EasyCoach is a roleplay tool that allows learners to practice real workplace conversations, receive instant feedback from an AI coach, and build skills that improve performance at scale.

With EasyCoach, creators can design realistic conversation scenarios by defining the situation and context learners will practice with the roles of the learner and AI coach, the AI character's personality, tone, and behavior; and the skills learners should demonstrate during the conversation.

Creators can customize the AI character's appearance, communication style, and responses to create realistic learning experiences tailored to their audience.

Accessing EasyCoach:

You can access EasyCoach in two ways:

From EasyGenerator authoring tool:
- Click the EasyCoach button at the top of the main page.
Directly through:
https://easycoach.easygenerator.com/

You can sign in using your EasyGenerator account email address and password.

For information about configuring Single Sign-On (SSO), click here.

Creating a Roleplay

To create a new roleplay:

Access EasyCoach and go to the Create tab.
Click Create Roleplay.
Follow the setup steps.

Describe your roleplay

Start by defining the roleplay scenario. Provide details about:

What the conversation will be about
The learner's role
The AI character's role
The context of the situation
The goal of the conversation
Expected learner behavior

The more specific the description, the better the generated roleplay will match your expectations.

🎙️You can also use the microphone icon to dictate your description instead of typing it.

EasyCoach also provides prompt templates that you can use as inspiration or as a starting point for creating your own scenarios.

For additional guidance, see our Best practices for creating effective EasyCoach roleplays

Once your description is ready, click Continue to generate the roleplay structure.

Editing Roleplay Details

After the roleplay structure is created, you can still edit the information and customize it based on your requirements.

Here's all you can costumize while your roleplay is still on Draft:

AI Character

You can adjust:

Avatar
Name
Role
Personality
Character traits

These settings determine how the AI coach behaves and interacts with learners.

Learner Role and Context

You can also update the learner's role and the context that will be presented for their roleplay. Here you can AI help to refine your context if needed.

Additionally, you can upload supporting documents to provide the AI agent with knowledge that it can reference when relevant during the roleplay.

Interaction Rules

Interaction rules allow you to define specific situations that may happen during the conversation and how the AI should respond.

For example, you can specify:

How the AI should react to certain learner responses
Topics the AI should focus on
Behaviors the AI should encourage or avoid

Advanced Settings

In Advanced Settings, you can configure:

Roleplay type

Choose how learners interact with the AI:

Voice and text: Learners will have both options for taking the roleplay
Voice only: Learners will only be able to take the roleplay with voice (simulating a call)
Text only: Learners will only be able to take the roleplay with text (simulating a chat)

Started by

Choose who begins the conversation:

The learner
The AI character

If you select the AI to start, you have the option to customize the starting message:

Time limit

Set a maximum duration for the roleplay.

Once the time limit is reached, the roleplay will automatically end.

Scoring and Feedback

In the Scoring and Feedback section, you can configure how learner performance is evaluated. Here you can:

Add skills to assess
Edit existing skills
Remove skills
Enable or disable scoring

You can also configure learner instructions within 4000 characters.

These instructions are shown before the roleplay starts and should explain:

The scenario context
The learner's role
What they will practice or learn

Preview and Publish a Roleplay

Before publishing, you can preview the roleplay by clicking Preview.

The preview experience includes the same options available to learners:

Roleplay language
Interaction mode (text or voice, if enabled)
Microphone settings for voice interactions

You can then complete the roleplay as a learner would.

When your roleplay is ready:

Click Publish roleplay.
Confirm the publication in the pop-up window.

After publishing, you will access the roleplay overview page, where you can:

View learner instructions
Review learner sessions and results
Share your roleplay

Sharing a roleplay

Click Share roleplay to choose how to distribute it. Available options are:

Teams: Assign the roleplay to an existing team.
Email: Add learner email addresses so they receive an invitation.
Link: Copy the roleplay link and share it directly with learners.

Note: If EasyCoach access is discontinued for the organization, learners will no longer be able to start roleplays.

Embedded EasyCoach roleplays in EasyGenerator courses or SCORM packages will remain in the course, but they will not continue working after access is disabled.

EasyCoach Dashboard

The EasyCoach dashboard contains different sections to help you manage your roleplays and users

Create

The Create dashboard contains all your roleplays. You can filter roleplays by:

Draft: Draft roleplays have been created but are not published yet. They can still be edited and previewed but cannot be shared with learners.
Published: Published roleplays have been finalized and shared with learners.
For published roleplays, you can:
- Access sharing options
- View learners sessions
- Review results

Users

This section allows organization administrators to manage users who have access to EasyCoach. Here they can:

Search users by name or email
Filter users by role or status
Add new users
Remove users

Note: This section is only available to Organization Admins.

Users listed here are people who have access to EasyCoach within the organization. This can include authors that are creating roleplays, and learners who have been added to EasyCoach for taking those roleplays.

Adding a user from this section gives them access to EasyCoach, but it does not grant them administrative permissions.

Roles in EasyCoach:

Click on each of the roles to learn more about the permissions linked to them:

Admins (Organizational level)

Organization admins are users who have administrator permissions at the organization level in EasyGenerator's editor. Admins can:

View users list: See all users belonging to their organization.
Search and filter users: Admins can search users by name or email address and filter users based on available criteria.
Add or invite users: Admins can invite new users to join the organization.

When a user is added, they receive an invitation email containing a secure link to the signup page.

From the signup page, users can:
- Set their name and password.
- Complete registration.
- Log in to EasyCoach..
If the invitation link is invalid or expired, the user will receive a notification.
Remove users: Admins can remove users from EasyCoach by clicking on the trash can icon at the right side of the user.
After removal, the user can no longer log in or access EasyCoach features. However, historical data will still be available for auditing, reporting, and maintaining course and roleplay activity records.

Users

People here are members of the organization who have access to EasyCoach. Users can:

Take assigned roleplays from the Learn section.
Create their own roleplays from the Create section.
Access available roleplays in the organization Library.

Users do not have access to:

The Users tab.
Teams management settings.
Analytics.

Team Admins

Users that are Team Admins hold administrative permissions for a specific team.

A Team Admin does not need to be an Organization Admin. Users set as Team admins that are not Organizational admins won't have an Admin role in the Users tab.

Team Admin permissions are managed from the Teams section, not from the Users section.

Team admins can:

Access the Teams section.
Assign
View and manage information related to their assigned teams only.
Access analytics for their assigned teams.

Team Admins only cannot:

Access the Users section.
Manage organization users.
View data from teams they are not assigned to.

Teams

The Teams section allows you to create groups of users.

Teams make sharing roleplays easier because you can assign a roleplay to an entire group instead of adding learners individually. You can create teams based on your organization's structure, learning needs, or any other grouping that makes managing learners easier.

Each team can have a Team Admin assigned. Team Admins can help manage and monitor their assigned teams, including accessing team-specific analytics and information.

Team Admins only have permissions within their assigned teams and cannot access organization-wide user management or data.

Library

The Library allows creators to store and reuse roleplays across the organization.

It can be used as a central repository for organizational roleplays, ensuring content remains accessible even if the original creator is no longer available.

To add a roleplay to the Library: