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Roleplay Environment Editor: Walkthrough

The Environment editor is now AI-powered. Instead of starting with a blank form, authors upload supporting materials, describe the scenario they want to build, and get a complete first draft in one action. From there, you can refine any part of it with AI, edit fields manually, or do both.

 

Before You Start: Set Up at Least One Category

Every environment must be assigned a Category before it can be saved. New accounts start with no categories, so the first author on a new account will hit an "Error saving" message until at least one category exists. Create one first to avoid this.

What categories are for: Categories group environments by topic (for example: Sales, Leadership, Customer Success, Service) and power the Category filter on the Environment Library. They make it easier for learners and authors to find the right scenario as your library grows. Pick names that match how your team thinks about the work — function, team, skill area, or program.

To add a category:

1. Go to Settings → Categories.
2. Enter a Category name (and an optional description) and click Add.
3. Return to your environment, choose the new category from the Category dropdown in the Metadata section, and save.

Categories can be added, renamed, reordered, or archived at any time from Settings → Categories.

Creating a New Environment with AI

  1. Go to Environments and click Create Environment.

  2. A dialog appears with two options:
    1. AI-Assisted Authoring (Recommended) — generates a complete environment from your goals and source documents.
    2. Blank Canvas — opens the editor empty for manual authoring. Best for highly specific scenarios.

  3. Click Start with AI. The AI-Assisted Authoring screen opens:
  4. Write your prompt in the "What are we practicing?" field (up to 2000 characters). Describe the roleplay, who the AI character is, and what the learner should practice. A recommendations panel on the right suggests what to include:
    1. Who is the learner? 
    2. Who are they talking to?
    3. What skills are they practicing?
    4. What does success look like?
    5. Any specific framework? (bonus)
    6. Example: "I need a scenario for a Junior Sales Rep negotiating pricing with a stubborn procurement manager named David." 
  5. Add Source Material (optional) - drag and drop files or click to upload. Supported formats: PDF, DOCX, TXT, MD. Maximum 20 MB per file. Add instructions for each file so the AI knows how to use it. Uploaded materials can cover some of the recommendations above - focus your prompt on what they don't.
  6. Click "Generate Environment". Generation may take a couple of minutes.

Note: A reminder reads "AI can make mistakes. Please review for accuracy." before you generate and while editing. Review all generated content before publishing.

Reviewing Your First Draft

After generation, all fields are populated:
  • Title — a concise environment name
  • Description — learner-facing scenario context and instructions
  • Learning Goals — 3 to 5 specific objectives
  • AI Character — name, description, instructions, suggested voice, and personality
Each field shows an indicator marking it as AI-generated. Your uploaded documents remain attached to the environment and are available for future refinements — you do not need to re-upload them.
 

Refining with AI

Wherever you see the "Refine with AI" button, you can refine content side-by-side without losing your current version.
 
  1. Click on the "Refine with AI" button. The current content is displayed with the original draft locked.
  2. Type what you want changed in the prompt bar at the bottom - "What would you like to change?"
    1. Examples: "Make it more conversational." / "Add emphasis on compliance requirements." / "Make the character more skeptical."
  3. The AI applies edits and highlights changes inline, similar to tracked changes in a document.
  4. Use the tabs at the top to review: Changes shows the differences, Edit lets you make manual tweaks, Preview shows the final result.
  5. Click Accept Changes to keep the edits, or Undo Last Change to revert and try a different prompt.
  6. Click Exit Refinement when you are done.

AI Instructions field

The AI Instructions field adapts based on what is already there:
  • Auto-Draft — shown when the field is empty. Generates a first version from the current title, description, and goals in one click, no prompt needed.
  • Refine with AI — shown once the field has content. Opens the side-by-side refinement view so you can iterate on what is already written.
Only one option is shown at a time.

Manual Editing

Every field in the editor is editable at any time. You are not required to use AI generation or refinement — you can edit any field directly, and your edits are preserved when you use AI tools later. Uploaded documents stay available so you can return to AI refinement at any point without re-uploading.
 

Custom AI Character Image

Authors can upload a custom image for the AI Character persona. The uploaded image replaces the default preset visual and is stored per account. To upload, open the AI Character section in the editor and use the image upload control: