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Overview

When building a scenario in Scenario Studio, you don’t have to describe everything from scratch. Attachments and Context let you bring in existing materials — product guides, call transcripts, certification docs, company briefs — so the AI Agent can reference them while building your roleplay. Both features serve a similar purpose but work differently depending on whether you plan to reuse the material.

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Attachments

Use Add Attachments to upload a file directly into your current scenario build. The AI Agent reads the document and uses it to inform the roleplay — filling in details, grounding the scenario in real content, or replacing the need to type out all the context manually. Attachments are session-specific. They’re not saved for future use. Best for: One-off builds where you have a specific document relevant to that scenario — a call transcript, a certification, a product one-pager.
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Open the Scenario Studio

From your dashboard, navigate to Scenario Studio.
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Click Add Attachments

Below the main text input, click Add Attachments and upload your file (PDF, Word doc, etc.).Demo Exec Com Chat New(15)
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Describe what you want

In the text field, tell the AI Agent what to do with the attachment. For example:
Using the PDF below, please create a discovery call roleplay for a sales rep.
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Submit

Click Submit. The AI Agent will review the attachment and build a scenario based on its contents. It may ask a few clarifying questions before generating the draft.Demo Exec Com Chat New(16)

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Context

Context works the same way as attachments in how the AI Agent uses it — but context is saved to your workspace so you can reuse it across multiple scenario builds. Best for: Reference materials you’ll use repeatedly, like a company overview, a sales methodology guide, or a pricing document.
Context is managed separately in your workspace settings. If you’re setting up context for the first time, see the context setup guide for instructions.
Once your context is saved, you’ll see it as an option when you click Add Context in Scenario Studio. Select the relevant context, add your prompt, and submit — the AI Agent will draw from it the same way it would an attachment.
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Attachments vs. Context: When to Use Each

AttachmentsContext
ReusabilitySingle session onlySaved and reusable
PersistenceNot saved after buildAvailable for future sessions
Best forOne-off, scenario-specific docsCommon reference materials
If you’re building a scenario with a document you won’t need again, use Attachments. If it’s something you’ll reference across multiple scenarios — like a company brief or methodology guide — save it as Context.

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Getting Help

Need help? Contact us at [email protected] for guidance on using attachments or context, or any questions about Scenario Studio.