If someone on your team invited you, finish accepting that invite first — see Signing in and accepting an invite.
1
Sign in
Go to your organization’s Poodle AI URL and sign in. If this is your first time, you’ll complete a short onboarding flow first — see Onboarding walkthrough.
2
Open Agent Bots
Select Agent Bots in the left sidebar, then choose a scenario: Cold Call, Investor Pitch, Sales Presentation, or Consulting. (Product Demo is coming soon.)
3
Choose a persona
Each scenario offers a set of AI personas — for example, different gatekeepers or decision-makers for Cold Call. Pick one and select a personality trait for how they’ll behave in the conversation (for example, skeptical or friendly).
4
Set up the session
Fill in the meeting setup form: basic context for the conversation, any supporting assets (like a deck or one-pager), and, optionally, additional AI personas to include or teammates to invite. If you’re low on session minutes for your plan, you’ll see a warning here before you can launch.
5
Check your mic and camera
On the pre-join screen, confirm your microphone and camera, then join. You’ll see the AI personas you’ve added waiting in the session.
6
Have the conversation
Talk through the scenario naturally, as you would with a real prospect. You can add or remove additional AI agents during the call if the setup supports it.
7
End the session
When you’re done, end the meeting. If you started the session, ending it closes the meeting for everyone and kicks off analysis; if you joined someone else’s session, leaving just removes you and the session continues for the owner.
8
Review your results
You’re redirected to that session’s page in Session History while your analysis finishes processing. Once it’s ready, you’ll see your transcript, recording, and score.
Next: explore Agent Bot scenarios
See what each scenario is designed to practice and how personas differ.