Here’s how you can quickly create a new role-play for your team:
1. Open the Role-play section
Click the Role-plays icon in the left-side menu.
In the top-right corner, click the New button. Select Add Role-play from the dropdown.
3. Select the language
A setup window will appear. Choose the desired language for the role-play and click Get Started.
Define what you want your team to practice. Example: "Cold call with CIO" or "Handling objections during a sales call". That’s going to be the title of your role-play. Click Next to proceed.
Select the format that best fits your training needs:
🎯 Face-to-face with avatar – Great for preparing for meetings, offline sales, or door-to-door interactions.
📞 Phone conversation – Ideal for phone sales practice and cold calling.
🖥️ Screen sharing session – Perfect for practicing slide sharing or product demos.
Choose from:
🧠 AI Scenario – interactive AI-driven scenarios. We recommend choosing this option.
📇 Flashcards – quick Q&A practice.
📝 No Scenario – single topic/question role-play that matches your title.
Click Next.
7. Configure settings
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. You can check out the example in this article.
Open Advanced settings to:
⏳ Set a time limit (up to 30 minutes if Advanced model enabled or up to 15 with Default model).
🗣️ Select the voice for the AI.
Pro Tip: Click Edit Voice and choose an Advanced conversation model (male or female recommended for a more natural experience).
Click Save.
8. Customize the AI scorecard
Click Edit Scorecard to adjust evaluation criteria. By default, there are four metrics:
- Introduction
- Customer discovery
- Presentation skills
- Clothing
✅ Pro Tip: For tips on creating a great scorecard, check out this article on best practices.
Once everything is set up, click Create Role-play to save and continue with AI scenario setup.