---
title: "Client Review"
url: "https://help.magicblocks.ai/en/article/client-review"
language: "en"
last_updated: "2026-03-18T08:25:25.053Z"
---

# Client Review

Before launching your AI Agent live, it’s essential to **share access** with clients or stakeholders so they can **review, test, and approve** the experience.

[MagicBlocks](https://magicblocks.ai/hc) allows you to easily invite clients into your **workspace** with different permission levels or share a **preview link** for demo and feedback.

## 1\. Invite Clients as Members

You can invite clients or collaborators directly into your workspace to review the Agent’s setup.

### Steps:

1.  Go to **Dashboard → Workspace → Members**  
    *(See screenshot below)* ![](https://cdn-assets.productfruits.com/f3f03a48-25e5-47af-aade-2d34cf186652)
2.  Click **Invite Member** and enter the client’s email address.
3.  Choose an appropriate **role**:
4.  -   **Viewer** → View-only access to all features and content (best for client review).
    -   **Editor** → Can make edits and test flows.
    -   **Admin/Owner** → Full access (use only for internal teams).![7](https://export.supademo.com/renders/ax8tihdvvp/out.png)
5.  Click **Invite**.

> *Tip: Use “Viewer” role when sharing access with external clients to prevent accidental changes.*

## 2\. Share AI Agent for Review & Approval

Once your Agent is ready for review, share a **live demo link** for client testing.

### Steps:

1.  Go to your Agent → **Try My Agent**.
2.  Click **Share** in the top-right corner. ![](https://cdn-assets.productfruits.com/58732d56-4969-4d74-bc2c-34dae1b11ea3)Copy the shareable link or use the **Test Chat** mode to simulate live interaction.![](https://cdn-assets.productfruits.com/cecaf3f4-b47d-4c00-88f1-4d5c228b412a)Send the link to your client for them to review and leave feedback.

They’ll be able to:

-   Chat with your AI Agent.
-   Experience the full conversation flow.
-   Provide feedback before going live.

## 3\. Review & Approve Agent Before Go-Live

Before publishing, send [testing QA](https://) list and schedule a short **approval session** with your client to walk through:

### Final Launch Checklist

Before going live, make sure everything is aligned and ready:

**1\. Agent Setup**

-   Persona tone and identity match the client’s brand.
-   All Key Facts are accurate and verified.
-   Knowledge Base contains the latest approved content.

**2\. Conversation Flow**

-   Each Journey block transitions smoothly (no dead ends).
-   Qualification and Pitch blocks collect and route contacts correctly.
-   Conditional Actions and Key Facts are functioning as expected.

**3\. Actions & Integrations**

-   CRM or webhook integrations tested and confirmed working.
-   Contact transfer and notifications trigger properly.
-   Booking or calendar links are live and synced.

**4\. Client Review**

-   Client has tested the Agent via shared link or workspace access.
-   Feedback implemented and approved.
-   Approval documented (email, chat, or client dashboard).

**5\. Technical QA**

-   Embed script added to the client’s site or channel.
-   Tested on desktop and mobile.
-   Final “Try My Agent” test passed.

Once all items are checked off — you’re ready to click **Publish** and take your AI Agent live!

## Related Articles

[Test Your AI Agent](https://help.magicblocks.ai/en/article/test-your-ai-agent)  
[Go Live: Publish Your Agent](https://)  
[Understanding Journey Blocks](https://help.magicblocks.ai/en/article/get-started-with-magicblocks-)  
[Setting Smart Automation with Actions](https://help.magicblocks.ai/en/article/setting-smart-automation-with-actions)  
[Managing Workspace Members](https://)