# How to use this site ## Structure Our documentation is organised into several sections: * Feature Documentation * How To * Player Guide * Concepts * FAQs **Feature Documentation** will be your usual "go-to" for how to get something done **How To** is goal-oriented **Player Guide** is for participants **Concepts** is a section that allows us to discuss features and aspects of Conducttr more deeply so that you have a better understanding of how we think about crisis exercises **FAQs** addresses frequently asked questions and problems ### Feature Documentation This and other sections are organised by workflow: * Planning * Designing & Running * Publishing * Reporting ## Site key The cards below reveal a key we're using in our documentation to indicate the type of information on that page.


🔀	What's right for me?	An explanation of the choices you have and why you might prefer one over another
⚡	Gotchas	Common things that people forget to consider
⭐	Pro-tip	Our recommendation approach
🔥	Pro-users	Advanced features for pro users

# Getting started ## Essentials Conducttr is a crisis exercise platform. At it's heart is a simulation **space**. In order to interact with the simulation space we provide three key components: * **Exercise Editor**: This is where you design and build your exercises * **Facilitator Dashboard**: This is where the facilitator controls the exercise and monitors player activity * **Virtual Desktop**: This is where players (the training audience) experience a first-person view of your exercise.

### End-to-End Process This document site and our advice is structured around four key stages from exercise planning through to reporting. Below we'll explain these stages.

{% stepper %} {% step %} ### Planning Your Exercise * **Draft Your Concept**: Before jumping into design, outline the key objectives, metrics, outcomes, and scenarios you want your exercise to address. * **Use Conducttr's Planning Tools** We have an area called AXS (Active eXercise System) here you'll find a number of ways to quickly develop an exercise: * **ASSISTANTS** are chatbot designed to help write better exercises. LISA e.g. will quickly create a Master Events List (MEL). You can talk to her to develop and improve the exercise. * **CANVAS** is a one-page overview of your exercise. It allows you to explore ideas and present them to clients for sign-off. * **FIEMA** stands for *Framework for Information Environment Measurement and Analysis*. It's Conducttr's methodology for defence exercises and is built around measurement of effects. The FIEMA tool in AXS can be used to identify audiences and their beliefs. {% endstep %} {% step %} ### Designing your exercise There are two ways to think of this: 1. The conceptual 2. The practical Conceptually you need to consider "SME" (Story, Mechanics and Environment) and how your crisis unfolds. {% hint style="info" %} This is explained in the CONCEPTS area: {% endhint %} {% content-ref url="/pages/xotTtytGKctqJcPzIjEx" %} [CONCEPTS](/concepts/planning) {% endcontent-ref %} Here we'll consider **the practical**. The diagram below shows the common elements of your exercise:

{% hint style="info" %} You can find out more about each of those elements by searching this site. {% endhint %} {% endstep %} {% step %} ### Running your exercise To run the exercise, **you must publish it to a simulation space**. This is when the exercise transfers from the Editor (where it's passive) to the Space (where it's now active). The exercise can now be controlled to some degree by the Facilitator using the Facilitator Dashboard. {% hint style="info" %} Find out more about running exercises on the page below: {% endhint %} {% content-ref url="/pages/WtwWpqjVxhO7idwaGP2o" %} [Facilitator Dashboard](/feature-documentation/designing-and-running/facilitation/facilitator-dashboard) {% endcontent-ref %} {% endstep %} {% step %} ### Reporting Conducttr provides several reporting tools but the results you see are affected by the design stage. When you're creating an exercise, think ahead about how you'll measure and assess performance. {% hint style="info" %} Check the Reporting section for all the options: {% endhint %} {% content-ref url="/pages/5Jy6mRPBhOOSVlYhFcKq" %} [Reporting](/feature-documentation/publishing/reporting) {% endcontent-ref %} {% endstep %} {% endstepper %} # Dictionary of Conducttr and crisis exercise terms ## Conducttr terms

Term	Definition
Virtual Desktop	The player interface
Facilitator	The controller of the exercise, responsible for delivering injects, managing flow, supporting players, and observing decisions
Facilitator Dashboard	The web application used by the Facilitator to run the exercise
Editor	The exercise design application
Exercise	The logic and content associated with a training session
Scenario	The story the forms the basis for the exercise
Persona	Simulated individual or organisation with goals and attributes. In gaming, a Non-Player Character (NPC).
Faction	A means of organising Personas into groups with shared goals and attributes
Disposition	How favourable the persona views the goals of the training audience
Channels (Methods)	A means of delivering information to the player Popular channels: Email Msngr MicroBlog (Twitter/X) Website/News GoSocial (Facebook) Pop-up channels: Notification Media pop-up Phone call Walkie-talkie Information-based channels: Captions Graph Portal TV Exercise-logging channels: Log Checklist Monitoring and altering channels: Help Desk InfoMap Social Watch Collaboration-based channels: Msngr Plus TeamChat Plus TeamChat Other social channels: InstaMedia (Instagram) Telegraph (Telegram) Videoblog (YouTube) Forum (Reddit) Other/misc: Diagrams
Serial	Sits within the MEL to split the narrative into sections
AXS (Active eXercise System)	Home to 3 AI assistants which aid the exercise planning and designing process
FIEMA (Framework for Information Environment Measurement and Analysis)	An AI assistant that aids geopolitical and hybrid warfare exercises and thinks in terms of military and State-level actions
LISA	An AI assistant that aids in the plotting of MELs, featured within AXS and Sidekick
Canvas	A brainstorming tool featured within AXS which can be used for client sign-off
Pulse	A monitoring and performance dashboard which provides a control-room view of the exercise
Observer	A non-participating role, usually silent, who watches the exercise to assess performance or gather lessons learned
Adjudicator	Observes the evolution of the information space and actions/inactions of the training audience, determining how the information space should change
PoL (Pattern of Life)	A predefined pool of content used to simulate audiences predominantly
Stack/Stax	Stack of content used in Pattern of Life
Deck	The set of buttons on the Pattern of Life control
Smartwords	Dynamic placeholders that act like variables, automatically pulling in data
Ventura	A library containing exercises and Personas
Branching	Using multiple MELs or stopping/starting PoLs to make exercises more responsive to player choices
Fidelity	The level of realism or detail in the exercise

## Industry terms

Term	Definition
Player	A human. A primary participant in the exercise who makes decisions, receives injects, and experiences consequences based on their role
Actor	A persona who plays a significant part in the exercise
EXCON (Exercise Control)	The team that manages and runs the live exercise
TTX	Table Top eXercise.
MEL (Master Events List)	Primary timeline that drives all injects
Inject	A single piece of exercise content or event
Training Audience (TA)	Same as the player
Training Objectives	The purpose of the exercise. The specific skills, behaviours, or decision-making abilities the exercise is designed to test/strengthen
Learning Outcomes	Knowledge, skills, or behaviours expected from the exercise
Role	Assigned to a player to ensure they’re fulfilling their training objectives (usually corresponds to a Player’s IRL job role within an organisation) Note: Conducttr allows a job role to be filled using Role or Position. There are 5 Roles in Conducttr and unlimited Positions. See the section on Roles for a complete discussion.
Position	Refers to what permissions or role players fulfil during an exercise
Team	A grouping of players within an exercise, mirroring real-world organisational structures
Role-playing	The ability to play as a Persona who is not yourself (uses Impersonation or matching email)
NPC (Non-Playable Character)	Stakeholder played by the computer or simulation
Red Team	Adversarial team that introduces friction
Inciting incident	The first disruptive event that kicks off the crisis scenario and drives players into action
Decision point	A moment where players must make a choice that influences the scenario
Data point	Attached to a question, a way of collecting data about player responses

## Worlds

Term	Definition
World	An administrative domain that includes an exercise library and one or more hubs
Exercise Library	A collection of slots where exercises (the training session content) have been uploaded from the Scenario Editor
Session	A record of an exercise run. Each time a Facilitator runs an exercise, a session is created
Hub	A simulation space representing a business entity where exercises are run. Facilitators log into a Hub to select and run an exercise
Facilitator	A user who can run exercises without needing prior experience with Conducttr or using the Scenario Editor
Administrator	A user who holds the master copy of an exercise and manages its availability, presentation, Facilitator access, and updates
World Admin	A role that oversees the creation of hubs and management of facilitators, exercise publishing, notifications, and reporting from a central web application

{% hint style="info" %} For more in-depth information on any of these terms, please use the search bar in the right-hand corner {% endhint %} # Important foundations ## Essentials To do anything in Conducttr you'll need to create a **Project**. But before we rush ahead, let's look at the workspace and how you organise your workflow in the Editor. ## Organise your workspace The main home screen of the Editor has three main areas: * Folders to organise your projects * A quick start to new exercises * Recent exercises you've worked on ### Folders You can make, create, and rename folders at any time but it's worth taking a moment to organise your work logically so you work faster.

#### Create new folder

#### Move projects between folders Just drag and drop...

### Creating a new exercise You have three options. Create from: * Scratch * A project from **Ventura**, Conducttr's free library * An uploaded project file, exercise file or Master Events List (MEL) .csv #### Create a new exercise A new Project will be created with the same name as the exercise. This can be renamed later.

#### Create a project from Ventura After selecting this option you'll get a chance to review the Ventura exercises and add to your projects. A copy is created so that's now yours to do as you wish.

#### Create an exercise from an imported a file Click the button and select your file. The imported file extension must be .txplib, .txps or .csv.

### Projects (exercise libraries) {% hint style="warning" %} You can only collaborate on Projects, not on individual exercises because the exercise must access the project library. {% endhint %}

Exercises are organised into Projects. Exercises in the same project share the same persona library and media library, making it quick to create new and alternative versions of an exercise. {% hint style="warning" %} But be careful about changes to personas because it will affect all exercises in that same project. {% endhint %} # Organisational structure The diagram below shows the **relationship between your simulation spaces, licences and designers**.

When you design an exercise, you'll design to a licence because the **licence determines the features you can use**. Each designer has a **personal test space** with access to all features but the simulation space is watermarked. # Deleting assets When working on an exercise, you'll want to **add images, video, audio, documents and so on**. These assets are *referenced* by the Project library but the actual digital asset is stored in an **organisation-level folder**. When you delete an asset from a project, you don't actually delete it from the organisation. This is because the assets can be shared between projects. To comprehensively delete the asset from existence, the organisational owner will need to remove from the organisational assets. This is a feature that only the owner (the super admin) can do.

# Licences Licences **affect which features are available** to you. ### Choose your licence When you start work on an exercise, choose the licence you're designing for. This means if your organisation has several licences and they're not all the most feature-rich licences, you can limit yourself and not add features to your exercise that won't be available. **A licence corresponds directly to a simulation space** so you should upload the exercise to the space associated with the licence. Your personal test space will have all the features (as it does now) so you can always try new things.

### Licence details Use the **spyglass icon** on the licence drop-down to see what features are available, the renewal date and when the connected simulation space was last updated.

# Exercise design ## The practical aspects involving people On your exercise you'll have participants performing various functions. The terms we use are:

Term	Description
Facilitator	The person controlling the pace and direction of the exercise (only 1 permitted)
Observers	People with the ability to oversee an exercise and with some scope/permissions to modify the exercise
Players	These are the target/recipients of the exercise (also called the Training Audience)
Role-players	A special type of player who has permissions allowing them to interact with players, but disguise themselves as stakeholders (make up EXCON with the Facilitator and Observers)

## Access to the exercise Access to an exercise is governed by the **role and registration** method. Facilitators and Observers are privileged users and must use two-factor authentication (2FA). This means they must use real email addresses and these email addresses must be pre-registered by the designer by uploading (via the Teams table) to the simulation space. Players can join an exercise via a wide range of registration options. The **benefit of pre-registration is that positions, roles, teams and passwords can be pre-assigned** and hence make the start of an exercise slicker (and usually easier to test). Role-players can join as players (recommended) or join as a special "persona-as-team member". # Exercise Setup The `Exercise Setup` feature allows designers to document what the exercise is. While primarily serving a documentation purpose, the description field also plays a important role in **providing context to the AI**, enhancing content generation. Information added here is available to Facilitators via the Facilitator Dashboard, and for Worlds users, it appears in the exercise library. ### When to use `Exercise Setup` isn't usually crucial but it's helpful to others and you'll get better AI results. {% hint style="warning" %} It *is* crucial if you're publishing to Worlds. {% endhint %} ## How to ### Implementation `Exercise Setup` is enabled by default and can't be turned off. ### Configuration Navigate to `Configuration` > `Exercise Setup`.

