Overview
What is Roleplay training?
Roleplay Training in Evergrowth let you practice sales conversations with an AI-powered digital clone of a prospect. It simulates cold calls or discovery meetings, helping you sharpen your pitch, handle objections, and get instant feedback based on proven sales methodologies. The AI evaluates your performance and provides actionable coaching, so you can improve your skills in a risk-free environment.
Roleplay Session is the actual roleplay session where you participate. You’ll interact with AI and receive your evaluation.
Roleplay Scenarios are training setup (saved template) created by your manager or enablement team. Each scenario defines the type of meeting (e.g., cold call, discovery), the persona, the evaluation method, and how often you’ll be asked to complete it. These can be scheduled on repetitive basis.
When should I use it?
When you want to practice cold calls or discovery meetings before reaching out to real prospects.
For regular sales training and skill development, either as part of a scheduled program or on demand.
Anytime you want feedback and coaching in a risk-free environment.
Before You Start
Ensure your microphone (and optionally camera) are enabled for interactive sessions.
Be aware of any deadlines for completing assigned roleplay sessions.
Be ready to review evaluation afterward. That’s where the learning happens.
Roleplay Training Step-by-Step Guides (for Salespeople)
Participate in a Scheduled Roleplay Training Session
Access Your Assigned Scenario
Go to Playbook > Roleplay training or follow the link from the email invite.
Find a session that’s assigned to you in the list.
Review Instructions
Before starting, read the scenario instructions, persona, and vertical information.
Note: This information will be visible during the session as well. Don’t worry if you skip this accidentally.
Start the Session
Click to “Play” to begin the roleplay session.
Note: if you’re doing this first time, you will need to enable microphone access and camera access (optional). See the “first time use”.
Have a Conversation
Say “Hello” just to start the conversation. Good luck!
End the Session
The Roleplay agent does not end the session automatically.
Click the STOP button when you believe you have completed the session goal (e.g., booked a meeting, sent a quote).
Review Evaluation and Feedback
After ending the session, the AI Roleplay Coach will evaluate your performance based on the chosen sales methodology (e.g., Challenger, SPIN, MEDDIC, etc).
Access your session history and feedback by going to Roleplay Training > Click on the specific session > Click on the specific attempt.
The most recent attempt will show as "Evaluating" while the AI reviews your session. In that case, come back once it is “Completed”.
Launch an On-Demand Roleplay Session with any Contact
Open the Contact Page of your target prospect.
Go to the Roleplay tab.
Click “Create Roleplay”.
Name your session (this is only for yourself, e.g., “Prep for Jane at Acme Corp”).
Choose the Agenda: discovery meeting or cold call.
Enter scenario tuning (e.g., “Prospect doesn’t know our company,” or “Prospect is skeptical about ROI”).
Adjust personality settings if you want, or just continue with default settings.
This directly impacts the behaviour of the prospect and affect their willingness to continue with you, their resistance to new ideas, how much they challenge the salesperson’s pitch, how polite or aggressive they are.
Personality trait (Analytical, Amiable, Expressive, Driver)
Emotional state (Sceptical, Supportive, Busy, Indecisive)
Communication style (Direct, Indirect, Formal, Informal)
Decision-making process (Collaborative, Autonomous, Hierarchical)
Select the evaluation framework (Challenger, SPIN, Sandler, SNAP, or custom).
You will receive feedback based on the selected framework after you complete the session.
Click Start to begin the roleplay.
Complete the session, then review the feedback.
Review Past Roleplay Attempts
Go to Playbook > Roleplay Training.
Click on any completed session.
Choose which attempt you’d like to review
First time use
Click “Start new”.
Click “Play”.
Enable microphone access.
Note: Evergrowth does not record audio and does not store audio. It only stores the transcript of the call so that evaluation agent could provide you feedback.
(optional) enable camera access.
Note: Evergrowth does not store video recordings and it does not record video. It only mirrors you like on the actual video meeting.
Setup Roleplay Scenarios: Step-by-Step Guides (for Admins)
Create & Assign scheduled roleplay training sessions for your sales team
This guide is for admins or sales enablement managers who want to create structured training scenarios for their sales team on a specific frequency.
Go to Playbook >> Roleplay Scenarios
Click New Scenario
Click the "New Scenario" button.
Name and Type
Enter a clear, self-explanatory name for the scenario (this will be visible to salespeople).
Select the type of scenario (e.g., Discovery Meeting, Cold Call). This choice affects how the AI agent behaves.
Scenario Tuning
The Roleplay Trainer agent knows about two people: the prospect and the salesperson. It’s very important to specifically use these words then referring to the prospect or salesperson.
