Templates & AI Drafter
Get out of PowerPoint.
Build scenarios in minutes.
5-step wizard with auto-save, an AI assistant at every step, template import and export, and full versioning. Share templates across companies, import from internal material, or start from scratch with an AI-generated persona.
5 steps. Auto-save. AI on each one.
F5-safe via querystring. Stop at step 3, come back tomorrow, pick up where you left off.
Identity
Name, description, channel (chat/voice, video coming soon), difficulty.
Generate description with AI
Persona
Who the AI plays. Name, profile, motivations, initial emotional state.
Generate persona with AI
Scenarios
Specific situations the roleplay stages. Each scenario declares which competencies it tests.
Generate 3 scenarios with AI
Criteria
Criteria from your company's competency framework, with weights.
Suggest criteria with AI
Directives
Specific instructions for rigorous evaluation. Compliance blockers.
Generate directives with AI
AI Drafter
5 endpoints. Each with a versioned prompt.
"Generate with AI" button on every wizard step. Under the hood, there are 5 separate endpoints with prompts curated per surface, so each generation is optimised for its context (persona ≠ criterion ≠ directive).
Everything generated is immediately editable. The AI is the drafter, you're the editor. No fighting the AI.
Generate description
templates.describe
Generate full persona
templates.persona
Generate 3 distinct scenarios
templates.scenarios
Suggest framework criteria
templates.criteria
Generate directives
templates.directives
Each endpoint has its own versioned prompt in system_prompts, you can edit the prompt directly in the System Prompts panel.
Build templates with the AI you already use.
Download the platform guide, ask your favourite AI to generate the template, and paste it back here. No dependency on our AI for this step.
Import templates generated by your AI
Inside the platform you download the template-authoring guide. Send it to ChatGPT, Claude, Gemini or any AI your company already uses, along with the description of the roleplay you want to build. The AI returns a file, you paste or upload it here, and the template is ready. You can also export what already exists, tweak it outside the platform, and bring it back in.
// roleplay-discovery.json
{
"title": "B2B Discovery Call",
"channel": "chat",
"persona": {... },
"scenarios": [3 items]
}
Snapshot versioning
Every edit creates a snapshot with a diff. Restoring an old version revives even deleted templates. Useful for "let's go back to last quarter's template".
Per-template prompt pinning
Each roleplay can pin a specific version of the system prompt. Useful for reproducing behaviour after a platform-wide prompt upgrade.
Without pinning, the roleplay uses the prompt active at the moment of dispatch.
Library
Don't start from scratch.
Library by vertical: pharma (medical visits, retention), banking (KYC, suitability), call centres (retention, troubleshooting), tech (discovery, objection handling).
Medical Visit, Sceptical Cardiologist
Suitability, Conservative Investor
Retention, Premium Customer
Discovery Call, Enterprise 500+
Rep Onboarding, Product Launch
KYC, AML/CTF on Personal Account
Keep exploring
Multi-channel simulation
Where the template becomes execution
Chat and real-time voice (video coming soon), the template defines the script.
Learn more →Evaluation
Criteria pinned when the session starts
What the template declares is what the AI scores.
Learn more →Adaptive Track
Templates generated automatically
The Adaptive Track generates new templates based on framework gaps.
Learn more →Ready to transform how your team trains?
For organisations with 50+ employees. Book 45 minutes and we'll think the setup through with you.