Before users begin their role-play, you can display a short set of guidelines to give them context and help them prepare. These instructions appear directly to users when they start the exercise. To add or edit them, simply go to Options → Settings and Description in your scenario. This is where you can set up the introduction, role-play context, and any additional information you want users to review before recording.
Write user guidelines to give participants context. Add details for your team, such as role-play instructions, scripts, presentation decks, sample calls, or other resources to review before recording. You can attach a file of up to 1 GB.
Note: This information will NOT be used to train the AI or impact scoring.
Here’s the example:
In this scenario, you're acting as a sales representative from Altix Solutions, following up with Karen Mitchell, CFO at Nexora Dynamics—an existing client currently spending $600K annually.
Karen has expressed interest in exploring Altix InsightEdge, a new solution focused on predictive analytics, scenario modeling, and real-time financial insights.
Customer Context:
- Nexora is facing increased complexity in its financial planning.
- Leadership is pushing for faster reporting cycles and better forecasting.
- There's a growing need to unify data across global divisions.
Customer Objective:
- Karen wants to evaluate how InsightEdge can help
- Streamline planning and reporting
- Improve cross-functional visibility
- Support faster, more accurate financial decisions
Your Sales Objective:
- Advance this opportunity
- Run a discovery session that uncovers high-impact pain points
- Position InsightEdge as a strategic solution, not just a tool
Good luck!