Create a Roleplay Agent Using Templates

When to Use Templates

Use templates when you want:

• Fast setup with built-in structure

• Consistency across team training

• Standardized scenarios (cold call, discovery, demo)

• Micro-learning skill drills

• Onboarding modules

Steps to Create from a Template

Step 1: Choose a Template

Popular templates include:

• Cold Call

• Discovery

• Qualification

• Objection Handling

• Negotiation

Step 2: Define Persona Details

Set:

• Background

• Role

• Experience level

• Emotional state

Step 3: Add Personality Traits

Examples:

• Direct

• Professional

• Skeptical

• Fast-paced

Step 4: Select or Create a Scenario

Options include:

• Problem aware

• Solution aware

• Unaware

• Custom scenarios

Step 5: Add Objections and Priorities

Customize:

• Opinions

• Preferences

• Buying concerns

Step 6: Add Scorecards

Choose criteria for:

• Discovery

• Objections

• Rapport building

• Closing behaviors

Step 7: Add Coaching Instructions and Environments

Optional settings:

• Background setting

• Mid-call starting context

Step 8: Save and Share

Your template-based agent is ready to use.

Related articles

• Intro to Roleplay Agents

• Creating a Roleplay Agent: All the ways to do it

• Creating roleplay agents — overview