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Build focused, voice-based training simulations for your agents without any technical setup. Upload your materials, answer a few questions, review the AI-generated build plan, and Reddy builds a ready-to-use training module. When the build finishes the module goes straight into test mode, so a few testers can play it before your trainees do.

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Getting Started

1

Navigate to Simulations

Click Simulations in the left navigation panel. Every simulation for your products is listed here, grouped by product. See Simulations Hub for what each column means.
Simulations list grouped by product, with a mini module in testing, a Reddy-built simulation and a mini module still building
2

Create a new simulation

Click Create new simulation in the top right corner. In the dialog that appears:
  • Enter a Training Name (e.g., “Will-Call Pickup: Branch Finder”)
  • Select the Product this training is for
  • Choose Mini Module as the type
  • Optionally add a Call type: the reason for the call, as the Simulations list shows it
Click Create to start the builder wizard.
Create new simulation dialog with training name, product, Mini Module selected and an optional call type
Systems Simulation is the other type in the dialog. Reddy’s team builds those for you from your materials. See Systems Simulations Built by Reddy.

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Building Your Mini Module

The builder wizard has three steps: Upload, Questions, and Build Plan. Scenarios, attributes, and grading criteria are all reviewed together in the Build Plan step — there are no separate wizard steps for each.

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Step 1: Upload

Provide Reddy with the context it needs to build your training module.
Upload step with a training description and two files attached: an SOP and a screen recording
  • Training description — Describe the scenario you want to train on. For example: “Inbound call from a customer who needs paper today and wants to pick it up in person. The agent should confirm the product and quantity, find the nearest branch with stock, and place the hold.”
  • Upload materials — Drag and drop or browse to upload supporting documents. Supports PDF, DOC, DOCX, audio, and video files. You can also select existing documents from your Knowledge Base.
The more context you provide, the better your training module will be. Include call scripts, SOPs, knowledge base articles, or even recordings of real calls. Reddy reads the documents and transcribes the recordings, and every later stage of the build works from them.
Click Continue when ready.
After submitting, Reddy analyzes your materials. You can leave the page and come back later — you will be notified in Reddy and via email when your input is needed.
Analyzing your materials screen

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Step 2: Questions

Reddy generates a short set of questions based on your materials to better understand the training scenario. Questions are presented one at a time, each with suggested answers and the one Reddy recommends.
Question 1 of 3 with three suggested answers, one marked recommended, and a write-your-own option
For each question:
  • Click a suggested answer to select it and automatically advance to the next question
  • Click “None of these. I’ll write my own” to provide a custom answer, then click Continue
After the last question, the wizard automatically advances.

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Step 3: Build Plan

Reddy generates a build plan covering the scenarios, customer behaviour, and grading criteria for your mini module. Review the plan carefully.
Build plan step showing scenarios, customer behaviour and grading tables, with Build mini module and Request changes on the right
You have two options:
  • Build mini module — Approve the plan and start building. This is the primary action button beside the plan.
  • Request changes — Describe what you want changed in the text area beside the plan, then click Update plan. Reddy will revise the plan based on your feedback. You can request as many rounds of changes as needed before approving.
Be specific when requesting changes. For example, “Add a scenario where the customer threatens to cancel their account” or “Change the grading criteria to require the agent to offer a loyalty discount.”

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Building and Test Mode

After you approve the build plan, Reddy builds, tests, and deploys your mini module. This process usually takes one to two hours. The simulation’s page shows Building your mini module in the sidebar, and the Simulations list shows a Building pill.
Simulation page while building: the plan on the left and Building your mini module in the sidebar
You can leave and come back at any time. Reddy notifies you when the build is complete. When the build finishes, the module enters test mode automatically:
  • A tester course named after the module (with - testing on the end) is created under Courses. Assign your testers to it; see Testers and Rounds.
  • Round 1 opens on the module’s Testing tab.
  • The module is available to add to your real courses, but Edit is disabled until the module graduates to trainees.
Module page in test mode: Overview with the plan, Testing tab marked Test mode, and Edit disabled in the sidebar with an explanation
Use Preview in the sidebar to play the module as a trainee would. Assigning testers is covered in Testers and Rounds; what happens with their feedback in Reviewing and Approving Changes.

