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Learn how to create effective AI roleplay scenarios from start to finish - from picking your setup method to publishing and refining
Building a great roleplay doesn’t require perfection on the first try. Use the guide below to go deeper on any section covered in the video.

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Before You Build: The Four Pillars

Before diving into any building method, think through these four elements. They apply regardless of how you create your scenario.
Define the basics of the situation:
  • What role does the learner play? (SDR, AE, Manager, etc.)
  • Who is the AI character?
  • What type of conversation is this? (Cold call, scheduled meeting, video call)
  • What company or product is the learner representing?
Example: “I am a sales representative at Exec. I’m calling a Director of Sales Enablement at a mid-market tech company.”
Be specific about what success looks like. A clear goal keeps the scenario focused.
  • Book a meeting with an AE
  • Gather discovery information
  • Deliver difficult feedback
  • Close a deal
  • Get a clear action item
Example: “My goal is to schedule a discovery meeting and identify key pain points during this initial conversation.”
If you were watching the conversation, what would tell you it’s going well? Define observable success criteria.
  • Cold calls: Booking the meeting
  • Discovery: Gathering specific info (budget, timeline, pain points)
  • Feedback: Getting commitment to behavior change
  • Negotiation: Reaching specific terms
Example: “Success looks like booking the meeting AND uncovering at least 2-3 pain points.”
What makes this conversation difficult? This is what creates realistic practice.
  • Skeptical or resistant prospect
  • Bad timing or previous negative experience
  • Competitor already in play
  • Budget constraints
  • Difficult personality type
Example: “The prospect filled out a form wanting a free trial, but got a sales call instead. They’re frustrated and just want an email.”

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Choosing a Building Method

Scenario Studio create flow with Template, Source, and Session settings options below the prompt
There are four ways to build a scenario in the Scenario Studio. Choose based on your situation.
MethodBest ForControl Level
Voice SetupBeginners, brainstormingMedium
Chat / TextQuick builds, clear visionMedium–High
TemplatesStructured approach, scalingHigh
Templates + SourcesScale, consistency, non-SMEsHighest

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Voice Setup

Create a scenario in 3–5 minutes through a natural voice conversation with the AI Agent. Best for: Beginners, quick creation, people who prefer talking over typing.
1

Navigate to Scenario Studio

From your dashboard, open the Scenario Studio.
2

Click Voice Setup

Select Voice Setup to start a voice conversation with the AI Agent.
3

Describe your scenario

Talk through what you want to build. The agent will ask clarifying questions to fill in any gaps. Keep the four pillars in mind as you speak — you don’t need to be formal.
4

Review and publish

Once the agent has enough detail, it will generate a draft. Review it and publish when you’re ready.
Screenshot2026 02 17at3 07 22PM
You can’t review the voice conversation after ending the call, and you won’t be able to attach documents until after the call is complete. If you need to attach materials upfront, use Chat or Templates instead.
Sample conversation: “I want to practice a follow-up call with a prospect who filled out a form on our website. They’re a Sales Enablement Manager at a mid-market tech company. They wanted a free trial but got scheduled for a call instead, so they’re a bit frustrated. I want to practice booking a meeting while doing some light discovery…”

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Chat / Text Input

Type your scenario details directly into the chat. Best for: When you have a clear vision and want to move quickly, or when you’re pasting in a prewritten outline.
1

Navigate to Scenario Studio

From your dashboard, open the Scenario Studio.
2

Type your scenario details

Enter your scenario directly into the chat. You can attach documents from the start to enhance the creation process.
3

Answer any follow-up questions

The AI Agent will ask clarifying questions if it needs more detail. The more specific you are upfront, the fewer follow-ups you’ll get.
4

Review and refine

Review the generated draft and adjust through chat as needed.
Sample prompt structure: 
I am a [JOB TITLE] at [COMPANY], and I want to build a [CONVERSATION TYPE] scenario where I am speaking with a [PROSPECT/CHARACTER TITLE] at a [COMPANY TYPE/INDUSTRY].

My goal for this conversation is to [SPECIFIC OUTCOME].

For me to succeed, I must [DEFINITION OF GOOD].

This conversation is challenging because [KEY CHALLENGE].
You can be brief or detailed — the agent will ask follow-up questions for anything it needs. Paste in prewritten outlines to speed things up even more.

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Templates

Select a conversation template and fill out the form fields. Best for: Structured approach, ensuring you don’t miss key elements, scaling to multiple scenarios. Templates help the AI Agent understand the type of conversation you’re building. Each conversation type has nuances — discovery is about digging deeper, objection handling has different dynamics than demos or feedback conversations. Templates encode those nuances so the agent builds appropriately.
1

Navigate to Scenario Studio

From your dashboard, open the Scenario Studio.
2

Click Use Template

Hover over the conversation type (Sales, Management, HR, etc.) and select a specific template.
3

Fill out the form fields

Complete the fields provided — company context, customer profile, situation details, desired outcomes, and competitive considerations.
4

Submit and review

Submit the form and review the generated draft. Refine through chat as needed.
Template menu in the Scenario Studio organized by department
Templates take more time to fill out than voice or chat, but they produce the most consistent results — especially when building at scale.

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Templates + Sources (Power User Method)

Attach your existing enablement materials to a template via the Source menu and let the AI Agent do the heavy lifting. Best for: Leveraging existing resources, building at scale, scenarios where you’re not the subject matter expert.
1

Select a template

Choose the template that matches your conversation type.
2

Add sources

Click Source under the chat and pick where the agent should pull from — your Knowledge Hub, an uploaded file, or an Import from Notion / Guru / Google Drive connection.
3

Add a prompt

At the top of the chat, tell the agent to use your sources to fill out the template. Example:
I am an Account Executive at [COMPANY].
I'll be talking with a [PROSPECT TITLE] at a [COMPANY TYPE].
Please use the attached sources to fill out this template, then provide me with the completed version.

