Let’s talk about TestBox in a nutshell

Let’s talk about TestBox in a nutshell
By Pedals | On Jun 30, 2021
6 min read

TestBox is the easiest and most convenient way to compare software products side-by-side in a live, simulated environment. If you’re just getting started, we’d like to point out the key features you can use to simplify your software evaluation process.

TestBox offers a crash course on the product you’re evaluating, so we provide shortcuts that can take you to the most commonly used areas within each software product. You’ll be able to make a decision on which is the best tool for your team considerably faster than you’d expect.

In this article:

Choosing which software you want to test

The first thing you’ll see at the top of the screen in TestBox is the list of software products available for testing. In our example environment you’ll see we have installed a live Zendesk instance. If you have more than one product installed, you can simply click back and forth from product to product to compare and contrast the use cases — it really is that easy!

To switch between software products:

  1. Click the name of the product you want to evaluate.
  2. If you want to look at the same use case in another product, simply click the other product name to view it.

Getting started with the TestBox toolbar

You’ll find the toolbar at the top right of the TestBox window. From here, you can take a tour, add notes, review your notes in the Notebook, and invite teammates to help you with your software evaluation. 

Tour TestBox

If you’re brand new to TestBox, the quickest way to get up to speed is to take a one-minute tour. On the tour, we’ll show you:

  • Where to access the different software products available for testing.
  • How to expand the left pane to access the most common use cases.
  • How to toggle a use case to “User mode” to see how it works for support agents using it day-to-day or “Admin mode” to see how it’s set up.
  • How to turn on “Walkthrough Mode”.
  • How to add and review notes.

Finally, we remind you to install the TestBox Chrome extension for a faster and more secure experience. 

Test and compare customer support software before you buy

To take a tour:

  1. Click the Tour TestBox link.
  1. Click the Show me around button.
  1. Follow the prompts to continue the tour.

Add notes

As you walk through the different use cases, you can rate them and jot down your notes to review later. You can:

  • Track how well the use case meets your needs.
  • Select the reasons for your rating (note that these vary depending on the use case).
  • Rate the ease of use.
  • Write detailed notes about the use case, including any concerns, features you think are awesome, or anything that stands out when comparing the feature across other software products. 

In a future release, you’ll be able to add custom tags and “@ mention” your colleagues to notify them of your comments or ask a teammate for their expert opinion on a use case.

To add notes:

  1. Click the Add Notes button.
  2. Click the arrow next to one of the use cases.

For example, if you want to rate your experience of the Views use case, click the arrow next to Views.  

  1. Rate your experience and add any comments or reactions, then click the Save button.

Review notes in the Notebook

You can review your notes in the Notebook at any time. You can see, at a glance, your ratings for each use case, your notes (if you recorded any), and what aspects you liked or disliked.

In a future release, you’ll also be able to see your team’s ratings and notes, if you have invited them to participate in the evaluation, sort the order of use cases according to how they’re rated, and calculate average scores for the product as a whole. You’ll also be able to see the custom tags and @ mentions when those features are available in TestBox.

To open the Notebook:

  1. Click the Notebook button.

Invite teammates to test with you

When evaluating a new software product, it’s often useful to get input from your team. If they’re made part of the decision-making, they’ll feel more invested in the tool you choose, which will make onboarding easier and help improve adoption rates.

One of the great things about TestBox is that as a team you can all evaluate the same software instance. For example, if you’re evaluating Zendesk and make any customizations, your team can automatically see them too.

To invite your teammates:

  1. Click the Invite link.
  1. For each teammate you want to invite, choose whether to invite them as an Administrator (with all the expected admin and setup capabilities) or as an Agent (with regular user capabilities) from the dropdown.
  2. Click the Submit button.

Using the left pane

View pre-configured use cases

We’ve set up your software instance with the most common use cases to help you get familiar with the product features. For example, in Zendesk we include use cases for Ticket Tagging, Ticket Routing, Skill Routing, Macros, and more.

When you’re looking at use cases, there are two views:

  • In Action: shows you the view that a support agent would see if they were using the software day-to-day.
  • Configuration: shows you the view an administrator would see when they’re setting up the software.

To view a use case:

  1. Select In User mode or Admin mode.
  2. Click one of the use cases in the left pane.

TestBox will then take you to the appropriate part of the software. 

For example, if you select In Action and then click Views, the following screen is displayed.

Use the guided walkthroughs

If you want to see tips and tricks for how each use case works, turn on guided walkthroughs. As you look at the use cases, pop ups will point out interesting features, parts of the page you should pay attention to, and give you context about how things work.

To use the guided walkthroughs:

  1. Click the Walkthrough Mode toggle button until it appears green/toggled right.
  2. Click the use case you’d like to learn more about.

For example, if you’re interested in Views, click that use case in the left pane. The following screen is displayed.

Understanding our security features

At TestBox, we take your security and privacy very seriously. The software product instances that you’re evaluating in TestBox are live, production versions. That means your data is treated just as if you were using a live instance hosted by one of our partners.

We only collect information about you during onboarding for two reasons: to register the products you're testing with our partners and to enable us to better customize your TestBox environment.

To mitigate the risk of any sort of cyber breach, we take the following measures:

  • All infrastructure and product-related secrets are stored in a secure, encrypted vault.
  • We enforce multi-factor authentication (MFA) where possible.
  • We only grant permissions to individuals and infrastructure on a case-by-case basis.
  • We actively discuss how to best manage security and privacy, consider security best practices, and review how to avoid phishing and other types of personnel attacks.

If you’d like to know more about our best-in-class security practices, check out our Security FAQ page.

Sam's Face

Pedals is a beloved member of the TestBox team whose entire goal in life is to author amazingly helpful blog posts and to cameo on every piece of TestBox swag.

TestBox empowers you to have a self-serve, customer-led experience so you can buy new software and feel confident that you made the right choice. Currently focused on Customer Support, TestBox allows you to test out Zendesk, Freshdesk, HubSpot, Dixa, and other products side-by-side. It takes a matter of minutes to sign up and take these products for a test drive. Find out more at TestBox.com or follow on LinkedIn.