# Your use of AI This page explains how Conducttr’s AI features should be used. It outlines **what the AI is for, its limitations, the risks of misuse, and the oversight expected from customers**. All users should review this guidance before using AI within Conducttr. ## Intended Purpose and Known Limitations ### **Intended Purpose** The AI features in Conducttr are designed exclusively to support exercising, training, rehearsal, and simulation conducted within the Conducttr platform. Permitted uses include: * Generation of simulated exercise content such as serials, injects, articles, imagery, audio, and scripted communications * Generation of qualitative assessments of player-produced content for training and evaluation purposes (which should be reviewed by a qualified observer) * Creation of realistic, and where required, confronting or sensitive material within a controlled exercise environment * Generation of cognitive models for personas The AI features are not designed for operational decision-making, real-world publication, live public communications, or external commercial exploitation. ### **Boundaries** * AI-generated content may be inaccurate, incomplete, misleading, biased, offensive, disturbing, or unlawful * Outputs are probabilistic and do not constitute verified fact, expert advice, or legal guidance * No content moderation, filtering, or ethical guardrails are applied * AI outputs are provided on an “as is” basis with no warranties as to quality, suitability, or fitness for purpose * AI systems may reflect limitations or biases inherent in training data or prompt design All outputs must be treated as unverified draft material requiring human review. ## Reasonably Foreseeable Misuse and Risk Mitigations ### **Our Service Agreement prohibits the following foreseeable misuses** * Publishing AI-generated content outside the exercise environment * Using AI outputs to inform real-world operational, political, financial, legal, or safety decisions * Generating content for harmful, deceptive, unlawful, or unethical purposes * Failing to review outputs before participant exposure * Treating AI assessments as authoritative conclusions ### **Risk Mitigations** Customers must implement appropriate governance and oversight measures, including: * Mandatory human review and approval before content release within exercises * Clear labelling of AI-generated material within internal workflows * Separation between exercise systems and live operational systems * Access controls restricting AI use to authorised personnel * Internal policies defining acceptable use and escalation procedures * Audit logging of prompts and outputs where appropriate Responsibility for lawful and ethical use rests entirely with the Customer. ## Required User Configurations and Recommended Human Oversight ### **Required Configurations** * AI must only be used within Conducttr-hosted exercise environments ### **Recommended Human Oversight Measures** * Designate a responsible Exercise Director or AI Content Reviewer * Implement a two-person review process for sensitive or high-impact outputs * Conduct pre-exercise validation testing of content ## **Bring Your Own Prompt – Customer Responsibilities** With our Bring Your Own Prompt feature, the Customer supplies a custom prompt to be used by the AI to review and assess content produced by the training audience. The Customer is solely responsible for the design, wording, and governance of that prompt. The Customer must ensure that: * The prompt is clearly aligned to the exercise objectives and assessment criteria * The prompt does not instruct the AI to make unsupported factual claims, legal conclusions, or definitive judgments * The prompt avoids biased, discriminatory, or inappropriate framing * All AI-generated assessments are reviewed by a qualified human before feedback is issued or relied upon **Best Practice** * Define the evaluation criteria explicitly within the prompt * Keep assessment categories structured and measurable where possible * Test the prompt on sample audience content before live deployment * Apply a moderation or quality check process before sharing AI-generated evaluations with participants * Maintain version control and restrict editing rights to authorised exercise staff TSL does not review or validate Customer-supplied prompts. Responsibility for the framing of assessments and any resulting feedback rests entirely with the Customer. # Planning # Active eXercise System (AXS) The **Active eXercise System (AXS)** has three AI-assisted areas to help you better plan your exercises.

#### Here's your choices: | I need to: | Use this: | Description | | --------------------------------------------------------------------------- | -------------- | ------------------------------------------------------------------------------------------- | | Quickly create a straight-forward exercise | **LISA** | LISA creates a Master Events List (MEL) using an ISO 22398 approach | | Develop ideas for a crisis/wargame | **Assistants** | Assistants allow for conversational AI assistance for a range of scenario development tasks | | Develop a (predominantly business continuity) idea and get client sign-off | **Canvas** | Canvas follows Conducttr scenario canvas apporach to exercise exploration | | Create a high-fidelity information environment with very realistic personas | **FIEMA** | FIEMA asks for strategic goals and guides you in the development of the human terrain | # Assistants There are a range of AI Assistants available from the drop-down in the top left corner. ### LISA **LISA will create a MEL in a .csv file format** while the others are more conversational and will help develop ideas. Conversations can are saved for 30 days and can be re-joined during this period. They are permanently deleted after this period.

# Canvas Canvas is a **brainstorming AI tool which provides a one-page overview of all the important areas of an exercise**. It allows you to develop an idea and present it for client sign-off. You can then export to a serial file and generate injects inside your Editor. | Benefit | Feature | | ----------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------ | | Fast and efficient way to explore crisis ideas and present for sign-off |

Generate exercise details from initial idea or news article
Export serials to the Editor

| ## The Canvas project page The Canvas landing page will show you all your Canvas projects.

## Create a new Canvas * On the dashboard, click `Create Project` * Give your project a name * Add an image and related description to the project (optional) * Add project tags (optional)

## How to generate an exercise {% stepper %} {% step %} ### Enter initial idea or news article * Click `Get started`, and write a prompt to generate a scenario * Select the number of acts you want there to be in your scenario (3 or 5 acts) {% hint style="success" %} * Acts corresponds to Serials in the Editor * You also have the option to incorporate URL's into the prompt - where the news source allows it. For example your prompt could be: "focus on the role of the bank risk manager" " * If pasting the URL doesn't work, copy-paste the article instead {% endhint %} {% hint style="warning" %} You'll get better results if you mention who the players are because then the AI can frame the scenario from this perspective {% endhint %} Most stories are 3 act structures and this is sufficient for business continuity exercises of about an hour or less. If you want additional granularity in your exercise structure or for longer exercises, you might find a 5 act structure works best.

{% endstep %} {% step %} ### Confirm AI result or edit * Click on the "magic icon" (sparkles) to generate your scenario * If you're not happy with the story created, you can re-click the assistant again and it will generate something new * If you're happy with the story, click on `Create summary` > `Submit summary`

The scenario and the summary are used to generate the rest of the Canvas so be sure you're happy with it before moving on. You can manually edit it too. {% endstep %} {% step %} ### Complete the rest of the Canvas You then have 2 options to complete the Canvas: 1. **Complete the whole Canvas at once** by clicking `Complete Canvas` > `Fill in Canvas` (this will auto-complete all boxes within the Canvas) 2. **Complete individual boxes** by clicking the "magic icon" next to each box to auto-complete that specific box

While you'll see a one-page summary of the whole exercise, click into a field to reveal the details. * Click into a box to view a more detailed explanation * In the example below, *Roles and Positions* has been clicked on, and has opened up the detailed view on the right * To edit any of the details, just simply click into the text and make changes. Ensure to click `Save` to save any changes made

{% endstep %} {% step %} ### Export to Editor After the initial scenario has been created you can export a .csv file of the Serials. These can be imported into the Editor.

And here's the Editor view where you import the exported Serial file.

{% endstep %} {% endstepper %} # FIEMA FIEMA stands for **Framework for Information Environment Measurement and Analysis**. It was developed for geopolitical and hybrid warfare exercises and you'll find that it thinks in terms of **military and State-level actions**. | Benefit | Feature | | ------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Speedy identification of components that make up a synthetic information space for open-world type exercises |

Uses AI to generate strategic objectives, operational levers, audiences, and beliefs
Generate templates for different forces
Designers can download, import, review, and edit audience and belief files from the download and review window
Results can be exported and then imported in the Editor

| The ultimate aim of FIEMA in AXS is to generate *Audiences* and *Beliefs*. However, to get there you need to generate and confirm the strategic objectives and operational levers for each force. ## What are the FIEMA outputs? The AI can be used to generate four outputs for each force: 1. **Strategic Objectives:** These are the strategic goals of the Force. The AI has been told that given the context, what would be suitable objectives for the given Force. 2. **Operational Levers:** These are the operational initiatives representing the means through which the objectives can be pursued and accomplished. 3. **Audiences:** In Conducttr, these will become Factions - the groups who must be simulated in scenario. Understanding the characteristics, needs, and behaviours of the audiences is essential for effective communication and engagement. Note that the AI generates high-level audiences - which is partly why we import them as Factions. Some additional breakdown or segmentation of individual Factions will likely be necessary once in the Editor. 4. **Beliefs:** Beliefs influence behaviour. The AI has determined that these beliefs are key to the understanding the audiences and will hence impact the ability to achieve the objectives. ## Let's Do it {% stepper %} {% step %} ### Context Write or paste your scenario context. Your context should describe the world of the exercise - which geographic region or fictional lands, nature of the conflict and so on. You'll get better results if you mention the relationship between the Forces and the cause of any conflict/friction. {% endstep %} {% step %} ### Force We've used the term *Force* because it's more commonly used in defence organisations. It means the party with an interest in the outcome of the exercise. If you look at our [Kaliningrad example](https://www.conducttr.com/kaliningrad-crucible-wargame), you'll see there are five forces including the EU, Russia etc. You can generate objectives, levers, audiences and beliefs for multiple Forces - just click the `+` to create a new tab and add a new Force {% endstep %} {% step %} ### Generate the other fields Working left to right, click the "magic icon" (sparkles) and the AI will generate the *Strategic Objectives* through to *Beliefs*.

{% endstep %} {% step %} ### Export results Each field can be copied to the clipboard and used elsewhere but we also have the `Download` option for exporting to the Editor.

{% hint style="info" %} The option "Download to FIEMA file" won't be enabled until you've generated the Factions and the Beliefs tags. {% endhint %} You have the option to download the Faction and the Beliefs separately if you have an existing exercise. But for new exercises it's best to download and import the full FIEMA file.

{% endstep %} {% endstepper %} # AI Assistants # LISA LISA is an AI Assistant in Conducttr specialised in **writing directly into the MEL**. Designers can utilise LISA in AXS as well as the Sidekick side panel in the Editor. | Benefit | Feature | | ---------------------------------------------------------------------- | ---------------------------------------------------------------- | | LISA dramatically reduces the time it takes to create an exercise | Create injects on the fly with instant MEL updates | | LISA helps to overcome the creative berrier | With Sidekick, work without switching between AXS and the Editor | | Quickly transforms a storyline into a MEL using an ISO 22398 structure | LISA understands and generates content in multiple languages | | Continuity of work in Sidekick | Creates a 3-act MEL | {% hint style="info" %} The more specific you can be with LISA the better results you will get. Hence, copying a news article is handy as it has a lot of detail about time, location, incidents, etc. and prevents you typing. {% endhint %} ## AXS ### Talking to LISA LISA will ask for additional information and confirmation if you don't provide enough detail. She does this to ensure the best results. {% hint style="info" %} You can communicate with LISA in any language, and she will generate the exercise in your preferred language. {% endhint %} {% stepper %} {% step %} #### Have a conversation In the example below, LISA is asking about the player role. This is because although the user has given details of a flood in Slovenia, the exercise would be quite different if played by e.g. a bank in Slovenia vs a local authority. {% hint style="info" %} If you ask LISA to use certain personas in your exercise, or if the context provided includes key personas (such as those mentioned in an article), she will use them to create the exercise personas. {% endhint %}

The user has added details and LISA lists what she has, asking for confirmation.

