Intro to Resources
Files are stored in a shared library and can be attached anywhere the product supports it—for example AI scorecard generation, scorecard settings, and agent creation.
Why use Resources?
- One library, many uses — Upload once; reuse across scorecards, agents, and courses.
- Consistent standards — Coaches and admins pull from the same approved documents.
- Easier maintenance — Update a file in the library rather than scattered copies in prompts or rubrics.
Related features
Resources power AI scorecard generation with attachments, scorecards with attached resources, and agent creation / fine-tuning with files. See also the overview of all four capabilities.
About Resources
The Resources section lets you upload, view, and manage files that describe how reps should be trained, how calls should be scored, or how agents should behave. After upload, materials appear in pickers when you attach documents to workflows.
Supported file types commonly include PDF, Word (DOC/DOCX), plain text (TXT), CSV, Excel (XLSX). Exact allowances depend on your workspace configuration.
Use cases
| Scenario | How Resources helps |
|---|---|
| Methodology and playbooks | Store official sales methodology, objection guides, or call frameworks for reuse in scoring and coaching. |
| Product and compliance | Keep specs, pricing guardrails, or compliance summaries attachable to agents and scorecards. |
| Course materials | Align learner-facing Learning Resources tabs in courses with the same files admins use elsewhere. |
| Regional / segment variants | Maintain separate document sets for different teams without duplicating every scorecard or agent. |
How-to guides
Open and manage the resource library
- Open Roleplay from the main navigation.
- Go to Resources (or Manage Resources under Settings → Coaching, depending on your layout).
- Use Add or Upload to add a file. Complete any title or metadata fields your workspace requires.
- Confirm the file appears in the list with the correct type and date.
- To update or remove entries, use the row actions (for example Edit or Delete) as provided.
Learner view (courses)
Learners may see a Learning Resources or Resources tab inside a course with links configured by admins. That view is typically read-only for learners.
5. Quick reference
| Topic | Detail |
|---|---|
| Purpose | Central library for training docs and reference files used with roleplay. |
| Typical path | Roleplay → Resources or Settings → Coaching → Manage Resources. |
| Consumers | AI scorecard generation, scorecard scoring context, agent creation / fine-tuning, courses. |