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Multi-Persona Role-Play

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Written by SN
Updated this week

The Multi-Persona Role-Play feature allows trainees to practice complex, realistic conversations involving multiple AI personas within a single simulation. This enables richer training scenarios that mirror real-world environments, such as group discussions, multi-stakeholder sales calls, or customer interactions involving more than one representative.

This feature is available through the new template:
“Multi-Persona Role-Play [Beta]”

Note:

• The template fully supports the AI Assistant.
• Support for 3URLs functionality will be available soon.
• Animated avatars are not currently supported in this template.
• A Multi-Persona Role-Play can include up to 4 AI personas.


When Should You Use Multi-Persona Role-Plays?

Multi-Persona simulations unlock training scenarios that cannot be replicated in a single-persona role-play. Below are recommended use cases for both B2C and B2B environments.


B2C Use Cases

1. Customer Escalation Scenarios (Multiple Customers / Family Members / Influencers)

Situations where multiple customers participate in the conversation, for example:

  • A customer and a frustrated family member demanding escalation

  • A customer, plus an accompanying spouse/parent asking questions

  • A customer and a second “influencer” customer who impacts the decision

Training Benefits:
Teaches agents how to manage high-pressure interactions, navigate conflicting expectations, and maintain control of the conversation.

2. Multi-Customer Service or Retail Interactions

Examples:

  • Two customers shopping together, both interacting with the agent

  • A customer and a manager from their organization acting as a buyer + approver (B2C services like telecom, insurance, retail banking)

  • A customer plus a peer who challenges the agent during the interaction

Training Benefits:
Helps trainees practice:

  • Managing parallel questions

  • Handling competing priorities

  • Providing tailored responses to different customer personalities

3. Customer + Specialist Inquiry Scenarios

The AI personas simulate multiple customer voices such as:

  • A customer plus a technical friend advising them

  • A customer plus a compliance/financial decision-maker accompanying them

Training Benefits:
Prepares agents to handle coordinated inquiries and objections from multiple people at once.


B2B Use Cases

1. Multi-Stakeholder Customer Meetings

Perfect for B2B calls where multiple customer-side participants join the meeting, for example:

  • Champion + Economic Buyer + Technical Buyer

  • Procurement + IT + Business Owner

  • Project Manager + End User + Security Reviewer

Training Benefits:
Teaches reps how to:

  • Navigate differing stakeholder priorities

  • Adjust communication style for each persona

  • Manage group dynamics and maintain control of the meeting

2. Objection Handling Across Multiple Customer Personas

Examples:

  • A technical buyer raising concerns

  • A financial buyer questioning price

  • A business buyer asking about outcomes

Training Benefits:
Helps the trainee practice responding to layered objections and aligning multiple stakeholders toward a decision.

3. Customer Kickoff or Implementation Conversations

The trainee acts as the CSM or onboarding rep speaking with:

  • A customer project manager

  • A customer technical lead

  • A customer executive sponsor

Training Benefits:
Simulates real multi-person onboarding calls where customers have different expectations and levels of knowledge.


How to Create a Multi-Persona Role-Play

Follow the steps below to build a simulation with multiple personas.

Step 1: Select the Template

  1. Navigate to Course StructureAdd Task.

  2. Choose Role-Play.

  3. Select the template:
    “Multi-Persona Role-Play [Beta]”


Step 2: Use the AI Assistant to Build Your Scenario

The AI Assistant is fully supported in this template and is required to create the foundation of the multi-persona simulation.

The AI Assistant will guide you through:

  • Defining the scenario

  • Setting the context for each persona

  • Structuring the conversation flow

  • Ensuring the right personas participate at the right times

Persona limit: Up to 4 AI personas per simulation.


Step 3: Edit Personas and Role-Play Details

After completing the AI Assistant workflow:

  1. You will be taken to the editor.

  2. Here you can:

    • Edit the persona descriptions

    • Adjust the dialogue guidelines

    • Refine scenario requirements

    • Select which persona opens the conversation

    • Modify roles, tone of voice, goals, and constraints

This allows full control over how each persona behaves and interacts during the simulation.


Key Notes

  • Multi-Persona Role-Play currently does not support animated avatars.

  • You can combine personas from different roles, industries, and tones to create highly realistic conversations.

  • Support for 3URLs will be added soon (expected in ~2 weeks).

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