{% endstep %} {% step %} #### Confirm and export Once details such as the key stakeholders are confirmed, LISA will generate injects with real content that you can import directly into the Editor.

{% endstep %} {% step %} #### Review the .csv file Open the exported file in Excel and check all looks good. LISA will remember the chat thread, so if you would like to make some changes, she will still maintain the same personas as the previous ones. Once you are happy with it, import the file into the Editor.

{% endstep %} {% step %} #### Import MEL into the Editor

{% endstep %} {% endstepper %} *** ## Sidekick You can use LISA in Sidekick too, an AI-powered sidebar featured in the Editor. Based on your conversations, LISA will write directly into the MEL.

### Chatting with LISA #### Provide clear context of the scenario Make sure to tell LISA: * What scenario you'd like to build * Who is involved * What the scenario should avoid As is best practice with all AI tooling, the clearer your input the better LISA's results will be. Here's an example prompt: > I want to design an exercise about a severe weather scenario — a coastal depot facing flood risk from an incoming storm. Those involved are: the internal crisis team (this will be the players), the depot duty manager, dispatch/drivers, the comms teams, and the regional director/board. Please avoid adding any hazard types, avoid resolving or escalating to casualties/major damage. #### Add attachments LISA accepts: * PDFs * Images (JPG, PNG) * PPT * Docs (TXT, DOCX) Attach anything from full exercise specifications, policies, or even just a draft of your ideas. LISA will use the provided info to develop your MEL. #### Experiment before LISA generates {% hint style="warning" %} Just like an intern, LISA doesn't always get it right first time. If she makes a mistake, correct her! {% endhint %} Go back and forth with LISA during the first few messages (we call this discovery mode). This way you can experiment before LISA locks in your scenario idea and starts generating your serials and injects. After this, it's best to avoid drifting away from the original context or topic of the scenario. This can result in LISA generating more generic or mixed results. # Sidekick Sidekick is a **AI-powered sidebar built directly into the Editor**, designed to streamline and speed up the designing process in Conducttr. | Benefit | Feature | | ----------------------------------------------------------------------- | --------------------------------------------------------------------------- | | No longer necessary to switch tools (Editor vs AXS) | A permanent home for multiplicity of AI assistants straight from the Editor | | Less need to manually create injects one-by-one | Write directly into the MEL with LISA | | Designers can move from raw ideas to working exercises faster than ever | Generate exercise ideas/injects/personas out of natural conversation | ### Where to find Sidekick Sidekick is a **purple sidebar** on the left-hand side of the Editor with the "magic icon" (sparkles) at the bottom:

## Assistants Assistants are AI helpers that make building and expanding exercises **as simple as having a conversation**. The assistants you see in Sidekick build on the ones available in AXS, now integrated into the Editor to streamline workflows and reduce tool-switching. The result is a faster, more creative way to: * Turn an idea into an exercise * Keep adding to it as the conversation evolves * Reduce the manual work of building large exercises

{% hint style="warning" %} Only LISA writes directly into the MEL. Other assistants output .csv files for import. {% endhint %} ### :zap:Sidekick sessions Assistants remember requests only within the current exercises (until the **sessions expires after 60 days**, after which, the session cannot be recovered). To start a new interaction with an assistant, a new exercise must be created. Assistant sessions are not copied when an exercise is duplicated. # Other Assistants Below is a table outlining each assistant featured in Sidekick and what they do:

Assistants	What they do
Scenario Idea Generator	Helps plan focused, realistic crisis exercises by identifying plausible vulnerabilities for an organisation - allows/encourages pasting of regulatory links to highlight exercise ideas. Output is a CSV serial report which will need importing into the Editor.
IT Team Loader	Creates realistic IT crisis exercise scenarios by generating event injects
Legal Team Loader	Focuses on how to realistically load the legal team during a major incident
RED TEAM IO	Creates a 5-day adversarial campaign based on DIME (Diplomatic, Information, Military, and Economic) and incorporating the NATO IEA framework
SpaceWeather	Generates a space weather report tailored to a context of your choice e.g. heightened space domain tension
DISARM	Generates ideas for an IO (Information Operations) exercise
Deck-2 Exercise	Converts uploaded PDF exercise decks into MELs
Comms Team Loading	Focuses on how to realistically load the communications team during a major incident
COBRA-event	Assists in designing a strategic communication (stratcom) exercise centered around a national crisis that would involve COBRA (Cabinet Office Briefing Rooms) response
ChannelAssistant	Provides guidance and recommendations on using channels to simulate different exercises or scenarios
Casualty Generator	Generates realistic injury scenarios during a crisis event

{% hint style="warning" %} All Sidekick assistants **accept attachments, including PDFs, images (JPG, PNG), PPT,** and **docs (TXT, DOCX)**. This allows you to provide a richer context, improving the quality of responses. {% endhint %} # Designing & Running As a client, you'll have a custom URL to reach the Editor. Your domain for the Editor will have been given to you by your account team.

# Ventura Ventura is Conducttr’s **library of exercises and personas**. It’s a shared content space that acts as a content library for designers, potentially speeding up exercise creation by using existing personas, assets etc., as well as providing inspiration for scenarios. ## Import pre-made exercises You can access Ventura from the Editor before selecting or creating a new project/exercise from the button highlighted below:

Then you'll see a selection of exercises available to import into your Editor:

Click `Add to my projects` to import the exercise. {% hint style="warning" %} Peek inside exercises to see the content available by clicking the arrows highlighted below to browse a drop-down menu of the contained assets. {% endhint %} ## Import personas To save time creating personas for your exercise, you may want to **import personas in bulk from Ventura to your Editor**. This can be especially helpful if you want to simulate large groups of the public. E.g., these personas could then be used for Pattern of Life (PoL) stax emulating tweetstorms. To import personas directly in the Editor, navigate to `Personas` and access Ventura from the `Import personas` drop down menu:

Select all/individual personas from the desired list and import them to your persona library by clicking the arrow highlighted below:

# Project Activities {% hint style="info" %} The **Important foundations** page covers all basic project-related activities: {% endhint %} {% content-ref url="/pages/xn4TcvCdZ5R885Be1Dnv" %} [Important foundations](/feature-documentation/important-foundations) {% endcontent-ref %} ### X-ray X-ray is a good way to peak inside a project to see if there's useful content there or if you're unsure which project you need to work on.

After clicking the X-ray icon you'll see a menu on the right hand side of the screen. From here you can expand to view the libraries inside.

### Copy, rename, delete project Navigate to the project and click the arrow to the left of the project name to expand the project menu. Copying a project will create a new project in the *Projects without folder* folder.

# Collaboration ## Work on an exercise together To add a collaborator means you're **adding someone from your organisation to your project so you can work on the same exercises**. Collaborators must belong to your organisation (as defined by your Conducttr licence). {% hint style="info" %} At the moment you can't work on the exercise simultaneously. If you try to access a project that is being worked on, you'll be told it's locked. {% endhint %} ## How to add a collaborator Because exercises access assets owned by the parent project (such as media and personas), **you can only add collaborators to a project**, not to a specific exercise. This means collaborators on a project will have access to all exercises in that project.

{% stepper %} {% step %} Find the exercise, clicked the ... and then select Add collaborators {% hint style="warning" %} You cannot share only an exercise, you must share a project. {% endhint %}

{% endstep %} {% step %} Add the email address of your collaborator and click "send invite"

{% endstep %} {% endstepper %} # Exercise file activities When you open a project you'll see a list of exercises inside the project. These projects are all using the same project assets. Click the three dots to the right of the exercise menu:

### Copy exercise vs Duplicate exercise If you **copy** an exercise: * A new project will be created with one exercise - the exercise you asked to copy. This exercise is now independent of the original project. So you can change assets without impacting other exercises. * The new project will be labelled the same as the exercise and will be in the *Projects with no folder* folder If you **duplicate** an exercise: * The exercise you selected will be duplicated inside the same project * You can make changes to the exercise, such as modifying the Master Events Lists (MELs), Pattern of Life (PoL), and/or Style, and those changes will be independent of the other exercises. But it's using the same project assets so changes to personas and media will impact the other exercises in this project. # Exporting projects and exercises The need to export a project or exercise is rare because **you can add collaborators to the project** to work together. The **benefits** of exporting a project are: * Offline backup * The person you share the project with can't break your original project as they can if you add them as a collaborator Exporting an exercise will share the project assets and that one exercise. Exporting a project will share all the assets and all the exercises. {% hint style="danger" %} Two important points to note: 1. Exported projects are not backwards compatible with the legacy Editor 2. Teams tables with email addresses used in the exercise will be included in the project file {% endhint %} ### How to To export an exercise, navigate to the home page of your Editor. Click the three dots next to the exercise/project you want to export and click `Export exercise`:

# Master Events List The **Master Events List (MEL)** is the primary way to create an exercise in the Editor. This is the **timeline** of your scenario. It presents the exercise content in sequential time order. In the Facilitator Dashboard, it's where the Facilitator controls the pace of the exercise. | Benefit | Feature | | -------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------ | | Automated scheduling: set content to go live at specific times to allow for a seamless exercise delivery |

Import MEL from .csv files
Organise MEL using tabs and serials

| | Structured progress: ensure a clear flow of events, guiding participants through the scenario step-by-step |

Drag and drop to reorder injects
Automatically adjusts timings for moved injects

| | Efficient management: organise and centralise all of the exercise events in one place for streamlined planning and control |

Publish individual content items or inject sequences for efficient testing and development

| ## Running In the Facilitator Dashboard you can skip, pause and publish injects. Do so using the buttons at the bottom of the MEL which allow you to manage the flow of events seamlessly. Each button serves a distinct function: * **Skip** lets you bypass an inject if it's no longer relevant * **Pause** halts the exercise temporarily * **Publish** pushes selected injects to participants in real-time This flexibility ensures that the exercise can be dynamically adjusted based on the evolving scenario or participant needs.

The MEL can be easily collapsed at your convenience.

### Reset options In the Facilitator Dashboard, you have the ability to reset the MEL. Here's an overview of the rest options available:

Reset option	Clears
Reset messages	All messages from all channels (from Editor and user) Social Watch words and filters
Reset data	Timeline Pulse pie charts After Action Review (AAR) observations Checklist data
Reset live exercise configuration	Contact lists

*** ## Designing As a designer you have different options available to you on how to structure and organise your exercise in the Editor.

### Events You can use events in your MEL to plot out the narrative shape of your exercise, focusing on the key events which push the crisis forward. Using events also allows you to pre-configure pauses in your MEL (when *Advance manually* is toggled on) in the form of a customisable button which the Facilitator must press to continue the exercise.

Most exercises tend to follow a 3 or 5 Act structure to aid good storytelling.

### Serials Using serials within your events allows you to plot how players will experience the key events of the crisis. All of the information you provide as a designer should feed into how players will make decisions throughout the exercise. By opening up the serial and clicking `Show serial details` you can add a description to the serial which is purely for your own note-taking during the planning and designing process.

{% hint style="info" %} Players won't be affected by serials, they're just a way for designers to organise their exercise. {% endhint %} ### Injects Injects are the components used to build the MEL; they are the specific pieces of content that the players interact with during the exercise. #### Creating an inject Open the serial and click the `+` as shown below to add an inject:

Select the persona and channel you'd like this inject to come from (in this example no persona is selected due to the inject being a ransom notification).

**Content creation**

Feature	Description
What method?	This is the channel to which the message will be published
Subject	Only present on channels such as email, blog posts, and news articles
Text block	Content body (if using AI to generate content, the content is generated according to the method e.g. if the method is tweeting on MicroBlog, then the message will automatically look like a tweet)

**Organisational attributes and inject details**

Detail	Description
Time	Expressed using 24hr clock because all times are relative to the start of the exercise
Tag	Tag is a way to highlight an inject using a dot for emphasis
Asset ID	Refers to a unique identifier assigned to each inject, used to track and manage content within the exercise
From	This is the persona from whom the content will be published from
To	Which player(s) will receive this content

You can also use the *AI Assistant* to help generate text-based content. Enter a description of the content, then click the "magic icon" to generate.

