Create an In-Person Roleplay Agent

Watch: How to Create an In-Person Roleplay Agent (Sales Training)

Step-by-step guide

Go to Practice > Roleplay Agents and create an agent (or open an existing one with Edit). In the Format section, find Roleplay Mode and select In Person. This tells the agent the scenario is a face-to-face conversation.

The agent detail page, where the roleplay mode is set to In Person and the rest of the agent is configured.

Configure the rest of the agent for in-person use:

• Roleplay type: for example, Discovery, Cold Call, or Custom.
• Scenario: choose or write a scenario that fits in-person, such as "Retail walk-in," "Branch consultation," or "Site visit."
• Roleplay Instructions: describe the in-person setting, for example, "You're meeting the prospect at their office. Use a firm handshake and maintain eye contact. Read their body language."
• Scorecard: attach the scorecard used to evaluate the in-person conversation.
• Background Sound (optional, under Advanced Settings): ambient noise for the in-person setting.

Save a draft or click Publish. You can test it with Try Out Agent, and your team can practice with it from Practice > Roleplay Agents or from a course.

How to run an In-Person roleplay

From Practice > Roleplay Agents (or a course), select an agent that uses In Person mode and start the session. The session runs as a voice roleplay using the same interface as Voice Mode.

Treat the conversation as in-person: use the scenario and instructions to imagine you're face-to-face. Pace your speech, leave natural pauses, and respond as you would in a real meeting. After the call, review feedback and scores.

Scorecards and background noise

An in-person agent uses one scorecard for the whole conversation. Gatekeepers are available only for Voice Mode agents, so an in-person agent can't have a separate gatekeeper phase. If you set a background sound, it plays during the in-person conversation.

Best practices for in-person scenarios

In the Roleplay Instructions, clearly describe the setting, such as store, branch, property, or client office, and any physical context such as "Customer is at the counter" or "You're in the conference room." Use scenario names or descriptions that signal in-person, for example, "Retail walk-in," "In-branch consultation," or "Site visit, closing." In the scorecard, include criteria that reflect in-person skills where possible, such as clarity, pacing, objection handling, and next steps, so feedback aligns with face-to-face performance.

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

Related articles

• Intro to In-Person Roleplay Agents
• In-person roleplay: how scoring works
• Create a Gatekeeper to a Roleplay