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How to test your Heron setup before going live

Run test calls during your trial to confirm Heron is handling bookings, inquiries, and urgent scenarios correctly.

Written by Support
Updated over 7 months ago

Testing gives your clinic confidence before launch. By simulating real calls, you and your staff can see exactly how Heron responds, refine scripts, and make adjustments so patients get the right experience from day one.

Heron’s Customer Success team will guide you through this process as part of your trial.

⚙️ How to Test

  1. Call your clinic line during business hours to confirm standard routing.

  2. With your team, simulate the most common scenarios:

    • Booking requests → Can Heron capture preferred times?

    • Cancellations → Does it log the cancellation correctly?

    • FAQ responses → Are patients getting accurate info (e.g., hours, location)?

    • After-hours inquiries → Does Heron answer and record them properly?

    • Trigger words (emergency phrases) → Are urgent calls escalated correctly?

    • Urgent calls → Is staff alerted in real time?

  3. Review the call summaries in Heron (transcript, TL;DR, intent).

  4. Adjust scripts and FAQs as needed based on test results.

✅ Best Practices

  • Run at least 5–10 test calls before going live.

  • Include both routine and urgent scenarios.

  • Involve front desk staff — they know what patients commonly ask.

  • Document any changes made during testing for future reference.

👉 With thorough testing, you’ll launch Heron knowing that your patients will always be looked after, no matter the time of day or type of inquiry.

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