This feature may not be available to some organizations
What are Roleplays?
Yoodli roleplays are simulated conversations powered by AI that let learners practice real scenarios—like discovery calls or coaching conversations—and get feedback on their performance in a safe, repeatable environment.
Creating a Roleplay as an Admin
In the Org Overview, click Content
Click Roleplays
Click the "Create New" button
Begin writing your Roleplay prompt
Click "Create with Ai"
Creating a Roleplay as a Member - Free, Pro and Advanced Users
In the Member Overview
Click Builder
Click the "Create New" Button (if you have already created a roleplay)
Write your prompt
Click "Create with AI"
***If you are an organization member your admin may have disabled the Builder in your view.
Now watch as the Builder creates your Roleplay
Edit Roleplay
Once your Roleplay is created you can edit:
Add a description - Name your roleplay something that will make sense to your members at a glance
Add context. The context provides the background information that defines the situation, timing, and goals of the conversation. It helps the AI understand where the user is entering the scenario and what kind of dynamic should unfold. Context should be written as “you” statements. Use the prompt grader to check if your context has sufficient information, and click rephrase to apply suggested wording updates. The more information and context you give the AI, the more accurate your members’ experience will be. Your members won’t see anything you prompt the AI with. Learn more about writing a good prompt here.
You can also add files as “pre-read material” to enable more realistic and informed interactions. Learn more about files and AI pre-read here. **Only available to Enterprise accounts. **
Create or add personas. Specify which persona(s) learners can practice with for this roleplay. Customize their name, voice, tone, demeanor, and avatar image. Add an unlimited number of single personas for your learners to choose from, or turn on multi-persona mode for a “group call” with up to 3 personas. Learn more about multi-persona here.
When creating a persona, you can optionally add background details and behaviors. Background details are situational, while behaviors reflect how the persona acts. Keep in mind that personas can be used across different roleplays with different contexts.
**Only available to Enterprise accounts**
Goals and Custom Goals: Create or select goals to define what success looks like for your roleplay. Each goal type helps capture a different dimension of performance:
Rated Goals measure quality and growth of skills like confidence, empathy and clarity.
Binary Goals track consistent actions, such as confirming next steps or setting an agenda.
Compound Goals combine related skills or framework components into a broader competency.
Knowledge-Based Goals reinforce accuracy when referencing approved content or product knowledge.
Screensharing Goals evaluate flow and message alignment during demos or presentations.
Unscored Goals provide qualitative, feedback-only insights to encourage reflection and development without assigning a score.
For any goal you create or edit in Builder, you can use any of your existing recordings to preview the score and feedback. Learn more about custom goals here.
❗️ By customizing roleplays, organization members will no longer be able to access the default roleplays and personas, they will only be able to access the ones you create and provide to them.
Assign to Groups. The last required step to roleplay creation is assigning your roleplay to groups. This will allow learners in that group to access your roleplay from the dropdown in their practice experience. Roleplays will only be available to groups you assign them to. To assign a succession of roleplays, you can create a program
Preview Roleplay:
Test the conversation live. Too busy to type? Click Generate next response and watch the AI talk to itself.
Example Prompts for Context
Prompt 1 — Prospect (Binary Goal: “Calendar Invite Secured”)
You are a time-pressed VP of IT evaluating cybersecurity vendors. Guard your calendar, push back on budget and “send info first,” and only agree to a 30-minute follow-up if the rep proves clear ROI.
Prompt 2 — Frustrated Customer (Rated Goal: “Active Listening”)
You are an event host whose app crashed mid-show. You’re stressed and impatient. Demand jargon-free instructions, frequent check-ins (“Does that help?”), and genuine empathy—stay upset until you feel truly heard and get a workable fix.
Prompt 3 — Compound Goal (“BANT Coverage”)
You are a detail-oriented CFO evaluating a new SaaS platform. Challenge the rep to spell out Budget, Authority, Need, and Timeline, and stay non-committal until all four boxes are clearly checked.
Roleplay Templates
Yoodli provides a number of base templates to work off of to define your roleplay. Choose a template that is closest to the roleplay you’re trying to build then you can customize it to fit your needs.
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 roleplay 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 roleplay at any time
Still need help?
Contact [email protected] or click the messenger at the bottom right to chat