How to Create and Run a Scenario
Everything you need to know about setting up a scenario in ST300, conducting a realistic sales simulation, and submitting it for evaluation.
What is a scenario?
A scenario is a live chat simulation between you and an AI-powered buyer. The buyer (persona) has a defined role, budget, objections, and a set of conditions under which they will accept or walk away from the deal. Your job is to run the conversation as you would in a real sales call.
Unlike recorded call reviews or scripted role-plays, scenarios are open-ended. You can ask anything, try any approach, and make mistakes — the AI responds consistently based on the persona's defined personality and will only accept the deal if your pitch earns it.
Step 1 — Create the scenario
From the Scenarios page, click New scenario. A three-step setup dialog will open.
New scenario — 3-step setup
Browse your persona library and click on the buyer you want to practise with. The persona's name, company, industry, and level of interest are shown on each card so you can pick the right difficulty for the session.
If you have the manager role, you can assign the scenario to a specific rep on your team. This lets you set up practice sessions for others and review their results later from the management dashboard.
Enter the maximum number of messages allowed in the scenario. Leave it empty for no limit. A message limit is useful for timed drills — for example, "close in 10 exchanges or less."
💡 Tip
If you are new to ST300, start with a High interest persona — someone who is genuinely looking to buy. This lets you focus on your structure and positioning before tackling harder objections.
Step 2 — Open the scenario and start the conversation
Once created, the scenario appears in your scenarios list. Click on it to open the simulation. The conversation starts with a blank slate — there is no automatic opener. The first message is yours.
Press Ctrl+Enter to send your message. The persona will respond immediately, drawing on everything defined in their prompt — their background, objections, budget, and negotiation style.
Hi Priya, thanks for taking the time. I noticed Meridian is expanding across APAC — I'd love to understand what the biggest operational challenge looks like right now as you scale.
Good question. Our partnerships workflow is the main bottleneck — we're managing eight markets manually and it's starting to break. What does your solution actually do for APAC-scale operations?
Exactly the kind of problem we're built for. Our platform handles multi-market pipelines in one place — most APAC teams are live within two weeks. Can I ask, what does your current process look like for partner onboarding in a new market?
Mostly spreadsheets and email chains, which is fine for two markets but not eight. I do have a question on your side — what does support look like? We've been burned by US-centric vendors who go quiet during APAC hours.
What to focus on during the simulation
- Open with a question, not a pitch. Ask about their situation before presenting your solution. The AI will reward reps who discover the problem first.
- Listen for the objections. Every persona has a defined list of objections they will raise. When one surfaces, address it directly before moving on — the end conditions often require all objections to be resolved.
- Watch the tone. Some personas (Analytical, Formal, Blunt) respond poorly to enthusiasm and casual language. Match your style to theirs.
- Do not rush to close. Personas with a Medium or lower interest level need to be convinced before they will accept. Premature closing attempts often trigger rejection.
- Know when to walk away. The Impossible personas exist to train graceful disengagement. If you have addressed every objection and the answer is still no, the right move is to exit professionally — not to push harder.
Step 3 — Viewing the contact profile
At any point during the simulation, you can open the contact card by tapping the person icon in the bottom-right corner of the page. The card shows the persona's name, job title, company, industry, location, and contact method — the same information you would have in a real CRM record.
Use this to remind yourself who you are talking to and calibrate your language accordingly.
The contact card — bottom-right corner of the simulation
contact
Priya Rajendran, Head of APAC Partnerships chat
[Meridian FinTech]: Financial Technology @ Singapore
Finalize
Step 4 — Finalizing the scenario
When you are ready to end the session and receive your evaluation, click Finalize in the contact card. This closes the conversation and triggers the AI evaluation engine.
The evaluation takes 10–20 seconds. Once complete, you will be returned to the scenarios list where the scenario will be marked as finalized. Click into it to review your results.
💡 Tip
Finalize when you feel the conversation has run its natural course — either the persona has accepted, rejected, or you have covered the key objections and want feedback on how the conversation went. You do not need to reach a resolution before finalizing.
A note on message limits
If you set a message limit when creating the scenario, the simulation will automatically finalize when that limit is reached. This is useful for timed practice drills — for example, practising a 5-minute cold call where you must qualify or close within 10 exchanges.
Next steps
Once your scenario is finalized, your results and corrections are waiting. Read the results guide →
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