This article will walk you through the steps needed to set up and manage personas, which are essential for customizing training scenarios.
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Step-by-Step Guide
1. Accessing the Persona Menu
- Within Smart Role, go to the Persona menu.
- Here, you will see a list of default personas available for use.
2. Adding a New Persona
- Click the Add button to start creating a new persona.
- Enter a name for your persona, e.g., “Jake”.
3. Defining Traits
- Use the Generate button to create initial traits for your persona.
- You can customize these traits further to match your needs.
- Example traits: friendly, understanding, frustrated, anxious, direct, or negative.
4. Adding Details
- Age: Align with your customer profiles and typical targets.
- Language: Select from available languages.
- Email: Create a realistic email address for your persona or use the "Generate" option
- Picture: Upload a photo to visualize the persona during simulations.
5. Finalizing the Persona
- After filling in all necessary details, save your new persona.
- Your persona will now be available for selection in scenario creation.
Using the Persona in Scenarios
- When creating a new scenario, choose the persona you created.
- This allows the scenario to reflect the traits and behaviors of the selected persona.
Example
To illustrate, let’s create a persona named Jake:
- Name: Jake
- Traits: Friendly, understanding, patient
- Age: 30
- Language: English
- Email: jake@example.com
- Picture: [Upload a photo of Jake]
Jake is now ready to be used in your scenarios, providing a realistic and engaging training experience for your agents.
Creating and managing personas in Smart Role is straightforward and crucial for effective training. By following this guide, you can set up detailed personas that enhance the realism and effectiveness of your training scenarios.
For further assistance, please reach out to our support team.