Agent Creation & Customization

AI-powered prospects that simulate real sales conversations.

What Are Agents?

Agents (also referred to as AI Prospects) represent the people your reps will “sell” to during roleplay. These agents can be modeled after:

Your real customers
ICP (Ideal Customer Profile) personas
Past call recordings
Industry-specific scenarios
B2B or B2C buyers

Each Agent includes:

Persona
Company info
Voice & tone
Training objectives
Expected challenges
Call type
Language

Creating a New Agent (B2B or B2C)

Build a high-quality AI prospect in under a minute. You can create agents in four ways: AI Assistant, Manual Setup, From Website, or From Recording.

How to Create an Agent Using AI Assistant

From the sidebar, select:

AI Roleplay → Create New Agent

Step 1: Select AI Assistant

Step 2: Select B2B or B2C from the top left

Step 3: Add a short description of what you’re selling and who the ideal buyer is

Step 4: Optional: attach files to give the AI more context

Step 5: Click generate and the AI will create a realistic prospect agent in about 5 seconds

How to Create an Agent Using Manual Set-Up

Step 1: Click the AI Roleplay Section from the side menu. Navigate to Create New Prospect from the top left and click Manual Set-up.

Step 2: Choose B2B or B2C This sets the conversation style, buyer behavior, call structure, and scenario complexity. Pro tip: B2B agents support advanced options like company size, decision role, and internal challenges.

Tip: B2B prospects support advanced settings like company size, decision role & internal challenges.

Step 3: Enter Basic Information. Add the agent’s name, optional age, and a short personality description such as calm, assertive, skeptical, or warm.

Step 4: Add Company Details (B2B only). Fill in the job title, company size, industry, and the product or offer being sold.

Step 5: Set Training Objectives. Choose what you want to focus on, such as objection handling, discovery, rapport building, pitch delivery, closing, qualifying, or custom goals. Pro tip: Objectives affect both live behavior and post-call scoring.

Tip: Objectives influence both real-time behavior and the post-call scoring.

Step 6: Add Expected Challenges. Select realistic obstacles like budget concerns, competitors, low urgency, skepticism, or poor fit.

Step 7: Choose the Conversation Type. Pick a discovery call, closing call, objection handling, or a custom call type.

Step 8: Configure Voice and Language. Choose the voice, tone, and preferred language.

Step 9: Save Your Agent. Click Save Agent. Your agent will be available immediately in your AI Roleplay list.

Cloning a Prospect from a Recording

Turn real customer calls into a training simulation. This is one of Kendo’s most powerful features.

Step 1: Go to AI Roleplay tab

Step 2: Go to AI Roleplay

Step 3: Click Create New Prospect

Step 4: Select Clone from Call Recording

Step 5: Upload Your Call

Tip: Supported formats: MP3, WAV, M4A, MP4. Cleaner audio = more accurate cloning. Max size: 300MB. You can also paste transcripts (TXT / VTT)

Step 6: Let Kendo Analyze the Call

Kendo will:

Extract tone
Identify personality traits
Identify objections
Capture communication style
Mirror behavior into a new Agent

Step 7: Click Create Prospect to save.

Create Prospect from Company Website (URL Import)

You can now create a new prospect directly from a company website when setting up a new agent. This saves time and helps you start with more accurate, contextual data.

What this does

Instead of building a prospect from scratch, you can import or clone a prospect using the company’s website URL. The system pulls key information from the site to generate a starting prospect profile you can edit and fine-tune.

Steps

Go to the AI Roleplay tab from the main menu.
Click Create New Prospect.
Select From the Website.
Enter the URL of a business website.
The system will automatically generate a new prospect profile based on the website content.

Once created, you can review and edit the prospect to match your training or roleplay goals.

Customizing Agent Behavior

Fine-tune your AI prospects for the perfect training scenario. Every agent can be customized after creation. Define the Agent’s role and persona to match your training scenario. Include job title, industry, personality traits, and communication style to make the simulation as realistic as possible.

Persona & Communication Style

Adjust:

Personality
Energy level
Confidence
Friendliness
Skepticism
Professional tone, etc.

Role & Job Context (B2B)

Define:

Seniority
Department
Decision power
Pain points
KPIs

Training Focus

Choose skills you want reps to practice:

Objections
Discovery
Closing
Qualification
Pitch delivery
Custom objectives

Challenges & Scenario Elements

Add realistic obstacles such as:

“Already using another solution.”
“Not interested”
“Too expensive”
“No time", etc.

Call Type & Framework

Define:

Discovery
Closing
Mixed
Custom, etc.

Voice & Tone

Configure:

Accent
Pitch
Speed
Emotional tone, etc.

Note: Available languages to choose from are English, Spanish, German, French, Italian, and Dutch

Managing and Sharing Agents

This ensures your Agents are always up-to-date, relevant, and organized for effective team training.

To Remove an Agent:

In AI Roleplay, select the Agent you want to remove.
Click the three dots and click delete.

To Edit an Agent:

In AI Roleplay, choose the Agent you want to edit.
Click the three dots and select Edit.
Update the Agent following the same steps as creating a new Agent (persona, objectives, challenges, conversation type, voice, etc.).