Who Can Use This

• Feature availability: Accounts on Orum's AI Coaching Plan

How to Create a Custom Roleplay

1. Navigate to AI Roleplay

   Go to the AI Roleplay tab in the left-hand navigation bar.

2. Click “Create Roleplay”

   Select the “Custom Scenario” option.

3. Enter Rep Objectives

   You’ll be prompted with:

   “What should the rep aim to accomplish in this scenario?”

   Use this to describe the buyer persona, call difficulty, goals, and tone.

   Example input:

   “I want this to be a medium-to-high difficulty call with a Director of IT. The buyer has a need but doesn’t like talking on the phone. The rep should surface pain and earn permission to continue.”

4. Let Orum Generate the Prompt

   Orum’s AI will generate a detailed roleplay prompt based on your objectives.

5. Review and Edit

   You can refine the language, persona details, or scenario context as needed.

6. Save and Publish

   Once saved, the scenario will appear in your team’s Roleplay Library for reps to access and train on.

Tips for Better Prompts

• Be specific about the persona (e.g., title, industry, tone)

• Include the rep’s desired outcome

• Mention any common objections the rep should practice navigating

FAQs

Can I delete or update a scenario later?

Yes, admins and managers can edit or delete any custom roleplay scenario.

Can I create scenarios for demos or discovery calls?

Absolutely. You can simulate both cold calls (audio-only) and meetings (using avatar mode).

Can reps create their own scenarios?

Not currently. Only admins and managers can create or edit custom roleplays.