---
title: "Creating a Roleplay Agent: All the ways to do it"
url: "https://help.outdoo.ai/en/article/roleplay-agent-creation-overview"
language: "en"
last_updated: "2026-10-23T02:56:40.768Z"
---

# Creating a Roleplay Agent: All the ways to do it

Learn the four main methods to create roleplay agents in Outdoo—from scratch prompts, existing calls, documents, or templates—and discover which approach works best for your training needs.

Outdoo AI gives you several ways to create a roleplay agent. The right method depends on what you already have: a call, a transcript, a document, or just a scenario in your head. Start from **Practice > Roleplay Agents** > **Create Roleplay Agent**. This article maps each method and when it makes sense.

![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea1415ff1e476839208d6f_edit-roleplay-agents-roleplay-agents-create-button-3.avif)

## Start from a prompt

Write a description of the buyer persona, the scenario, and the objections you want to practice. This is the fastest way to get started and works well when you are building a training scenario from scratch.

Best for: new agents when you do not have existing calls to pull from, or when you are designing a specific training scenario.

![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea1472c5a34bd2d7c383a2_edit-roleplay-agents-roleplay-agents-select-default-prompts-to-create-agents-3.avif)

See: [Create a roleplay agent from a prompt](https://help.outdoo.ai/en/article/create-a-roleplay-agent-from-a-prompt)

## Start from a call or transcript

Upload a recorded call or paste a transcript. Outdoo AI analyzes the conversation and generates an agent that matches the buyer's language, objections, and tone. This creates agents grounded in real customer behavior rather than theoretical scenarios.

Best for: replicating a difficult call your team regularly encounters, building agents from your best (or worst) recent calls, or capturing a specific buyer persona from a specific vertical.

![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea14ac9bc10bd0968fb7a5_edit-roleplay-agents-roleplay-agents-create-from-calls-in-gong-clari-outdoo-3.avif)![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea14d58beb9d7137455c35_edit-roleplay-agents-roleplay-agents-create-paste-call-transcript-3.avif)

See: [Create a roleplay agent from existing calls](https://help.outdoo.ai/en/article/create-a-roleplay-agent-from-existing-calls) | [Create from a call transcript](https://help.outdoo.ai/en/article/create-an-ai-roleplay-agent-from-a-call-transcript)

## Start from a file or resource

Upload a battlecard, persona document, playbook, or product brief. Outdoo AI generates an agent whose behavior reflects the content of the document: the buyer's priorities, the likely objections, the messaging you want team members to practice against.

Best for: aligning roleplay practice to your official sales playbook, using competitive intelligence documents to build competitor persona agents, and turning static enablement content into interactive practice.

![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea1515fd5ee79fc531cd86_edit-roleplay-agents-roleplay-agents-create-from-resource-or-uploaded-calls-3.avif)

See: [Create a roleplay agent from a file or resource](https://help.outdoo.ai/en/article/create-roleplay-agent-using-a-file-or-resource)

## Customize the persona

Whichever method you start with, you can fully customize the agent's persona: role, company, seniority, emotional tone, and specific objections to raise.

![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea15541bbf8efe7ce76687_edit-roleplay-agents-roleplay-agents-create-customize-persona-4.avif)![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea15c0b322c052061e6a44_edit-roleplay-agents-roleplay-agents-knowledge-buyer-priorities-3.avif)

![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea16186f9086d77e21de73_edit-roleplay-agents-roleplay-agents-create-customize-behaviour-3.avif)

## Start from a template

Outdoo AI includes pre-built templates for the most common call types: cold call, discovery, objection handling, renewal, and more. Pick the closest match and edit it to fit your specific context.

Best for: teams getting started quickly, standardizing agent creation across multiple people, and building a base agent that you can clone and customize for different verticals or personas.

See: [Create a roleplay agent using templates](https://help.outdoo.ai/en/article/create-a-roleplay-agent-using-templates)

## Create a micro-learning agent

Micro-learning agents are short, focused practice scenarios designed for a single skill or objection. They drop you into a specific moment (like a pricing objection) and score you on how you handle just that moment.

Best for: targeted reinforcement coaching, call blitz drills, and practice sessions that fit into 5 minutes rather than 15.

