# Trial set — a step-by-step guide

The trial set is saved messages on which you try how the assistant will answer before a change of the instructions reaches real mail. The same messages before the change and after it — and you see the difference at once.

**Before you start**

- **Editor or owner role** — The assistant's owner and editors can run and edit the set.
- **A few messages in the set** — Save them from Mail with To the trial set.

## Step 1 of 6: Saved messages

On the screen: In Settings → Trial set, a table of saved messages.

Do this: The trial set is a handful of real messages you use to try how the assistant decides and writes. It runs outside the mailbox: nothing is created in the mail and nothing reaches customers.

> Note: A good set has 15–20 messages from different situations: a question the assistant answers on its own, a hand-over to a colleague, mail that gets no reply, a web-form message and a thread with history.

## Step 2 of 6: What should come out

On the screen: For each message a name, a note under it and the last run on the right.

Do this: The note says what should come out ("answer and hand over to Jan", say). The **Last run** column shows how the assistant decided last time: reply, escalate, no reply, or skipped.

## Step 3 of 6: Run the whole set

On the screen: Above the table, the Run the whole set button.

Do this: Click **Run the whole set**. The assistant goes through every enabled message with the instructions as they are now, and each gets a new run. When it is done you see how many messages ran and what it cost.

> Note: A run costs the same as processing a real message. To run one message, use **Run** in its row.

## Step 4 of 6: Add a message

On the screen: After clicking Add a message, a form for a new message.

Do this: Fill in the name, the sender, the subject and the message text, and write in the note what should come out. Click **Save**.

> Note: It is easier to save a real message: in Mail, open its row and click **To the trial set**. It is saved with its thread as it was when it arrived — without your later reply.

## Step 5 of 6: A message and its runs

On the screen: After clicking a message's name, its text and, on the right, its runs.

Do this: For each run you see the decision, the cost and the **instruction versions** it ran with. Click a run to see the draft below and how the assistant sorted the message.

## Step 6 of 6: Compare with the previous run

On the screen: At the bottom, the Compare with the previous run card.

Do this: The card shows how the draft differs from the previous run: removed text is struck through, added text is green. This is where, after changing the instructions, you see whether the change did what it should — and broke nothing else.

**You know what a change will do** — Run the set before changing the instructions and again after. When the replies got better and nothing broke, keep the change.

- **Changing an instruction** — The Instructions guide shows how to change one and how to go back to an older version.
- **Mail skipped by mistake** — Save it to the set from Mail and adjust the Filter instruction until it comes out right.