Overview
Conversation templates are a form-fill building method inside the Scenario Studio. Instead of describing your scenario from scratch, you select a template for a specific conversation type and fill in the relevant details — the AI Agent handles the rest. Templates ask you the right questions for each scenario type. Because discovery calls, performance reviews, and objection-handling conversations each have different dynamics, each template is designed to surface the details that matter most for that situation. Templates take more time upfront than voice or chat, but they produce the most consistent results — especially when building multiple scenarios or working with team members who aren’t subject matter experts.Build a Scenario from a Template
1
Open the Scenario Studio
From your dashboard, navigate to Scenario Studio.
2
Select Use Template
On the Scenario Studio page, click Use Template. You’ll see a collection of templates organized by department — Sales, Management, HR, and others.
3
Choose your conversation type
Hover over the relevant department category, then select the specific type of conversation you want to build.
4
Fill out the template fields
Complete each field in the form. Depending on the template, you may be asked for details like:
- The context of the conversation (role, company, situation)
- The other person’s perspective or background
- The stakes or desired outcomes
- The difficulty level
5
Submit and review
Once the template is complete, click Submit. The AI Agent will use your inputs to build the scenario. Review the draft and refine through chat if needed.
Let the AI Agent Fill Out the Template for You
If you don’t want to complete the template fields manually, you can attach supporting materials and prompt the AI Agent to do it for you. This is useful when you have an existing document — a call recording summary, a certification overview, a process guide — that contains everything needed to build the scenario.1
Select your template
Choose a template as described above. Leave the fields blank.
2
Attach a document
Click Add Attachments and upload the relevant file (PDF, Word doc, etc.).
3
Prompt the AI Agent
In the text field at the bottom of the page, type a prompt instructing the agent to fill in the template. For example:
Using the PDF attached below, please fill out the template above and build a roleplay accordingly.
4
Submit
Click Submit. The AI Agent will read your attachment, complete the template fields, and build the roleplay from the information provided.