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Overview

When building a scenario in Scenario Studio, you don’t have to describe everything from scratch. The Source menu lets you bring in existing material — product guides, call transcripts, certification docs, company briefs — so the AI Agent can reference them while building your roleplay. There are four ways to add a source, all in one place:

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Adding a Source

1

Open the Scenario Studio

From your dashboard, click + Create to open Scenario Studio.
2

Click Source

Below the main text input, click Source. A menu opens with all three options.
Source menu showing Browse Knowledge Hub, Upload File, and Import from Notion / Guru / Google Drive
3

Pick where the source comes from

  • Browse Knowledge Hub — opens a picker of saved Knowledge Hub pages
  • Browse Calls — opens the call picker so you can attach a recorded call (see Building from a call)
  • Upload File — file picker for PDFs, Word docs, etc.
  • Import from Notion, Guru, or Google Drive — connect the integration if you haven’t already, then pick a page or doc
4

Describe what you want

In the text field, tell the AI Agent how to use the source. For example:
Using the attached call transcript, please create a discovery call roleplay for a sales rep.
5

Submit

Click Submit. The AI Agent reads the source and builds a scenario based on its contents. It may ask a few clarifying questions before generating the draft.

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Building from a call

If you have a connected call recorder (Gong, Fireflies, Zoom, Fathom, Clari, Sybill, Microsoft Teams, or Recall.ai), you can attach a recorded call directly and turn it into a roleplay. The AI Agent reads the call’s summary and transcript and uses them to shape the scenario, persona, and objections.
1

Open the call picker

Click Source → Browse Calls. The picker lists every call you have access to in your workspace.
2

Find the right call

Filter by people, date, category, score, or source, or type a name, email, or title into the search bar. Click a row to preview the call before attaching it.
3

Attach and describe

Select the call and click Attach. In the prompt, tell the agent what you want — for example:
Turn this discovery call into a roleplay where the rep practices handling the pricing pushback that came up around minute 12.
Calls you attach when creating a scenario are saved as inspiration calls on that scenario, so you can trace back which real conversations shaped it.
The Browse Calls option only appears when your workspace has a call recorder integration connected. If you don’t see it, ask an admin to set one up under Call Scoring. Access respects call permissions — you can only pick calls you’re allowed to view.

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Picking Between Sources

Use the Knowledge Hub when you’ll reference the same material across multiple builds. Pricing decks, company briefs, methodology guides, persona research — anything you might want to pull into a discovery scenario, an objection-handling scenario, and a renewal scenario should live in the Knowledge Hub so it’s one click away every time. Browse Calls when you want to build a scenario straight from a real conversation. Attaching the call itself is simpler than copy-pasting a transcript, keeps the link back to the original in your workspace, and lets the agent use the call summary alongside the transcript. Upload a file when it’s a one-off — a PDF or document that doesn’t make sense to save permanently. Import from a connected tool when the source of truth already lives somewhere else. Pulling a Notion page or a Google Doc keeps the scenario in sync with the original source, rather than going stale the moment your team updates the doc.
Save your most-used reference materials to the Knowledge Hub so they’re available on every future build without re-uploading.
Not everything from a source automatically gets pulled into the final scenario. If specific information is missing, explicitly tell the agent to include it.

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Getting Help

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