DocumentationScenario ManagementScenarios Overview

Member Scenarios Overview Documentation

Learn how to access, filter, and play training scenarios as a team member

Last updated: 7/18/2025

As a team member, the Scenarios page is where you'll find and complete your assigned training scenarios. This guide covers everything you need to know about accessing, filtering, and playing scenarios.

Accessing Your Scenarios

Navigate to Scenario Library in the sidebar to see all scenarios available to you. You'll see scenarios in two main views:

Individual vs Group Assignments

Toggle between viewing scenarios assigned to you individually or to your groups:

  • Individual Assignments: Scenarios specifically assigned to you
  • Group Assignments: Scenarios assigned to groups you belong to

Use the toggle switch at the top of the page to switch between these views.

Understanding Scenario Cards

Each scenario is displayed as a card showing key information:

Scenario Details

  • Name: The scenario title
  • Assignment Type: Whether it's an individual or group assignment
  • Call Purpose: The type of sales call (Discovery, Cold Call, etc.)
  • Completion Status: How many times you've completed it
  • Last Attempted: When you last practiced this scenario
  • Average Score: Your overall performance score
  • Best Score: Your highest score on this scenario

Performance Indicators

  • Green Checkmark: You've completed this scenario at least once
  • Yellow Alert: You haven't attempted this scenario yet
  • Score Colors:
    • Green (60%+): Good performance
    • Yellow (40-59%): Needs improvement
    • Red (below 40%): Requires attention

Filtering and Sorting

Use the filters at the top of the page to find specific scenarios by call purpose, name, or sort by performance metrics like average score, last attempted, or completion status.

Learn More About Scenario Filters →

Playing a Scenario

To start practicing a scenario:

  1. Click the "Play Scenario" button on any scenario card
  2. Review the scenario details on the preview page
  3. Click "Start Call" to begin your training session

Learn More About Playing Scenarios →

Understanding Your Results

After completing a scenario, you'll receive immediate feedback including your overall score, strengths, areas for improvement, and detailed breakdown by evaluation criteria. Your results are automatically saved and tracked for progress monitoring.

Learn More About The Call Process →

Best Practices

1. Regular Practice

  • Complete assigned scenarios regularly
  • Re-practice scenarios where you scored poorly
  • Focus on scenarios you haven't attempted

2. Learn from Feedback

  • Read the detailed feedback after each call
  • Focus on specific improvement areas
  • Apply learnings to future scenarios

3. Realistic Practice

  • Speak naturally as you would in real calls
  • Don't rush through scenarios
  • Take time to think about your responses

4. Track Your Progress

  • Monitor your average scores over time
  • Identify patterns in your performance
  • Celebrate improvements

Getting Help

If you have questions about scenarios:

  • Check with your manager: They can help with scenario assignments
  • Review feedback: Detailed feedback often answers common questions
  • Practice regularly: The more you practice, the more comfortable you'll become

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