Review and Edit a Roleplay Agent
Every single-persona roleplay agent has a details page. It shows the agent's settings in read-only cards, and the header holds the actions you use to save, test and publish it. Use it after you create an agent, and any time you change one.
Open the details page
Go to Practice > Roleplay Agents and open an agent. The page also opens right after you create an agent with AI. Multi-Persona agents have their own page. See Manage Personas and Versions in a Multi-Persona Agent.
The header
The header shows the agent's name (or "Untitled Agent") and a status badge:
- New · Not Saved Yet: the agent has no draft yet.
- Draft: a saved draft that your team can't see yet.
- Published: the live version.
- Draft · Unsaved Changes or Published · Unsaved Changes: you changed something that is not saved.
The header has four buttons:
- Edit Agent opens the full editor.
- Save Draft saves your changes as a draft. Your team won't see a draft until you publish it. It is available only when there are unsaved changes and a Roleplay Type is selected.
- Try Out Agent starts a practice session with the agent. It is available only when the agent has a saved draft, a Roleplay Type, and no unsaved changes. Save your draft first.
- Publish makes the agent available to your team. It needs a saved draft and a Roleplay Type. Publish also saves your current changes first.
Publish is blocked until the agent has a scorecard. If none is selected, you see "Select a scorecard before publishing this agent." Choose one in the Scorecard section.
What the page shows
The left side holds read-only cards. Each card has an edit button that opens the editor at that section.
- A summary card with the avatar, name, title, company, Scenario, Behavior and Scorecard, plus Folder and Tags pickers.
- Basics: Format, Roleplay Type, Scenario, Mode, Instructions for Team Members and Advanced Settings.
- Persona: Voice, Greeting Line, Personality, Background and Interests, and Behavior.
- Agent Context & Guidance: AI Agent Knowledge, Priorities, Objections and Opinions.
- Company Details, hidden for B2C workspaces.
- Scorecard, with the number of objectives.
- During the Call, hidden for B2C workspaces. It shows what team members see next to the call.
The right side holds the Fine-Tune with AI panel. See Fine-Tune a Roleplay Agent with AI.
Edit an agent
1. Open the editor
Click Edit Agent, or click the edit button on any card.
2. Work through the sections
A Sections list on the left shows "n of N required sections done" and a progress bar. A check mark appears next to each finished required section. Incomplete sections show how many required fields are left. The sections are:
- Basics (required): how the roleplay runs, and what the team member reads before the call. It holds Format (Full Conversation or Micro-Learning), Roleplay Type, Scenario, Mode (Voice, Chat, In Person or Video) and Instructions for Team Members.
- Target Skill (required, only for Micro-Learning).
- Persona (required): who the team member talks to, how they open the call, and how they behave. Behavior is set here.
- Priorities and Objections (optional).
- Company Details (optional, hidden for B2C workspaces).
- Scorecard (required): how team members are scored after the roleplay.
- Team Member View: choose what team members see before they start.
The Roleplay Type is locked once the agent exists.
3. Save or publish
The editor header has its own Save Draft and Publish buttons. They work the same way as the buttons on the details page. Click Close to go back to the details page.
Try out your agent
Click Try Out Agent to run a real practice session as a draft. When the call ends, a Try Out Feedback box asks "What should change about this agent?" Describe the change and submit it to send it to Fine-Tune with AI.
Hope this article was helpful. For any queries, please write to support@outdoo.ai