Managing resources

Learn how to upload and manage shared documents in the Resources library, then attach them to roleplay agents, scorecards, and courses for consistent training content.

Resources is a shared file library in the AI Roleplays product. You upload documents once and then attach them wherever they are needed — to roleplay agents, scorecards, or courses. This means your playbooks and training materials stay in one place rather than being copied into individual scorecards or agent prompts every time.

Go to Manage > Resources in the RP product to access the library.

What counts as a resource

A resource is any reference document you want available during agent creation or scoring. Common examples:

Sales playbooks and call frameworks

Product one-pagers and pricing guides

Objection handling scripts

Compliance or legal summaries reps need to follow

PDFs from training programs

YouTube links to product demos or training videos

Supported file types include PDF, Word (DOC/DOCX), plain text (TXT), CSV, and Excel (XLSX). You can also add YouTube links directly without uploading a file. The exact file types available may depend on your workspace plan.

Uploading a resource

Go to Manage > Resources.

Click Add Resource or Upload.

Select the file from your computer, or paste a YouTube URL if you are adding a video link.

Give the resource a name. Use something descriptive enough that teammates can identify it from a list — for example, "Discovery Call Framework Q3" rather than "Playbook v2".

Save. The resource appears in the library and is immediately available to attach elsewhere.

There is no limit on how many times a resource can be used. One document can be attached to multiple agents, multiple scorecards, and multiple courses at the same time.

Where resources can be used

Roleplay agents

When creating or editing a roleplay agent, you can attach resources to give the agent context about your product, your sales methodology, or the type of buyer it should simulate. The agent uses the content of the attached files to generate more accurate, grounded responses during practice sessions.

See: Create a roleplay agent from a file or resource

Scorecards

Resources attached to a scorecard give the AI scoring system reference material when evaluating a call. If your scorecard assesses whether a rep followed your discovery framework, attaching the framework document helps the AI score that criterion accurately.

See: Scorecards with attached resources | Create a scorecard using AI with resources

Courses

Resources added to a course appear in the Learning Resources tab visible to learners. Use this to give reps access to reference materials alongside the practice activities in the course.

Organizing resources

As the library grows, a few habits make it easier to manage:

Use consistent naming conventions from the start. Include the document type or use case in the name.

When you update a document — for example, a new version of your pricing guide — upload the updated file and delete or rename the old one. There is no automatic versioning.

Review the library periodically and remove files that are no longer accurate. Outdated documents attached to agents or scorecards can produce incorrect outputs.

Using resources when creating an agent

During agent creation, after setting the persona and scenario, look for the resource attachment option in the agent builder. Select one or more files from the library. The agent will incorporate the content of those files into how it responds during roleplays — including objections, product knowledge, and call context.

You do not need to paste document content directly into a prompt. Attaching a resource from the library is enough. If you update the file in the library later, re-attach it to the agent so the updated version takes effect.