Creating Personalized Scenarios from Past Roleplays

Personalized Scenarios are AI-generated training scenarios that automatically identify performance gaps from your calls and creates targeted training to address those specific weaknesses. This powerful feature turns your call history into actionable training opportunities.

What Are Personalized Scenarios?

Think of Personalized Scenarios as having a personal coach who watches your call, identifies what needs improvement, and creates custom training to address those specific areas.

💡 Note: Currently, Personalized Scenarios only analyze individual calls.

How Personalized Scenarios Work

Personalized Scenarios use the feedback and scoring data from your source call to automatically generate a tailored training scenario. The AI analyzes the call's evaluation results, identifies areas for improvement, and creates a scenario specifically designed to address those weaknesses.

Learn More About Call Feedback → Learn More About Scoring →

Creating Personalized Scenarios

Step 1: Access Call Logs

1. Navigate to Call Logs in the sidebar
2. Review your recent call history
3. Identify calls that represent common scenarios or challenges

Step 2: Select a Source Call

Choose a call to analyze for performance gaps:

• Single Call Analysis: Select one call for detailed performance review
• Call Quality: Choose calls with good audio quality and complete conversations
• Recent Data: Use calls from the last 30-90 days for current relevance
• Representative Performance: Select calls that represent typical scenarios or challenges
• Call Type: Consider whether you want to prescribe from a roleplay scenario or live call

Step 3: Generate Personalized Scenario

1. Click the stethescope icon from the "Actions" column of the call logs table
2. Provide a name and description for the scenario
3. Select the call purpose and related configuration
4. Click "Generate"

Step 4: Review and Use

Once generated, you can:

• Review the Scenario: See how it targets the weaknesses from your source call
• Play the Generated Scenario: Test the AI-created training scenario

Source Call Types: Roleplay vs Live Calls

Personalized Scenarios can be generated from two different types of source calls, each with distinct characteristics:

Roleplay Scenario Source Calls

When prescribing from a roleplay scenario call:

• Controlled Environment: The original call was a practice scenario with a scripted AI buyer
• Structured Feedback: Evaluation focuses on specific skills and techniques
• Targeted Improvement: Generated scenarios address specific roleplay weaknesses
• Practice-Oriented: The new scenario maintains a practice environment feel
• Skill Building: Focuses on building fundamental sales skills and techniques

Live Call Source Calls

When prescribing from a live call:

• Real-World Context: The original call was with an actual prospect or customer
• Authentic Challenges: Feedback reflects real buyer behavior and objections
• Practical Application: Generated scenarios mirror real-world sales situations
• Realistic Scenarios: The new scenario incorporates authentic buyer responses
• Performance Improvement: Focuses on improving actual sales performance

Choose your source call type based on your training objectives:

• Roleplay sources are ideal for building foundational skills
• Live call sources are perfect for improving real-world performance

Best Practices for Creating Personalized Scenarios

1. Choose the Right Call

Select Quality Data:

• Choose calls with complete conversations
• Select calls that represent typical scenarios or challenges
• Use recent calls for current relevance
• Consider the call type (roleplay vs live) based on your training goals

2. Choose Calls with Clear Feedback

Look for Calls With:

• Detailed feedback and scoring data
• Clear areas for improvement identified
• Specific weaknesses that can be addressed through training
• Calls where the team member could benefit from practice

3. Regular Generation

Create a Schedule:

• Generate new scenarios weekly or monthly
• Focus on different call types and team members
• Track improvement over time
• Update scenarios as team skills evolve

Next Steps

Ready to create your first Personalized Scenario? Start by reviewing your call logs and identifying a call that represents a challenge or opportunity for improvement.

Back to Creating Scenarios → View Call Logs → Learn About Smart Scenarios →