Creating Complete Buyer Journeys

Buyer Journeys are curated collections of scenarios that create a structured learning path. They adapt to your performance by analyzing your responses, strengths, and areas for improvement to generate personalized follow-up scenarios. This dynamic approach ensures each learner receives targeted practice in areas where they need it most.

For Admins

Creating Buyer Journeys

1. Navigate to the Buyer Journey section and click "Create Buyer Journey"
2. Add a name and description to help learners understand the buyer journey's purpose
3. Search and add scenarios from your library - you can filter by Call Purpose, Products, or Personas
4. Arrange scenarios in your desired order to create a progressive learning path
5. Save the buyer journey and optionally preview it before assigning

Managing Buyer Journeys

• Edit: Modify content, order, or description at any time
• Duplicate: Create variations of successful buyer journey for different teams
• Preview: Test the buyer journey flow before assigning to your team
• Delete: Remove buyer journeys that are no longer needed (this will preserve learner progress history)

Assigning Buyer Journey

1. From the dashboard, click the menu (⋯) on any buyer journey
2. Select "Assign to Learners"
3. Choose between:
   • Individual assignments: Select specific team members for targeted training
   • Group assignments: Assign to entire teams or departments using Groups

Learn more about managing your team in the Member Management guide.

For Team Members

Playing Buyer Journeys

1. Access your assigned buyer journey from your dashboard
2. Click "Play" to start a new buyer journey or "Resume" to continue where you left off
3. Complete each scenario to progress through the buyer journey - learn more about Playing Scenarios
4. View your scores and detailed feedback after each scenario in your Call Logs

Progression & Scoring

• Complete each scenario to unlock the next one in the sequence
• Each scenario adapts based on your previous performance, focusing on areas that need improvement
• View your progress and scores in the buyer journey dashboard and Analytics
• Replay completed buyer journeys to improve your scores and reinforce learning

Learn more about how performance is evaluated in the Scoring guide.

Dynamic Scenario Generation

After completing each scenario in a buyer journey:

• The system analyzes your performance and conversation patterns
• AI generates a personalized follow-up scenario based on your needs
• New scenarios focus on areas where you need more practice
• Each generated scenario maintains the context from previous conversations

Progress Management

Viewing Progress

• Track completion status for each scenario in the buyer journey
• See average scores across all completed scenarios
• Review detailed feedback for each attempt
• Monitor improvement trends over time

Resetting Progress

You can reset your progress on a buyer journey to start fresh:

1. Navigate to the buyer journey in your dashboard
2. Click the "Reset Progress" button (looks like a refresh icon)
3. Confirm that you want to reset your progress
4. The buyer journey will return to its initial state, allowing you to:
   • Start from the beginning
   • Get fresh scores
   • Practice with newly generated scenarios
   • Track improvement from your new baseline

Note: Resetting progress doesn't delete your previous attempt history - you can still view your past performance in Analytics.

Replaying Buyer Journeys

Even after completing a buyer journey, you can:

• Replay the entire sequence to improve your scores
• Practice specific scenarios you found challenging
• Experience new dynamically generated scenarios
• Compare performance across multiple attempts