Automation rule test mode helps you verify how triggers and automation rules work in deals. Use it when you start working with automation or when you set up new scenarios. You can review each step, catch errors, and confirm that your setup works as expected.

Run a test after you finish configuring your automation rules. The test mode window records all actions and shows any errors.

Select a stage on the left to view its automation rules. On the right, choose the fields you want to track and review detailed logs.

In the example, the New stage includes three automation rules. Only two were completed because the third did not meet its condition.

Test modes

You can choose between two test modes:

• Test using demo deal: Creates a sample deal and shows how triggers and automation rules run in a controlled example.
  Automation rule test mode: Test using demo deal

• Test using real life deal: Waits for Contact Center to create a new deal in CRM. Then you can select that deal, move it through stages, and review how automation runs in real conditions.
  Automation rule test mode: Test using real life deal

To run a test:

1. Go to CRM > Deals.
2. Click Automation rules.
3. Click Test mode in the top-right corner.
4. Select a test mode.
5. Click Start.

Test logs

All test results are saved in logs.

To view logs:

1. Go to CRM > Deals.
2. Click Automation rules.
3. Open the Test logs tab.

A panel opens on the right with detailed results.

If you run multiple tests, rename your logs. This makes them easier to find later.