Field types
Use Dropdown whenever the answer comes from a known list, such as departments or regions. It keeps values consistent, which makes filtering reliable and is required for conditional context.
Create a field
1
Open Profile Fields
Go to Settings > Users > Profile Fields and click Create Field.
2
Name the field and choose a type
Enter a Name of up to 60 characters, such as “Department” or “Region”, then choose Dropdown, Text, Person, or Date. The name is what members see on their profile, and it must be unique in the workspace.
3
Add options (Dropdown only)
Type each option in its own box and click Add Option for another.
4
Save
Click Save. The field appears on every member’s Account panel right away.
Edit or delete a field
Click a field to edit its name, options, or type, and drag fields by their handle to change the order they appear in. To delete one, open the row’s … menu and select Delete Field. If a scenario uses the field, both the edit panel and the delete confirmation show This field is currently being used, with a count of the scenarios and conditional context rules that rely on it.
Set values
Members fill in their own values by clicking their profile picture in the top-right corner and selecting Account. If a roleplay needs a value they haven’t set, Exec asks for it before the session starts and saves the answer to their profile. Members can’t edit Person fields, Date fields, or fields synced from your directory. These fields show as read-only on the Account panel. If a roleplay needs one of these values and it is empty, Exec asks the member to contact a workspace admin.
- One member: open the row’s … menu and select Edit Profile Fields. Use Clear value to empty a field.
- Many members: tick the members, click Set Profile Fields in the bulk action bar, then tick only the fields to update.
Sync profile fields from your directory
If your workspace uses Directory Sync (SCIM), Exec can fill member profiles from your identity provider or HR system. Use this to keep titles, managers, and departments current without editing them in Exec. When a directory is connected, Exec adds these fields to Profile Fields if they don’t already exist:
Members’ Title is also listed on Profile Fields and can be synced.
Connecting a directory does not turn on profile sync. A workspace admin has to turn it on.
Turn on profile sync
1
Open Profile Fields
Go to Settings > Users > Profile Fields. When a directory is connected, a banner says your provider is connected.
2
Start syncing
Click Sync profile data in the banner, then click Sync profile data again to confirm.
How synced fields behave
The Source column on Profile Fields shows where each field’s values come from. Synced fields show your provider’s name and a lock icon. Other fields show Set in Exec. The Status column shows Complete or the number of active members missing a value. Click the count to see those members on Settings > Users.- Members can’t edit synced fields. Their profile card shows Synced from followed by your provider’s name.
- Admins can’t overwrite a value the directory wrote. Change it in your identity provider instead.
- Empty values: an admin can fill a synced field the directory left empty. The profile marks that value Set by admin. The directory replaces it the next time it sends a value.
- Manager decides who receives a team Manager Digest.
Stop syncing a field
Click the field on Profile Fields and set Source to Set in Exec, then click Save. Your provider stops updating the field, and current values are kept. To sync it again, set Source back to Synced from your provider.Use profile fields in roleplays
- Conditional context adds background to the AI character when a member’s dropdown value matches a rule, so one scenario can play differently for Enterprise and SMB reps.
- Variables insert a member’s value directly into scenario text. Type
{{user_plus the field name in lowercase with underscores for spaces, then}}. For example, a field named Territory becomes{{user_territory}}. Person fields insert the member’s name, and Date fields insert a formatted date.