BETA: Practice customer calls with AI Trainer

Sales rep, Sales manager, Sales leader, Enablement manager

Enable Essentials*

AI Trainer provides a controlled, realistic environment to develop your revenue skills before engaging with real customers. Instead of taking up your manager's time for roleplays or using low-value leads, you can build your abilities with an AI customer that simulates conversations based on actual customer interactions.

Gain confidence while you engage in interactive conversations with an AI customer and can try scenarios as many times as you need. Practice scenarios are tailored to the situations you’ll encounter in your work environment, including onboarding, learning new messaging, preparing for specific personas, handling objections, and more.

If an automatic review scorecard is included, each session is scored and provides immediate feedback. After your final submission, your progress is tracked, and opportunities for improvement may be highlighted.

Access your training

Your enablement team or manager will assign your training, which can be accessed here:

1. Go to Coaching > My trainings.

2. You’ll see all your assigned, in progress, and completed training. You’ll be able to see the due date for your assignment.

3. Click Select training.
   

You’ll also receive an email as soon as a new training has been assigned, telling you that new training is ready for you. Click Select training.

Once you open your training:

1. Click Let's go!

2. On the left, you’ll be able to see the number of modules you need to do before you complete your training. These include a mix of:

   1. Lesson: Text and image based learning.

   2. Practice: An AI scenario-based simulation.

3. If there is an overview of the training purpose, you'll see it first. You can then move through the modules using Next. While you can’t skip modules to get ahead, you’re able to click Back to repeat modules that you passed.
   

Complete a lesson

You’ll need to complete all the necessary reading before you can click Next to move onto the next module. The lessons are essential preparation for the practice sessions which are scored.

Complete a practice session

When you open a practice, you'll see that you can engage in a realistic conversation with an AI customer.

1. On the right of your screen, you’ll see two important areas of information.

   • Scorecard. Practice sessions are scored by an automatic review scorecard, and you can view all the questions here. These can be the same scorecards used for real calls, ensuring consistent and objective feedback.

   • Background. Background information provides key details about the company and contact, so you can dive straight into the scenario.

2. Click Start once you're ready, followed by Start recording.

3. You now have up to 9 minutes to practice a call with your AI customer.

4. Click Stop recording when you’re finished or want to start again.

5. AI Trainer will now evaluate your practice session and give you both an overall score, as well as a breakdown of the main elements of the scorecard.

6. You have the choice to Go again to complete the practice again, or click Next to continue to the next module.
   

Submit your training

Once you’ve completed the entire training, Click Finish to see your score for all the practice elements. You can now either:

• Click Back to training to try practice sessions again. You’ll be able to try them out as many times as you like before submitting your results to your manager.

• Click Submit training. The designated recipient will now be notified that you’ve completed the training.

Note:

After you click Submit training, you can go to the completed course and re-enter the training page. From here you can re-do any practice sessions, BUT the last score is what stays as your final score.

Tips for effective practice

• Practice sessions are private: Your practice attempts are only visible to you until you submit a final recording. This gives you the personal space to make mistakes and learn without pressure. Here are some tips to help you:

• Treat it like a real call: Engage authentically with the AI as if it were an actual customer The more realistic your practice, the more effective your learning.

• Practice multiple times: Your first attempt might not be your best. Use AI Trainer's unlimited practice to refine your approach, try different techniques, and build confidence.

• Focus on feedback: Review your scorecard results carefully after each session, and identify specific areas to improve before practicing again.

• Track your improvement: Compare your scores across multiple attempts to see your progress and celebrate your growth.

*The features available to you depend on your company’s plan and your assigned seats.