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 real calls: connect a recorder, configure analysis settings, build categories and scorecards, and review results.
Questions as you go? Try asking your Exec Agent, or reach out to your Exec contact for support.