Templates and AI Drafter
Get out of PowerPoint.
Build scenarios in minutes.
A 5-step flow 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.
Stop at step 3, come back tomorrow, pick up exactly where you left off.
Identity
Name, description, channel (chat, voice, with video coming soon) and difficulty.
Generate description with AI
Persona
Who the AI plays. Name, profile, motivations and 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 a rigorous evaluation. Compliance blockers.
Generate directives with AI
AI Drafter
5 AI actions. Each with versioned instructions.
A "Generate with AI" button on every step. Under the hood, those are 5 separate actions with instructions tuned for each one, so every generation is optimized for its context (persona, criterion and directive are different prompts).
Everything generated is immediately editable. The AI drafts, you edit. Never working against 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 action has versioned instructions, editable directly in the System Prompts panel.
Build templates with the AI you already use.
Download the platform manual, ask your favorite AI to generate the template, 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 manual. Send it to ChatGPT, Claude, Gemini or whichever AI your company already uses, along with the roleplay description you want. The AI returns a file, you paste it or upload it here, and the template is ready. You can also export what you already have, tweak it outside the platform and bring it back.
// template-discovery-b2b.json
{
"title": "B2B Discovery Call",
"channel": "chat",
"persona": { ... },
"scenarios": [3 scenarios]
}
Full versioning
Every edit creates a version with a comparison. Restoring an old version revives even deleted templates. Useful for "let's go back to last quarter's template".
Instructions pinned per template
Each roleplay can pin a specific version of the AI's instructions. Useful for reproducing the same behavior after a platform-wide update.
Without pinning, the roleplay uses the instructions active the moment it starts.
Library
Don't start from scratch.
Library by vertical: pharma (medical visits, retention), banking (KYC, suitability), call centers (retention, troubleshooting), tech (discovery, objection handling).
Medical Visit, Skeptical Cardiologist
Suitability, Conservative Investor
Retention, Premium Customer
Discovery Call, Enterprise 500+
Rep Onboarding, Product Launch
KYC, AML/CFT 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 locked 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 from gaps in the competency framework.
Learn more →Ready to transform how your team trains?
For organizations with 50+ employees. Book 45 minutes and we'll think the setup through with you.