Cloning & Editing a Context

Cloning a Context

You can clone an existing context to create a copy that you can edit and manage separately from the original. This is useful when you want to create a variation of an existing scenario — for example, cloning a standard discovery call context and updating the AI Instructions to make the role play more challenging. You can then use both contexts within the same course to offer reps a progression in difficulty.

To clone a context:

1. Click a course from the Courses tab to enter the Change course workflow. From the Contexts step, find the context you want to clone and click Clone.
2. Click Yes to confirm.

The cloned context appears with "Copy of" prepended to the name. From here, you can edit, share, and manage it just like any other context.

Editing a Context

You can edit existing contexts to make them more challenging, relevant, or accurate.

Note: When you update a context, any active assignments that include that context will be updated automatically. Team admin and member users can edit only contexts they created or contexts shared with them with Editor privileges.

To edit a context:

1. Click a course from the Courses tab to enter the Change course workflow. From the Contexts step, find the context you want to edit and click Edit.
2. Make your changes in the Context Builder. When finished, click Save Context.

See below for guidance on what to change and when.

When and How to Refine a Context

Refine the Context Description

The context description is what reps read before they start practicing. A clear, specific description helps reps show up focused — they understand the scenario, the prospect's situation, and what a good conversation looks like.

You might update the description to:

• Add more detail about the customer's role, company, or situation
• Clarify the goal of the conversation (e.g., discovery vs. negotiation vs. renewal)
• Include relevant background so reps understand why this conversation is happening now

Adjust the AI Instructions (Conversation Behavior)

The AI Instructions field controls how the respondent behaves during the practice conversation. Use it to add situational details that make the scenario feel specific and realistic.

This is the right place to define:

• The relationship between the prospect and the rep (e.g., long-time customer vs. brand-new prospect)
• Where or how they met (e.g., "met at a trade show last month" or "referred by an existing customer")
• What has already been discussed in prior interactions (e.g., previous demos, pricing conversations, or objections raised before)

Increasing Difficulty With Situational Context

If you want to make a role play harder without changing the persona's personality, add situational friction to the AI Instructions — circumstances that make the conversation more challenging regardless of how the prospect typically behaves.

Think of it as the difference between a prospect who is generally skeptical and one who is right now dealing with a budget freeze, a bad experience with a previous vendor, or a meeting that just ran over. Same persona — harder conversation.

Examples of situational difficulty you can add:

• "You just came out of a difficult leadership meeting and are pressed for time — you have five minutes at most before your next call."
• "Your budget was frozen last week and you're not currently authorized to evaluate new vendors, though you haven't communicated this yet."
• "You had a demo with a competitor two days ago and were fairly impressed — you're not sure this conversation is worth your time."
• "A previous tool your team adopted didn't deliver on its promises, so you're skeptical of bold claims and will push back on anything that sounds like a pitch."
• "You don't remember the details of your last conversation with this rep and will need them to re-establish context before you engage."
• "Your company just announced a reorg and your priorities have shifted — the problem this rep is solving is no longer your top concern."

To edit the AI Instructions:

1. Open the context in the Context Builder
2. Click into the AI Instructions text box
3. Add, remove, or replace situational details as needed
4. Click Save Context

Update milestones and target outcomes

Milestones define the key checkpoints in the conversation and what the rep needs to achieve at each stage. You may want to refine them when the auto-generated milestones don't reflect your team's process, or when reps aren't passing milestones you'd expect them to pass.

Common reasons to update milestones:

• Selecting a new Target Milestone if the primary outcome has changed (e.g., from "book a follow-up demo" to "secure verbal commitment")
• Editing a Milestone Note to clarify what the rep needs to say or do to pass
• Reordering or rewording milestones to match your actual sales or success process

For detailed guidance on writing effective milestone notes, see: [How to Write Milestones Your Reps — and the AI — Will Understand]

To edit a milestone name or note:

1. Click on the milestone to open the details
2. Edit the Milestone Name, Duration, or Note
3. Save the milestone

To change the Target Milestone:

1. Click on the current Target Milestone to open the details
2. Deselect the Target Milestone radio button
3. Save that milestone
4. Open the milestone you want to set as the new Target
5. Select the Target Milestone radio button
6. Save the milestone

Related Articles

• Understanding Your Auto-Generated Milestones (and How to Make Them Your Own)
• How to Write Milestones Your Reps — and the AI — Will Understand
• Creating a Context