Nirvai Revenue
Try before you activate
How to try your Persona in Nirvai Revenue before you activate it — test leads, Simulated or To my number, a per-channel test checklist (WhatsApp, SMS, call, email, widget) and the activation card.
Trying is like a dress rehearsal before opening night: you talk to your Persona as if you were a lead, on each channel, and see exactly what she would do, without any real customer receiving anything. When everything looks right, the activation card shows you who she will contact before you press Activar (Activate).
Where you try
Open Personas, go into your Persona and pick the Try tab.
- At the top, the channels: WhatsApp, SMS, Call, Email and Widget. A channel that is not connected looks dimmed and points you to «Connect SMS in Connections».
- Simulated | To my number: with Simulated nothing leaves the app; with To my number the replies reach your own WhatsApp or email (only those two channels for now). It is never billed.
- Conditions: simulates the state of the channel in this test, for example «24 h window open» or «outside hours».
- Test lead: the menu with this conversation's lead; Start from scratch resets it.
- Under each of the Persona's replies, what happened shows step by step what she decided and why.
You can try the draft before approving it: the Persona uses the changes still waiting for your Aprobar (Approve).
Test leads
- There is one per Persona, per channel and per person on your team. If you leave and come back, the conversation is still there.
- They carry the Test label, are not billed and do not show up in Results.
- They never write to anyone but you, even when the Job is already active.
What to try on each channel
| Channel | What to try | How you know it worked |
|---|---|---|
| The first message, a price question and booking a visit. Then turn off «24 h window open» in Conditions | The Persona replies in your tone; with the window closed she uses an approved template | |
| SMS | A short conversation | Short messages, no formatting |
| Call | Call for 1 minute, interrupt her once and hang up | The call shows at the top of Calls with its transcript |
| Write as a lead, with To my number | The reply reaches your inbox, in the same thread | |
| Widget | A hard question, such as the price of a model | A reply, or «Give me a moment, I'll check and write back right here», in under 90 seconds |
| Any | Write «baja» (stop), then «sí, no me escriban más» (yes, stop writing to me) | First a question; then a single thank-you message |
The activation card
Approving gets everything ready, but a new Job stays paused. Before Activar (Activate), the Assistant shows you a card with:
- who will be contacted: «will run for 127 leads in New + ~14 new per day»;
- when: «they will be contacted today» or «they will be contacted over 2 days»;
- how: «writes and calls per the contact rules · no messages on holidays», and whether it calls or emails;
- what counts: «each person worked counts once per cycle».
When something is missing, the card says Cannot activate yet and why, for example a template Meta has not approved yet. With a single Job held, Activate stays disabled for all of them. The owner or an admin presses Activate; the Assistant never does it for you.
Ask the Assistant to activate first for a small group of leads, check the first 24 hours in the Inbox, then open it to the rest.
What's next
- Channels — each channel's limits.
- FAQ and troubleshooting — when a test does not go as expected.