Create a Roleplay Agent Using Templates

Learn how to quickly set up roleplay agents using pre-built templates with customizable personas, scenarios, objections, and scorecards for consistent team training.

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

Templates start you with a ready-made structure so you only need to adjust the details that matter for your scenario.

The Create Roleplay Agent menu, the starting point for building an agent 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

Your template-based agent is ready to use.