User Guide

Logging In

Access the Sales Training Avatar platform by logging in with your Google, Microsoft, or Apple account. Click the "Get Started" or "Login" button on the home page to authenticate.

User Roles

The platform supports three user roles, each with different permissions:

• User: Can access training, view personal performance, and session history
• Manager: Can manage teams, create custom scenarios, and view team analytics
• Admin: Full access including user management, all scenarios, and system settings

Navigation

Use the navigation bar at the top to access different sections: Training, Scenarios, History, Team (for managers), Leaderboard, and Admin (for administrators). Your role badge is displayed next to your name.

Starting a Session

1. Click "Training" in the navigation or "Start Training" on the home page
2. Select a training scenario from the dropdown menu
3. Choose your preferred language (English, Chinese, Japanese, etc.)
4. Optionally select a different avatar
5. Click "Start Session" to begin

Ending a Session

Click "End Session" when you're finished. The system will automatically score your performance based on communication skills, objection handling, and customer engagement. Sessions also have a maximum duration limit (default 2 hours) after which they auto-end.

Default Scenarios

The platform includes pre-built scenarios covering common sales situations:

• Discovery Call: Practice initial customer conversations
• Product Demo: Present product features effectively
• Objection Handling: Handle common customer objections
• Closing Techniques: Practice closing deals
• Follow-up Call: Re-engage with prospects

Custom Scenarios (Managers/Admins)

Managers can create up to 5 custom scenarios by:

• Duplicating existing scenarios and modifying them
• Creating new scenarios from scratch
• Assigning scenarios to specific teams

Admins can make custom scenarios "global" so all users can access them.

Scoring Metrics

Each training session is evaluated on three key areas:

• Communication (0-100): Clarity, professionalism, and articulation
• Objection Handling (0-100): Ability to address customer concerns
• Engagement (0-100): Building rapport and maintaining interest

Scenario Analytics

View your performance breakdown by scenario type in the History page's "By Scenario" tab. This helps identify which scenarios need more practice. Scenarios with scores below 60% are highlighted as "Focus Areas."

Viewing Past Sessions

Access your training history from the "History" navigation link. Each session card shows:

• Session date and time
• Scenario name
• Session status (Completed, Cancelled, In Progress)
• Duration

Session Actions

• Replay: Watch a replay of the conversation
• Messages: View the full conversation transcript
• Score: See detailed performance scores (completed sessions only)

For Managers

Managers can access their teams via the "Team" navigation link:

• View all teams you manage
• Access team dashboards with member lists
• View team performance metrics and leaderboards
• Assign specific scenarios to team members
• Export performance reports (CSV/PDF)

Team Dashboard Tabs

• Members: View and manage team members
• Performance: See team-wide analytics
• Leaderboard: Rank team members by performance
• Scenarios: Assign training scenarios to the team

Global Leaderboard

The global leaderboard (accessible to Admins and Managers) shows all salespeople ranked by average performance score. Admins and Managers are excluded from rankings to keep the focus on sales team performance.

Team Leaderboards

Each team has its own leaderboard showing top performers within that team. The top 3 performers are displayed on a visual podium with gold, silver, and bronze styling.

User Management

Admins can view all users, change user roles (User, Manager, Admin), manage user access, toggle coaching features, and set maximum coaching requests per user.

Team Administration

Create new teams, assign managers to teams, add/remove team members, and delete teams when no longer needed.

Scenario Management

Admins can edit or delete any scenario (including default scenarios), create global custom scenarios visible to all users, and manage scenario assignments.

Active Sessions Monitoring

Real-time view of all active training sessions showing user, scenario, duration, message count, last activity, and stale status. Admins can force-end sessions if needed.

Coaching Analytics

View coaching usage statistics including total requests, unique users, and performance correlation (average scores with vs without coaching).

API Settings

Configure system-wide settings including AI model selection, default coaching limits, session cleanup intervals, inactivity timeout, and maximum session duration.

Session Management

Admins can delete any training session from the History page. Automatic cleanup runs periodically to close stale sessions and remove abandoned ones.