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Once you’re comfortable with the basics of building a scenario, Scenario Studio gives you much finer control: building from your own materials, shaping the character by hand, tuning how it responds, and creating variations. This page walks through the advanced features.

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Video walkthrough

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Build From Your Own Materials

Instead of building from a prompt alone, you can point the agent at real material so the scenario reflects how your team actually sells, coaches, or supports. Click Source > Browse Knowledge Hub and pick the resources to build from, for example call transcripts, a framework guide, and a scenario outline.
The Source menu showing Browse Knowledge Hub, Upload File, and Import options
Then prompt the agent to use them, telling it what each source is for: 
Build the first scenario from the onboarding roleplay outline.
Use the call transcripts as a reference for scenario realism, and
use the CLEAR framework to line up the evaluation criteria.
The agent reads your sources for the specifics instead of inventing them, which produces more relevant, higher-quality scenarios. See Using Knowledge Hub in Roleplays.
Not everything in your sources is guaranteed to make it into the scenario. If something specific must be included, tell the agent explicitly.

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Fine-Tune the Evaluation Criteria

Open the ”…” menu > Edit on any criterion to control exactly how it’s graded:
  • Descriptions of what Good, Fair, and Poor look like
  • A not relevant for grading description, so the criterion is skipped when it doesn’t apply
  • Scenario-specific instructions for special grading cases or particular phrasing
  • The skills associated with the criterion, which feed your analytics
You can also reshape the whole set by prompting. For example, ask the agent to reframe the criteria to line up letter by letter with a framework like CLEAR, and it will reorganize them for you. Add or remove criteria as needed.
DifficultyRecommended criteria
Easy6-7
Medium8-9
Hard10-12
Difficulty is shaped by three things: how resistant the character is, how complex the conversation is, and how strict the grading is.

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Shape the Character

On the Character Details tab you can edit the name, job title, opening line, and backstory, plus two deeper sections.
The Character Details tab in the Scenario Studio
Situational Understanding is what the character knows about their own situation (for example, that they’re aware of a competitor). This is hidden from the learner, but you have full control over it. Personality has two modes:
  • Custom description - free-form bullet points. More customizable, and the default for most builders.
  • Structured traits - toggle switch to structured traits to set dimensions like assertiveness, emotional intelligence, interaction style, stress response, and reasoning style.
Switching to structured traits and back to the custom description erases your personality bullet points. If you need them back, just prompt the agent (“put the personality traits back in”) and it will restore them.

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Conversation Guidelines (the Director’s Notes)

The Conversation Guidelines are the foundation of how the character behaves in the conversation. There are two building blocks:
  • Text sections - free-form notes such as response length, character setup, natural speech patterns, or pronunciation rules.
  • Trigger sections - a trigger paired with leveled responses (“when X is asked, respond like this; if pressed, go a level deeper”). You can add your own triggers and as many response levels as a moment needs.
The agent already builds sensible guidelines like response length and natural speech into every scenario, so you rarely have to write these from scratch. The examples below are just to show how easy it is to add or adjust a guideline yourself and shape the character however you need: 
Occasionally use filler words like "um," "uh," "hmm," and "well,"
with natural pauses, to sound more human when thinking through responses.

Keep responses to 1-2 sentences unless asked to elaborate. This is a
busy person on a call, not someone who monologues or overshares.
For pronunciation, add a text section that spells out how to say a tricky word or acronym. Multi-level trigger responses make discovery harder: the character starts guarded and reveals more only as the learner probes. See Conversation Guidelines for the full editor.
If the trigger/text format feels clunky, toggle to structured guidelines to write everything as free text. You’ll get a warning that switching can lose formatting if it isn’t set up correctly.

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Voice and Face

Pick a voice from the library (preview each one before choosing) and a photo for the character. Choosing a voice and face that match the character makes the roleplay feel more real. For building or managing your own voices, see the Voice Library.

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Session Settings

  • Language - build in another language, or translate an existing scenario when you remix it. See Multilingual Scenarios.
  • Webcam and Screen Share - enable either for the session.
  • Cold call settings - add a ringing dial tone at the start and define end-call phrases.
  • Allow Presentation - let the learner present an uploaded PDF inside Exec instead of sharing their own screen. See Attachments.
  • Basic Details - a short description, plus an introduction audio that’s generated on publish.

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Conditional Context

Conditional context makes the character behave differently depending on the learner’s profile field (for example, their segment). A sales character’s pain points might differ for Enterprise vs. SMB vs. mid-market, so you can write per-segment rules and the learner is asked to pick their segment before starting.
Conditional context lives on the Advanced tab and requires an admin to first create profile fields in workspace settings. See Profile Fields and Conditional Context. Many teams instead just build separate copies of a scenario per segment, which is often simpler.

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Create Variations with Remix

Use Remix when you want a new variation of a scenario while keeping the original intact (and its session data preserved). From the ”…” menu, choose Remix to copy the scenario and reopen it in Studio, then prompt the change you want:
  • A part two: “I just spoke with Daniel; now we’re meeting again to follow up on what we discussed.”
  • A harder version: “Keep the same character and context, but make Daniel ruder and more difficult, and make the grading stricter.”
The agent rebuilds with the changes (for example, a more confrontational opening line and a more skeptical personality), and you publish the new version.
Remix is for creating a separate variation, not for changing a live scenario. To update an existing published scenario, use Edit instead (the pencil icon or ”…” menu > Edit Scenario), which reopens it in Studio and saves back to the same scenario with Apply Changes. See Edit a Scenario and Remix a Scenario.

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Improve a Scenario From a Transcript

After running a full session, copy the transcript and paste it into the agent chat (when editing or remixing) and tell it what didn’t feel right. Showing the agent the actual conversation is far more effective than describing the issue from memory.

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Troubleshooting

IssueWhat to do
Character reveals too muchEdit the scenario and add response-length limits or more discovery depth
Character is too difficultEdit to tone it down, or remix for an easier variation
Conversation feels unnaturalAdd natural speech patterns, then test and iterate
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 version for another audienceRemix it instead of editing the original

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Getting Help

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