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. If you have unique business needs, you can create a custom bot type with tailored scenarios, such as Support Calls or Cancellation Calls.

Why Create a Custom Roleplay Bot Type?

Custom roleplay bot types let you:

• Design scenarios that match your organization's specific processes

• Train team members on unique call types such as cancellation handling or support escalation

• Define custom rules, behaviors, and mindsets for realistic roleplays

Example: Cancellation Call

A custom "Cancellation Call" bot type might 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 to 3 day timeframe

Scenarios within this type:

• Canceling due to no usage of the product

• Canceling due to dissatisfaction

How to Create a Custom Roleplay Bot Type

• Go to Company Settings > Manage Role Types

• Click Add Roleplay Type

• Enter the following details:

• Title (for example, "Cancellation Call")

• Mindset (customer intent, for example, "User wants to cancel subscription")

• Behavior (tone and urgency, for example, "Logical with urgency")

• Rule State (key rules of the interaction)

• Go to Manage Scenarios under the new role type and add different customer situations. For example:

• "Canceling due to no usage"

• "Canceling due to product dissatisfaction"

• Add as many scenarios as needed to diversify roleplays

• After defining the role type and scenarios, create a bot either from a prompt or by starting from scratch

Related articles

• Creating roleplay agents — overview

• Create a Roleplay Agent from a Prompt

• Create Variations of a Roleplay Agent