Custom Roleplay Type and Scenario

Outdoo AI provides built-in templates for common roleplay scenarios such as Cold Call, Warm Call, Check-In, and Follow-Up. However, if you have unique business needs, you can create a custom bot type with tailored scenarios—for example, Support Calls, or Cancellation Calls.

Why Create a Custom Roleplay Bot Type?

Custom roleplay bot types allow you to:

• Design scenarios that match your organization’s specific processes.
• Train team members on unique call types (e.g., cancellation handling, support escalation).
• Define custom rules, behaviors, and mindsets for realistic roleplays.

Example: Cancellation Call

A custom “Cancellation Call” bot type may include:

• Mindset: The user is calling in to cancel a subscription.
• Behavior: Logical but urgent, aiming to resolve quickly.
• Rules: The customer insists on canceling within a 2–3 day timeframe.

Scenarios:

• Canceling due to no usage of the product.
• Canceling due to dissatisfaction.
• This creates realistic training situations that align with real-world customer interactions.

How to Create a Custom Roleplay Bot Type

1. Navigate to Company Settings
2. Go to Company Settings → Manage Role Types.
3. Add a New Roleplay Type
4. Click Add Roleplay Type.

Enter the following details:

Title (e.g., “Cancellation Call”)

Mindset (customer intent, e.g., “User wants to cancel subscription”)

Behavior (tone and urgency, e.g., “Logical with urgency”)

Rule State (key rules of the interaction)

Define Scenarios

• Go to Manage Scenarios under the new role type.
• Add different customer situations. Examples:
  • “Canceling due to no usage.”
  • “Canceling because product dissatisfaction.”
• Add as many scenarios as needed to diversify roleplays.

Create a Bot Using the Custom Type

After defining the role type and scenarios, create a bot:

Either from a prompt or by starting from scratch.