Edit a CAISY™ for Conversations

To edit a simulation:

Find the simulation you want to edit and select the edit icon . The Design Assistant opens with your previous conversation. If you previously generated a simulation, you see the sample conversation in the right pane, otherwise, you see the design brief in the right pane.
You can either continue the conversation in the Design Assistant or from the left navigation bar, select one of the areas in which to make your changes. If you already generated a simulation, we recommend at this point, that you select an area to edit instead of continuing with the Design Assistant because you have more control and refinement on what you change.
The sections you can edit are:
Review the sample simulation on the right and make any necessary changes.
Once you are satisfied with the sample simulation generated on the right, your simulation is complete and you have the following options:

Preview: This opens the simulation you just created so you can test it and ensure it works as expected.
Exit: Be sure you see the word Saved in the upper right corner before you exit. When you exit, your simulation saves as a draft that you can return to at any time.
Ready to Publish: If you do not have publishing privileges, you can mark your content as Ready to Publish to signify to creators with publishing privileges that it is ready to be shared with learners on Percipio.
Publish: Only users with publishing privileges see this option. This publishes your simulation to Percipio so learners can see it. When you publish your simulation, it appears on the Custom Content page in Percipio. Organization administrators can then make it available to learners on its own, or add it to a channel or journey.

Scenario

If you edit any information on the Scenario page, you must select Regenerate simulation.

On the Scenario page you can edit the following fields:

Scenario Category: Add a new category or select one from the list. To see if your category already exists, start typing to see if matches are found. The category is the broader topic or skill that learners using the simulation are trying to improve. This field displays to learners and is required.
Scenario Prompt: The tool uses the answers you supply in this section to generate the sample simulation, so you should be specific and provide as much detail as possible.
Default Behavior: Choose the default behavior that users see when they open your CAISY for Conversations. Users have the option to change the behavior before they start the simulation.

On the Participants page you can edit the following fields:

AI participant's role: Describe the role of the AI in your scenario, such as a customer, or a direct report.
Learner's role: Describe the role of the learner in your scenario. The learner is the person interacting with the simulation.
Introduction: Write the introduction that the AI Coach gives at the beginning of the scenario to set the scene for the learner.

On the Content Details page you can edit the following fields:

Title: This is the title that displays to learners, so it should reflect the main topic of learning.
Description: This is the description of the simulation that displays to learners when they are browsing content.
Expertise Level: Choose either Beginner, Intermediate, Expert, or Everyone as the Expertise level in order to tailor the scenario to a specific level of learners.
Duration: Set the time (in minutes) that you expect learners to spend on the scenario.
Content Source: Content sources help learners discover your content and informs them about who created it.

Choose the Primary Language your simulation will display in. Learners have the option to take the simulation in any language supported by CAISY.