Create a Roleplay Activity

Roleplays are a great way to help your team practice real-world conversations in a safe, simulated environment. With customizable scenarios, simulated buyers, and evaluation criteria, you can create immersive training experiences that strengthen communication and selling skills. 

Follow the steps in this article to create a Roleplay activity.

Step 1: Start creating

1. Click on the ‘Create new content’ button

2. Select ‘Roleplay’ from the list of options
   
   

Step 2: Choose a scenario

Select one of the available scenarios that best fits your training goal:

• Cold Call: A brief first contact to set up a longer follow-up

• Objection Handling: Address objections with clear, on-label facts

• Warm Call: Check in, review results, and share updates

• Discovery Call: Ask detailed questions to understand needs

• Competitive Selling: Compare the product to rivals and highlight where it delivers better value

• Supply Review Call: A strategic discussion on supply health, substitutions, and timelines

• Scheduling Routine Evaluation: A check-in call to book regular follow-up visits and keep care on track

• Scheduling First Evaluation: Schedule the first evaluation for patients and guide them through what to expect

• Coaching: Change Adoption: A conversation with a direct report or peer who resists new systems, processes, or organizational shifts
  
  

Step 3: Prepare your materials

Before you begin, make sure you have these ready:

• Product detailers document or any other visual aids for the product

• Sales process and agenda for the Roleplay

• Competencies and evaluation criteria for each competency

Step 4: Set up the Roleplay environment

Add product details

1. Click on the + icon under the Product section

2. Select one of the recommended products or click on ‘Add new product’

3. Enter the product name, select the product type, and add details (manually or generate using AI by uploading a file or adding a link)

4. Optionally, add clinical trial information (manually or generate using AI) and upload an image of the product

5. Click on ‘Create Product’ when done
   
   

Add buyer details

1. Click on the + icon under the Buyer section

2. Select, create, or generate a simulated buyer for the Roleplay
   
   
    

3. Add as much information as possible. The more details you include, the more realistic the AI conversation will be

   • Include buyer background, potential objections, previous meeting details, patient profiles, and any relevant history

   • Information is power! The richer the context, the better the simulation
     
     

Set up the agenda

1. Click on the + icon under the Agenda section

2. Enter the agenda of the call in the text field

3. Keep it focused to ensure the conversation remains pointed and goal-oriented
   
   
    

4. You can also add best practices, tips for success, and other participant guidelines
   
   

Step 5: Create evaluation criteria

1. Click on the ‘Finish by creating the evaluation criteria’ button

2. Customize each competency, including its evaluation guidelines and score

3. Use the x icon to remove a competency and the ➕ icon to add one

4. Add keywords to cover and keywords to avoid

5. Remember, not all competencies are relevant to every scenario. Customize them to fit the meeting context for accurate and meaningful score measurement

   
   
   

Step 6: Publish and assign

1. Once your Roleplay environment is ready, click ‘Publish’

2. Your Roleplay activity is now ready to be assigned to participants

Learn more

To learn how to assign a Roleplay activity, read this article: Assign a Roleplay activity

To learn about Roleplay performance insights and reporting, read this article: Viewing Roleplay Performance & More in Reports

To learn about Roleplays on Wayground for Business, read this article: Roleplays on Wayground for Business: Overview & Best Practices