Creating roleplay agents: overview

Learn all the ways to create roleplay agents in Outdoo—from existing calls, prompts, templates, files, variations, and more—with links to detailed guides for each method.

Outdoo AI offers several methods for creating a roleplay agent, ranging from a single written prompt to a full multi-persona buying committee, each suited to a different scenario or set of source material. If you are not sure which method fits your situation, see our full guide on choosing a method.

Watch: How to Create a Roleplay Agent from Scratch (Full Setup Guide)

Creation methods

Outdoo AI supports several ways to build an agent, from a single prompt to a full buying committee. Pick whichever matches the material you have on hand and the scenario you want to practice.

The agent creation menu, where you choose between a single buyer persona and a multi-persona buying committee.

Method	Description	Best for	Guide
Add Context > From Uploaded Calls, or Create from > Import	Upload a call recording or import a call already recorded in Outdoo AI. Outdoo AI extracts buyer patterns and creates a Digital Twin.	Most realistic training	Creating agents from existing calls
Create from > Transcript	Paste in a call transcript instead of a recording. Outdoo AI builds a buyer persona from the text alone.	Teams without call recordings	Creating an agent from a call transcript
Create Variations	Auto-generate new personas, scenarios, and voices from an existing agent.	Scaling training volume	Creating roleplay agent variations
Clone for New Sales Stages	Reuse an existing agent for discovery, pricing, or negotiation.	Consistency across the sales cycle	Cloning and reusing roleplay agents
Prompt box	Create an agent instantly from a short written description of the buyer and scenario.	Fast persona creation	Creating agents from prompts
Examples	Start from a ready-made example prompt for cold calls, discovery, demos, and other common call types.	Structured, repeatable simulations	Creating agents using templates
Add Context > From Resources	Attach product docs, playbooks, or call scripts to ground the agent in real materials.	Factual accuracy, persona fidelity	Creating agents from files or resources
Create Multi Persona Agent	Build a buying committee of several AI personas who join the same session.	Practicing group and stakeholder conversations	Creating a multi-persona agent
In-Person	Configure an agent for face-to-face training such as on-site meetings and product demos.	Face-to-face meetings such as on-site visits and retail conversations	Creating an in-person roleplay agent
Video Avatar	Add a video avatar so the agent appears on camera during the session.	Rehearsing video calls and in-person presence	Creating a video avatar roleplay agent
Micro-Learning	Train on one section of a conversation, such as objection handling or pricing, instead of a full call.	Short, focused practice rounds	Creating a micro-learning roleplay agent
Workflow-Enabled	Turn a real business process into a guided practice exercise team members step through.	Process and systems training	Creating a workflow simulation
Create from > LinkedIn	Build a persona directly from a prospect's LinkedIn profile.	Personalizing practice to a real target account	Creating an agent from a LinkedIn profile

From real calls

Use a real sales call to build the most accurate simulation. On the Create a Roleplay Agent page, click Add Context > From Uploaded Calls to upload a recording, or Create from > Import to pick a call already recorded in Outdoo AI. Outdoo AI extracts buyer personality, objections, tone, and communication patterns from the recording. This works well for SDR cold call reviews, AE discovery calls, pricing conversations, and customer success renewals.

From a prompt

Type a short description covering the persona, company, mindset, and call context into the prompt box on the Create a Roleplay Agent page. Click Examples if you want a ready-made prompt to start from. Outdoo AI generates a complete agent with persona traits, objections, emotional tone, and conversation style. This is the fastest way to create a new agent.

From a resource

Click Add Context > From Resources and attach product documentation, a pricing guide, a sales playbook, or any other document from your Resources library. The agent uses the content to stay accurate on facts and align to your specific messaging.

Other creation methods

A few methods are built for more specific situations:

Create from > Transcript: paste a transcript directly and Outdoo AI builds the persona from the text, no recording needed.
Create Multi Persona Agent: create a buying committee for teams practicing to handle multiple stakeholders at once.
In-person: configure the agent for face-to-face training instead of a phone or video call.
Video avatar: add a video avatar so the agent is visible on camera during the session.
Micro-learning: narrow practice down to one section of a call, such as objection handling.
Workflow-enabled: turn a real business process into a guided exercise team members step through.
Create from > LinkedIn: build a persona directly from a prospect's LinkedIn profile when you want practice tailored to a specific target account.

Variations and cloning

Once you have an agent that works, you do not need to build from scratch for every variation. Use Variations to generate new personas, scenarios, or voice styles from an existing agent. Use Clone as to take the same buyer persona into a different sales stage, such as discovery, demo, pricing, or negotiation, updating the objections and scorecard for each context.

Organising your agents

Folders help you group agents by product line, skill area, learning path, or cohort. You can share entire folders with your team.

See Organising roleplay agents into folders.

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