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How to test the site chat without installing it

Open the site chat in a separate tab and chat with the AI as if you were a visitor, before adding the code to your site.

1 min readBasicUpdated on November 12, 2026

Where to find it in Cognizy

ConfiguraçõesCanaisChat do site

Open in CognizyOpens the screen in Cognizy. Sign in if asked.

Video lesson coming soon. For now, follow the steps below.

Before installing the chat on your site, it's worth chatting with it like a customer would. Cognizy opens the chat in a separate tab, already set up with your account's colors, texts, and AI, with no need to touch any code.

Where to find it in Cognizy

ConfiguraçõesCanaisChat do site

Open in CognizyOpens the screen in Cognizy. Sign in if asked.

Before you start

  • Only the owner and admins can access the site chat.

Step by step

  1. Step 1:

    Open Settings › Channels › Site Chat and click the Installation tab.

  2. Step 2:

    Under Test the widget, click Open in new tab.

  3. Step 3:

    In the tab that opens, type a customer-style question and see the response. The test conversation also shows up in Serve › Conversations, just like any other.

How to know it worked

The chat opens in its own tab and responds the way it will on your site.

If something goes wrong

The test chat didn't respond.

Check that the AI is turned on in Settings › AI and that the account has credits. Without that, the message arrives in Conversations and waits for someone on the team.

Next step

Install the chat on your site.

Sign in with your Cognizy account to save your progress.

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