Learn how to clone roleplay agents across different sales stages while maintaining consistent buyer personas. Adapt objections, interests, and coaching instructions for Discovery, Pricing, Demo, Qualification, and Negotiation stages.

Watch: How to Clone a Roleplay Agent (Customize in Minutes)

When to use this method

This method works well for:

Maintaining the same buyer across multiple stages
Training team members on multi-stage selling
Teaching pattern recognition and objection evolution
Scenario-based certifications

Steps to clone and adapt a roleplay agent

Step 1: Find an existing agent

Go to Practice > Roleplay Agents and find the persona you want to reuse.

Step 2: Click the three-dot menu

Select Clone as.

Roleplay Agents list with the three-dot Actions menu used to open Clone as

The three-dot menu in the Actions column, where Clone as lives.

Step 3: Choose the new sales stage

Pick the roleplay type for the copy. The list shows the roleplay types enabled in your workspace, such as Discovery or Demo. Choose Custom to create a new roleplay type first. The copy opens in the agent editor in a new tab.

Step 4: Update key settings

Refine the persona details, objections, interests, preferences, and scorecard.

Step 5: Add instructions

Use Roleplay Instructions to guide the learner for the new stage.

Step 6: Publish and share

Click Publish. Your new agent is ready for Courses and Call Blitz sessions.

Hope this article was helpful. For any queries, please write to support@outdoo.ai

Create Variations of a Roleplay Agent
Intro to Roleplay Agents
Creating roleplay agents: overview

Clone and Reuse Roleplay Agents for the Sales Cycle