Hello! In this premium level, you’ll learn how to create Companion AI flows.
- Learn to create Companion AI flows that enhance immersive learning modules through open-ended conversations, role-play scenarios, and tailored guidance for various training needs, including sales, customer service, and change management.
- Follow the tutorial and utilize our Companion ERD & Prompt Combo Guide (download below) to design effective adaptive learning role-plays based on your desired learning objectives.
- Within this level: you’ll gain a solid understanding of how and why to create a Companion AI flow, the document necessary to design a successful experience, and the step-by-step tool tutorial to bring your experience to life.
On this page:
- *New - Companion Prompting Best Practices (DOCUMENT DOWNLOAD)
- Companion Prompt (DOCUMENT DOWNLOAD)
- How to Utilize Companion AI Flows
- Use Cases
- Roles of Companion AI
- How to Create a Companion AI Flow:
*New - Companion Prompting Best Practices (DOCUMENT DOWNLOAD)
Make sure to download and use our most up to date Prompting Best Practices to help you create an effective prompt for a Companion AI flow!
Download a copy of our Companion Prompting Best Practices guide here:
Preview:
Companion Prompt (DOCUMENT DOWNLOAD)
Start by defining the Experience Requirements for your Companion AI flow
Best - and very highly recommended - practice is to document and plan any immersive experience even before starting to create in the tool.
With Companion flows, it's also vital to craft an effective AI prompt.
Download a copy of our Companion ERD & Prompt Combo Guide.
Download a copy of our Companion ERD & Prompt Combo Guide here:
Preview:
How to Utilize Companion AI Flows
How do Companion flows fit within a larger Project?
Prescriptive conversations help learners build knowledge and skills, while Companion flows let them apply skills in complex, unpredictable scenarios.
Why choose branched narrative flows vs. Companion AI flows?
- Branched / prescriptive conversations:
- Allow an author control over skills assessed and feedback given
- Include the option for results screens that are either pre-coded and generated by the tool, or customized by the creator
- Provide results in Dashboard for admins to track and analyze
- Adaptive / unscripted conversations:
- Allow learners to experiment with various communication strategies and navigate challenging interpersonal situations while practicing in a risk-free environment
- Helps users build soft skills like communication, empathy, and negotiation with AI-driven feedback on their choices
- Conversations and feedback are not recorded, thus no data for admin assessment
Consider:
- How does a Companion AI flow fit into your overall learning module?
- Are there other training materials needed to compliment your Companion AI flow so that it’s effective for your learner? (i.e. a sales script PDF to be utilized during the Companion AI role play)
How can a Companion AI flow compliment an Immersive Learning module?
- Use scripted learning for structured, foundational training, like sales simulations, customer service, or onboarding with clear talking points.
- Use adaptive learning for advanced, unstructured scenarios, like senior leadership training, coaching, or complex sales simulations.
In Immerse Creator Tool:
When you are creating a Project with multiple flows and you're considering the order of the flows, remember that a Companion flow is a lesson flow type so it cannot come before a pre-assessment or after a post assessment.
Use Cases
What are the common use cases for Companion?
The best scenarios for a Companion flow are those in which learners can benefit from learning in open-ended conversation role play, not being restricted to a predefined learning path. Examples include:
- Change management
- Management conversations and coaching around change management topics
- Management training
- Sales training
- Selling products to different persona types
- Practicing addressing objections
- How to talk about pricing or describe products
- Customer service coaching and role play
- Recruitment interview training
- Negotiation training
- Succession planning
- Product up-skilling
- …and so much more!
*Here is an example image of a module called, “Practicing Self Awareness”, which includes branched narrative, prescriptive flows for the Pre-Assessment, a Lesson and a Post-Assessment and one Companion AI Lesson flow. The Companion AI flow compliments the prescriptive parts by providing the learner with a free-form conversation with a self-awareness subject matter expert coach, where the learner receives expert advice on the topic and then practices their soft skills in a series of role-play scenarios.
Roles of Companion AI
What roles or personality modes can the AI take on?
The AI can serve three main roles:
- Role Play Partner – Companion acts as a character within the scenario, enabling realistic role-play to practice and refine soft skills in a safe environment.
- Advisor (Coach or Mentor) – The companion acts as a personal guide, focusing on reflection and exploration to help learners navigate challenges and gain deeper understanding. It’s less about delivering content and more about building a supportive, conversational relationship to identify areas for growth and improvement.
- Subject Matter Expert (SME) – Companion serves as an expert, delivering accurate, in-depth knowledge on specific topics to enhance learning. The focus is on knowledge transfer, skill acquisition, and instruction.
How to Create a Companion AI Flow:
Open Immerse Create tool and follow this tutorial to create a Companion AI flow:
⬇️ Optional: Download this tutorial as a PDF here.