Overview
Preview profiles let you test how a chat appears to participants with specific profile attributes, such as location, age group, or customer type.
When your chat uses display logic based on profile attributes, certain questions may only appear to participants who meet specific criteria. Creating a preview profile allows you to simulate those participants and quickly test different chat experiences.
Preview profiles are saved and can be reused whenever you preview the chat.
Creating a Preview Profile
Method 1: Create a Preview Profile from the Authoring Tab
In the authoring tab, click Preview Chat.
Select Manage Preview Profiles.
Click Create Profile.
Enter a name for your profile and configure the profile attributes required for your test scenario.
Click Save.
Method 2: Create a Preview Profile from the Preview Window
Open Preview Chat and launch the preview window.
Click the Previewing as dropdown.
Select Custom Participant.
Configure the profile attributes required for your test scenario.
Click Apply.
Click on Save Profile at the top (next to 'previewing as' option). Enter a name for the profile and save it.
Using a Preview Profile
Open the preview window.
Click the Previewing as dropdown.
Select the preview profile you want to use.
The chat will refresh and display the experience for a participant matching that profile.
All saved preview profiles will be available from:
The Previewing as dropdown in the preview window.
The Manage Preview Profiles window.
Other preview settings:
You will also be able to customize preview profiles with input variables
You can mimic live chat behavior
You can test the chat flow based on quota states (Within quota and Over quota)
You can disable randomization of choices so that it appears in the same order as authored.
You have an option to bypass force watch video if it is enabled on the chat