DocumentationScenario ManagementScenarios Overview

Admin Scenarios Overview Documentation

Learn how to create, manage, and assign training scenarios as an administrator or creator

Last updated: 7/18/2025

As an administrator or creator, the Scenarios page is your central hub for creating, managing, and assigning training scenarios to your team. This guide covers everything you need to know about scenario management.

Accessing Your Scenarios

Navigate to Scenarios in the sidebar to see all scenarios in your organization. You'll see scenarios in a table format with comprehensive management options.

Understanding the Scenario Table

The scenarios table displays key information for each scenario:

Scenario Information

  • Name: The scenario title
  • Call Purpose: The type of sales call (Discovery, Cold Call, etc.)
  • Persona: The AI buyer profile used in the scenario
  • Scorecard: The evaluation criteria used for scoring
  • Product: The product or service being sold
  • Updated: When the scenario was last modified

Management Actions

Each scenario has a dropdown menu with options:

  • Edit: Modify the scenario content and settings
  • Assign to Learners: Assign the scenario to specific team members or groups
  • Duplicate: Create a copy of the scenario
  • Preview: Test the scenario yourself
  • Delete: Remove the scenario (use with caution)

Filtering and Sorting

Use the filters at the top of the page to find specific scenarios by call purpose, persona, scorecard, product, or name. Sort by any column to organize your view.

Learn More About Scenario Filters →

Creating New Scenarios

Quick Actions

  • Create Smart Scenario: Use AI to generate scenarios quickly
  • Create from Scratch: Build scenarios manually with full control

Scenario Types

Choose between two creation methods:

Smart Scenarios

  • AI-Powered: Syrenn's AI generates conversation flows
  • Quick Setup: Simple form-based configuration
  • Editable: Customize AI-generated content afterward
  • Perfect for: Rapid scenario creation

Create from Scratch

  • Full Control: Manual conversation building
  • Precise Design: Exact control over responses and flow
  • Traditional Approach: More like traditional scenario building
  • Perfect for: Highly specific training needs

Learn More About Creating Scenarios →

Managing Scenarios

Editing Scenarios

  1. Click the actions menu (three dots) next to any scenario
  2. Select "Edit"
  3. Modify the scenario content, settings, or conversation flow
  4. Save your changes

Duplicating Scenarios

Create variations of existing scenarios:

  1. Click the actions menu next to a scenario
  2. Select "Duplicate"
  3. A copy will be created with "(copy)" added to the name
  4. Edit the copy to create your variation

Deleting Scenarios

Remove scenarios that are no longer needed:

  1. Click the actions menu next to the scenario
  2. Select "Delete"
  3. Confirm the deletion

⚠️ Warning: Deleting a scenario will remove all associated data including completion records and analytics. Consider duplicating instead if you want to preserve the original.

Assigning Scenarios

Individual Assignments

Assign scenarios to specific team members:

  1. Click "Assign to Learners" on any scenario
  2. Select individual team members
  3. Set assignment parameters
  4. Save the assignment

Group Assignments

Assign scenarios to entire groups:

  1. Click "Assign to Learners" on any scenario
  2. Select groups instead of individuals
  3. All group members will receive the assignment
  4. Save the assignment

Assignment Management

  • Track Progress: Monitor completion rates
  • Adjust Assignments: Modify who has access to scenarios
  • Remove Assignments: Take away access when no longer needed

Learn More About Groups →

Previewing Scenarios

Testing Your Scenarios

Before assigning scenarios to your team:

  1. Click "Preview" on any scenario
  2. Test the conversation flow yourself
  3. Ensure the scenario meets your training objectives
  4. Make adjustments if needed

Quality Assurance

  • Flow Testing: Ensure conversations progress naturally
  • Response Quality: Verify AI responses are realistic
  • Learning Objectives: Confirm scenarios achieve training goals
  • Difficulty Assessment: Ensure appropriate challenge level

Best Practices

1. Organize Your Scenarios

  • Use clear, descriptive names
  • Group scenarios by call purpose or skill level
  • Keep scenarios focused on specific learning objectives
  • Regular cleanup of outdated scenarios

2. Quality Control

  • Preview all scenarios before assigning
  • Test scenarios with different skill levels
  • Gather feedback from team members
  • Continuously improve based on results

3. Strategic Assignment

  • Match scenarios to team member skill levels
  • Create progressive training paths
  • Balance individual and group assignments
  • Monitor completion and performance rates

4. Performance Tracking

  • Review analytics regularly
  • Identify which scenarios are most effective
  • Adjust training programs based on results
  • Celebrate team improvements

Related Documentation

  • Creating Scenarios: Learn how to build effective training scenarios
  • Scenario Filters: Learn how to organize and find scenarios
  • Groups: Organize your team for better scenario management
  • Analytics: Track scenario effectiveness and team performance
  • Call Logs: Review detailed feedback from scenario completions