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Learn how to use the builder to build your own scenarios and personas

Derek Sessions avatar
Written by Derek Sessions
Updated this week

Note: this feature may not be available in some organizations

Practice makes progress! Using the builder, you can create your own personal scenarios and personas to customize your roleplays to give you the practice you need to succeed. This gives you the ability to expand beyond quick conversations into highly specialized roleplays of any type you can imagine.

Scenarios define the overall situation you expect to roleplay - an interview, a cold call, a pitch, etc. Personas define who you're talking with - are you pitching to a CEO, a Director, or your buddy?

Create Scenarios in New Builder (Early access only)

If you have early access to the new Builder experience, you'll be able to write all of the details of the roleplay you're creating and Roleplay Builder will generate the rest. Some features may be released at a later time.

  1. Create a new roleplay from Builder or Roleplays (if you're an admin).

  2. Use the text field to enter a description for the roleplay at any level of detail.

    • Add files or links to provide better context

    • Add details about the persona and turn on "Generate persona" so a persona is created for you in the process

    • If you want to start off from a template, use the options below.

  3. Review the roleplay and make any additional changes.

    • Use the text box to describe what needs to be changed

    • Click Create Roleplay to save.

Edit Scenarios in new Builder (Early access only)

If you have early access to the new Builder experience, you'll be able to write all of the details of the roleplay you're creating and Roleplay Creator will generate the rest. Some features may be released at a later time.

  1. Edit any roleplay you have on the Builder or Roleplays page (if you're an admin).

  2. Edit any sections of the roleplay as necessary.

  3. Click "Preview" to test out your roleplay in a chat-based format.

    • Generate next response if you'd rather not type back and forth with the persona and just want to see what the roleplay will be like.

Scenarios

Scenarios allow your craft customized roleplays. Yoodli provides a number of base templates to work off of to define your scenarios. To provide the best quality experience, please enter the details of the scenario in the textbox or choose a template that is closest to the scenario you’re trying to build. If you can’t find a template that’s a close match, you could also use the "Custom" scenario.

Please follow the instructions in-product on how to customize each scenario. During this customization, remember these few key tips:

  • The more information and context you give the AI, the more realistic and interesting your experience will be. Use the "rephrase" button to help you hone in your prompt

  • You can configure a scenario in a few different ways, between the description, persona, and questions. When in doubt, the description is always a safe place to put any details

  • You’re in control! Make changes to your scenario at any time

While creating your scenario you'll also get to choose how it ends - either allowing the AI or member to end the conversation, or requiring the member to end the conversation. We recommend allowing the AI to end the conversation as this will give the most realistic, immersive, and fun experience. To further enhance the realism, you can assign an "AI driven time limit" to a scenario. The AI will act as if it had a hard stop at that time, notifying you it'll have to leave the call around 5 minutes ahead and then leaving the call when it hits the time limit.

Pitch Scenarios

The “Pitch” scenario is a special type of scenario meant for practicing pitches or presentations where you expect to talk without interruption for a few minutes, before you break into questions. Use this if you want to make sure the AI doesn't jump in too early on you!

As part of this focused use case, Pitch scenarios also support a “target time” goal which help help keep you accountable for ensuring your pitch hits your target time.

Personas

You can also create custom personas to practice with. Choose their role, voice, demeanor, and add background information you would like the AI to draw from.

Personas give you an easy way to configure your scenario and keep it fresh. If you're aiming to practice a sales call or small talk in the same situation but want to be ready for different partners, this is the best way to quickly switch things up without having to do all the extra hard work of creating a new scenario.

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