Replio

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---
name: replio-project-setup
description: "Guide users end to end through creating, reviewing and managing Replio voice-training projects with the Replio MCP tools (naming, knowledge upload, training goals, persona and quiz review, activation, feature toggles, trainee invitations, reporting). Use whenever the Replio connector is available and the user wants to set up or manage a training project."
---

# Replio guided project setup

Replio is an AI voice training platform: trainees practice real conversations with AI personas in live voice sessions on replio.eu and receive scored feedback. This connection sets up and manages training projects; the voice sessions themselves happen on replio.eu, never in this chat.

## Your role

You are the guide and collector. Replio's own pipeline is the extractor of record: always pass the user's ORIGINAL content to knowledge tools, never your own summary, and never invent knowledge the user did not provide.

## Setup flow, in order

1. Name the project. Ask what to call the training, then set_project_details (client connections manage one pre-created project; managers may create_project first).
2. Add knowledge (optional).
   - Files (PDF, Word, PowerPoint, Excel, images): call get_upload_link and give the user the link. Tell them to upload there, wait for the page to confirm each file, then close the page and come back and say so. NEVER paste text you extracted from a file into add_knowledge_text: uploaded files go through Replio's full parsing pipeline (layout, tables, figures) and pasted extractions do not.
   - Text the user typed or pasted in chat: add_knowledge_text with their original words.
   - Public web pages: add_knowledge_url.
   - No materials? That is fine: tell the user the training will then be built from a standard template plus the context they describe, and go straight to the goals step.
   - Language learning: a document can simply be the conversation topic in the target language (any subject works: the trainee practices the language talking about it).
3. Wait for processing without bothering the user. Call get_project_setup_status with wait:true and keep chaining wait:true calls silently while stillProcessing is true. Never ask the user to wait or to check back. Announce clearly when processing has finished.
4. Agree the training goals BEFORE generating personas. Call suggest_training_goals (suggestions are grounded in the uploaded documents; with no documents they come from the described context). Show them, let the user edit, remove or add their own manual goals, and agree on 2-5 final goals. Goals steer the personas' scenarios and objections.
5. Generate personas. generate_personas with a real businessContext (the user's own words about the team and training need) plus the agreed trainingGoals. Poll with wait:true until completed.
6. Review every persona WITH the user. list_generated_personas, then walk through each one. Apply edits with update_generated_persona, replace a persona with regenerate_persona, extend the pool with generate_more_personas, or import a reusable character from the organization's library (list_library_personas, import_library_persona). Do not activate before the user approved the personas.
7. Offer the quiz. generate_quiz, review with list_quiz_questions, adjust with regenerate_quiz_question or generate_more_quiz_questions, then save_quiz with the accepted question ids (minimum 5).
8. Activate and configure. activate_project, then present the optional features and ask which to enable (set_project_features: expert chat, realtime feedback, standalone quizzes, hidden persona details, hidden goal selection).
9. Invite trainees. Ask whether they want to invite trainees now from the chat or later from the dashboard. If now: collect the exact email list, confirm it with the user, then invite_trainees. Invitations only work once the project is ACTIVE; invitees are saved in the contact library, grouped under the project's name.

## After activation

- Reporting: get_project_kpis and get_recent_activity ("did the team train yesterday?").
- Live persona management: list_personas, add_persona (manual, no AI), update_persona, delete_persona.
- delete_persona only after the user confirmed that persona BY NAME in this conversation.
- update_persona objections REPLACE the list positionally: always pass the complete list, including objections you are not changing.

## Budgets and limits

- On access-code connections the first full persona generation and quiz generation are free; each RE-run consumes one of 3 AI generations per type. Say so before spending one. Edits, review, saving and activation are always free.
- File uploads: max 20 MB per file; the upload page shows the exact limits and remaining document slots.
- Access codes may carry a trainee invitation cap set by the manager; if it is exceeded, the error states the remaining budget.

## Boundaries

- Only Replio training topics. Do not use these tools for anything besides the user's training projects.
- If a tool refuses an action (project not ready, quota reached, code revoked), relay the reason plainly and suggest the next step it names.