Setting up Pega GenAI Sales Simulator

The AI-powered Sales Simulator feature in Pega Sales Automation™ helps sales representatives improve conversation quality and effectiveness through realistic role-play sessions. The role-play feature is available in Case Records and supports training by simulating diverse customer personalities, issues, and levels of difficulty. Each session generates a dedicated Role-play Case that includes a transcript, performance rating, coaching feedback, and an audio recording. The Sales Simulator supports Opportunity, Appointment, Lead, and Contact Case Types by default.

Beginner

Generative AI

English

After completing this module, you should be able to:

Explain Sales Simulator.

Create a custom role-play scenario for an Opportunity Case.

Run the role-play scenario to help sales representatives practice handling unique sales situations.

Available in the following mission:

Pega Sales Automation Foundation v11

Topics

Sales Simulator overview

5 mins

Creating and running a role-play scenario for an Opportunity Case Type

10 mins

Module Quiz

5 mins