Testing Willa before going live
Run a few practice calls to make sure Willa answers, books and routes the way you want.
Where in Willa: Willa > Test
Who can do this: Anyone on your team.
Before you start
- Your Willa number
- A made-up family scenario
- One address inside your service area and one outside
- 1
Call your Willa number
Pretend to be a family member looking for care for a parent.
- 2
Try a full intake
Give a care need, an address inside and outside your area and ask to book.
- 3
Check the results
Open Calls to see the transcript and summary, and Leads to see the new lead.
Calls. Open any call to read the transcript and summary. Family inquiries. New leads from calls, forms, chat and Meta all land here. - 4
Adjust and repeat
Edit knowledge or personality, save and call again.
Check it worked
Your test call shows a transcript and summary in Calls, and a new lead with the details you gave appears in Family inquiries.
Common problems
- My test lead will get follow-up texts and calls.
- Use your own number. You can reply STOP or pause follow-up on the lead after testing.
- Willa didn't offer times to book.
- Booking needs Google Calendar connected and the address inside your service area. Check both.
- The summary is missing details I said.
- Speak naturally but give the key details clearly: who needs care, the address and how soon.
Related guides
Need a hand? Email kyle@heywilla.ai.