responds gracefully instead of failing silently.

### Planning and Reasoning

*Your agent should break complex tasks into steps and produce deeper answers on hard questions.*

* **Planning mode**: If you enabled the [Checklist Toolkit](/guides/agents/ai-models-intelligence#planning-mode), give the agent a multi-step task. Verify it creates a plan and executes steps in order. Check the Monitor tab's **Tasks** view to see the execution plan.
* **Reasoning mode**: If you enabled the [Reasoning Toolkit](/guides/agents/ai-models-intelligence#reasoning-mode), ask a question that requires careful analysis. The agent should produce more thorough, well-structured answers than it would without reasoning enabled.

## Set up Error Notifications

Get alerted when your agent completes a task or encounters an error.

<Steps>
  <Step title="Open the Notifications section">
    In the Agent Studio **General** tab, expand the **Notifications** section.
  </Step>

  <Step title="Choose Success or Error">
    Notifications are split into two tabs: **Success** and **Error**. Configure them independently - you might want email on errors but webhook on success.
  </Step>

  <Step title="Add Email or Webhook notifications">
    Click <kbd>+</kbd> next to **Email** or **Webhook** to add a notification channel.

    * **Email**: Add recipient addresses, and optionally customize the subject line, body, and logo URL.
    * **Webhook**: Enter a URL to receive a POST payload. Optionally customize the subject, body, logo URL, and add custom headers (or switch to raw JSON).

    <Frame>
      <img src="https://mintcdn.com/xpanderai-099931d1/OGlJJ1lp1VY3af7I/images/guide/error-notifs.png?fit=max&auto=format&n=OGlJJ1lp1VY3af7I&q=85&s=9d69c3cabc54a643c6d86b840f4634b5" alt="Notifications panel showing Email and Webhook configuration under the Error tab" width="400" data-path="images/guide/error-notifs.png" />
    </Frame>
  </Step>
</Steps>

## Next Steps

<CardGroup cols={2}>
  <Card title="Deploy Your Agent" icon="rocket" href="/guides/agents/deploy-agent">
    Publish and connect to Slack, API, SDK, and more
  </Card>

  <Card title="Agent Configuration" icon="sliders" href="/guides/agents/agent-configuration">
    Full overview of all Agent Studio settings
  </Card>
</CardGroup>
