The Client Testing Portal allows Agency accounts to share a link with anyone you wish to demonstrate an agent's conversation and capabilities. This page will follow the rules of your white label settings so you can demo CloseBot to your potential clients. This fast tracks your clients to understanding what it is you are selling without lengthy explanations or difficult set ups.

From within the Job Flow Builder window that you are trying to share, you will find a button that looks like a game controller.
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Once you click the button, a window will pop up.
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By clicking on the "New Link" button, you will see a link be created.

From here you can select the appropriate subaccount and have the options to Copy, Pause or Delete the link.

Copy - Copies the Share Link URL to your clipboard.

Pause/Resume Link - Disables/enables the agent demo that was shared.

Delete - Deletes the agent demo and link.

When your contact opens the link, a window will appear asking if they would like to enter their website.

This will scrape their website and attach it as a knowledge base for the demos purposes. They can also choose to skip this step.

After making their selection, they can start chatting with the widget!
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