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Conditional Context lets you add extra background information to a scenario’s AI character based on who is doing the roleplay. Instead of creating separate scenarios for different teams, regions, or roles, you define rules like “If Department = Engineering, include this technical context” and the AI adapts automatically.
Conditional Context requires dropdown-type profile fields configured in your workspace. If you haven’t set those up yet, see Prerequisites below.

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How It Works

Each rule has two parts:
  1. A condition - a specific profile field value (e.g., Department = “Enterprise Sales”)
  2. Additional context - background information the AI character receives when the condition matches
When a participant starts the roleplay, the system checks their profile against all the rules you’ve defined. Every matching rule’s context gets added to the AI character’s knowledge, so the conversation feels relevant to that person’s role.
A single scenario can have multiple conditional context rules. If a participant matches more than one (e.g., they’re in “Enterprise Sales” AND in the “West” region), all matching contexts are combined.

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Prerequisites

Conditional Context uses dropdown profile fields - custom fields that workspace members fill out on their profile. You need at least one dropdown field configured before you can add conditional context rules.
1

Go to Settings > Profile Fields

Navigate to your workspace settings and open the Profile Fields page. This is where you define the fields that appear on every member’s profile.
2

Create a dropdown field

Click Create Field, give it a name (e.g., “Department”, “Region”, “Product Line”), set the type to Dropdown, and add your options.
Creating a dropdown profile field
3

Have members fill in their profiles

Each workspace member selects their value for the field on their Account page. The system uses these selections to match conditional context rules at runtime.

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Adding Conditional Context to a Scenario

1

Open the scenario in the Studio

Click any pencil icon on a scenario you own, or open the three-dot menu (⋯) in the top-right and select Edit Scenario.
2

Go to the Advanced tab

In the Scenario Studio, select the Advanced tab. You’ll see the Conditional Context section.
The Advanced tab in the Scenario Studio showing the Conditional Context section
3

Click + Add Conditional Context

A form appears with a dropdown to select a profile field value.
4

Choose a condition

Select a profile field value from the If dropdown. The dropdown shows all available options across your workspace’s dropdown profile fields, formatted as Field Name = "Option".
Selecting a condition from the dropdown
5

Write the additional context

In the rich text editor below, write the background information the AI character should know when this condition matches. This could include:
  • Product-specific details relevant to the participant’s team
  • Regional pricing, competitors, or regulations
  • Role-appropriate objections or concerns
Writing conditional context content
6

Save

Click Save. The rule appears as a card showing the condition and context. You can add more rules, edit existing ones, or delete them.
A saved conditional context rule

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Example

Imagine you have a cold-calling scenario used by both your SMB and Enterprise sales teams. Without conditional context, the AI character behaves the same way for everyone. With it, you can make the experience feel tailored: The same scenario now gives SMB reps practice with fast-moving, price-focused buyers while Enterprise reps face longer sales cycles and procurement complexity.

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Managing Rules

  • Edit - Click Edit on any rule to update the context text. The condition (profile field value) cannot be changed; delete and recreate the rule instead.
  • Delete - Click Delete to remove a rule. This takes effect immediately.
  • Limits - Each profile field option can only have one conditional context rule per scenario. Once all available options have rules, the ”+ Add Conditional Context” button is replaced with a message indicating all options are covered.
If you delete a profile field option in Settings, any conditional context rules tied to that option are also deleted.