Now Live: Instantly Build and Test Your Automated Workflows in SalesEdge.io’s AI Builder

Now Live: Instantly Build and Test Your Automated Workflows in SalesEdge.io’s AI Builder

We're excited to announce a powerful new update for coaches and business owners using SalesEdge.io: you can now test your automated workflows live, right inside the AI Builder chat—no more guessing or switching screens.

What’s New?

• Test workflows instantly: Each time AI Builder creates or edits a workflow for you, it now includes a “Test workflow” button at the end of its chat reply.
• Easy setup: Click “Test workflow” and choose how you want to simulate the automation—either by enrolling a contact from your list or testing using specific events. You’ll be able to review the selected contact’s details before starting.
• See every step in action: Once you start the test, you'll watch each action play out on the canvas, clearly showing which steps have run, succeeded, been skipped, or completed.
• Step-by-step reports: The chat will keep you updated in plain language, giving you a visual checklist of each step that was executed during the run.
• Understand the results: After the test is done, AI Builder provides a summary that shows which steps ran, which were skipped, and highlights any errors or missing data. You can also click any step to see exactly what information went in and out of it during the test.
• Quick retesting: Made a change? Simply click “Run another test” to try your new updates immediately.

How to Use This Feature

1. Go to Automation > Workflows and open the workflow you want to build or edit.
2. Open AI Builder, describe what you’d like to create or adjust, and let SalesEdge.io do the work for you.
3. Once your workflow is ready, click the “Test workflow” button in the AI Builder’s response.
4. Choose whether to enroll a contact or test using events, and select your test contact or event.
5. Click “Start test run” and watch as SalesEdge.io shows each step’s progress live on the canvas.
6. Read the summary after the test completes and review any step for detailed input and output.
7. When you’re satisfied, save and publish your workflow.

Important Note: Testing runs the actual workflow steps—meaning tags are added, messages are sent, and actions are performed. We recommend testing with your own contact or a dummy contact to avoid reaching real clients unintentionally.

Why This Matters

With this feature, building automations is not only fast, but also worry-free. You no longer need to leave the builder or dig through confusing logs to make sure everything works—the entire process is streamlined and transparent, all in one place.

Good to Know

• Some workflow actions may be skipped during testing. The summary and canvas will always show you which ones.
• Testing is optional—you can choose to save and publish a workflow without running a test first.

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For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.