[PASTE TEMPLATE BELOW]
4

Review the completed template

Before building, verify the agent pulled in the right information. Check for accuracy and refine if needed (e.g., “Use the MEDDIC framework for the evaluation criteria”).
5

Build the scenario

When the template looks right, say “let’s build” to generate the draft.
Source menu in the Scenario Studio showing Browse Knowledge Hub, Upload File, and Import from Notion / Guru / Google Drive
Not everything from your sources automatically gets pulled into the final scenario. If specific information is missing, explicitly tell the agent to include it.

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Where Sources Come From

The Source menu gives you three ways to bring material into a build, replacing what used to be separate “Context” and “Attachments” options:
OptionUse it for
Browse Knowledge HubReusable reference material saved to your workspace (pricing guides, company briefs, methodology docs)
Upload FileA one-off document for this specific build (a call transcript, a single PDF)
Import from Notion / Guru / Google DrivePull a page or doc directly from your team’s connected tools
Save your most-used reference materials to the Knowledge Hub so they’re one click away on every future build.

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Testing Before Publishing

Always test your scenario before publishing.
1

Click Try Now

In the Scenario Studio, click Try Now to start a short test conversation with the character.
2

Test specific triggers

Try the moments that matter most — how the character handles resistance, how much info they volunteer, whether the opening line feels natural.
3

Return to chat to adjust

If something feels off, go back to chat and be specific:
  • “Make the character more skeptical”
  • “The character is giving away info too quickly”
  • “Add more resistance around budget discussions”
4

Publish when ready

Click Publish once the scenario feels right.
Scenario Studio with the Try Now and Apply Changes buttons at the top of the preview
Before publishing, review the Conversation Guidelines section carefully — these triggers and responses define how the character behaves throughout the session. You can still update them later by editing the scenario, but testing them now saves you a round-trip.

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Refining After Publishing

Once a scenario is live, you have two paths for making changes — edit the current scenario, or remix it into a new one.

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Edit the Existing Scenario

Open the scenario, click the three-dot menu (⋯) in the top-right and choose Edit Scenario (or click any pencil icon on the page). The scenario reopens in the Scenario Studio with an agent chat on the left and a live preview on the right. Everything is editable here — scenario context, evaluation criteria, character identity and personality, response guidelines, conversation flow, hidden details, voice, session settings, and Conditional Context. Type instructions to the agent or click the pencil next to any field to edit it inline, then click Apply Changes to save back to the same scenario.
Scenario Studio editing view with five tabs and a live preview
See Edit a Scenario for the full walkthrough.

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Remix into a New Scenario

Remix when you want a variation instead of an update — a harder version, a different audience, a different industry — while keeping the original intact for the people already using it.
Remix creates a copy — your original scenario stays intact with all its session data preserved.
Common remix requests:
  • “Make a harder version of this scenario”
  • “Make the character more resistant to sharing information”
  • “Add a competitor already in play”
  • “Remove budget authority from this character”
See Remix a Scenario for the full workflow.

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Advanced Tuning

Once you have a working scenario, use these techniques to fine-tune character behavior. Natural speech patterns 
Be sure that the character uses occasional filler words such as "hmm," "well," "um," and natural pauses.
Controlling response length 
Keep responses to 1-2 sentences maximum unless asked to elaborate. This is a busy manager on a call, not someone who monologues or overshares.
Adding discovery depth 
On some of these response guidelines, add one or two more levels of depth to make discovery more difficult.
Multi-level responses work like this:
  • Level 1 (Initial): Surface-level, guarded response
  • Level 2 (Follow-up): More detail if pressed
  • Level 3 (Final): Full information only with strong probing
Using transcripts to improve scenarios After running through a full session, copy the transcript and paste it into a remix. Tell the agent what didn’t feel right — this is much more effective than trying to describe issues from memory.

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Customizing Evaluation Criteria

Evaluation criteria determine how learners are scored. You can customize these at any time after publishing. What you can do:
  • Add, remove, or reorder criteria
  • Edit the Good/Fair/Poor descriptions
  • Add scenario-specific context within each description
  • Associate skills with each criterion for analytics tracking
  • Import a custom rubric by clearing existing criteria and adding your own
Criteria count by difficulty:
DifficultyRecommended Criteria
Easy6–7
Medium8–9
Hard10–12
Character Details tab in the Scenario Studio showing identity fields and personality sliders
Difficulty is shaped by three factors: how resistant the AI character is, how complex the conversation is, and how strict the grading expectations are.
You can add scenario-specific grading notes directly in the Good/Fair/Poor text fields. For example: “User can only receive Good if they ask about timeline before discussing pricing.”

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Troubleshooting

IssueSolution
Character reveals too muchEdit the scenario and add response length limits or extra discovery depth
Character is too difficultEdit to tone it down, or remix for an easier variation
Conversation feels unnaturalAdd natural speech patterns; test and iterate
Missing evaluation criteriaEdit criteria directly in the Scenario Studio
Info from a source isn’t showingExplicitly tell the agent to pull in that specific information
First version didn’t feel rightPaste the session transcript into the agent chat and show it what to fix
Need a separate variation for another audienceClone the scenario or remix it instead of editing

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Getting Help

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