{% hint style="info" %} The *AI Assistant* knows the channel you have chosen, saving you from having to type commands like "write an email". {% endhint %} #### Further actions

Facilitator guidance in the Facilitator Dashboard and Editor

Action	Description
Question	Adding a question creates a data point, which appears as a pie chart on the Facilitator Dashboard, allowing the Facilitator to quickly see participants' choices at a glance
Past comments	Past comments allows you to simulate replies on social media posts
Facilitator guidance	This is both a note to the exercise control team and a reminder in the MEL of which inject is coming up
Inject grid	Inject grid enables you to send specific injects at any point during the exercise. To create an inject grid navigate to `Inject grid` at the bottom of the inject window and give your button a title (this will add the inject to the grid)

### Possible actions #### Reorganise Click the 6 dots as shown below to drag-and-drop and move injects:

#### Publishing content during development Right-click on the row. * Select `Publish to player` to publish that inject to players * Select `Publish to Facilitator` to jump to that part of the MEL in the Facilitator Dashboard

# Import Master Events List (MEL) Import a Master Events List (MEL) from a .csv file is provided for data portability from other applications like Excel. ## Core import template Use the import template to ensure this minimum amount of data matches that expected by Conducttr. The csv format is explained below. {% file src="/files/QkHiiBhyZoHMifxosS18" %}

Column	Description
Serial	The serial this inject belongs to
Number	Added for human reference but ignored by Conducttr when imported - injects are organised by serial and time
Time	The time at which this inject will come out after starting the exercise - the format is HH:mm:ss e.g. 00:00:10 is 10 seconds
From	The persona this inject will be sent from
Faction	The faction the persona belongs to
To	Who/where you want the inject to go e.g. All or to a position/team/superteam
To Type	The recipient type. Blank or unmatched values default to position and create a new one. Valid types: Position Team Superteam Role (links to an existing role or defaults to creating a position with the same name) Group (links to an existing group or defaults to creating a position) Conditional Group (links to existing conditional group or defaults to creating a position)
Team	Used only during import, to keep positions with duplicate names unique (see below)
Method	The channel you're sending to* (See note below)
Subject	The subject of the inject
Message	The body of the inject
Timestamp	Sets the timestamp on the message - usually leave empty but can be set to a prior date. Accepts either an absolute datetime (`YYYY-MM-DD HH:MM:SS`) or a relative offset (`3hours`, `5days`, etc.). Useful for "hiding" articles from search until you want them to be found but need to dated in the past. The relative offset is relative to date exercise was uploaded.
Expected Action	Facilitator Guidance (only the Facilitator will see this in the MEL in the Facilitator Dashboard)
Expected Action Title	Title for the facilitator guidance (displayed above Expected Action)
Expected Action ImageURL	URL to an image (or video already uploaded to Conducttr) to display for this inject in the MEL. Again, only shown to Facilitator.

\*Method. If the channel name doesn't match then the inject will default to email. Channel names are given here: {% content-ref url="/pages/uHXlP3FdpYe3zEL6aE7E" %} [Core concepts](/feature-documentation/api/core-concepts) {% endcontent-ref %} :zap:The *Team* column keeps positions with duplicate names unique on import. If you're sending *To* a position (e.g. "Position A") that already has a player assigned (e.g. "Team A" > "Player A"), enter "Team A" in the Team column. Conducttr uses this to give same-named positions unique names on import.

Leave Team blank for a duplicate "Position A" and Conducttr appends a number instead (e.g. "Position A1") to keep it unique.

## Extended template The extended format provides additional columns to **import questions, data points, past comments** and **hacked website details**: {% file src="/files/AeTtIcrotOUGZzmCdgju" %}

Column	Description
To Msngr+ Group	Messenger Plus group
ImageURL	URL for attached media
Subtitle	Subtitle text for articles on the Website/News channel
Question Type	No Question (default) Choice Open Text Arrange Dropdown Multiselect (Media pop up) Video Trigger Phone Call
TextButton	Question button text (add further columns for more than one button option e.g. TextButton2, TextButton3...) up to 4
DataPoint	Name of inject data point
persona_url	URL for the persona image (usually the social media profile image)
message_url	URL for the message
PastComments	Simulated past comments shown under a social media post. Format: `"Persona Name","Comment text",` — repeat the pattern for multiple comments.
PostType	post (default) - change to action to hack/unhack website or display/hide website details
HideWebDetails	0 = not hidden (default) 1 = hidden
IsHacked	0 = not hacked (default) 1 = hacked
Tag	Hex colour code when inject is displayed in the Editor e.g. ef6c00
Views	Number of times the post was viewed
Comments	Number of comments received
Shares	Number of times the post was shared
Likes	Number of likes received
Dislikes	Number of dislikes received

### How to import Under `Exercise` in your Editor, click the import icon:

# Multiple Master Events Lists Using multiple Master Events Lists (MultiMELs) allows you to **design and manage independent MELs within the same scenario**. The MELs can be run in parallel or as alternatives. {% hint style="info" %} MultiMELs can be used to create branching: {% endhint %} {% content-ref url="/pages/3DqsrFnCE9SFv7H1sCzI" %} [Branching](/concepts/designing/exercise-design/branching) {% endcontent-ref %} ## Running Monitor player actions via the `Review` tab and start the MEL that corresponds best with their actions. {% hint style="success" %} Consider sending notifications to the Facilitator (by creating a Facilitator position) to inform them when to start the next MEL / utilising Facilitator Guidance. {% endhint %} ### In the Facilitator Dashboard This is how MultiMELs look in the Facilitator Dashboard. You'll find them in the right-hand side of your screen:

You can start and stop MultiMELs by pressing **play/pause/continue** at the bottom of individual MELs:

{% hint style="warning" %} Once one MEL has finished, you'll need to manually start the next by clicking `Continue`. {% endhint %} You may find facilitating exercises with all MELs open distracting. To **collapse/open** a specific MEL, click the arrows as shown below:

*** ## Designing {% hint style="success" %} Consider using questions (data points) in your exercise to prompt players to make difficult choices. This can then determine the "branching" route the exercise takes. {% endhint %} {% content-ref url="/pages/ooX7smRQSqoNEo1Stgdi" %} [Questions & Data Points](/feature-documentation/designing-and-running/master-events-list/questions-and-data-points) {% endcontent-ref %} ### Creating MultiMELs Each tab at the top of the editor is an independent MEL - click the `+` to create a new MEL.

{% hint style="warning" %} Give the MEL a title that will be easily understood by the Facilitator. {% endhint %} # Questions & Data Points Questions in Conducttr allow designers to incorporate **quantitative data points** into crisis exercises. This enables **automated assessment of player decisions and understanding**. Designers can choose from several question types. ## When to Use Use questions when you need to: * Evaluate player decision-making or understanding * Collect structured data points for analysis during and after an exercise ## How to ### Implementation To create a question and subsequent data point in an exercise, click `Add question` when creating an inject.

You can choose how the player answers this question from a drop-down menu:

### Configuration When you add a question to an inject, a data point is automatically created.

{% stepper %} {% step %} ### Rename the data point Assign a meaningful name to the data point to ensure clarity in the reporting phase. {% endstep %} {% step %} ### (Optional) Add discussion notes It's best practice to write what is expected from the player, e.g. usually what the correct answer is. This information will be displayed to the Facilitator next to the question results. {% endstep %} {% step %} ### Select the question type * **Open Text**: Enable players to respond with free-form text * **Choice**: Allow players to select one option from a list * **Arrange**: Enable players to rank choices in order of preference * **Drop-down**: Provide a drop-down list for players to select a single option * **Multiselect**: Let players select multiple options {% endstep %} {% step %} ### Decide if you'd like an automated reply Automated replies are sent immediately after the player submits their answer. Replies are from the same persona who has sent the message. You can write a single reply for all answers or a different reply depending on the choice.

{% endstep %} {% step %} ### (Optional) Move to Role or Group You can decide if a certain answer will move a player into a Group or Role. Note that Group 1 and Role 1 are default Group and Role for players if you haven't assigned in the Teams table or anywhere else. The purpose of moving to a Group or Role is to allow you show the player that their choices have consequences (even if slight consequences). Later in the exercise e.g. you can publish content to a specific Group or Role.

{% endstep %} {% endstepper %} ### Styling The colour of buttons and answer options can be styled for the exercise in `Configuration` > `Player Desktop` > `Content and questions` .

### Real-time insights Real-time data points from questions are displayed in the `Review` tab in the **Facilitator Dashboard**, provided this option is enabled by the designer: * **Timeline**: Shows the time each question was answered * **Data Point**: Displays the chosen answer Answers are displayed by Team and by individual. This enables an aggregate view while also showing individual answers. ### :star:Best Practices * Use **simple, concise language** for questions to avoid confusion and taking too long to read * Clearly define correct and incorrect options where applicable for **post-exercise evaluation** * For Open Text questions, **provide guidance** on the expected response length and tone * Ensure data point names are descriptive and **relevant to improve comprehension in reports** * **Pre-test the questions** with a limited audience to refine wording and option clarity # Search & Replace Search & replace allows the designer to **search and replace content** across the Editor from one central place. | Benefit | Feature | | ----------------------------- | ---------------------------------------------------- | | Save significant editing time | Replace words and phrases selectively or all at once | | Reduce manual effort | Expand results for clarity before replacing | ### Where can I find search & replace? Search & replace is available from: 1. **Master Events List** (MEL) 2. **Persona library** (historical content only - you can't search and replace names/bios etc.) 3. **Pattern of Life** (PoL) Search & replace can be accessed via an icon of a **magnifying glass**, found at the bottom-right of the screen:

Search for specific words and type below what you want to replace them with. You can select individual injects, or *Select all results* to replace all usages:

Icon	Use
▼	Keeps last search
✕	Closes panel and resets search

{% hint style="danger" %} Leaving the fields empty or typing only a space will delete the word. {% endhint %} ### :zap:Smartwords * The platform treats all words as static, so **Smartwords are replaced like normal text** # Links Links can be used in different ways in Conducttr to **direct players to specific content**.

Benefit	Feature
Share exercise content directly, and let players verify a link's legitimacy before clicking it	News article links
Direct players to a different channel at the right narrative moment	Hyperlinks
Send players straight to a specific post and add a rich preview to messages, replicating real messaging app behaviour	Permanent links

## Running ### News article links In article-based websites, you can **share articles within the exercise**. All website links work across all channels. Whether you copy a link from the website, paste it into the address bar, or when you click to share article, both the URL and generated short link will be persistent.

Link type	Description	Link
Copy	Copy link generates an internal link that can be pasted anywhere in your exercise and it will link to the referenced article (it will not work outside the Virtual Desktop)
External	External link generates a link that can be used outside the Virtual Desktop. The purpose of this is for when players need to create external reports (e.g. an intelligence summary INTSUM or situation report SITREP) in Powerpoint, say, or someother platform external to Conducttr. Clicking the external link will open open the browser and find the Conducttr content inside the exercise.

Click the `Share` icon at the top right corner of any article to share on available channels for your exercise.

