HLAI Experts

Pharmacies · Sales rep training

An AI roleplay trainer for pharmacy sales reps, built in GoHighLevel

Reps get better at prescriber calls by making them, and the first few tries are rarely the ones you want a real office to hear. We built a voice trainer in GoHighLevel (GHL) for a pharmacy's sales team: the agent plays the prescriber, the rep picks the scenario and how hard it should be, and each practice call ends with a recap.

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The job

A prescriber who picks up every time

How one practice session runs, from the first question to the recap.

The trainer we built handled real practice calls from the pharmacy's reps. Nobody on the other end was a doctor. The voice agent took that part, so a rep could run the same conversation again and again until it came out the way they wanted.

It asks first. Each session opens with a readiness question before the exercise begins. The rep is never dropped into the middle of a scenario, and decides when it begins.

A menu, not a script. Next the trainer offers a menu of practice scenarios. One of them is the sales call itself: a cold call to a prescriber's office. The menu also offered simulated prior authorization escalations and coverage-denial conversations, along with simulated intake, benefits and counseling conversations. Every one of them is a rehearsal. None is a real patient workflow, and no real patient record sits behind any of them.

Difficulty and persona. The rep chooses how difficult the conversation should be, so a new rep can start gently and an experienced one can ask for real pushback. Persona details are optional: a rep who wants a particular kind of call can describe it before starting.

The prescriber's side. From then on, the agent answers as the prescriber. The rep talks to it the way they would talk to the office they plan to call next week, and the conversation runs from there.

The recap. Every practice call produced a recap notification, and those recaps were the record of the practice. HighLevel keeps this under the agent's post-call settings: notifications, workflows, summaries, and whether the AI's call summary is also saved to the contact's notes. With that last option off, HighLevel's help center says the summary still stays in the Voice AI call logs.

What it does not do. The trainer has no memory. It does not recognize a rep from one session to the next and does not learn where each rep is weak. Adaptive coaching, and training linked to each rep's results, stayed a proposal. It ran in our own HighLevel account rather than the pharmacy's, and it holds no protected health information.

What we set up

What goes into the trainer

Each piece is in the plan document before it is built.

  • A HighLevel Voice AI agent that answers as a prescriber
  • A readiness question at the start of every session
  • A menu of practice scenarios, led by a cold call to a prescriber's office
  • Simulated prior authorization escalation and coverage-denial scenarios
  • Simulated intake, benefits and counseling conversations
  • A difficulty choice the rep makes before each call
  • Optional persona details the rep can add
  • A recap notification after every practice call
  • A prompt and knowledge base with no protected health information in either

How a setup runs

How the trainer gets built

  1. A 1:1 with Rob

    Rob asks which calls your reps dread most, who should read the recaps, and what your AI use policy lets an agent hold.

  2. The prescriber on paper

    The agent's prompt, the scenario menu and what each recap reports are written out word for word in a plan document for your approval.

  3. Build and rehearse

    We build the agent in HighLevel's Voice AI and make test calls through every scenario before a rep ever starts.

  4. A QA report

    The handover report shows each scenario answering as written, with screenshots of the agent's settings and a sample recap.

  5. Changes after launch

    A new scenario, a harder prescriber or a different recap: each request gets a verdict first, a fix inside the agreed scope or new scope.

What you bring

What we need from your sales lead

The calls your reps make

The kinds of prescriber office conversations your reps have, and where those calls tend to go wrong.

Your objections and answers

The pushback your reps hear and the answers you want them to give, in your own words, with no patient details in them.

Your AI use policy

What your pharmacy allows an AI tool to hold, so the trainer is built inside that line from the start.

Who reads the recaps

The manager or trainer who should get the recap after each practice call.

Where it stops

The trainer is for practice only. It holds no patient information, never files or chases a real authorization, does not remember reps between sessions, and does not score reps against sales results.

Questions

What pharmacy sales leads ask about the trainer

What does a practice session sound like?
The trainer first asks whether the rep is ready, then offers its menu of scenarios. The rep picks one, chooses the difficulty and adds persona details if they want. The agent then answers as the prescriber for the rest of the call, and a recap goes out afterward.
Can a manager see how a practice call went?
Yes, through the recap. Every practice call on our build produced a recap notification, and those recaps were the record of practice. HighLevel's help center says the AI's call summary can also be saved to the contact's notes, and stays in the Voice AI call logs either way.
Does the trainer remember each rep?
No. The trainer we built has no memory between sessions and does not learn a rep's habits. A version that adapts its scenarios to each rep was proposed, not built.
Is any patient data involved?
No. Every patient in a scenario is a simulation, and no protected health information goes into the agent's prompt or its knowledge base. This is not legal advice; your compliance lead sets what your own policy allows.
Can reps practice prior authorization and coverage-denial calls?
Yes, as rehearsal. Alongside the cold call to a prescriber's office, the menu offered a simulated prior authorization escalation and a coverage-denial conversation. The rep practices the talk itself; nothing is filed with anyone.
Rob Eason

Who you talk to

Rob Eason

Rob runs HLAI Experts and takes the 1:1 calls himself.

He is a HighLevel Certified Admin with the second-most reviews in HighLevel's Certified Admin Directory worldwide, all of them 5 out of 5.

He won HighLevel's Top New Subaccounts via AI Employee award in its 2025 Summer of AI Awards and taught HighLevel's official masterclass on its AI Employee.

Before HighLevel, he co-owned a 60-employee financial services firm and sold his share.

On the call he looks at your account, not a script.

5/5 across 83 reviews in HighLevel's Certified Admin Directory

Hear how a prescriber roleplay would work for your team

In 30 minutes Rob walks through the calls your reps find hardest and what a HighLevel voice trainer would and would not hold.

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