Learn to create role-playing bots in Remora, designed to simulate real-world interactions and enhance training programs. This guide will walk you through the creation of a Role-playing bot that can act as a versatile tool for skill development.
Content in this article
- Introduction to the Role-playing Bot
- How the Role-playing Bot Works
- How to Create an Role-playing Bot Step-by-Step Guide
- Manage Your Bots
Introduction to the Role-playing Bot
A Role-playing bot acts as an interactive character, allowing participants to engage in tailored, simulated scenarios within your Promote program. Programmed to perform specific roles, these bots react in real time to participants' actions and provide immediate feedback. This makes them particularly effective for training in skills such as customer service, negotiation, and management.
How the Role-playing Bot Works
Role-playing bots on Remora, which uses AI technology to create interactions with users within predefined scenarios, playing various roles to mirror real-life interactions. Role-playing bots can easily be added to your Promote programs and are accessible through a dedicated AI tab, ensuring easy interaction for participants. They operate and respond within scenarios and the personality you have defined. The immediate feedback provided by the bots is also based on performance metrics set by you, helping to enhance participants' skills in a controlled, supportive environment tailored to your training programs. Learn how to get access to Remora here >
How to Create a Role-playing Bot Step-by-Step Guide
A tip before starting: When creating your Role-playing bot, be sure to enter only the specific details requested at each step. Remora's prompt framework is designed to handle the rest. Adding extra information beyond what is asked can lead to conflicting prompts, potentially hindering your bot's performance. Now, with that in mind, let’s start creating the Role-playing bot!
Create the Bot in Remora
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Select Bot Type:
- Go to the bot creation section on Remora.
- Click the "Create" button under the "Role-play bot" option to start setting up your bot.
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Name Your Bot:
- Enter a name for your bot
Note: Choose a personal name for your bot, such as Kevin, to help it present itself more personally in the role-play, avoid generic titles like "Customer Service Bot." - Click "Next" to proceed.
- Enter a name for your bot
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Identity and Role:
- Define the role your bot is playing (e.g., customer, supplier).
- Specify the role of the human participant (e.g., Customer Service Representative)
- Choose the native language of the bot.
- Click "Next" to continue.
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Scenario Setup:
- Describe the background of the role-play
- Indicate where the role-play is taking place
- Click "Next" to advance.
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Objective of the Role Play:
- List the skills the role-play aims to practice
- Define what an optimal outcome of the role play looks like
- Click "Next" to move on.
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Upload Resources:
- Decide if the bot needs resources to function effectively by toggling the resource option.
- If resource toggle is on, upload up to 10 files that the bot will use to answer queries.
- Click "Next" after all files are uploaded.
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Interaction Cues and Difficulty:
- Set the initial mood or attitude of the bot.
- Define triggers that will prompt the bot to react positively.
- Select the difficulty level of the role play and its duration.
- Click "Next" to finalize these settings.
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Feedback and Evaluation:
- Specify key criteria for feedback on performance
- Choose how much positive and developmental feedback to include.
- Click "Create [your bot’s name]" to complete the creation process.
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Confirmation:
- A confirmation message displays the bot’s creation with an ID you will use to integrate the bot on Promote.
Add the Bot to Promote
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Integrate with Promote:
- Log into Promote and go to the admin view.
- Navigate to the AI Assistants tab in the Global menu and click "Add new assistant."
- Enter this information:
General details (the bot's name, internal name, external ID from Remora, Integration, description and an image for the bot) - Available for (specify access roles: learner, coach, facilitator)
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Button details (You can also add quick prompt messages to help the program members get the conversation started with the AI assistant.)
- Click "Save"
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Add Bot to a Program:
- Select a program in Promote.
- Go to the program’s Settings and the AI assistants tab.
- Select your bot from the dropdown menu and click "Add new assistant."
- After adding it to the program, you can also add the bot to specific assignments as a resource
Now, your Role-playing bot is ready to interact with participants, providing a realistic and beneficial training experience.
Manage Your Bots
Edit Bots
Make updates to your bots at any time, such as altering their profiles or adding additional resources. Simply navigate to the “My Bots” page on Remora, and select the "Edit" option next to the bot you wish to modify. Changes are applied immediately across all Promote programs where the bot is active.
Duplicate Bots
To create a copy of an existing bot for a new project, simply go to the 'My Bots' page in Remora, and click 'Duplicate' next to the bot you want to replicate. The new bot will be automatically named after the original, with a sequential number appended to it.
Delete Bots
To remove a bot, go to the specific bot’s page, scroll down, and select "Delete Bot." This will permanently remove the bot from your account.
Request more Bots
If you need more bots than your current limit allows, please email us at support@promoteint.com for assistance. See pricing here >