Create an AI Roleplay Agent from a Call Transcript
This guide explains how to create a roleplay agent using a call transcript. Roleplay agents are useful for training, simulations, and practice scenarios such as discovery calls, sales conversations, or support interactions.
Follow the steps below to generate your agent.
Step 1: Navigate to Roleplay Agents
- Go to Roleplay Agents in the platform.
- Click Create Roleplay Agent.
- Select Create Digital Twin.
Depending on your account settings, you may see multiple roleplay options.
Step 2: Select Roleplay Type and Scenario
- Choose a scenario that matches your use case (for example, Discovery Call).
- This scenario helps the AI understand the type of conversation it should model.
Step 3: (Optional) Add Context Beyond the Transcript
You can provide an optional prompt to give the AI more context about the conversation.
Examples:
- The conversation is between a sales representative 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.
If you prefer, you can skip this step and proceed using only the transcript.
Step 4: Paste the Call Transcript
- Select Transcript as the source.
- Paste your call transcript into the input field.
Important transcript formatting requirements:
- Include timestamps
- Include speaker names
- Use a clear time-based format
Example format:
00:01 – Agent: Hello, thanks for joining the call
00:05 – Customer: Thanks for having me
Proper formatting ensures the transcript is parsed correctly.
Step 5: Parse the Transcript
- Click Parse Transcript.
- The system will detect all participants in the conversation.
Step 6: Choose the Agent Role
Once parsing is complete:
- Select which participant you want to create the roleplay agent for.
- For example, choose the sales representative or support agent.
Step 7: Create the Roleplay Agent
- Click Create Agent.
- The AI roleplay agent will be generated automatically based on the transcript.
Step 8: Edit and Customize the Agent
After creation:
- Open the agent and click Edit (Optional)
- Modify prompts, behavior, tone, or other settings as needed and Publish.
This is a standard step and allows you to fine-tune the agent for your specific training or simulation goals.
That’s It 🎉
Your AI roleplay agent is now ready to use. You can repeat this process with different transcripts to create agents for various scenarios like discovery calls, sales training, or customer support practice.