Practice real-world sales scenarios, improve your skills, and get personalized feedback through realistic roleplay simulations. This guide shows you how to access, customize, and use AI coaching for sales training in Insight7.
Accessing Sales AI Coaching #
Step 1: Navigate to Training #
- Login to your Insight7 account at https://app.insight7.io
- Open the sidebar menu
- Click on Training
Step 2: Click on Templates and Select Sales #
You’ll see three main categories:
- Sales ← Click this one
- Customer Service
- Leadership
Step 3: Choose Your Sales Training Template #
Pick the scenario you want to practice:
- Objection Handling – Practice overcoming common sales objections
- Discovery Call – Master needs discovery and qualification
- Prospecting – Improve cold outreach and initial conversations
- Product Pitch – Refine product presentations and demos
- Renewal and Upsell – Practice expansion and retention conversations
- Negotiation & Pricing – Develop pricing discussion and negotiation skills
- Tool Specific Knowledge Test – Validate product expertise
- Post Workshop Reinforcement – Practice skills from recent training
- Product & Process Knowledge Test – Assess product and process understanding
Click on the template you want to practice.
Starting a Quick Training Session #
Step 4: Choose Delivery Mode #
Select how you want to practice:
- Voice – Speak naturally with AI persona (most realistic)
- Chat – Type your responses for text-based practice
Step 5: Add Context (Optional) #
Provide specific context to personalize the scenario:
- Your product or service details
- Specific objections you’re encountering
- Real-world situations you want to practice
- Company-specific information
Step 6: Start Session #
Click Start Session to begin.
You’ll see the Conversation Context:
- Training Type
- Training Category
- Difficulty
- Criteria
- Time Limit
- AI Persona
The AI will engage with you in a realistic sales conversation. Practice naturally and apply your best techniques.
Customizing Your Sales Training #
For complete control over your practice scenario, click Customize.
Step 1: Design Your Scenario #
Sales Category Selected
Training Name:
- Give your scenario a descriptive name
- Example: “Enterprise Pricing Objection Practice”
Scenario Type:
- Objection Handling
- Discovery Call
- Prospecting
- Product Pitch
- Renewal and Upsell
- Negotiation & Pricing
- Tool Specific Knowledge Test
- Post Workshop Reinforcement
- Product & Process Knowledge Test
Evaluation Criteria:
- Auto-generate criteria – Let AI create evaluation framework
- Select criteria – Choose specific skills to assess (discovery skills, objection handling, value articulation, closing techniques, etc.)
Delivery Mode:
- Voice or Chat
Describe Your Scenario: Write detailed context for realistic practice:
- “You’re calling a mid-market CFO who’s concerned about implementation costs”
- “A prospect is comparing you to [competitor] and focused on pricing”
- “An existing customer’s contract is up for renewal but usage has declined”
Upload Relevant Files (Optional):
- Product documentation
- Sales playbooks
- Competitive battlecards
- Pricing sheets
- Case studies
Supported formats: PDF, DOC, DOCX, TXT, CSV, XLSX
Click Continue.
Step 2: Customize the AI Persona #
Persona Templates or Custom Persona:
- Start with pre-built buyer personas
- Or build completely custom characters
Upload Avatar (Optional):
- Add custom image (system generates one if not uploaded)
Basic Information:
- Name
- Job Title
- Gender – Male or Female (affects voice options)
Communication Styles: Select how the AI buyer communicates:
- Direct – Gets to the point quickly
- Analytical – Wants data and proof points
- Collaborative – Team-focused decision maker
- Assertive – Strong opinions, pushes back
Emotional Tones: Set the buyer’s attitude:
- Skeptical – Doubtful, needs convincing
- Neutral – Professional, reserved
- Friendly – Warm, open to conversation
- Frustrated – Impatient with current solution
- Enthusiastic – Excited about possibilities
Behavioral Attributes:
- Confidence: Low to High
- Assertiveness: Passive to Aggressive
- Empathy: Cold to Warm
Primary Goals: Enter the buyer’s objectives (comma-separated):
- “Reduce costs by 20%, Improve team efficiency, Minimize implementation risk”
Relationship to Target:
- Role – Their function (Buyer, Economic Buyer, Influencer, Champion)
- Seniority Level – Junior, Mid-level, Senior, Executive
Voice Persona (for voice mode):
Click Continue.
Step 3: Assign to Team #
Assign Learners (Optional):
- Search for sales team members by name
- Select All to assign to entire team
- Or select individual reps
Click Create or Start Session.
During Your Sales Training #
The AI buyer will:
- Respond like a real prospect or customer
- Present objections, concerns, and questions
- Challenge your responses appropriately
- Stay in character throughout the conversation
After Training: Performance Review #
Summary #
High-level overview of your performance with key takeaways.
Performance Score #
Overall rating based on sales skills evaluation criteria.
Performance Breakdown #
Detailed assessment of specific competencies
Each skill includes:
- Specific score
- Examples from your conversation
- What you did well
- Improvement opportunities
Coaching Tips #
Personalized, actionable recommendations
Trends Across Sessions #
Track your progress over time:
- Skills improving consistently
- Areas needing continued focus
- Performance trajectory
- Mastery development
Training Reflection with AI Coach #
Click Training Reflection to discuss your performance with an AI coach.
What you can do:
- Ask questions about specific moments
- Request clarification on feedback
- Get alternative approaches explained
- Receive personalized practice recommendations
Example questions for sales:
- “How could I have handled the budget objection better?”
- “What discovery questions should I have asked?”
- “Was my value proposition clear enough?”
- “How can I improve my closing technique?”
- “What should I practice next?”
Common Sales Training Use Cases #
New Sales Rep Onboarding
- Practice before making real calls
- Build foundational skills safely
- Learn product positioning
- Reduce time to first deal
Objection Handling Mastery
- Practice every common objection
- Develop confident responses
- Test different approaches
- Build objection handling muscle memory
Deal Preparation
- Rehearse before big opportunities
- Practice difficult conversations
- Test negotiation strategies
- Build confidence for high-stakes calls
Skill Gap Closure
- Focus on specific weaknesses
- Improve discovery questioning
- Develop pricing confidence
- Master competitive positioning
Post-Training Reinforcement
- Apply workshop concepts immediately
- Practice new methodologies
- Validate technique understanding
- Build lasting behavior change
Competition Preparation
- Practice against specific competitors
- Develop battlecard responses
- Test differentiation messaging
- Build competitive confidence
