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Scenario Creation Tips & Best Practices

This guide covers practical techniques for building effective Roleplays in Scenario Studio. Whether you’re creating your first scenario or refining your process, these tips will help you work faster and build more realistic practice experiences.

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The Four Pillars of Scenario Building

When building any scenario, think about these four foundational elements:
  1. Scenario Context - Who are you? Where do you work? What are you selling? What’s the situation?
  2. Ultimate Goal - What are you trying to achieve? (e.g., schedule a demo, conduct discovery, overcome objections, close a renewal)
  3. Definition of Success - What does “good” look like? (e.g., booking a meeting, gathering specific information, getting another stakeholder involved)
  4. Difficulty Factor - What makes this conversation challenging? (e.g., extreme skepticism, existing competitor contract, time pressure)
If you want to build something quickly without using templates, write a simple prompt covering these four pillars: “I am a sales representative at [Company]. My goal is to [specific objective]. Success looks like [specific outcomes]. What makes this difficult is [challenge/resistance type].” The AI Agent will ask clarifying questions and build a solid starting scenario that you can refine from there.

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Using Templates and Internal Resources

You don’t need to be the subject matter expert to build great scenarios. Feed the AI Agent your existing resources and let it do the heavy lifting.
1

Choose a template

Click Use Template below the description field and select the conversation type you’re building (discovery call, objection handling, etc.).
2

Add your resources

Click Add Context or Add Attachments to upload call transcripts, training materials, or enablement content.
3

Let the AI Agent populate the template

Ask the AI Agent to use your resources to fill out the template. For example: “Use these call transcripts to fill out this discovery call template.”
4

Review and adjust

Review what the AI Agent generates and refine anything that doesn’t match your needs before building the scenario.
This approach is especially useful when building scenarios for teams or topics where you’re not the domain expert. The AI Agent extracts relevant details from your source materials so you don’t have to manually research or write everything.

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Refining Your Scenario

Building a good scenario is an iterative process. Start with a first draft, then refine through conversation with the AI Agent. If the format doesn’t feel right, ask for a different version. For example:
  • “Don’t give me all the key details in the scenario summary. I want learners to figure this information out through the conversation.”
  • “Give me normal bullet points instead of this format.”
Keep adjusting until it matches what you want. The AI Agent remembers your conversation history and will incorporate your feedback into each revision.
Always use Try Now to test the scenario yourself before publishing. Experience the conversation firsthand to verify the character feels realistic and the difficulty level is appropriate.

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Character Tuning Tips

Once you have a draft, you can fine-tune how the AI character behaves in conversation.

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Add Natural Speech Patterns

Characters feel more realistic when they speak naturally. Prompt the AI Agent to add occasional filler words: “Be sure that [character name] uses occasional filler words like ‘hmm,’ ‘well,’ and ‘um.’”

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Control Response Length

If the character is giving away too much information, add prompts like:
  • “Limit responses to one to two sentences”
  • “Don’t reveal additional information after answering”
  • “Don’t ask a follow-up question after responding”

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View and Edit Response Guidelines

You can ask the AI Agent to show you how the character is configured to respond: “Can you show me the response guidelines for [character name] from the back end?” The AI Agent will display the response structure, showing how the character reacts to different question types. From there, you can request adjustments: “On some of these response guidelines, add one to two more levels of depth to make the discovery more difficult.” This creates layered responses where surface-level questions get surface-level answers, and learners need to dig deeper to uncover valuable information.

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Post-Publication Refinement

After using a scenario, you may notice things you want to adjust. Use the Remix Scenario feature to make improvements.
1

Open the published scenario

Navigate to the scenario you want to improve.
2

Click Remix Scenario

This opens Scenario Studio with your existing scenario as the starting point.
3

Make your adjustments

Tell the AI Agent what you want to change. For example: “The character said something incorrect about pricing. Please adjust this.”
4

Publish the new version

This creates a remixed version with your adjustments while keeping the original intact.
Remix is great for iterative improvements based on actual practice sessions. If learners report that something felt off or unrealistic, you can quickly create an improved version.

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Getting Help

Need help? Contact us at [email protected] for guidance on building complex scenarios, character tuning, or any questions about Scenario Studio.