Create an AI Roleplay Agent from a Call Transcript

Learn how to create an AI roleplay agent from a call transcript in just 6 steps. This guide covers transcript formatting, parsing, and selecting the agent role for your training needs.

This guide explains how to create a roleplay agent from a call transcript. Roleplay agents built this way are useful for training, simulations, and practice scenarios such as discovery calls, sales conversations, or support interactions.

Steps to create an agent from a transcript

Step 1: Navigate to Roleplay Agents

Go to Practice > Roleplay Agents, click Create Roleplay Agent, then select Create Single Agent.

Step 2: Select roleplay type and scenario

On the Create a Roleplay Agent page, choose the Roleplay Type and a Scenario that matches your use case (for example, a discovery call). Both are required. They help the AI understand the type of conversation it should model.

Step 3: Paste the call transcript

Click Create From > Transcript and paste your call transcript into the Transcript field.

Each line needs a timestamp in square brackets, then the speaker name and a colon. For example:

[00:00:01] Seller: Hello, thanks for joining the call
[00:00:05] Customer: Thanks for having me

Lines in other formats aren't recognized, so check the format before you parse.

Transcript modal with a pasted call transcript and a Parse Transcript button

Paste the transcript into the Transcript field, then click Parse Transcript.

Step 4: Parse the transcript

Click Parse Transcript. The system detects all speakers in the conversation.

Step 5: Choose the speaker

Under Select the External Speaker, pick the participant the AI should play, usually the customer or prospect. Click Submit.

Step 6: (Optional) Add context beyond the transcript

You can type extra context into the prompt box, for example:

The conversation is between a seller and a potential customer

The goal is to qualify the lead or understand their needs

The roles or designations of each participant

Adding this context helps the AI generate a more accurate roleplay agent. You can also leave the prompt box empty and use only the transcript.

Step 7: Create the roleplay agent

Click Create Agent. The AI roleplay agent is generated from the transcript and opens on its details page.

Step 8: Edit and customize the agent

Review the persona, behavior, tone and other settings, change anything you need with Edit Agent, then click Publish. Publish needs a scorecard.

Hope this article was helpful. For any queries, please write to support@outdoo.ai

Intro to Roleplay Agents

Create a Roleplay Agent from Existing Calls

Creating roleplay agents: overview