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Guided setup

Create sales scenarios with AI from your documents.

Guided setup takes just three screens. Enter your website URL (or describe your business in a few sentences), and AI pre-fills your profile, citing the page each piece of information comes from, then suggests five simulated customers for you to review. Nothing is activated without your approval.

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Set up your workspace

Example

Profile

Specific context leads to more useful scenarios.

Your offering
Scheduling software for field teams
Your contacts
SMB operations managers

How it works

  1. 01

    Your business

    Paste your website URL: AI reads a few pages and pre-fills your industry, offering, target customers, and prices. Each detail shows its source, and anything the website doesn’t say is left blank for you to fill in. Make corrections right there and choose up to five objections.

  2. 02

    Your simulated customers

    Five simulated customers appear in a compact list: review the characters, objections, and facts, uncheck any you don't want, then click “Looks good.”

  3. 03

    First call

    An easy customer, four minutes, and a call report right afterward. You can also skip this screen and come back to it later.

What information should you provide?

Your website URL is all you need to get started; if you don't have a website, two or three sentences about your business work just as well. Documents are optional: PDF, Word, text, or Markdown, with up to five active documents and 25 MB per file.

One short, up-to-date document is better than five conflicting presentations. Don’t include individual customer records or confidential information.

What does the assistant generate?

A profile of your company, a call brief, a recommended scorecard, and five simulated customers, including at least one follow-up and one price objection. They’re a starting point for your scenarios. Pre-filling only includes information it can cite: if it can’t find a passage on the page, it leaves it out and leaves the field blank.

Two colleagues set up a headset taken from a box on a light-colored desk.

What should you review before activating?

Prices, product names, features, and commitments. If a generated customer mentions a connector you don't have, correct the information before activating it. Approval is up to the admin, and you can invite your sales reps afterward from the home page, once you've made your first call.

What about the first call?

Your first guided call uses an easy scenario, a friendly customer, and a four-minute duration. You can also skip the assistant and start with the library, then come back to it later.

Phone call simulation

Portrait of Thomas MartinThomas MartinCustomer in a hurry · AI customerOnline
  1. I only have two minutes.
  2. Of course. What matters most to you right now?
  3. Saving time, especially when it comes to organizing the team.
  4. In that case, I suggest we set aside fifteen minutes on Thursday to discuss it.
00:10
Sample call report

82 / 100

Listening90
Discovery78
Objections65
3 tips to help you improve
  1. 1Ask an open-ended question.
  2. 2Rephrase the objection.
  3. 3Confirm the next step.
Example

FAQ

Can you skip this step?
Yes. “Skip for now” takes you to the home page, where a card lets you resume setup whenever you like. The scenario library is available right away.
What happens to uploaded documents?
They’re used only for your organization. You can deactivate or delete them at any time, and choose whether they inform the simulated customer, scoring, or both.

Explore more

Scenarios46 call scenarios across eleven industries, eight call types, and eleven customer moods. Copy them, adapt them, or create your own from your documents.Call simulationsA voice-based sales role-play: AI plays a rushed, skeptical, or inactive customer, you respond out loud, then replay the call.Privacy PolicyPersonal data: data subjects, purposes, legal bases, retention, recipients, transfers, and exercising rights.DemoExplore a practice session in four steps: choose a customer, make the call, review the scored call report, and see manager tracking. No microphone or sign-up required.

Practice your next call before you pick up.

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Create sales scenarios with AI | Clozing