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🧠 AI Training Bots in Salesfinity

Guide to AI Training Bots

Mav avatar
Written by Mav
Updated this week

Salesfinity’s AI Training Bots let your team practice cold calling without calling real prospects. These bots simulate lifelike conversations with realistic buyers — complete with objections, pain points, and personalities — so SDRs can sharpen their skills, test scripts, and build confidence before going live.


🎯 What Are AI Training Bots?

AI Training Bots are custom-built virtual prospects that behave just like real decision-makers in your target audience.
Each bot has unique attributes — title, industry, personality, objection style, and difficulty — allowing SDRs to practice handling real-world scenarios safely.

You can:

  • Practice cold call openers

  • Train objection handling

  • Refine call scripts and tonality

  • Coach new reps on persona-specific selling


⚙️ How to Create an AI Training Bot

Creating your own persona is simple and highly customizable.

Step 1: Click “Create Persona”

Go to AI Training → Create Persona


Step 2: Fill in Persona Details

Under Identity & Role, enter details like:

  • Name – Prospect name (e.g., “Priya Nair”)

  • Job Title – Role (e.g., “CFO,” “Head of Sales”)

  • Company – Organization name

  • Role in Buying – Decision Maker, Influencer, or Gatekeeper

  • About – Background info or personality description

  • Company Details – Industry, size, and market context


Step 3: Define the Business Context

Help your AI persona sound real by defining:

  • Pain Points – e.g., “High costs, inefficient processes”

  • Priorities – e.g., “Reduce costs, improve efficiency”

  • Market Context – e.g., “Budget freeze, scaling fast”

This helps Salesfinity simulate realistic business conversations.


Step 4: Customize Simulation Settings

Under Simulation Settings, set:

  • Objective/Training Goal – e.g., “Book a meeting” or “Handle time objections”

  • Difficulty Level – Easy, Medium, or Hard

  • Objection Focus & Frequency – Choose what types of objections to train (budget, timing, interest, etc.)


Step 5: Configure Persona Behavior

Fine-tune your training bot’s personality:

  • Product Awareness – None / Low / High

  • Competitor Bias – Neutral / Favors Competitor

  • Politeness & Mood – Friendly / Neutral / Frustrated

  • Communication Style – Direct / Indirect

  • Distractions – None / Interruptions / Busy tone

When finished, click Create. Your new AI training persona is ready!


📞 How to Start a Training Session

  1. Go to AI Training

  2. Select a persona from your list

  3. Click Start Call

You’ll be connected instantly to your AI prospect.
They’ll answer, push back, and interact just like a real human would.


🧩 Reviewing Coaching History

After your call, visit Coaching History to see:

  • Call outcomes

  • Duration

  • Persona type and difficulty

  • Dispositions (e.g., “Meeting Set,” “Not Interested”)

  • Pain points discussed

This helps you identify trends, track progress, and focus coaching on specific weaknesses.


🧠 Best Practices

  • Start with easy personas, then progress to harder ones

  • Create different personas for each buyer type (CFO, CTO, Head of Marketing)

  • Use your real call scripts for consistent training

  • Review every session with your manager or coach

  • Practice daily — 10–15 minutes of AI training improves real call performance drastically


🙋 Need Help?

Contact [email protected] for:

  • Persona template examples

  • Advanced AI simulation customization

  • SDR team training playbooks

  • Performance tracking setup


AI Training Bots are your team’s always-available practice partners — helping reps get sharper, faster, and more confident before every real call.

💪 Train smarter. Sell faster. Win more.

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