Create a Roleplay Agent Using Templates
Templates provide a structured framework for building consistent, repeatable simulations. Each template includes preset fields for persona, scenario, objections, and scorecards.
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 & Priorities
Customize:
- Opinions
- Preferences
- Buying concerns
Step 6 — Add Scorecards
Choose criteria for:
- Discovery
- Objections
- Rapport building
- Closing behaviors
Step 7 — Add Coaching Instructions & Environments
Optional:
- Background setting
- Mid-call starting context
Step 8 — Save & Share
Your template-based agent is ready to use anywhere.