Welcome to Smart Role

Welcome to Smart Role

Welcome to Smart Role

This onboarding page is designed to guide you through the essential features of Smart Role, ensuring you have all the knowledge you need to effectively use our platform.

This onboarding page is designed to guide you through the essential features of Smart Role, ensuring you have all the knowledge you need to effectively use our platform.

This onboarding page is designed to guide you through the essential features of Smart Role, ensuring you have all the knowledge you need to effectively use our platform.

Get The Ball Rolling

We're thrilled to have you on board and are excited to help you unlock the full potential of our AI-powered training tool.


What to Expect

  • Comprehensive Video Guides: Start with our global overview to get acquainted with the basics of Smart Role, followed by detailed tutorials on key features like scenario creation, personas, and hiring experience.

  • Step-by-Step Instructions: Each video is packed with practical tips and step-by-step instructions to help you navigate our system with ease.

  • Interactive Learning: Engage with the content actively and at your own pace. Pause, rewind, and rewatch the videos as needed to fully grasp the functionalities.


👀 Please Watch All Video Guides

For the best experience and to ensure you can leverage Smart Role to its fullest, we strongly encourage you to watch all the provided video guides. They're crafted to give you a complete understanding of our tool and to set you up for success.

If you have any questions along the way, don’t hesitate to reach out through our support channels. Happy learning!

📹 Global Introduction to Smart Role


👮 Guide : How To Manage Users and Roles

This video covers the essentials of user management, allowing you to invite users, assign roles, and manage permissions effectively.

What You'll Learn

  • Navigating to User Management

  • Inviting users

  • Assigning Roles

  • Creating Custom Roles

  • Managing User Permissions

  • Setting Up and Editing User Roles


🛠️ Guide : How To Create Role-Play Scenarios

This video will take you step-by-step through the process of scenario creation, making it easy and straightforward.

What You'll Learn

  • Navigating to Scenarios

  • Creating a New Scenario

  • Choosing Datasources

  • Using Pre-made or Custom Scenarios

  • Setting Up Scenario Details


🎁 Bonus : How To Get Creative With Scenarios

In this video, I am showing you how you can play with the prompts when creating a new role play scenarios to create different customer behaviours.


🎭 Guide : How To Create a Persona

In this next video, we're diving into how to create personas, a vital component in crafting realistic and varied training scenarios.

What You'll Learn

  • Understanding Personas:

  • Creating a Persona

  • Customizing Traits

  • Adding Details

  • Using Personas in Scenarios


🏅 Guide : How To Create Soft Skills

In this guide, we’ll cover how to use Smart Role’s soft skills feature to evaluate the performance of your agents effectively. Soft skills are essential for measuring various aspects of agent interactions and ensuring high-quality customer service.

What You’ll Learn

  • Managing Default Skills

  • Creating Custom Skills

  • Define Evaluation Factors

  • Apply Skills for Evaluation


⛺️ Guide : How To Handle Datasources

In this guide, we will explore how to work with data sources in Smart Role. Whether you are manually creating data sources or using integrations, this guide will walk you through the process step by step.

What You’ll Learn

  • Creating Datasources Manually

  • Import Data from URLs

  • Upload Text Files as Datasource

  • Brest Practices for Managing datasources


🔗 Guide : How To Setup A New Integration

In this guide, we’ll walk you through the process of integrating your existing support platforms with Smart Role. Our platform currently supports integrations with Zendesk, Intercom, and Elevio (Dixa). This allows you to pull information seamlessly and enhance your training scenarios.

What You’ll Learn

  • Setting Up Integrations

  • Importing Data

  • Using Imported Data


🧭 Guide : How To Create an Hiring Path

This video is all about crafting specialized training paths within Smart Role, with a particular focus on optimizing the hiring experience. This tool is crucial for assessing potential candidates effectively and efficiently.

What You’ll Learn

  • Accessing Training Paths

  • Naming and Configuring Paths

  • Selecting Scenarios

  • Customizing User Experience

  • Enhancing Candidate Engagement

  • Launching and Sharing

🛟 Support and Resources

Need Help? Contact us at friends@smartrole.ai

📝 Feedback

When connected on your Smart Role instance, you will see at the bottom right corner a little chat widget. If you click on it, you will be greeted by Smarty, our feedback bot!

You can simply share with him any piece of feedback you have and Smarty will share it with us right away.

Smart Role is a platform transforming customer service hiring, onboarding, and training. Our technology helps businesses streamline the process and reduce costs.

Smart Role is a platform transforming customer service hiring, onboarding, and training. Our technology helps businesses streamline the process and reduce costs.

Smart Role is a platform transforming customer service hiring, onboarding, and training. Our technology helps businesses streamline the process and reduce costs.