The steps
1
Add the agent
On the Agents tab press Add an agent. Give it a name, pick the channel, type its address and choose how we test it. See Add an agent.
2
Prove it is yours
The agent starts as Not proven yet. Put the code we give you on the agent’s site or in the bot’s About text, then press Check now. We send no test message before this.
3
Set the rules
On the Rules tab tick the standard rules and, on Pro and above, write your own. At least one “must never” rule is needed. See Rules.
4
Sign the testing agreement
On the Tests tab your workspace owner or an admin reads the agreement, types their name and role and presses Accept and sign. See The testing agreement.
5
Connect the agent
A web agent must answer our signed request. An agent on our test tools must list them. See Connect a web agent and Connect our test tools.
6
Plan a test
Press Plan a test, pick what the attacker should try, how long each conversation may be and how often it runs. The form shows how many test conversations it will use. See Run tests.
7
Start it
An owner or admin presses Start, types the agent name and presses Start test. The first message goes out within a few minutes. The test list shows “N of M messages” while it runs.
8
Read the report
When the test finishes, a report is written. On Essentials and Pro it is published at once. On Team and above a DeepBlocker analyst reviews it first. See Reports.
What the attacker is
Every customer test uses the same neutral attacker: a customer called Sam Taylor who needs help quickly and is getting impatient. You never write the attacker’s persona. The goal you pick becomes its objective.What happens between messages
Each attacker message is delivered to your agent on its channel. Your agent’s reply comes back to us and is stored as one line of the transcript. The attacker reads it and writes the next message. A conversation stops when the attacker succeeds, gives up, or reaches the message limit.Where to go next
Add an agent
The form, the address rules and the proof.
Run tests
Plan, start, pause and stop.
Reports
Sections, bands and levels.