Create a Multi Persona Roleplay Agent

Step-by-step process

• Go to Roleplay Agents → Create Roleplay Agents.

• Choose Create Multi-Persona Agent.

• If you don't see this option, the feature may be disabled for your workspace.

• You'll be taken to the Multi-Persona Agent flow.

• Roleplay format:

• Set Group name: the name of the multi-persona agent, for example, "Enterprise Buying Committee."

• Set Roleplay type: for example, Discovery, QBR, or Custom.

• Set Scenario: pick or define the scenario so personas have clear context.

• Set Call type: usually Call or Video, depending on your product options.

• Personas:

• Click Add persona and select existing buyer or agent bots from your library.

• Add at least 2 personas. You can add up to 3.

• Optionally set one persona as Primary, for example, the main decision-maker or lead in the conversation.

• Instructions to rep:

• Add instructions that describe the setting and any context the personas and the rep should know. This improves consistency and difficulty.

• Scorecard:

• Select the scorecard used to evaluate the rep's performance for this roleplay.

• Company or context (if available):

• Fill in company description, structure, or additional details so the personas can reference a consistent company in the conversation.

• Save as draft or publish when ready. After creation, you'll land on the Multi-Persona Detail page to edit or try the agent.

How to add or remove personas

• Open the multi-persona agent from the detail page or edit modal.

• Add a persona:

• Go to the Personas section.

• Click Add persona.

• Search or browse existing bots. Buyer or agent bots only; gatekeeper and other types may be excluded.

• Select one or more bots and confirm.

• You cannot exceed 3 personas. If you already have 3, you must remove one before adding another.

• Remove a persona:

• In the Personas section, find the persona and use the remove or delete action.

• If you remove the primary persona, the product may automatically set another persona as primary.

• Set primary persona:

• One persona can be marked as Primary for speaking order or scoring. Use the toggle or dropdown in the Personas section to set which bot is primary.

• Save your changes.

How to set scenario and instructions

• On the multi-persona agent's Roleplay Format section:

• Scenario: select or create a scenario that matches the use case, for example, "QBR with cross-functional team." This gives the personas shared context.

• Instructions to rep: enter a short description of the setting and any context, for example, "You're leading a QBR. The CFO is cost-focused; the CTO wants technical proof. Align on renewal and expansion."

• Use this to define clear roles: who is skeptical, who is supportive, what each persona cares about. This keeps the AI behavior consistent.

• Save. The scenario and instructions are used when the rep starts a practice session.

How to run a multi-persona roleplay

• From Roleplay (or Library), select a multi-persona agent. You'll often see a "multi-persona" or "multiple agents" indicator.

• Start the session using Try it or Start roleplay.

• You'll see two or three participant avatars or cards representing the personas.

• During the call:

• Speak to the group. Personas may respond individually or build on each other.

• Observe when personas address each other. Use this to practice interrupting, redirecting, and summarizing.

• After the call, review feedback and the scorecard. There is a single scorecard for the whole conversation.

How to edit an existing multi-persona agent

• Go to Roleplay → Agents and open the multi-persona agent, or open it from a folder or course.

• Use Edit or open the Multi-Persona Detail page to change:

• Group name, roleplay type, scenario, call type

• Personas (add, remove, set primary)

• Instructions to rep, scorecard, company details

• Edits are usually saved as a draft. Use Publish to make the updated agent available for practice.

Limitations to be aware of

• Maximum 3 personas per multi-persona agent.

• Personas must be selected from existing buyer or agent bots. You cannot create a brand-new persona inside the multi-persona flow.

• Multi-persona agents cannot be used in Call Blitz. Use standard roleplay or courses instead.

• There is a single scorecard for the entire multi-persona conversation, unlike gatekeeper roleplays which use separate scorecards.

Related articles

• Intro to Multi-Persona Roleplay

• Multi-persona roleplays — how personas interact

• Creating roleplay agents — overview