This section of the user guide is focused on testing your chatbot in staging. To help you navigate the article we have broken it down into the following sections:

What is Staging?

The Staging feature allows specific chatbot knowledge base content libraries to be accessible only in the admin portal and is not active in an embedded bot that is live on the website. 

Staged libraries allow you to create and test chatbot content prior to the content being live. This feature is especially useful for clients who are rolling out multiple departments or offices across campus and have different timelines for each department's rollout.

The staging feature allows users to differentiate between live content libraries and libraries still in testing and development. By designating specific libraries to be categorized as "staged," that content will continue to be editable and testable until the client determines the content is ready to go live. Clients may have some libraries available in the live chatbot while simultaneously continuing to build out and test other content libraries in staging.

Who has access to Staging?

The Test my Bot feature is available to individuals with the following permissions: 




View Other Offices

Test my Bot

General Library


For more information on user permissions, review the User Roles & Permissions article.

How do I place a content library in Staging?

Currently, placing content into staging is not a self-serve item. 

Contact your Client Success Manager or submit a Support Ticket to request for certain content libraries to be placed in Staging so that you can test that content without it being live in an embedded bot.

How do I test Staged content in the admin portal?

In order to test staging library content in the admin portal, you must first engage with the chatbot by asking it a question from your knowledge base that is not in staging. Once you have engaged the chatbot, a toggle will appear that can be toggled on to include staging library content when testing.

How does staging look within the knowledge base?

Content libraries that have been placed in staging will display a "Staging Only" tag within the General Library page.

Once you are ready for the Staged content to go live, contact your CSM or reply to the existing support ticket.