Provide detailed context for the scenario. This can include:
Why the call is happening
What the prospect knows about your company
Likely questions or objections
To have more “real-life” experience, you can extract questions that prospect asked from an actual call and add these questions to the scenario tuning.
Persona and Vertical Settings
Select the relevant vertical
Select relevant persona
(Optional) if you want this roleplay scenario to be for a specific prospect, then add their LinkedIn URL to personalize the experience.
Personality and Behavioral Settings
This directly impacts the behaviour of the prospect and affect their willingness to continue with you, their resistance to new ideas, how much they challenge the salesperson’s pitch, how polite or aggressive they are.
Choose the Evaluation Instruction
Set Frequency and Describe the scenario to the team so they’d know what to expect and do
Choose how often the scenario should be repeated (e.g., weekly drills).
Note: if you don’t want this scenario to be scheduled on a repetitive basis, then simply turn off the “Frequency” toggle.
Instructions are seen by participant and does not impact the behavior of AI.
Assign participants OR skip this step and assign later
Assigned users will receive notification emails to complete their sessions.
If you want to test and change the roleplay settings before inviting the team, then you can skip this step. Reason: once you invite participants, you won’t be able to edit the scenario settings.
Click “Start” to save.
Test the scenario
Once you create a scenario, it’s best to test it before inviting participants so that you could make any changes.
Open the specific scenario
Click “New Roleplay Session”
Follow the steps from “Participate in a Scheduled Roleplay Session
Add participants to an existing scenario
If you want to add more participants to an already existing scenario:
Open the specific scenario
Scroll down to “Participants” section
Click “Invite Participants”
Select the users you want to invite & send invites.
Duplicate the existing scenario
This is useful when you want to create a new scenario that has slight changes in it OR when you want to edit existing scenario that has participants. Note: you can’t edit a scenario that has participants, that’s why duplicating it is the only option.
Open the specific scenario.
Click “Duplicate”.
Continue setting up the new scenario from there.
Delete a Scenario
If the scenario becomes irrelevant, you can delete it.
Open the specific scenario
Click the “Delete” button.
Track Sessions completion & reports
Overall report
Go to Playbook >> Roleplay scenarios.
Click the "Report" button.
View aggregated data on how many sessions were completed and by whom in a given period.
Individual scenario report
Open the specific scenario
Scroll down to the “Participation history”
FAQ
Can I practice with any persona?
Yes. You can choose personas, verticals, and personality traits for AI simulations.
What sales methodologies are supported for evaluation?
Evergrowth provides templates for Challenger, Customer-Centered Sales, MEDDIC, SNAP, SPIN Selling, Sandler, and Solution Selling. You can also add your own custom evaluation instructions.
How do I get feedback after a session?
After completing a session, the AI roleplay coach evaluates your performance based on the selected methodology and provides feedback on what you did well and what to improve.
Does the Roleplay Trainer end sessions automatically?
No. You must click STOP once you’ve reached your objective.
Can I review past attempts?
Yes. All sessions are saved with evaluations under Roleplay trainer.
What is the difference between a roleplay scenario and a roleplay session?
A roleplay scenario is a template or setup created by your manager or sales enablement team. It defines the context, persona, evaluation method, and frequency. A roleplay session is an individual practice event generated from a scenario, which you participate in and receive feedback on.
Can I launch a roleplay session on demand?
Yes, you can start an on-demand roleplay session from any contact profile in your account list, without waiting for a manager to assign a scenario.
What is the Evergrowth Roleplay Trainer used for?
The Roleplay Trainer is used to simulate realistic sales conversations with AI-generated digital twins of your prospects. It helps salespeople practice calls, objection handling, and pitch delivery in a safe environment, improving confidence and effectiveness before real meetings.
Can I create a session which would simulate a call with 2+ people from the prospect's company?
No. Today the roleplay agent only supports a session between one prospect and the salesperson.
(Admin) Can I edit a roleplay scenario after inviting participants?
No, once participants are invited to a scenario, it cannot be edited. To make changes, duplicate the scenario, update as needed, and archive the old one.
(Admin) How do I assign scenarios to specific salespeople?
During scenario creation, select the participants you want to invite. They will receive an email notification and see the session in their Roleplay Training dashboard.
Additional Notes & Tips
The more detailed your scenario tuning, the more realistic the training will feel.
Default personality and evaluation settings work well, but experimenting helps you prepare for different buyer behaviors.
Status “Evaluating” means the AI is still scoring your attempt, check back soon.
To maximize improvement, review your feedback carefully after each session and focus on one or two skills each time (e.g., objection handling, discovery questions).
Salespeople see only their assigned sessions and not the full scenario settings, keeping their interface simple.