> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getzell.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Personalized Bot

> Build custom AI bots with unique personas for training and practice scenarios

## Overview

Create personalized AI bots that simulate real customer interactions for training your team. Each bot can have a unique persona, communication style, and scenario focus to provide diverse practice experiences.

## Creating a Persona

A persona defines the character and background of your bot. This is the first step in creating a realistic training experience.

### Persona Fields

When creating a persona, you'll define:

<Steps>
  <Step title="Background Information">
    * **Job Title:** The role of the person (e.g., "VP of Sales", "IT Manager")
    * **Industry/Company Description:** The business context (e.g., "B2B SaaS in healthcare")
    * **Company Size:** Startup, Small, Medium, Large, or Enterprise
    * **Age Range:** Optional (e.g., "35-45")
    * **Location:** Optional geographic location
  </Step>

  <Step title="Objections & Context">
    * **Objections:** Common concerns or pushbacks they typically raise
    * **Problems to Solve:** What challenges they're facing
    * **Current Solutions:** What they're currently using
    * **Goals:** What they're trying to achieve
  </Step>

  <Step title="Assign to Groups">
    * Optionally assign the persona to a group for organized access
  </Step>
</Steps>

## Creating a Bot

Once you have a persona defined, you can create a bot that uses it for training scenarios.

<iframe width="100%" height="600" src="https://www.loom.com/embed/744aa5924ef940c9aa894b5c311ac96e" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen />

### Bot Configuration Steps

<Steps>
  <Step title="Navigate to Bots">
    Go to **Team Management** → **Bots** in the main navigation.
  </Step>

  <Step title="Create New Bot">
    Click **Create Bot** to start configuring your new training bot.
  </Step>

  <Step title="Select a Persona">
    Choose from your existing personas. The persona provides the background and context for how the bot will behave.

    <Tip>Create personas first, then build bots that use them.</Tip>
  </Step>

  <Step title="Configure Bot Settings">
    Set up the specific details for this bot:

    * **Name:** A descriptive name for the bot
    * **Scenario/Context:** The specific situation for this training
    * **Voice Settings:** Configure how the bot sounds and speaks
    * **Evaluation:** Link to a scorecard for assessment
  </Step>

  <Step title="Save and Test">
    * Click **Save** to create your bot
    * Test the bot to ensure it works as intended
    * Make adjustments as needed
  </Step>

  <Step title="Assign to Groups">
    Make the bot available to specific groups for training access.
  </Step>
</Steps>

## Bot Use Cases

<CardGroup cols={2}>
  <Card title="Objection Handling" icon="shield">
    Create bots that present common objections to help reps practice responses.
  </Card>

  <Card title="Discovery Calls" icon="magnifying-glass">
    Simulate prospects with complex needs requiring thorough qualification.
  </Card>

  <Card title="Technical Deep-Dives" icon="code">
    Build bots that ask detailed technical questions for solution engineers.
  </Card>

  <Card title="Negotiation Practice" icon="handshake">
    Practice price negotiations and deal structuring with tough buyers.
  </Card>

  <Card title="Support Scenarios" icon="headset">
    Create frustrated customers for support team training.
  </Card>

  <Card title="Onboarding" icon="user-plus">
    Build friendly bots for new hire practice in a low-pressure environment.
  </Card>
</CardGroup>

## Best Practices

<CardGroup cols={2}>
  <Card title="Use Real Examples" icon="users">
    Base personas on actual customers or prospects you've encountered in your market.
  </Card>

  <Card title="Be Specific" icon="bullseye">
    Include concrete details in persona fields—specific objections, problems, and goals.
  </Card>

  <Card title="Link to Scorecards" icon="clipboard-check">
    Connect bots to scorecards so team members know what they're being evaluated on.
  </Card>

  <Card title="Test First" icon="flask">
    Always test new bots yourself before assigning them to your team.
  </Card>

  <Card title="Organize with Groups" icon="folder">
    Use groups to control which personas and bots are available to different teams.
  </Card>

  <Card title="Keep Updated" icon="refresh">
    Regularly update personas based on market changes and new objections.
  </Card>
</CardGroup>