#### Hover over URL Participants can **investigate potential phishing emails** (verifying the legitimacy of a link) by hovering over it to reveal the actual URL:

{% hint style="info" %} If you're interested in other ways to use links during a live exercise, visit the page below: {% endhint %} {% content-ref url="/pages/5iyecjSUzz5AJmT9891i" %} [Dynamic Retweeting with Smartwords](/feature-documentation/designing-and-running/pattern-of-life-pol/dynamic-retweeting-with-smartwords) {% endcontent-ref %} *** ## Designing ### Hyperlinks Use hyperlinks to **take players to a different channel** during the exercise. You can insert hyperlinks for any kind of content, but the most popular uses include directing players to the **Portal channel when new files have been uploaded** and to a **specific website in the Website/News channel**. {% content-ref url="/pages/eX1N92cDLoqKAOms2koW" %} [Portal](/feature-documentation/designing-and-running/channels/information-based-channels/portal) {% endcontent-ref %} {% content-ref url="/pages/oEEuutgDXM5n8iym0mYN" %} [Website/News](/feature-documentation/designing-and-running/channels/popular-channels/website-news) {% endcontent-ref %} {% stepper %} {% step %} #### Highlight inject text and click the link icon

{% endstep %} {% step %} #### In the small window that opens, click the link icon again :arrow\_up:As seen in the screenshot above. {% endstep %} {% step %} #### Select the channel you want the player to be directed to For news articles, you can **select a specific website** you want the player to be directed to. The latest article will be the first shown on the website page, so this is what players will see when they follow the hyperlink.

{% endstep %} {% step %} #### Players can use the hyperlink to navigate between different channels

{% endstep %} {% endstepper %} ### Permanent links This link will take players directly to a **specific piece of content**. This is different to the hyperlink option because you can direct players to social media posts, as opposed to just the channel. #### Recommended use Get permanent links for MicroBlog (Twitter/X) or InstaMedia (Instagram) posts and link them in Msngr Plus. This **embeds a rich preview of the content**, the same kind you'd see in messaging apps like WhatsApp. You can also use permanent links for MicroBlog injects to **replicate a quote retweet**. {% content-ref url="/pages/SK5ipF68qYDJh072L7wg" %} [Msngr Plus](/feature-documentation/designing-and-running/channels/collaboration-based-channels/msngr-plus) {% endcontent-ref %} {% content-ref url="/pages/jXltBeFvmhtK5WA8j6sY" %} [MicroBlog (Twitter/X)](/feature-documentation/designing-and-running/channels/popular-channels/microblog-twitter-x) {% endcontent-ref %} {% stepper %} {% step %} #### Right click on the inject you want to link to

{% endstep %} {% step %} #### Select `Get permanent link` to copy it to your clipboard :arrow\_up:As seen in the screenshot above. {% endstep %} {% step %} #### Paste into the body of another inject

{% endstep %} {% step %} #### The link will appear as an embedded preview for the player This simulates WhatsApp link preview and quote retweeting on Twitter/X.

{% endstep %} {% endstepper %} #### :zap:Things to consider We recommend adding your permanent links near the end of an exercise build to ensure everything is up-to-date. Bear in mind that **if you export and reimport an exercise file, the permanent links will change and therefore, no longer work** (this is due to the fact that the link uses persona IDs which change during exporting and importing). **You can use a permanent link 'outside' of Conducttr as long as you are logged into the exercise** e.g. if you're doing a presentation and want to show something specific in Conducttr, you can use the permanent link on one of your slides but make sure you're logged in. # Personas Personas are the **digital entities** that represent people and organisations. **Players are human**, personas are not. Players with the right permissions can **impersonate** personas and respond as a persona in the exercise. Players who log in with the same email address as a persona can impersonate that persona without assigning any additional permissions. ***


			/pages/mobzx2gcFGTCfKaFixUt	/files/D29OuW9xZmTJOWAQtuaK
			/pages/wRYkXCAB5l7N3Qxg2pTW	/files/Whj19GMDyox1ZNdGpRMy
			/pages/N2umfnTDxeXsUJ89OlfZ	/files/STDa4U0mxp06KLduv0OM

# Persona libraries Persona libraries allow you to **reuse personas**. Personas are fundamental to Conducttr's concept of crisis simulation. {% hint style="warning" %} A project has one persona library used across all exercises in that project. Making a change to a persona will affect all exercises in that project. {% endhint %} ## Library tooling #### Filtering Use the toolbar at the top of the `Persona library` to filter your persona list:

#### Viewing Use the three-bar menu next to the *Search* field to turn columns on and off, allowing more space for the most important persona details.

{% hint style="warning" %} Any unchecked information will be visible when you open the persona details. {% endhint %} ## Importing personas {% stepper %} {% step %} ### Navigate to the persona library Navigate to the `Personas` > `Import personas` > choose your file source. You can import personas from **other projects, a share file or Ventura**.

{% endstep %} {% step %} ### Copy with faction Copy the persona into your faction by selecting the persona > tick `Copy with faction` > then click the left arrow to move them across.

{% endstep %} {% endstepper %} ## Replacing and merging personas ### Replacing a persona {% stepper %} {% step %} #### Drag-and-drop to replace

{% endstep %} {% step %} ### Choose which fields to keep and replace

{% endstep %} {% endstepper %} ## Exporting personas You can export personas to a library using the button shown below:

# Factions Factions are organisational tools for designers to **categorise personas effectively**. They influence **AI-generated content** by defining the voice of personas in that faction and can be used for Pattern of Life (PoL) generation. ### When to use Factions should be used to: * Streamline the process of finding and managing personas * Tailor the AI-generated content with distinct voices ## How to ### Implementation 1. Navigate to `Personas` 2. Toggle to Factions library

### Configuration Access the essential attributes of a faction:

{% hint style="success" %} Don't feel the need to fill out every field. These attributes assist Conducttr's in-platform AI in generating bespoke content. The more detailed you can be the better, but it's not compulsory! {% endhint %} #### Basic Information


Faction Name	Provide a unique name
Classification	Information classification: Open, Restricted, Confidential, or Internal
Description	Provide a description (who they are and what they represent)
A3E Classification	Defence classification approach commonly used with Pulse analytics feature
Empathy	High number = more reasonable Low number = more aggressive
Demographics	Provide an age range/gender split (female and male percentages must total 100%)
Education	Provide a predominant education level (options range from No formal education to Doctorate / Professional degree)
Employment	Provide a primary employment sector The primary employment sector (options include sectors such as Technology & IT, Healthcare & Life Sciences, Public Sector & Government, Security, Defense & Emergency Services, and others)
GPS Coordinates	Provide a set location with GPS coordinates

#### Communication Style Fill out the *Examples* field and click the "magic icon" to autofill the rest of Communication Style with AI:


Examples	Input example speech and autofill the remaining fields with AI
Uses Emojis	Choose whether personas in this faction should use emojis or not
Style	General writing style (e.g. formal, casual, witty, technical)
Tone	Emotional flavour of messaging (e.g. neutral, upbeat, critical)
Language Register	Formality level (e.g. slang vs. professional, jargon vs. plain language)
Delivery	How messages are presented (e.g. concise, story-like, authoritative)
Write In	The language the faction writes in
Channel	Where the faction communicates (select up to 4 channels)

## Usage ### Adding personas to factions Personas can be added to factions in batches for efficiency. 1. Select the personas you want to add to a faction 2. Click `Bulk change personas`

In the *Bulk change personas* window: 4. Select *Change faction* 5. Select the intended faction in the drop-down list

Alternatively, add a persona individually while editing:

Once assigned to a faction, personas can be filtered for easy retrieval and management.

# Working with personas ## Adding a new persona You can add a persona to your library by clicking `Add persona` to create a persona from scratch or `Import personas` to import from a library. Personas are fundamental to how Conducttr builds the information environment so there are a lot of fields, but you don't necessarily need to complete them all! At a minimum a persona must have a **name and unique handle**. The handle isn't seen by your players but it's important to you as the designer. | Core attribute | Description | | -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Name | The persona's name | | Handle |

This is a way to uniquely refer to a specific persona.

The handle is used in the following situations:

Replacing with another persona from a library - personas with the same handle are recognised as potentially being the same
Used in smartwords to access the persona's other attributes. See the section on swartwords

| | Faction | This is a convenient grouping of personas but also affects how the AI generates content | | Bio | This is for designers to know who the persona is supposed to represent | | Location | This is used to geolocate social media and website article posts (important for the InfoMap channel) | | Impersonation |

This allows human players with the matching position to impersonate this persona.

"All positions can edit" means website articles on this persona's website can be edited by any player with a position (i.e. not just a specific position)

| ## Matchers player This allows a player to log in and inhabit a persona without creating a position. {% hint style="warning" %} The player will need to use the same email address as the persona to log in as a team member. {% endhint %}

## Persona attributes Persona attributes shape how personas behave, communicate, and interact when used with our AI. {% hint style="success" %} Please don't feel you to have to manually enter all these details! **Use the AI to auto-populate**. {% endhint %} Where personas have no attributes defined, they inherit context from their faction. Below are all the attributes available for defining a persona. They fall into the following categories: * **Identity** – stable characteristics defining who the persona is, including background, role, affiliation, and narrative identity * **Cognition** – the persona’s beliefs, knowledge, values, and mental models used to interpret events and information * **Motivation** – goals, incentives, and priorities that drive decision-making and behavioural intent * **Affect** – emotional and psychological state variables such as morale, anger, fear, vigilance, and stress * **Social** – relationships, influence roles, group membership, and the persona’s position within social or factional structures * **Memory** – stored experiences, learned information, and evolving narrative context that shape future interpretation and behaviour * **Physical** – operational and situational attributes of the persona such as location, activity, capability constraints, and physical condition

### Why do these attributes matter? With richer attributes, personas can become more than just text descriptions. Defining personas' communication styles, tones, voice preferences, and language etc. transforms them into functional data models that our AI can act upon. This leads to more authentic, consistent content generation across all formats (audio, image, text). The more information our AI has about the persona, the more realistic the result will be when you ask it to generate content. You'll find all essential fields in the Core tab when editing a persona. For deeper personalisation/direct JSON editing, you'll find more attributes in the \ Expert section:

### System Information

Attribute	Description
Handle	Social media handle/username for the persona and a way to uniquely refer to a specific persona The handle is used in the following situations: Replacing with another persona from a library - personas with the same handle are recognised as potentially being the same Used in smartwords to access the persona's other attributes
Classification	Information classification: Open, Restricted, Confidential, or Internal
Is Organisation	Indicates whether this persona represents an organisation rather than an individual (activates the Website channel)
Matches Player	Links the persona to a player role in the exercise
Positions to Impersonate	Defines which player positions can impersonate this persona
Tags	Freeform tags for filtering/classification (max 30 characters per entry)

### Identity To autofill all attributes for a persona with the help of AI, fill out the *Bio* (this will also give the persona an image and name)*.* Include information like: * Who they are * What they want * Where they are (geographically and politically if appropriate) And click `Generate`:

{% hint style="info" %} To find example prompts/inspiration for persona bios, visit the page below: {% endhint %} {% content-ref url="/pages/7Y8kU4zTnCK5O0G9WbgG" %} [Persona briefs - examples](/feature-documentation/designing-and-running/personas/working-with-personas/persona-briefs-examples) {% endcontent-ref %}

Attribute	Description
Name	Full name of the persona
Gender	Gender identity: Female, Male, or Non-binary
Bio	Biography and background description
Character Pitch	A short, punchy snapshot capturing the persona's core identity and tone (max 130 characters)
Age	Age in years
Job Title	Current professional title

**Cultural Identity** | Attribute | Description | | ----------- | -------------------------------------------------------------------------------------------------------------------------------- | | Affiliation | This is a NATO categorisation of actors - it's used for some Pulse widgets | | A3E | A military categorisation used in some Pulse widgets | | Disposition | This is used in some Pulse widgets and reflects the persona's disposition (negative to supportive) towards the training audience | | Tags | Searchable field to make it easier to find personas with similar tags. This can be very helpful during design but also running | | Established | Convenient means for filtering but not used by the simulation |

Attribute	Description
Nationality	Country of nationality
Ethnicity	Ethnic background
Accent	Spoken accent

**Narrative**

Attribute	Description
Role	Functional role in the scenario
Archetype	Relationship to the player: Boss, Sidekick, Antagonist, Subordinate, Colleague, Expert, Customer, or Neutral

**Affiliation**

Attribute	Description
Affiliation	Alignment category: Friendly, Hostile, Enemy, or Unknown
Faction	A way of organising personas (can be selected from existing factions/created new)
A3E	Role classification: Audience, Actor, Adversary, or Enemy

### Communication Style These attributes determine how the output (i.e. published content) of your persona will be presented. Use targeted autofill here by editing the *Examples* field.