![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea16d307552daee79a919e_roleplay-format-micro-learning-roleplay-type-3.avif)![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea16fe7a2b88b13a36a2d6_micro-learning-micro-skills-selection-3.avif)

See: [Create a micro-learning roleplay agent](https://help.outdoo.ai/en/article/create-micro-learning-roleplay-bot)

## Add a gatekeeper

A gatekeeper simulates the person between your team member and the decision-maker, such as an assistant or receptionist. You add it to a Voice Mode agent, and the team member has to get past the gatekeeper before reaching the buyer.

Best for: SDR and outbound teams who frequently encounter gatekeeping situations.

![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea172f8d7c94374674ec4b_edit-roleplay-agents-roleplay-agents-create-gatekeeper-3.avif)

See: [Create a gatekeeper agent](https://help.outdoo.ai/en/article/create-a-gatekeeper-to-a-roleplay)

## Create a video avatar agent

Video avatar agents use a lifelike AI face that responds in real time. Team members have a face-to-face conversation with a visual AI persona, which is the closest simulation to a video meeting.

Best for: teams who primarily sell through video meetings and want practice that mirrors that format.

![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea1757b8f64900ab993a3b_call-screen-roleplay-video-call-1.avif)

See: [Create a video avatar agent](https://help.outdoo.ai/en/article/create-a-video-avatar-video-mode-roleplay-agent)

## Create an in-person agent

In-person agents use **In Person Mode**. The AI still plays the customer in a voice session, but the scenario, instructions and scoring are framed for a face-to-face meeting, such as a store, branch or site visit.

Best for: retail, branch, field and other teams who meet customers in person.

![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea178a8139da6a1359f386_edit-roleplay-agents-roleplay-agents-create-in-person-3.avif)

See: [Create an in-person roleplay agent](https://help.outdoo.ai/en/article/create-an-in-person-roleplay-agent)

## Create a multi-persona agent

A multi-persona agent puts two or three AI personas on the same call, so team members can practice a buying committee or panel conversation. Choose **Create Multi Persona Agent** from the **Create Roleplay Agent** menu and pick the published agents that form the group.

See: [Intro to Multi-Persona Roleplay](https://help.outdoo.ai/en/article/intro-to-multi-persona-roleplay)

## Preview and fine-tune before publishing

Before publishing any agent, use **Try Out Agent** to test the conversation, and fine-tune the agent's responses.

![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea17ba49f678ef10329d2e_edit-roleplay-agents-roleplay-agents-preview-preview-screen-3.avif)![](https://cdn.prod.website-files.com/666fdec617b81d256ca8f1ca/69ea17deece7ce3dbab29e9e_edit-roleplay-agents-roleplay-agents-fine-tune-agent-3.avif)

## Clone and reuse existing agents

Once you have a working agent, clone it and edit it for a different persona, vertical, or scenario. This is faster than building from scratch every time.

See: [Clone and reuse roleplay agents](https://help.outdoo.ai/en/article/clone-reuse-roleplay-agents-for-the-sales-cycle) | [Create variations of a roleplay agent](https://help.outdoo.ai/en/article/create-variations-of-a-roleplay-agent)

## Which method should you use?

| Situation | Recommended method |
| --- | --- |
| No existing content, starting fresh | Template or prompt |
| You have a recorded call that captures the scenario well | From a call or transcript |
| You have a persona doc, battlecard, or playbook | From a file or resource |
| You need a quick 5-minute drill | Micro-learning agent |
| Practicing for an enterprise multi-stakeholder meeting | Multi-persona agent |
| Team members sell primarily over video | Video avatar agent |
| Practicing a face-to-face meeting | In-person agent |
| Scaling an existing agent to a new vertical or persona | Clone and edit |

Hope this article was helpful. For any queries, please write to support@outdoo.ai

## Related articles

-   [Create a Roleplay Agent from a Prompt](https://help.outdoo.ai/en/article/create-a-roleplay-agent-from-a-prompt)

-   [Create a Roleplay Agent from Existing Calls](https://help.outdoo.ai/en/article/create-a-roleplay-agent-from-existing-calls)

-   [Intro to Roleplay Agents](https://help.outdoo.ai/en/article/intro-to-roleplay-agents)