Get started with Smart Role
To help you ramp up quickly, we’ve put together a simple guided setup tool at the top of this page. It walks you through the essentials, from adding your branding to generating your first virtual customers.
Once you’ve completed that first pass, the resources below will help you go further.
What to Expect
Short video walkthroughs
A quick overview of the platform plus focused demos on scenarios, virtual customers, scorecards, and more.
Clear, practical instructions
Each video breaks things down step by step so you can follow along and try features directly in your workspace.
Learn at your own pace
Move through the content the way you prefer. Pause, rewind, or revisit any section whenever you need.
📹 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 Create Scorecards
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.