Click `Preview` to hear a sample of the persona's voice (from 11labs). This will be used for any phone calls you use in your exercise.

Attribute	Description
Examples	Sample text illustrating the faction's typical voice (used by AI to generate communications in the appropriate style)
Text Alignment	Layout direction for text content: Left or Right
Style	General writing style (e.g. formal, casual, witty, technical)
Tone	Emotional flavour of messaging (e.g. neutral, upbeat, critical)
Language Register	Formality level (e.g. slang vs professional, jargon vs plain language)
Delivery	How messages are presented (e.g. concise, story-like, authoritative)
Channels	Where the persona/faction communicates (select up to 4 channels)
Writes In	Language
Uses Emojis	Whether the persona/faction uses emojis or not
Avoids	Words, topics, or styles the persona/faction deliberately avoids (max 30 characters per entry)

### Location

Attribute	Description
Location	Geographic location of the persona (supports What3Words for precise location selection)
GPS	Coordinates (can be entered manually or selected via a map interface)

### Cognitive Profile | Attribute | Description | | --------- | ----------------------------------------------------------------------------------------------------------------------------------------- | | Empathy | Empathy shapes the tone of voice for personas with the range -3 to +3 indicating confrontational style to conciliatory style respectively | | Beliefs | Belief tags connect the persona to beliefs in the belief library | | Attribute | Description | | ---------------------- | ----------------------------------------------------------------------------------- | | Influence | Influence determines how much engagement a persona gets on their social media posts | | Content & Social Graph | Check the checkbox if you want to hide this persona from all social media | The cognitive attributes define how the faction thinks, decides, and behaves. These are based on the **COM-B behaviour model** (Capability, Opportunity, Motivation).

All the following details in the ` Expert` tab feed into the core *Beliefs, Goals*, and *Knowledge Base* you see in the `Core` tab. #### :fire:Capability

Attribute	Description
Psychological	Skills, knowledge, and mental abilities that help the persona/faction act (max 30 characters per entry)
Limitations	Known constraints/weaknesses that hold the persona/faction back (max 30 characters per entry)

#### :fire:Opportunity

Attribute	Description
Social	People and networks that enable or hinder action (max 30 characters per entry)
Environmental	Contextual or physical factors that enable or block action (max 30 characters per entry)

#### :fire:Motivation

Attribute	Description
Automatic	Habits and impulses that drive behaviour without conscious thought (max 30 characters per entry)
Reflective	Deliberate goals and reasoning that drive behaviour (max 60 characters per entry)
Goals	What the persona/faction wants to achieve (max 60 characters per entry)
Fears	Risks or outcomes the faction wants to avoid (max 30 characters per entry)

#### :fire:Mindset & Disposition

Attribute	Description
Empathy Level	How easily the persona understands and cares about others' perspectives
Disposition Level	Overall stance toward the training audience, from hostile (−5) to supportive (+5)
Traits	Stable personality traits shaping behaviour
Mental State	Current mental outlook or cognitive state
Mental State Trend	Recent pattern in mindset (e.g. improving, declining, volatile)
Emotional State	Current emotion influencing decisions: Fear, Anger, Outrage, Dread, Grief, Sorrow, Betrayal, Humiliation, Shame, Envy, Jealousy, Joy, Hope, Optimism, Relief, Trust, Compassion, Empathy, Love, Pride, Resentment, Disappointment, Gratitude, Regret
Morale	Confidence and willingness to persist under pressure

#### :fire:Beliefs & Standards

Attribute	Description
Beliefs	Core statements the persona holds to be true (max 100 characters per entry)
Attitudes	Leanings or feelings toward an issue, actor, or behaviour (max 60 characters per entry)
External Standards	Public values the persona claims to uphold, judged by media and the general public, the breaking of which triggers public disappointment or shame: Fairness, Loyalty, Authority, Honesty, Harm Avoidance, Duty, Lawfulness, Reciprocity, Accountability, Transparency, Honour, Solidarity, Innovation, Profitability, Competitiveness, Vision, Sovereignty, Representation, Stability, Caregiving, Trust, Tradition, Discipline, Courage, Sacrifice
Internal Standards	Private values guiding decisions within close circles, judged by allies or staff. Upholding them earns loyalty or admiration, even if the public disapproves (same options as External Standards)

External vs Internal Standards

**External Standards** * The **values a persona claims to uphold publicly**. * These are the standards by which the **general public, media, and wider audiences** judge the persona. * Violations here trigger **public-facing emotions** like *reproach, disappointment, or shame*. * Example: A politician professes **fairness, transparency, accountability**. If caught lying, the public feels reproach because **external standards** were violated. *** **Internal Standards** * The **values that truly guide the persona’s decisions** within their close circle or loyal base. * These are used by **allies, party members, staff, or inner circle** to appraise the persona. * Upholding these standards can generate **admiration, pride, or gratitude**, even if external standards are being broken. * Example: That same politician may privately value **loyalty, competitiveness, authority**. If they protect allies or win a power struggle, insiders admire them even if the public condemns them. *** **Why This Split Matters** * Many personas - especially leaders, executives, or public figures - operate under **dual appraisal systems**: * **External lens**: how the crowd/media react. * **Internal lens**: how allies/juniors/backers react. * This allows the same event to produce **contrasting emotional outcomes** across audiences. * Example: * **External** → “He broke the rules” → *reproach*. * **Internal** → “He protected the team” → *admiration*.

#### :fire:Behaviour

Attribute	Description
Expected	Behaviours anticipated from this persona given context (max 60 characters per entry)
Constraints	Rules/limits restricting behaviour (max 60 characters per entry)

#### :fire:Memory

Attribute	Description
Events	Notable life or scenario events that shape this persona's outlook (max 100 characters per entry)
Knowledge Base	Specific knowledge known only to this persona
Facts	Discrete facts known by the persona (max 30 characters per entry)

{% hint style="info" %} To find more information about giving personas a unique voice, visit the page below: {% endhint %} {% content-ref url="/pages/WPSj3wIhdTYh2FZlY0Kj" %} [Unique voice](/feature-documentation/designing-and-running/personas/working-with-personas/unique-voice) {% endcontent-ref %} ### Influence

Attribute	Description
Influence Category	Degree of online influence (see table below)
Comments (Low / High)	Expected range of comments per post (auto-populated based on influence category but can be manually overridden)
Likes (Low / High)	Expected range of likes per post (auto-populated but overridable)
Shares (Low / High)	Expected range of shares per post (auto-populated but overridable)

**Influence Category Defaults** | Category | Followers | Comments | Likes | Shares | | --------------- | ----------- | ----------- | --------------- | ------------- | | **Influencer** | 400k+ | 200 – 2,000 | 8,000 – 40,000 | 500 – 5,000 | | **Commentator** | 100k – 400k | 100 – 800 | 2,000 – 15,000 | 200 – 2,000 | | **Geek** | 5k – 10k | 5 – 50 | 150 – 800 | 10 – 80 | | **Entertainer** | 400k+ | 300 – 3,000 | 10,000 – 50,000 | 1,000 – 6,000 | | **Regular** | Up to 1k | 0 – 10 | 5 – 50 | 0 – 5 | {% hint style="info" %} To find more information about influence, visit the page below: {% endhint %} {% content-ref url="/pages/dtSB68POQOMTJ039M8DK" %} [Influence](/feature-documentation/designing-and-running/personas/working-with-personas/influence) {% endcontent-ref %} # Persona briefs - examples A "persona brief" is the seed used by the AI to generate a cognitive model for your persona. You can be as precise or as open as you wish but it probably depends on the importance of the persona's role in the exercise how much detail you want to include. The detailed structure is something like: `[Organisation/person], from [Place] who [core role and responsibilities], works with [stakeholders], believes [worldview/beliefs], aims to [goals], concerned about [risks/fears], communicates in a [style/tone] manner` For example: > *John Wishbone is a rock guitarist from Dartford, Kent and plays in the band The Leather Boys. He believes in love and peace and aims to make as much money as possible while the band is hot. He worries that pubs aren't paying the performing rights agency the money his songs ought to be receiving. He communicates in an indirect style with London 1970s slang.*

If, however, you have a minor character, you might write > Sally is a single mum from Salford, near Manchester and is worried that her son Stephen didn't return home and wants the police to find him

The following are briefs are intended to give you some inspiration and strike a balance of just enough detail for the AI to "get it right". They are organised around common exercise scenarios and operational contexts. ### Scenario: Local Community Disruption **Scenario:** Severe weather, local flooding, school closures, public service pressure, and resident concern. **Brief:** * City council in Leeds, plans local services, works with residents and agencies to support the community

