Create a Roleplay Agent from a File or Resource

Learn how to create and fine-tune AI roleplay agents using uploaded files and documents to ensure agent behavior aligns with your specific source material and training guidelines.

You can create AI roleplay agents using uploaded training files and documents during agent creation. Fine-tuning workflows can also use file attachments so behavior stays aligned with specific source material, not only a free-form prompt.


Watch: Create AI Roleplay Agents from Documents

Create a roleplay agent using a file

Open RoleplayAgents (or Manage Agents) and start Create agent, filling in roleplay type, scenario, and other required fields.

Resources settings page listing uploaded playbooks and documentsThe Resources library, where uploaded playbooks and documents are stored and can be attached to an agent during creation.

Find Resources, Attachments, Training files, or a similar section in the creation flow, and add files: upload new documents or choose existing items from the Resources library. Complete the agent description or prompt so it's clear how the attachments should be used (for example, "Follow the attached pricing guardrails."). Generate or save the agent, then run a test roleplay to validate behavior.

Fine-tune an agent with file attachments

Open the existing agent you want to refine, then open the fine-tune, variations, refine, or edit section, whichever your workspace provides. Attach or update files the same way as in creation; prefer library resources for consistency across agents. Save your changes and test with representative scenarios.