Your First Week
Five steps take a brand-new workspace to a team that practices. Each one links to the guide that covers it.Build your first scenario
During signup, Exec read your website and drafted roleplay ideas that fit your business. Pick the one closest to a conversation your team actually has, and Scenario Studio builds it in about two minutes. See the beginner building guide.
Run it and read your scorecard
Talk out loud like it is a live call, end with the green End button, and your scorecard arrives about a minute later. Complete Your First Roleplay walks through it, and Interpret Your Results explains what the scores mean.
Edit it until it sounds like your team
If the character gets a detail wrong or the objections feel generic, edit the scenario and tell the agent what to change in one sentence.
Invite your team
Add teammates from Settings and assign seats. The rollout guide covers invites, seats, and groups in one pass.
Assign the scenario
Give it a due date, a minimum passing score, and an attempt count. Assigned roleplays land at the top of each person’s home screen. See Assign Scenarios.
Video Walkthroughs
1. Workspace Settings
The admin essentials to get your workspace ready: users and licenses, groups, profile fields, roleplay settings, data export, and SSO.
2. Doing Your First Roleplay
Run a roleplay end to end: launch a session, complete it, and review your feedback and AI Coach notes.
3. Building Roleplays: Beginner
Build your first scenario in Scenario Studio: the core concepts, the ways to build, publishing, editing, sharing and assigning, and collections.
4. Knowledge Hub
Your content library: upload files, connect Notion and Drive, create and edit documents, organize and share, and use it to build scenarios.
5. Advanced Roleplay Building
Build richer scenarios using Knowledge Hub sources, manual character tuning, scenario-specific and conditional context, conversation guidelines, and remixing.
6. Building and Managing Programs
Package roleplays into a structured program: components, participants and leads, tracking and nudging, cloning, and certifications.
7. Using Skills
Skills and skill analytics: evaluation criteria, the dashboard, saved views, the AI Analyst, and roleplay analytics.
8. Call Scoring
Record and score live calls: connect a recorder, configure analysis settings, build categories and scorecards, and review results.
Playbooks for Your Team
Once the basics are working, these guides show how teams like yours run Exec week to week, with paste-ready scenario prompts and sample programs.Train sales teams
Discovery calls, pricing objections, and cold calls, plus the weekly rhythm that moves scores.
Train support teams
Escalations, billing disputes, and saying no well, built from the tickets in your queue.
Train customer success
At-risk renewals, QBRs, and price increases, timed to your renewal calendar.
Train managers
Difficult feedback, performance reviews, and compensation conversations.
Roll Exec out to your team
Invites, seats, assignments, and measurement, in one admin walkthrough.
Plans and feature availability
What Free, Starter, Professional, and Enterprise each include.
Questions as you go? Try asking your Exec Agent, or reach out to your Exec contact for support.