example result

* Regional news radio in Glasgow, covers local stories, works with stringers and police to confirm facts * Resident association in Bristol, shares local updates, works with council and police to keep streets safe * Parent teacher group in Cork, raises funds and volunteers, works with schools to support events * Irish chief human resources officer in Dublin, steady and fair, shapes talent plans, and works with leaders to support teams ### Scenario: Event and Travel Safety Crisis **Scenario:** A major public event causes crowding, transport strain, medical calls, and media pressure. **Brief:** * Airport authority in Athens, manages terminals and runways, works with airlines and police to keep travel safe * Football club in Thessaloniki, runs youth and first team, works with sponsors and city to host matches * Fire brigade in Porto, calm and disciplined, responds to calls and works with utilities to secure scenes * Retail chain in Valencias, stocks daily goods, works with warehouses and carriers to fill shelves * Italian PhD candidate in Bologna, focused and precise, runs lab studies and works with supervisors to publish results ### Scenario: Financial Integrity Crisis **Scenario:** Suspicious procurement, weak controls, suspected fraud, and public accountability pressure. **Brief:** * Tax authority in Tallinn, collects revenue and audits, works with banks and firms to keep records clean * Payment processor in Vilnius, secures transactions, works with banks and merchants to reduce fraud * Supreme audit office in Prague, reviews public spend, works with ministries and courts to correct waste * Investigative outlet in Bucharest, digs into public spending, works with watchdogs and legal counsel to verify claims * Compliance team in Luxembourg, precise and steady, checks controls and works with business units to fix gaps * Procurement office in Rotterdam, careful and fair, runs tenders and works with legal and finance to aware contracts * Swiss chief financial officer in Zurich, calm and exact, steers budgets and works with boards to keep the firm stable ### Scenario: Infrastructure and Search Crisis **Scenario:** Severe winter weather disrupts transport, energy, and communications while a search operation is underway. **Brief:** * Search and rescue unit in Tromso, resilient and skilled, tracks missing hikers and works with police to coordinate ground teams * Power distributor in Krakow, balances load and repairs faults, works with generators and city works to avoid outages * Polish hotel front desk agent in Gdansk, warm and organised, checks in guests and works with housekeeping to solve issues * Data privacy office in Copenhagen, clear and firm, reviews requests and works with engineers to protect users ### Scenario: Public Health / Humanitarian Pressure **Scenario:** A public health concern intersects with aid access, water quality, community support, and risk governance. **Brief:** * Public health agency in Rabat, monitors local services, works with residents and agencies to support the community * Water utility in Tunis, maintains supply and quality, works with contractors and labs to keep taps running * Faith charity in Amman, organises food drives, works with parishes and sponsors to help families * UN field office in Erbil, coordinates aid and shelters, works with local councils and agencies to reach camps * Emirati chief risk officer in Abu Dhabi, patient and methodical, maps exposures and works with regulators to reduce shocks ### Scenario: Security / Mobility Crisis **Scenario:** Smuggling, port security, transport disruption, wildlife protection, and humanitarian concerns. **Brief:** * Coast guard in Mombasa, patrols waters and ports, works with navy and customs to stop smuggling * Ride share platform in Nairobi, connects drivers and riders, works with city offices and insurers to improve safety * Microfinance cooperative in Kigali, lends to small traders, works with councils and markets to support growth * Wildlife charity in Harare, protects habitats, works with rangers and farmers to reduce conflict * Human rights group in Sarajevo, documents cases, works with lawyers and media to seek fairness ### Scenario: Healthcare and Logistics Pressure **Scenario:** Healthcare demand rises after a disruption, affecting clinics, ambulances, hospitals, supply routes, and warehouse operations. **Brief:** * Ambulance service in Lahore, swift and careful, stabilises patients and works with hospitals to hand over care * Community clinic in Chittagong, offers basic care, works with pharmacies and labs to support families * Indian warehouse supervisor in Pune, steady and hands on, sets pick targets and works with drivers to meet cutoffs * Teaching hospital in Addis Ababa, trains clinicians and treats patients, works with ministries and donors to expand services ### Scenario: Digital Platform and Transport Disruption **Scenario:** A software/platform issue disrupts ride allocation, customer communication, social media trust, and public reporting. **Brief:** * Filipino taxi dispatcher in Davao, alert and fair, assigns rides and works with drivers to keep waits low * Vietnamese software student in Da Nang, thoughtful and practical, builds club projects and works with startups to learn modern tools * Social network in Hanoi, hosts groups and creators, works with moderators and schools to improve literacy * Thai call-out repair tech in Chiang Mai, practical and polite, fixes outages and works with schedulers to reach homes * Malaysian chief marketing officer in Kuala Lumpur, clear and creative, grows reach and works with agencies to lift demand * National disaster agency in Jakarta, maps hazards and alerts, works with provinces and NGOs to prepare towns ### Scenario: Customer, Health and Public Confidence Crisis **Scenario:** A service or health product issue causes customer complaints, pharmacy pressure, supplier questions, and public concern. **Brief:** * Mexican veterinary student in Merida, calm and caring, supports clinics and works with senior vets to help owners * Colombian pharmacy assistant in Cali, careful and clear, prepares orders and works with pharmacists to guide customers * Brazilian customer success manager in Porto Alegre, patient and direct, guides onboarding and works with sales to reduce churn * Peruvian sanitation crew member in Trujillo, steady and reliable, clears routes and works with city teams to keep streets clean * Embassy in Buenos Aires, supports citizens and trade, works with host agencies to resolve cases ### Scenario : Technology and Education Crisis **Scenario:** A school or education platform experiences a cyber/privacy issue, causing parent concern, technical investigation, and media attention. **Brief:** * Cloud provider in Montreal, runs compute and storage, works with clients and partners to meet uptime goals * Canadian security operations center lead in Ottawa, alert and calm, tracks threats and works with IT to contain incidents * Online tech magazine in Austin, reviews gadgets and software, works with labs and makers to test products * School district in Phoenix, sets cirriculum and transport, works with parents and unions to support students # Auto-responding Conducttr's Behavioural Simulation Engine A key benefit of the persona cognitive models is the entities now have goals, beliefs and attitudes. This means **when you ask a persona to respond, it's not only *****communicating***** in character but it's *****behaving***** in character**. Conducttr uses a multi-stage reasoning pipeline that simulates the internal cognitive and emotional life of a persona. This is why it's important to have those fields on the persona completed. ## Behavioural Simulation Engine When the persona is asked to compose a message in the Comms Manager, either in the compose mode or auto-responding mode, it's uses a three-stage reasoning pipeline which we call our 4Rs model. The persona asks itself: * is the request RELEVANT? * does it RESONATE? * how should I REACT? * what's my RESPONSE? These stages are explained below.

