Manage Scenarios
A scenario is the situation a team member practices, such as a discovery call or a pricing objection. Each scenario belongs to one Roleplay Type. When you build a roleplay agent, you pick a Roleplay Type and then a scenario for it.
You need the Manage Scenarios permission to use this page.
Open the list
Go to Manage > Scenarios. The table shows Scenario Name, Roleplay Type, Created By and Updated By. You can sort by name.
To narrow the list:
- Type in Search scenarios...
- Use the Roleplay Type filter.
- Use the Created By filter.
If nothing matches, you see "No scenarios found. Create one or change your filters."
Create a scenario
1. Click Create Scenario
The Create Scenario window opens.
2. Fill in the fields
- Scenario Name (required): for example, Pricing objection call.
- Scenario Description (required): describe the situation and what the team member should achieve in the call. It can be up to 1,000 characters.
- Roleplay Type (required): pick the type this scenario belongs to.
The Roleplay Type can't be changed after you create a scenario, so choose it with care.
3. Save
Click Create Scenario. The scenario now appears when you pick its Roleplay Type in an agent.
You can also create a scenario while building an agent. Next to the Scenario field, click the Create Scenario plus button. It opens this page in a new tab with the Roleplay Type already selected. Return to the agent and use the refresh icon to load the new scenario.
Edit, duplicate or disable
Open the three-dot menu on a row:
- Edit opens the scenario so you can change its name and description.
- Duplicate opens a copy with "(Copy)" added to the name. Save it to create the new scenario.
- Disable turns the scenario off after you confirm. Team members can't use a disabled scenario. You see "Scenario disabled."
Built-in scenarios can't be edited or disabled.
How scenarios connect to Roleplay Types
A scenario is tied to the Roleplay Type you chose when you created it. In an agent, the Scenario field stays empty until you pick a Roleplay Type, and it lists only that type's scenarios. To add a type of your own, see Custom Roleplay Type and Scenario.
Hope this article was helpful. For any queries, please write to support@outdoo.ai