Clone & Reuse Roleplay Agents for the Sales Cycle
Cloning allows you to adapt an existing buyer persona for different stages of the sales cycle—ensuring consistency across cold calls, discovery, pricing, demos, and negotiation.
When to Use This Method
Ideal for:
- Maintaining the same buyer across multiple stages
- Training reps on multi-stage selling
- Teaching pattern recognition and objection evolution
- Scenario-based certifications
Steps to Clone & Adapt a Roleplay Agent
Step 1 — Open an Existing Agent
Choose your perfected persona.
Step 2 — Click the Three-Dot Menu
Select Roleplay Type.
Step 3 — Choose the New Sales Stage
Options include:
- Discovery
- Pricing
- Demo
- Qualification
- Negotiation
- Custom stages
Step 4 — Update Key Settings
Refine:
- Persona details
- Objections
- Interests
- Preferences
- Scorecard criteria
Step 5 — Add Coaching Instructions
Guide the learner based on the new stage.
Step 6 — Save & Share
Your updated agent is ready for Courses, Loops, and Blitz sessions.