How do I test, pause or delete an automation?
Click Test it to run it once now. Use its switch to pause it. To delete it, open it, click Delete and confirm. Or ask your bot.
Click Test it to run an automation once, right now. Use its on/off switch to pause it and turn it back on. To delete it, open it, click Delete and confirm. You can also just ask your bot: "turn off the overdue invoice call".
Also called: turn off, stop, disable, try, run now, remove, désactiver, arrêter, tester, supprimer une automatisation
Step 1: Test it
On the automation's card under the bot's reply, click Test it. It shows Running it now, then It worked. or why it didn't.
A test runs even when the automation is off, on your newest matching record. It never reaches a customer: you get what the customer would have gotten, marked as a test. If there's no phone to send to, it says "It worked. The text went to your chat here: there was no phone to send it to."
Click: the automation's card › Test it
Step 2: Pause it or turn it back on
On the bot's page, under What I do on my own, flip the switch next to the automation. Off, it stops running until you turn it back on. A reminder that already went shows Done instead of a switch.
Click: What I do on my own › the switch
Step 3: Delete it
Under What I do on my own, click the automation to open it, then click the trash button (Delete). Confirm with Delete: "Delete this automation? It stops for good."
When it's open, you also see who set it up and its Recent runs: Worked, Failed, Running, Waiting or Skipped, with Test on test runs.
Click: the automation › Delete › Delete
From your CRM
In your team app, open Settings › Automations. Click one to open it: Test it, Change it (opens Ask Alori), the switch, Delete and Recent runs (click Refresh to update). Someone else's automation says "Set up by someone else: only they or the owner can change it."
If it doesn't work
"Your app needs an update first. Publish it once, then test again." Click Publish, then test again.
"Nothing to test it on yet. Add one, then test again." No record matches yet. Add one, like a deal, then test.
"Your app didn't answer. Try again in a minute." Wait a minute, then test again.
"Your app has no texting number yet." Get a business number in Phone system.
"That phone number can't get texts." Fix the person's mobile number.
"Out of credits." Add credits, then test again.
"That reminder already went, so it can't be turned back on." Ask your bot for a new reminder.
"The test didn't work. Try again." Try again. If it keeps failing, tell the bot what happened.