How to Create Simulations
Last updated: June 2, 2026
Who this is for: Admins and trainers building training scenarios for their learners.
Getting Started
Log in to your Solidroad admin account. From the Home page, click the Create Simulation quick action to begin.
You can also navigate to the Resources tab in the left menu, select Simulations, and click New Simulation.
Step 1: Create a New Simulation
Click New Simulation to open the simulation builder. Work through each field:
Title (optional) — give your simulation a name, or leave it blank and one will be auto-generated from the scenario you write in Step 3.
Channel — select Email, Phone, Chat, or Video.
Scorecard — select a universal scorecard or a role-specific one you created in Resources → Scorecards.
Difficulty — Easy, Medium, or Hard.
Language — select from the language library.
Learner Role — select from the roles you created in Settings → Training → Learner Roles.
Learner Team — select from the teams you created in Settings → Training → Teams.
AI Customer (Persona) — select the persona the learner will interact with. Choose from the personas you built in Resources → Personas.
Step 2: Write the Scenario
Prompt the AI with the training scenario you want to create under the Focus Area section. You have two options — Simulation prompt or Pick a Skill!
Simulation Prompt — write a short role-play prompt for the AI describing the situation the learner will encounter.
Pick a Skill — select up to 3 skills you want the learner to focus on and develop during the simulation.
Once you have selected the focus area, click Generate AI Scenario. You will see the scenario appear in the Instructions box.
Once the scenario has been generated, you have two additional options:
Learner Controls — click Add Learner Instructions to provide guidance shown to the learner before they begin. Toggle Learner Speaks First if you want the learner to initiate the conversation rather than the AI persona.
Backend Systems — click Add Backend System to simulate data the learner might need to reference during the call (e.g. CRM fields, account details). Add a system name, attribute, and value. You can add multiple backend systems.
When you're happy with the simulation, click Save. Your simulation will be saved to Resources → Simulations where you can access, edit, or launch it at any time.
What's Next?
Now that your simulation is built, you can assign it to learners or group it into an assignment!
→ How to create and manage roles for simulations
→ How to change the difficulty of a simulation
Need help? Click the Get Help tab in the left panel to access live chat and additional guides.