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Adding to courses

When a build finishes, the module is automatically available in course and assignment pickers — there is no separate publish step. Click Add to a course on the module page to open the Courses page for this product and add the simulation as a lesson (see Creating Courses).
While an edit is in progress, the module returns to preview-only mode and is temporarily hidden from course pickers. Add to a course is hidden until the edit finishes or is discarded.
You cannot start a new edit while the module is assigned to an active published course. Remove it from those courses first.

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Editing a Module

Once a module has graduated to trainees, you can update it without rebuilding from scratch. Click Edit on the module page to open the edit wizard.
While the module is in test mode, Edit is disabled and the sidebar explains why: changes ship through the testing round after your approval. Graduate the module to trainees to edit it here. If the module is assigned to an active course you made yourself, Edit is also disabled until you remove it from that course.
Editing a module that is available in courses temporarily removes it from course pickers until your changes finish deploying. Reddy shows a confirmation before you continue so you understand the impact on course assignments.
The edit wizard has three steps: Upload, Questions, and Edit Plan. This mirrors the create flow, but each step is focused on the changes you want to make.

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Step 1: Describe your changes

Upload any new materials and describe what you want changed. The original build description is not carried over — write a fresh prompt for this edit round.
Edit upload step: Describe what you want to change, with a description and one PDF attached
Click Continue when ready. Reddy analyzes your request and may generate follow-up questions.

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Step 2: Answer questions

If Reddy needs clarification, answer the follow-up questions the same way as during the initial build.
Edit questions step showing a single question with suggested answers
If no questions are needed, this step is skipped automatically.

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Step 3: Review edit plan

Reddy generates an edit plan showing the proposed changes. Review it carefully before applying.
Edit plan step showing the new scenario, customer behaviour and grading changes, with Apply edits and Request changes
You have two options:
  • Apply edits — Approve the edit plan and start the update build (usually one to two hours)
  • Request changes — Describe further revisions, then click Update plan to regenerate the edit plan
Use Discard edits at the top of the wizard if you want to abandon the edit and keep the current version.

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Resuming or monitoring an edit

You can leave the edit wizard at any time. Return to the module page and click Continue edit to pick up where you left off.
Module page with an edit-in-progress banner and Continue edit in the sidebar
While an edit is in progress:
  • The Overview tab shows your in-progress edit plan when one exists; otherwise it shows the current deployed plan
  • Add to a course is hidden until the edit finishes or is discarded
  • The Simulations list shows an Editing status
  • A testing round cannot start, and rollback is unavailable, until the edit has shipped
When the edit ships it becomes the next version on the Changes tab, with who requested it and who approved it, and the next trainee round opens on the new version. See Versions and Audit Trail for the Changes tab and Rolling Back a Change if you need to undo it.

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Managing Simulations

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Simulations List

The Simulations list shows every module with its current status. A module with nothing in progress shows no status pill. The Testing column shows where the module is in its testing loop: Testing or Live with the round number, or Not in testing.

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Archiving

Admins can archive simulations they no longer need. Archived modules are moved to a separate view accessible via the Archived button. Archived modules can be restored at any time.

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FAQ

PDF, DOC, DOCX, audio files (MP3, WAV, M4A), and video files (MP4, MOV, WEBM). You can also select documents from your Knowledge Base.
The building process usually takes one to two hours. You do not need to stay on the page — Reddy notifies you in-app and via email when the module is ready.
Every new mini module starts in test mode so a few people can play it before trainees do. Assign testers to the tester course, or graduate it straight away from the Testing tab if you do not want a testing round. See Testers and Rounds and Graduating to Trainees.
Yes, once it has graduated to trainees. Click Edit on the module page to start the edit wizard. The current version stays available to agents until your changes finish deploying. If the module is in an active published course you created, you must remove it from that course before editing.
After the build finishes, add the module as a lesson in a course. Use Add to a course on the module page to jump to the Courses page, or open Courses from the left navigation. See Creating Courses for details.
Yes. On the Build Plan step, use the Request changes section to describe what you want changed. You can request as many rounds of revisions as needed before approving the plan.
No. Reddy generates all three in a single build plan for you to review. Use Request changes on the Build Plan step if you want to adjust scenarios, attributes, or grading before approving the build.
Yes. Use Discard edits in the edit wizard. The current version stays as it is and none of the pending changes are applied.
The module shows Paused on the Simulations list. Contact your Reddy support team for assistance.