diff --git a/yuthon_ai_agent/__manifest__.py b/yuthon_ai_agent/__manifest__.py
index f5cfef0e4..2ef678c76 100644
--- a/yuthon_ai_agent/__manifest__.py
+++ b/yuthon_ai_agent/__manifest__.py
@@ -38,6 +38,7 @@
             'yuthon_ai_agent/static/src/js/ai_chat_action.js',
             'yuthon_ai_agent/static/src/js/ai_floating.js',
             'yuthon_ai_agent/static/src/js/ai_chat_open.js',
+            'yuthon_ai_agent/static/src/js/ai_rule_test.js',
             'yuthon_ai_agent/static/src/xml/ai_chat_template.xml',
             'yuthon_ai_agent/static/src/css/ai_chat.css',
             'yuthon_ai_agent/static/src/css/ai_floating.css',
diff --git a/yuthon_ai_agent/controllers/main.py b/yuthon_ai_agent/controllers/main.py
index a6968a9d5..e8ba2ec18 100644
--- a/yuthon_ai_agent/controllers/main.py
+++ b/yuthon_ai_agent/controllers/main.py
@@ -375,3 +375,19 @@ class AiChatController(http.Controller):
             'file_type': file_type_code,
             '_ocr_diag': ocr_diag,
         })
+
+    @http.route('/ai/rule/test_guide', type='json', auth='user', methods=['POST'])
+    def test_active_guide(self, rule_id):
+        """测试主动感知规则：创建引导消息，返回 conversation_id 供前端打开聊天"""
+        err = self._check_ai_access()
+        if err:
+            return err
+        rule = request.env['ai.rule'].browse(rule_id)
+        if not rule.exists():
+            return {'error': '规则不存在'}
+        try:
+            conv_id = rule._do_test_guide()
+            return {'success': True, 'conversation_id': conv_id}
+        except Exception as e:
+            _logger.exception('Test guide failed')
+            return {'error': str(e)}
diff --git a/yuthon_ai_agent/models/ai_rule.py b/yuthon_ai_agent/models/ai_rule.py
index a9ed8ad1c..2502f370a 100644
--- a/yuthon_ai_agent/models/ai_rule.py
+++ b/yuthon_ai_agent/models/ai_rule.py
@@ -4,7 +4,8 @@ import logging
 
 import requests
 
-from odoo import models, fields, api
+from odoo import models, fields, api, _
+from odoo.exceptions import UserError
 
 _logger = logging.getLogger(__name__)
 
@@ -231,11 +232,11 @@ class AiRule(models.Model):
         string='方法说明',
     )
 
-    def action_test_guide(self):
-        """测试主动感知：模拟触发，创建引导消息并打开AI对话"""
+    def _do_test_guide(self):
+        """测试主动感知：模拟触发，创建引导消息（内部方法，由控制器调用）"""
         self.ensure_one()
         if self.rule_type != 'active_guide':
-            return {'warning': {'title': '提示', 'message': '仅主动感知类型的规则可以测试'}}
+            raise UserError('仅主动感知类型的规则可以测试')
 
         # 获取或创建用户对话
         conv = self.env['ai.conversation'].search([
@@ -245,14 +246,14 @@ class AiRule(models.Model):
         if not conv:
             provider = self.env['ai.provider'].search([('active', '=', True)], limit=1)
             if not provider:
-                return {'warning': {'title': '错误', 'message': '请先配置 AI 服务商'}}
+                raise UserError('请先配置 AI 服务商')
             conv = self.env['ai.conversation'].create({
                 'name': 'AI 对话',
                 'provider_id': provider.id,
             })
 
         # 组装测试消息（替换变量为测试值）
-        message = self.guide_message or f'【测试】主动感知已触发'
+        message = self.guide_message or '【测试】主动感知已触发'
         message = message.replace('{record_name}', '[测试记录]')
         message = message.replace('{user_name}', self.env.user.name)
         message = message.replace('{record_id}', '[测试]')
@@ -279,10 +280,5 @@ class AiRule(models.Model):
             }, ensure_ascii=False),
         })
 
-        # 返回 client action 打开浮动聊天框
-        return {
-            'type': 'ir.actions.client',
-            'tag': 'yuthon_ai_chat_open',
-            'params': {'conversation_id': conv.id},
-        }
+        return conv.id
 
diff --git a/yuthon_ai_agent/static/src/js/ai_floating.js b/yuthon_ai_agent/static/src/js/ai_floating.js
index 0fdf8376d..d8d706c06 100644
--- a/yuthon_ai_agent/static/src/js/ai_floating.js
+++ b/yuthon_ai_agent/static/src/js/ai_floating.js
@@ -643,10 +643,8 @@ window.addEventListener("yuthon:ai_open_chat", async () => {
     if (!isVisible) {
         toggleChat();
     }
-    // 刷新消息列表以显示新创建的测试消息
-    const msgs = await loadHistory();
-    if (chatEl) {
-        renderMessages(msgs);
-        scrollToBottom();
-    }
+    // 延迟刷新消息，等待 DOM 渲染完成
+    setTimeout(async () => {
+        renderChat();
+    }, 300);
 });
diff --git a/yuthon_ai_agent/views/ai_rule_views.xml b/yuthon_ai_agent/views/ai_rule_views.xml
index d7dda08a7..3e681094c 100644
--- a/yuthon_ai_agent/views/ai_rule_views.xml
+++ b/yuthon_ai_agent/views/ai_rule_views.xml
@@ -70,11 +70,10 @@
                         <page string="主动感知配置" name="active_guide"
                             invisible="rule_type != 'active_guide'">
                             <div class="oe_button_box" style="margin-bottom: 12px;">
-                                <button name="action_test_guide" type="object"
-                                    string="🧪 测试主动感知"
-                                    class="btn btn-primary oe_stat_button"
-                                    icon="fa-play-circle"
-                                    help="模拟触发此规则，查看引导内容和按钮效果"/>
+                                <button name="action_test_guide" type="button"
+                                    string="测试主动感知"
+                                    class="btn btn-primary"
+                                    onclick="this._testActiveGuide(this)"/>
                             </div>
                             <group>
                                 <group string="引导内容">
@@ -87,9 +86,6 @@
                                         placeholder="后台方法名，如 notice_send_to_all" />
                                     <field name="guide_method_desc"
                                         placeholder="方法功能说明，方便维护" />
-                                    <p class="text-muted mt-2">
-                                        后台自动传入当前记录ID，无需手动配置参数
-                                    </p>
                                 </group>
                             </group>
                         </page>