--- title: "Intro to In-Person Roleplay Agents" url: "https://help.outdoo.ai/en/article/intro-to-in-person-roleplay-agents" language: "en" last_updated: "2026-10-23T02:56:43.515Z" --- # Intro to In-Person Roleplay Agents Learn how In-Person Mode prepares team members for face-to-face customer interactions in retail, real estate, insurance, and field sales through realistic scenario-based roleplay training. **In Person Mode** is a call type you select when creating or editing an agent. The AI still plays the customer in a voice-based roleplay session, but the context, instructions, and scoring are framed for in-person situations such as a retail floor, site visit, or branch consultation. ### Why use it? - Build confidence for high-pressure, in-the-moment meetings where the team member is face-to-face with the customer. - Train for how conversations actually flow in person, including pauses and reading the room, not just what is said on a call. - Standardize practice across locations and teams so every team member gets consistent in-person scenario training. - Close the gap between phone or remote training and real on-site execution. ### Sectors suited for In-Person Roleplays #### Retail - Walk-ins: greeting customers, qualifying needs, and moving to a product or demo. - Product demos: showing products at the counter or on the floor, handling "just looking" and objections. - Counter objections: price, fit, availability, and comparison handling in a face-to-face setting. #### Real estate - Site visits: property walk-throughs, answering questions on the spot, reading buyer reactions. - Negotiations: in-person price and terms discussions, closing conversations, and handling pushback. #### Insurance - In-branch consultations: needs analysis, plan comparisons, and paperwork discussions across the desk. - High-trust conversations: explaining coverage, claims, or sensitive topics in person. #### Field teams - On-site meetings: any role where team members meet customers at their location, such as field sales, service, or B2B visits. - High-trust conversations: where rapport, presence, and clarity matter more than on a call. ### Use Cases #### Preparing for store or branch interactions Retail and branch-based team members practice opening, discovery, and objection handling as if the customer is in front of them, so they're ready for real walk-ins and appointments. #### Site visits and property showings Real estate teams practice tour flow, reading the room, and closing in a scenario that mimics being on-site with the prospect. #### In-branch needs analysis and plan comparison Insurance teams practice consultative conversations, plan comparison, and objection handling in an in-person consultation context. #### Standardizing in-person practice across locations Managers create In Person Mode agents and add them to courses and Call Blitz drills so all locations and teams practice the same in-person scenarios and are evaluated on the same scorecards. ### Why It Matters - Builds confidence for high-pressure, in-the-moment meetings. - Trains team members for how conversations actually flow in person, not just scripted phone behavior. - Helps managers standardize practice across locations and teams with consistent scenarios and scoring. ### Examples #### Example 1: Retail walk-in - Agent name: "Retail – Walk-in and Product Demo." - Call type: In Person Mode. - Scenario: "Customer has just walked into the store. They're browsing but haven't asked for help yet." - Instructions to Rep: "Approach in a friendly, non-pushy way. Ask one open-ended question to understand need. If they show interest, offer a quick product demo. Handle at least one objection (price or fit)." - Scorecard: Includes greeting, discovery, demo clarity, objection handling, and next steps. #### Example 2: Real estate site visit - Agent name: "Site Visit – First Showing." - Call type: In Person Mode. - Scenario: "You're at the property with the buyer. They've seen the main rooms and have questions about the neighborhood and timeline." - Instructions to Rep: "Answer questions concisely. Read their reactions. Address one concern (for example, price or timing). End with a clear next step (second visit or offer)." - Scorecard: Includes tour flow, question handling, objection/concern handling, and closing next step. #### Example 3: Insurance in-branch consultation - Agent name: "In-Branch – Needs Analysis and Plan Comparison." - Call type: In Person Mode. - Scenario: "Client has come into the branch for a consultation. They're interested in coverage but worried about cost." - Instructions to Rep: "Conduct a short needs analysis. Compare two plan options. Handle the cost objection and suggest a clear next step (for example, application or follow-up)." - Scorecard: Includes needs analysis, plan comparison, objection handling, and next steps. A gatekeeper is not available in In Person Mode. It only works with Voice Mode agents. For setup steps, see [Create an In-Person Roleplay Agent](https://help.outdoo.ai/en/article/create-an-in-person-roleplay-agent). Hope this article was helpful. For any queries, please write to support@outdoo.ai ## Related articles - [Create an In-Person Roleplay Agent](https://help.outdoo.ai/en/article/create-an-in-person-roleplay-agent) - [Roleplay Call Types](https://help.outdoo.ai/en/article/roleplay-call-types) - [Intro to Roleplay Agents](https://help.outdoo.ai/en/article/intro-to-roleplay-agents)