Create a Video Avatar (Video Mode) Roleplay Agent
Learn how to create and configure video avatar roleplay agents with AI video personas, and how to run video-based roleplay sessions for sales training.
How to create a Video Avatar roleplay agent
- Go to Roleplay Agents → Create (or edit an existing agent).
- In the agent's Roleplay Format section, find Call Type.
- Select Video Mode (or "Video").
- If you see "Video Mode (On Request)" and the option is disabled, the Video Roleplays feature is not enabled for your workspace. Contact your admin or support to enable it.
- After selecting Video Mode, the Avatar field will use video avatars instead of static images.
- Open the Persona or Agent Persona section and choose a video avatar by name or gender. The list shows available AI video avatars such as Luna, Charlie, Olivia, Gloria, and Anna.
- Configure the rest of the agent as usual:
- Roleplay type and scenario
- Scorecard: use a scorecard that includes criteria for gestures, demo capabilities, and what is spoken during the demo slide if you want that feedback.
- Instructions to rep (optional): for example, "Share your screen and walk through the first three slides; explain pricing and next steps."
- Save as draft or Publish. The agent will be available for Video sessions from the agent's Try it button or from Roleplay or Courses.
How to choose or change the video avatar
- Open the agent (create or edit).
- Ensure Call Type is set to Video Mode.
- Go to Persona (or Agent Persona or Identity).
- In the Avatar area, you'll see video thumbnails or previews. Select one by gender or by name.
- Switching Call Type from Video Mode to Voice or Chat will switch the avatar control back to static image avatars. Switching back to Video Mode will show video avatars and may auto-pick one by gender; you can change it if needed.
- Save your changes.
How to run a Video Avatar roleplay
- From Roleplay (or Library or Courses), select an agent that uses Video Mode.
- Start the session using Try it or Start roleplay. You may see a Video or Start Video Call option.
- Allow camera and microphone access when prompted. The AI will appear as a video avatar (talking head).
- During the call:
- Speak and interact as in a normal roleplay. The avatar will respond with voice and video.
- To practice a demo: use the Screen Share button to share your screen (for example, slides or product). Narrate what you're showing. When finished, click Stop screen share.
- End the call when done. Your performance will be scored according to the agent's scorecard, including gestures, demo capabilities, and what you said during the demo if those are configured.
How to use screen share during a video roleplay
- After the Video call has started, find the Screen Share control in the call toolbar or next to the mute button.
- Click Screen Share and choose the window or screen to share, such as a browser tab with slides or an application.
- Present your demo or slides and speak to what's on screen, covering key points, benefits, and next steps. This is what can be evaluated as "what is spoken during the demo slide."
- Click Stop screen share when you're done. You can continue the conversation without sharing.
- End the call when the roleplay is complete. Feedback can include how well you executed the demo and narrated the content.
How to set up scoring for gestures, demo, and demo narration
- When creating or editing the agent, attach a scorecard that includes the dimensions you care about:
- Gestures (or "Presence" or "Body language"), if your scoring system supports it
- Demo capabilities: clarity of demo, flow, relevance
- What is spoken during the demo slide: quality of narration, key messages, alignment with the slide content
- If your scorecard is managed elsewhere in Manage Scorecards, create or edit a scorecard with these criteria and then assign that scorecard to the Video Mode agent.
- Reps will see feedback and scores based on these dimensions after the session in conversation history or performance views.
Limitations to be aware of
- Gatekeeper is not available for Video Mode or Chat Mode. It is only for Voice (Call) roleplays.
- Background noise or environment is not applied in the same way for Video Mode as for voice-only. Check the agent settings for your product version.
- Video Roleplays may require a feature flag or plan upgrade. If Video Mode is disabled, your workspace admin will need to enable it.
- Multi-persona agents may support Video Mode depending on configuration. Check the multi-persona flow for the Call type option.