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AI Role Play with Deal Insights

Sellers practice with live deal context — contacts, signals, alerts, and upcoming meetings pulled from Salesforce at launch time

Epic
ABT-48120
Status
In development
Last updated
August 2026

When a seller opens an Opportunity in Salesforce and launches a Deal-Insight-enabled AI Role Play from the Deal Content Recommendations panel, Allego retrieves signals from Deal Expert and injects them into the session. The AI avatar enters the conversation already knowing the deal — its contacts, recent signals, alerts, and any upcoming meetings — and offers to dry-run the next meeting or role play as a specific contact.

The integration builds on existing infrastructure. Deal context is injected into fields already part of the Tavus API calls: avatar instructions go into Create Persona; deal insights go into Create Conversation via the "Other background information" field.

Prerequisites

Workflow

Allego Admin Client Admin Seller Allego App Deal Expert Tavus SETUP — one-time configuration Enable company setting Set up AIRP SCORM, Deal Insight = On Create Exercise, add to Deal Recs RUNTIME — each practice session Open Opportunity in Salesforce Open Exercise, click Record Resolve Opportunity ID Retrieve Deal ID Invoke Deal Expert invoke Generate insights opp · contacts · signals response Inject into "Other background info" Create Conversation Create Conversation API Role play session starts Hide Expert response from chat history
Setup runs once per SCORM configuration. Runtime runs each time a seller launches the exercise from a Salesforce Opportunity. Deal Expert response is injected into the "Other background information" field of the Tavus Create Conversation call; avatar instructions (set in Setup) flow into the Create Persona call.