Preparing for and Running a Session

This page covers the full mechanics of an Agent Bots session, from setup to review.

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1. Choose a persona and personality

Each scenario has a set of personas (for example, different gatekeepers on a Cold Call, or different investor types on an Investor Pitch). Select a persona, then choose a personality trait that determines how they’ll behave in the conversation — for example, more skeptical or more receptive.

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2. Set up the meeting

Before joining, you’ll fill in a short setup form:

• Basic information — context the AI persona needs, such as what you’re selling or the situation you’re walking into.
• Assets — optionally attach supporting material, like a deck or one-pager, for the persona to reference.
• Additional personas — optionally add more AI participants to the same session, for example to simulate a multi-stakeholder call.
• Invite teammates — optionally invite colleagues by email to join the session with you.

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3. Check your devices and join

On the pre-join screen, confirm your microphone and camera selection. You’ll see avatar previews of the AI personas waiting in the session before you join.

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4. During the session

Once connected, talk through the scenario as you would a real conversation. Depending on the scenario, you may be able to add or remove additional AI personas mid-call.

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5. Ending a session

What happens when you end the call depends on your role:

• If you started the session: ending it ends the meeting for everyone, including any AI personas, and kicks off analysis of the full conversation.
• If you joined someone else’s session: leaving only removes you. The session continues until the person who started it ends it.

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6. Reviewing your results

After a session ends, you’re redirected to that session’s entry in Session History while analysis processes in the background. Once it’s ready, you’ll see the transcript, recording, and score.