All help articles

Commerce

Test a Catalog tool

Try customer answers and failure states before publishing a tool.

Updated 7 November 2026

A tool preview lets you try customer answers without sending a message, booking, ordering or charging anyone.

What should I test?

The calculator uses your exact draft and authorised current prices. A location finder reads the selected public locations. Preview does not enable customer channels or prove a customer journey has completed.

How do I test before publication?

  1. Open Catalog → Tools and choose the version you want to check, or finish an unsaved calculator draft.
  2. Check your examples against independently worked expected amounts.
  3. Open Preview. Try each question type, ordinary answers, limits, quantity thresholds and every conditional charge.
  4. Change an answer after seeing a result. The old result should clear; request another estimate for the corrected answers.
  5. Try a missing answer and an answer outside its limits. Confirm it asks for a valid answer rather than showing an amount.
  6. Review the limitation and estimate confirmation. For a location finder, check names and addresses against your saved locations.
  7. Save the draft and choose Use this version. Review affected items, linked Forms, examples and current dependencies. Confirm the review, then choose Publish tool settings if you have publishing permission.

If a price, location or rule changes after review, review again. An unavailable price must produce an unavailable state, never a guessed or zero estimate. Use safe draft references to check this; do not change a live item just to simulate a failure.

Why doesn't a customer see the result?

  • The tool is off here. Choose a saved version or restore inherited settings, then review and publish.
  • The customer or item is not eligible. Check the item's publication, dates and permitted channel. A directory entry does not prove plan participation, service coverage or live availability.
  • The connection is not enabled. Customer conversations, Bots and Forms need their own supported connection. A successful staff preview does not enable them.
  • A dependency is temporarily unavailable. Retry when the price or location can be read. The tool stays published unless you change its setting.
  • Qcom could not save or publish. Reload and look for the saved version before creating another. If publication confirmation was interrupted, check the same reviewed publication before starting another change.

For setup and permissions, see Set up Catalog tools. For expected amounts and coverage, see Price calculator examples.

Was this article helpful?