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 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, then click Publish.

This step lets you fine-tune the agent for your specific training or simulation goals.

Intro to Roleplay Agents

Create a Roleplay Agent from Existing Calls

Creating roleplay agents — overview