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Testing Before You Go Live

Before you launch a workflow, test the full path from start to finish with a controlled lead record. First, make sure the app is installed correctly and the correct Retell or Vapi setup is connected. Then confirm that your lead record includes the fields your workflow depends on, especially the phone number and any information needed for timezone logic. Next, test the outbound flow itself. If your workflow places a call, make sure the call actually goes through. If your workflow depends on local calling windows, confirm that the wait logic behaves the way you expect. After that, test the post-call side. Confirm that Call Completed fires, that Fetch Call Analysis returns the data you need, and that your later workflow steps can use that data correctly. If your agent uses functions, run at least one live test that checks contact retrieval, contact updates, available slot retrieval, and booking or rescheduling behavior if those actions are part of your workflow. Do not scale the workflow until a full test passes. It is much easier to fix one test lead than a broken campaign.