How it works
- 01
Choose the context
Pick a situation from the library or create a context tailored to your offering.
- 02
Review the customer profile
Review what the sales rep sees before the call, what stays hidden, and the objective.
- 03
Test it
Try the scenario in text before sharing it, then adjust any response that doesn't sound right.
What's in the library?
24 scenarios across six industries: SaaS, B2B services, manufacturing, business insurance, commercial real estate, and training. They cover eight call types and eleven customer moods. The names and companies are fictional.
An “Add to my organization” button copies a scenario for you to edit. If you don’t choose one, a surprise pick offers a situation for each call.
How do you create your own scenarios?
The editor describes the character, known and hidden facts, goals, mood, and difficulty. A text-based test lets you check how the customer behaves without making a voice call.
You can also start with a document: AI turns it into a scenario draft for you to review before activating it. Starter includes five custom scenarios; Pro and Business let you create as many as you want.
What makes a scenario realistic?
A customer doesn’t know everything. They may not know the budget or approval process. Give them a hidden fact the sales rep can uncover by asking questions.
Follow-up example: a former customer stopped ordering because their needs changed, not because you let them down. The exercise is to find that out before making any proposal.
Brief: a former customer stopped ordering. Hidden fact: their needs changed; they have no issue with the quality of your offering.
Should you review what AI generates?
Yes. Check prices, features, approved commitments, and scoring criteria. A generated scenario stays as an inactive draft until you approve it.
Don’t add identifiable customer records. Fictional examples can recreate the same challenge. To get started with your documents, see guided setup.
