Replio

Edit any field of a live persona on an active project; the persona keeps its sessions and history. Only the fields passed change. Refused on projects still in setup.

update_persona

AI-generate a draft quiz for the project from its knowledge and training goals; the questions stay drafts until saved. The first generation is free; on access-code connections each re-run consumes one of 3 quiz generations.

generate_quiz

Start AI persona generation for a project from its knowledge base, the businessContext and the trainingGoals. Requires the knowledge to be ready. Goals steer the personas' scenarios and objections; without them generic template defaults apply. Asynchronous: the setup status reports personaGeneration=completed once the draft personas are available. The first full generation is free; on access-code connections each re-run consumes one of 3 AI generations. A re-run replaces the generated drafts (manually added drafts are kept).

generate_personas

The conversation of one session as turns (trainee and persona) with timestamps, first 200 turns. Available on manager connections only; access codes cannot read transcripts.

get_session_transcript

One session of a project with its analysis: summary, strengths, improvements, score breakdown, the five skill scores, key moments, the trainee's goal, and the number of live coaching tips. Expert sessions return a recap (summary, key points, topics) instead of an analysis. No transcript.

get_session

Key metrics for one training project: total and completed voice sessions, average AI score (0-10), trainee counts, and first-versus-recent progression across trainees.

get_project_kpis

Setup pipeline state for one project: document ingestion statuses, whether the knowledge base is ready, persona generation progress, quiz state, current feature toggles, and the next step. With wait:true the call blocks up to about 25 seconds server-side and returns early when processing finishes; stillProcessing in the result says whether more processing is pending.

get_project_setup_status

Who trained and how it went over the last N days (default 1) for one project: session count, average score, per-trainee breakdown.

get_recent_activity

Anonymized patterns from the closed deals of the CRM connection bound to a project: objection clusters, lost reasons, where deals stall, composite buyer profiles, won patterns. No names, no CRM records. connected=false when the project has no CRM; lowSignal=true when fewer than 15 lost deals had notes (shown for review, used for generation only when the manager opted in). Useful before suggest_training_goals or generate_personas to ground them in the organization's own pipeline.

get_crm_pipeline_digest

The web page where the user uploads files (PDF, Word, PowerPoint, Excel...) into this project's knowledge. Uploaded files go through Replio's full parsing pipeline (layout, tables, figures); the page shows the remaining document slots. Read-only: no upload happens through this tool.

get_upload_link

Copy a character from the organization's Persona Library into a project. A project in setup receives it in the draft persona pool (reviewable, survives regeneration, becomes live at activation); an active project gets a live persona immediately. Import is a copy: later library edits never change imported personas. The sheet is adapted to the project language automatically when the character's recorded language differs (same language stays verbatim, dialects included); translate overrides that: true forces adaptation, false forces verbatim. The imported persona speaks the project's language either way.

import_library_persona

Invite trainees to an active project by email: Replio sends a localized invitation email to each address. Refused while the project is still in setup. Invitees are saved in the organization's contact library, filed into a group named after the project. Max 100 per call; access codes may carry a total invitation cap set by the manager, and the error states the remaining budget when it is exceeded.

invite_trainees

Full detail of the project's draft quiz questions (question, options, correct answer, explanation, difficulty).

list_quiz_questions

Full detail of every generated (draft) persona of a project in setup: personality, background, goals, difficulty, scenario and objections, exactly what the dashboard review screen shows.

list_generated_personas

Full detail of every live persona of an active project (name, role, personality, background, goals, difficulty, communication style, objections, including hidden coaching fields not shown to trainees). Draft personas of a project still in setup are not included. Requires write access.

list_personas

The organization-level Persona Library: reusable characters (recurring customers, patients, candidates...) that can be copied into any training project. Each character records the language its sheet is written in. Requires write access.

list_library_personas

Training projects this connection can access, with organization, status and training domain. The project ids returned here are the input of every other tool.

list_projects

Voice sessions of one project over the last N days (default 7, max 90), newest first, one row per session: trainee, persona, mode, duration, AI score (1-10) with the five metric scores, evidence level, conversation outcome, scenario override, and whether the analysis is done. Expert sessions carry no score. Paged: hasMore and nextCursor continue the list.

list_sessions

Replace one draft persona with a freshly generated one, optionally guided by instructions (for example a different role or industry). Consumes one AI generation on access-code connections (3 max).

regenerate_persona

Replace one draft quiz question with a freshly generated one. Consumes one quiz generation on access-code connections (3 max).

regenerate_quiz_question

Persist the draft quiz questions so trainees can take them (minimum 5, maximum 30). Omitting acceptedQuestionIds saves every draft question. Free: no AI generation consumed. Writes only to this project's data in Replio; no external system is contacted.

save_quiz

Rename a training project and optionally set a short description.

set_project_details

AI training-goal suggestions grounded in the project's linked Knowledge Library documents (same engine as the web wizard), available once the knowledge is ready. existingGoals excludes goals already agreed or already shown, so the suggestions are complementary. Read-only: nothing is stored.

suggest_training_goals