Create a Multi Persona Roleplay Agent

Learn how to create a multi-persona roleplay agent with 2-3 personas to simulate realistic group buying scenarios and complex sales conversations.

Watch: How to Create a Multi-Persona Roleplay Agent

Step-by-step process

Go to Practice > Roleplay Agents and click Create Roleplay Agent.
Choose Create Multi Persona Agent. If you don't see this option, your permission profile may not allow creating agents.
The multi-persona editor opens.

In Roleplay Format, set the Roleplay Group Name (the name of the multi-persona agent, for example, "Enterprise Buying Committee"), the Roleplay Type (for example, Discovery or Custom), the Scenario so personas have clear context, and the Roleplay Mode. Voice is available by default; Chat, Video and In-Person are available on request.

In Agent Persona, click Add Persona and select existing agents from your library. Add at least 2 personas; you can add up to 3. You can optionally turn on Primary for one persona, for example, the main decision-maker or lead in the conversation. If the persona you need doesn't exist yet, click Create Persona to open the single-agent builder in a new tab.

Under Instruction to the Reps, add instructions that describe the setting and any context the personas and the team member should know. This improves consistency and difficulty.

Under Scorecard, select the scorecard used to evaluate the team member's performance for this roleplay.

In Company & Offerings, fill in the company name, role and team structure, product or service overview, and any additional details so the personas can reference a consistent company in the conversation.

Click Save Draft or Save & Publish when ready. After creation, you'll land on the agent's detail page, where you can edit it or click Try Out Agent.

How to add or remove personas

Open the multi-persona agent's detail page and click Edit.

To add a persona, go to the Agent Persona section and click Add Persona. Search or browse existing agents, then select one or more and confirm. You cannot exceed 3 personas; if you already have 3, remove one before adding another.

To remove a persona, find it in the Agent Persona section and click the delete icon. If you remove the primary persona, the product may automatically set another persona as primary.

One persona can be marked as Primary for speaking order or scoring. Use the Primary toggle in the Agent Persona section to set which persona is primary, then save your changes.

How to set scenario and instructions

In the multi-persona agent's Roleplay Format section, choose or create a Scenario that matches the use case, for example, "QBR with cross-functional team," so the personas share context. In Instruction to the Reps, 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, and what each persona cares about. This keeps the AI behavior consistent. Save your changes; the scenario and instructions are used when the team member starts a practice session.

How to run a multi-persona roleplay

Go to Practice > Roleplay Agents and open a multi-persona agent. Multi-persona agents are marked Multi-Persona Agent in the list. Start the session with Try Out Agent, and you'll see two or three participant cards representing the personas.

During the call, speak to the group. Personas may respond individually or build on each other. Watch for moments when personas address each other, and use those 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 Practice > Roleplay Agents and open the multi-persona agent, or open it from a folder. Click Edit to change the group name, scenario and roleplay mode; the personas (add, remove, set primary); or the instructions, scorecard, and company details. The roleplay type can't be changed after the agent is created.

Use Save Draft to keep working, or Save & 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 agents. To add a new one, build it first (the Create Persona button opens the single-agent builder in a new tab), then add it.
Multi-persona agents can be added to courses and to a Call Blitz. For a Call Blitz, add them in the builder (Manage > Call Blitz, then Select Agents); the Add to Blitz option in the agent's menu isn't shown for multi-persona agents.
There is a single scorecard for the entire multi-persona conversation, unlike gatekeeper roleplays, which use separate scorecards.

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