A detailed diagram is here

```mermaid graph TD Start((External Stimulus)) --> ELM{1. ELM Cognitive Routing} subgraph Information Processing ELM -- High Relevance / Goal Alignment --> Central[Central Route - Structured Reasoning] ELM -- Stress / Identity Threat --> Peripheral[Peripheral Route - Heuristic Response] end Central --> OCC[2. OCC Affective Appraisal] Peripheral --> OCC subgraph Internal State Update OCC --> Goals[Goal Desirability Check] OCC --> Norms[Approbation and Standards] OCC --> Taste[Attraction and Disposition] Goals --> Emotion[Derive Resultant Emotion and Mind State] Norms --> Emotion Taste --> Emotion end Emotion --> Coping{3 Coping and Intent Selection} subgraph Intent Formation Coping --> Epistemic[Epistemic Coping] Coping --> Social[Social Coping] Coping --> Action[Action Coping] Epistemic --> Intent[Select Dominant Intent] Social --> Intent Action --> Intent Intent --> Primary[Select Primary Action] end Primary --> COMB{4. COM-B Execution Gate} subgraph Behavioral Output COMB --> Cap[Capability - Social and Intellectual Power] COMB --> Opp[Opportunity - Environmental Constraints] COMB --> Mot[Motivation - Internal Driver] Cap --> Final[Persona Authentic Action] Opp --> Final Mot --> Final end Final --> Loop((Update Persistent Memory)) Loop -.-> Start ```

#### 1. Relevance - Adaptive Information Processing (The ELM Framework) To manage cognitive load and persona authenticity, the engine utilises the [Elaboration Likelihood Model (ELM)](https://en.wikipedia.org/wiki/Elaboration_likelihood_model). This allows the system to determine the most realistic "route" for processing information: * Central Route: Engaged when a stimulus aligns with the persona’s core goals or professional expertise. This results in high-effort, reasoned, and structured responses. * Peripheral Route: Triggered by environmental stress, identity threats, or low-relevance stimuli. The persona relies on mental shortcuts, heuristics, or emotional reactivity. #### 2. Resonance - Affective Appraisal & Emotional State (The OCC Model) We utilize the [OCC (Ortony, Clore, and Collins) Model](https://www.igi-global.com/dictionary/occ-model-of-emotion/20746) to derive balanced reactions. Rather than assigning arbitrary "moods," the engine evaluates the stimulus against three cognitive variables: 1. Goal-Desirability: Does this event help or hinder the persona’s objectives? 2. Approbation: Does the action align with the persona’s internal standards or social norms? 3. Attraction: Is the stimulus inherently aligned with the persona's disposition? This appraisal generates a specific Resultant Emotion, which is then scaled by situational factors like morale and vigilance to update the persona's "Mind State." #### 3. Reaction - Coping and Action Selection This stage takes the emotional OCC output and selects a coping orientation that reflects the persona’s role, motivations, and situational context. Three orientations are evaluated: * **Epistemic** – reducing uncertainty by seeking information or verification. * **Social** – managing relationships or emotional alignment with others. * **Action** – intervening directly to influence the situation. The strongest orientation becomes the **dominant intent**, which is translated into a **primary action** such as asking a question, warning others, coordinating activity, or offering help. This step converts internal appraisal into a concrete behavioural goal that is then evaluated by the COM-B stage to determine whether the behaviour can occur. #### 4. Response- Behavioral Capability & Execution (The COM-B System) To ensure the persona "acts" realistically, we apply the COM-B model ([Capability, Opportunity, Motivation, and Behavior](https://thedecisionlab.com/reference-guide/organizational-behavior/the-com-b-model-for-behavior-change)). This acts as a logical gatekeeper for the simulation:


Component	Function in the Engine
Capability	Does the persona have the knowledge or social standing to respond this way?
Opportunity	Does the current channel or environment allow for this specific reaction?
Motivation	Do the internal drivers (derived from OCC and ELM) outweigh the social cost?

If the engine detects a conflict—such as a persona wanting to speak out but lacking the institutional "Opportunity", it triggers a pivot, forcing the persona to react through a "social mask" or via a more cautious channel. # Unique voice Giving your personas unique voices helps to **generate more personalised AI content**. This saves time and ensures personas act in a way true to their constructed identities, enhancing the quality and realism of an exercise. {% hint style="info" %} You can read more about the concept at the page below: {% endhint %} {% content-ref url="/pages/tCHT9RVEGv72TztVlfSn" %} [Individualistic personas](/concepts/planning/individualistic-personas) {% endcontent-ref %} You'll need to configure three details: * Empathy * Faction description (Voice) * Beliefs ## Empathy Empathy is set at the level of individual persona within a range of -3 to 3 **where -3 is aggressive/confrontational and +3 is conciliatory**. Persona's empathy helps to shape the overall tone of voice for personas. This will help in getting more bespoke content from AI results.

## Faction communication style Shape the overall tone of voice for personas in a faction by describing how these personas would communicate under `Communication Style`. When organising your personas into factions, ensure to generate the communication style and assign them an empathy score. Both help in getting more bespoke and less generic content from AI results. This includes AI within: * Injects * Master Events List (MEL) * Pattern of Life (PoL) etc. Provide a small example of how you want the faction's overall voice to sound and click the "magic icon" to generate the rest of the details:

* **Style**: formal, casual, witty, technical * **Tone**: neutral, upbeat, critical * **Language Register**: slang vs professional, jargon vs plain language * **Delivery**: concise, story-like, authoritative * **Write In**: language * **Channel**: where the persona/faction communicates (up to 4 channels) ## Beliefs Integrating beliefs into scenarios allows for the creation of **more nuanced and dynamic narrative environments**. Beliefs allow you to make your personas more realistic and consistent in the sense that they communicate according to their beliefs. Give your personas beliefs under `Cognitive`. If you generate your persona attributes by filling out a persona bio and generating the rest with the "magic icon", the beliefs will already be filled out like so:

If you want to edit this in more detail, toggle to the ` Expert` tab within the persona to see the advanced settings for beliefs. This is the data that influences what you see in the Cognitive section above.

# Influence Influence determines how much **engagement** a persona gets on their social media posts.

Benefit	Feature
Saves time	Create ranges for the engagement on social media posts
Greater consistency	Automatically apply numbers for likes, shares, and comments on historic posts within predefined ranges

## Defining influence There are several indicators of influence - the **ratio of followers to following** is one but a better one is whether the persona's content actually gets traction & engagement. This is indicated by the **number of likes, shares and comments** on a post. When creating your persona, you can define their influence by creating ranges for the engagement they'll typically get on a MicroBlog (X/Twitter) or GoSocial (Facebook) post. Navigate to `Influence` when editing a persona and choose their *Influence Category* from the drop-down list.

### Applying influence In your personas' MicroBlog and GoSocial accounts, you can create **historic content** that will be pre-published at the start of the exercise. If you click the button `Apply influence` the Editor will randomly add a number of likes, shares and comments to the posts **within the ranges you've created in the Influence panel**.

Apply influence **by bulk** by selecting the desired personas (this is usually best done when organising by factions) and clicking the :thumbsup: button:

Persona influence where it's defined will then be applied to all persona historic messages. {% hint style="warning" %} MicroBlog influence will be applied to other channels too except GoSocial if it's been defined. {% endhint %} # Social Graph The Social Graph feature replicates a social media network of friends and followers within the exercise. Players can expand their social networks by following or unfollowing personas and other players. This feature **emulates real-life social media behaviour by curating a player's social media feed based on their connections**. | Benefit | Feature | | ---------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------- | | Model realistic social network between personas in your exercise |

Customisable follow/following relationships
Export, edit in Excel, and re-import
Hide personas from Social Graph

| ### When to use * In exercises **where the realism of social networks is required** * Ideal for scenarios where understanding an individual's network is important, such as **investigating influencer networks or analysing "associates"** * Useful for exercises focused on **social media behaviour analysis or digital communication strategies** ## Running After uploading a Social Graph, when players investigate a persona's account they'll see the followers and following you created.

*** ## Designing {% hint style="info" %} Consider using the Social Graph Editor in Conducttr Labs - [Social Graph Editor](/labs/free-apps/social-graph-editor) {% endhint %} ### How to {% stepper %} {% step %} #### Export the Social Graph to Excel Go to `Personas` then click on the Social Graph icon as shown in the image below:

{% endstep %} {% step %} #### Export Export the social network that's important to you. {% hint style="info" %} Even if you have no social graph yet, exporting the current (empty) network will give the correct file to edit. {% endhint %} {% endstep %} {% step %} #### Edit the network in Excel In the Excel file, Conducttr uses a number between 1 & 3 to indicate the relationship between personas: {% hint style="success" %} 1 = the row persona is following the column persona 2 = the personas follow each other 3 = the column persona follows the row persona {% endhint %}

*Example Social Graph manipulated in Excel*

{% endstep %} {% step %} #### Import the updated Excel sheet The import feature allows graphs to be overwritten or merged. Merging Social Graphs is important for large exercises where several people may be working on different clusters of personas. The networks are compatible with each other so you could e.g. export the MicroBlog network and import to GoSocial. {% endstep %} {% endstepper %} {% hint style="danger" %} Be aware that for GoSocial, the number will automatically be set to 2 in the Social Graph spreadsheet. This is because it mimics the IRL behaviour of social media sites like Facebook, where users become friends as opposed to followers. {% endhint %} ### Hide a persona from the Social Graph Sometimes you might want to hide personas from the Social Graph. This could be true if you use personas as part of the exercise mechanics rather than the information environment. To hide personas, you'll need to export the settings as a spreadsheet, change and then import. {% stepper %} {% step %} #### Export the social table

{% endstep %} {% step %} #### Edit spreadsheet {% hint style="success" %} 1 = show the persona in Social Graph 0 = hide the persona from Social Graph {% endhint %}

{% endstep %} {% step %} #### Import modified spreadsheet Reimport the modified spreadsheet and the personas with show=0 will not be displayed in any social graph. {% endstep %} {% endstepper %} # Gotchas Remember that a "role-player" is not treated the same as a "player". Role-players are players that inhabit personas. Consequently their social graph adopts the persona's network, not the default for "players". ## Ensure style allows it Navigate to Style and check the channel config for each social media channel.\ The default setting is for all players to follow everyone.

## Set initial following If you decide that players shouldn't follow everyone, you might want to have them follow a default set of personas so that their feed isn't completely empty before they decide themselves which personas to follow. Note: players can find personas to follow by searching the social media channel.

# Batch & Bulk operations Batch and bulk operations allow you to update multiple personas at the same time: * **Batch** changes use the Editor interface and offers more common operations * **Bulk** changes requires the use of a spreadsheet which is exported and imported {% embed url="" %}

# Persona Attributes ## Persona & Faction Attributes This page describes the attributes used to define **factions** and **personas**. Factions represent groups of people, while personas represent individual people within those groups. Together, these attributes shape how personas behave, communicate, and interact when used with our AI. {% hint style="success" %} Please don't feel you have to manually enter all these details! **Use the AI to auto-populate**. {% endhint %} {% hint style="info" %} Many of the same attributes are present in personas and factions so if it's not described again for factions then the persona description will apply. We recommend starting with creating and filling out your faction attributes before moving on to individual persona attributes. {% endhint %} ### Why do these attributes matter? With richer attributes, personas can become more than just text descriptions. Defining persona's communication styles, tones, voice preferences, and language etc. makes them functional data models that tools like Sidekick can act upon. {% hint style="info" %} To learn more about Sidekick, visit the page below: {% endhint %} {% content-ref url="/pages/t8KowZqED0vvaMfJBhTj" %} [Sidekick](/feature-documentation/planning/ai-assistants/sidekick) {% endcontent-ref %} These attributes matter because it leads to more authentic, consistent content generation across all formats (audio, image, text). The more information AI has about the persona the more realistic the result will be when you ask it to generate content. You'll find all essential fields in the `Core` view when editing a persona. For deeper personalisation or direct JSON editing, you'll find all attributes in the the ` Expert` section:

## Persona Attributes Personas are individual "non-player characters" (NPCs). Where they have no attributes defined, they inherit context from their faction. Below are all the attributes available for defining a persona. They fall into the following categories: * **Identity** – stable characteristics defining who the persona is, including background, role, affiliation, and narrative identity * **Cognition** – the persona’s beliefs, knowledge, values, and mental models used to interpret events and information * **Motivation** – goals, incentives, and priorities that drive decision-making and behavioural intent * **Affect** – emotional and psychological state variables such as morale, anger, fear, vigilance, and stress * **Social** – relationships, influence roles, group membership, and the persona’s position within social or factional structures * **Memory** – stored experiences, learned information, and evolving narrative context that shape future interpretation and behaviour * **Physical** – operational and situational attributes of the persona such as location, activity, capability constraints, and physical condition

### System Information

Attribute	Description
Handle	Social media handle or username for the persona
Classification	Information classification: Open, Restricted, Confidential, or Internal
Is Organisation	Indicates whether this persona represents an organisation rather than an individual
Matches Player	Links the persona to a player role in the exercise
Positions to Impersonate	Defines which player positions can impersonate this persona
Tags	Freeform tags for filtering and classification. Max 30 characters per entry

### Identity To autofill all attributes for a persona with the help of AI, fill out the *Bio* under *Identity* and click the "magic icon":

Attribute	Description
Name	Full name of the persona
Gender	Gender identity: Female, Male, or Non-binary
Bio	Biography and background description
Character Pitch	A short, punchy snapshot capturing the persona's core identity and tone. Max 130 characters
Age	Age in years
Job Title	Current professional title

#### **Cultural identity**

Attribute	Description
Nationality	Country of nationality
Ethnicity	Ethnic background
Accent	Spoken accent

#### Narrative

Attribute	Description
Role	Functional role in the scenario
Archetype	Relationship to the player: Boss, Sidekick, Antagonist, Subordinate, Colleague, Expert, Customer, or Neutral

#### Affiliation

Attribute	Description
Affiliation	Alignment category: Friendly, Hostile, Enemy, or Unknown
Faction	The faction this persona belongs to. Can be selected from existing factions or created new
A3E	Role classification: Audience, Actor, Adversary, or Enemy

### Communication Style These attributes determine how the output (i.e. published content) of your persona will be presented. Use targeted autofill here by editing the Examples field. Click `Preview` to hear a sample of the persona's voice. This will be used for the phone calls. {% hint style="info" %} We use 11labs for our audio generation. {% endhint %}

Attribute	Description
Text Alignment	Layout direction for text content: Left or Right
Style	General writing style (e.g. formal, casual, witty, technical)
Tone	Emotional flavour of messaging (e.g. neutral, upbeat, critical)
Language Register	Formality level (e.g. slang vs. professional, jargon vs. plain language)
Delivery	How messages are presented (e.g. concise, story-like, authoritative)
Channels	Where the faction communicates. Select up to 4 channels
Writes In	The language the faction writes in
Uses Emojis	Whether the faction uses emojis in posts (true/false)
Avoids	Words, topics, or styles the faction deliberately avoids. Max 30 characters per entry
Examples	Sample text illustrating the faction's typical voice. Used by AI to generate communications in the appropriate style

### Location

Attribute	Description
Location	Geographic location of the faction. Supports What3Words for precise location selection
GPS	GPS coordinates. Can be entered manually or selected via a map interface

### Cognitive Profile The cognitive attributes define how the faction thinks, decides, and behaves. These are based on the **COM-B behaviour model** (Capability, Opportunity, Motivation).

All the details in the `Expert` tab feed into the beliefs and goals you see in the `Core` tab

#### Capability

Attribute	Description
Psychological	Skills, knowledge, and mental abilities that help the faction act. Max 30 characters per entry
Limitations	Known constraints or weaknesses that hold the faction back. Max 30 characters per entry

#### Opportunity

Attribute	Description
Social	People and networks that enable or hinder action. Max 30 characters per entry
Environmental	Contextual or physical factors that enable or block action. Max 30 characters per entry

#### Motivation

Attribute	Description
Automatic	Habits and impulses that drive behaviour without conscious thought. Max 30 characters per entry
Reflective	Deliberate goals and reasoning that drive behaviour. Max 60 characters per entry
Goals	What the faction wants to achieve. Max 60 characters per entry
Fears	Risks or outcomes the faction wants to avoid. Max 30 characters per entry

#### Mindset & Disposition

Attribute	Description
Empathy Level	How easily the persona understands and cares about others' perspectives
Disposition Level	Overall stance toward the training audience, from hostile (−5) to supportive (+5)
Traits	Stable personality traits shaping behaviour
Mental State	Current mental outlook or cognitive state
Mental State Trend	Recent pattern in mindset (e.g. improving, declining, volatile)
Emotional State	Current emotion influencing decisions. Options include: Fear, Anger, Outrage, Dread, Grief, Sorrow, Betrayal, Humiliation, Shame, Envy, Jealousy, Joy, Hope, Optimism, Relief, Trust, Compassion, Empathy, Love, Pride, Resentment, Disappointment, Gratitude, Regret
Morale	Confidence and willingness to persist under pressure

#### Beliefs & Standards

Attribute	Description
Beliefs	Core statements the persona holds to be true. Max 100 characters per entry
Attitudes	Leanings or feelings toward an issue, actor, or behaviour. Max 60 characters per entry
External Standards	Public values the persona claims to uphold, judged by media and the general public. Breaking them triggers public disappointment or shame. Options include: Fairness, Loyalty, Authority, Honesty, Harm Avoidance, Duty, Lawfulness, Reciprocity, Accountability, Transparency, Honour, Solidarity, Innovation, Profitability, Competitiveness, Vision, Sovereignty, Representation, Stability, Caregiving, Trust, Tradition, Discipline, Courage, Sacrifice
Internal Standards	Private values guiding decisions within close circles, judged by allies or staff. Upholding them earns loyalty or admiration, even if the public disapproves. Same options as External Standards

External Standards vs Internal Standards

#### Behaviour

Attribute	Description
Expected	Behaviours anticipated from this persona given the context. Max 60 characters per entry
Constraints	Rules or limits restricting behaviour. Max 60 characters per entry

#### Memory

Attribute	Description
Events	Notable life or scenario events that shape this persona's outlook. Max 100 characters per entry
Knowledge Base	Specific knowledge known only to this persona
Facts	Discrete facts known by the persona. Max 30 characters per entry

### Influence

Attribute	Description
Influence Category	Degree of online influence (see table below)
Comments (Low / High)	Expected range of comments per post. Auto-populated based on influence category but can be manually overridden
Likes (Low / High)	Expected range of likes per post. Auto-populated but overridable
Shares (Low / High)	Expected range of shares per post. Auto-populated but overridable

#### Influence Category Defaults | Category | Followers | Comments | Likes | Shares | | ----------- | ----------- | ----------- | --------------- | ------------- | | Influencer | 400k+ | 200 – 2,000 | 8,000 – 40,000 | 500 – 5,000 | | Commentator | 100k – 400k | 100 – 800 | 2,000 – 15,000 | 200 – 2,000 | | Geek | 5k – 10k | 5 – 50 | 150 – 800 | 10 – 80 | | Entertainer | 400k+ | 300 – 3,000 | 10,000 – 50,000 | 1,000 – 6,000 | | Regular | Up to 1k | 0 – 10 | 5 – 50 | 0 – 5 | ### Relationships

Attribute	Description
With	The other persona or entity this relationship is with
Type	Nature of the relationship: Ally, Rival, Colleague, or Family
Status	Current state: Active, Strained, Broken, or Engaged

### Activity

Attribute	Description
Status	Current activity status of the persona. Possible values include: idle, listening, mobilising, active, cooldown, suppressed, fragmented, recovering, disruptive, influencing, engaged, communicating, escalating, stalled, seeding, amplifying, brigading, flooding, stealth
Campaigns	The group activity or campaign the persona is involved in, if applicable
Last Updated	Timestamp of the last update (auto-generated)

## Faction Attributes Toggle to the `Faction library` to view, create, and edit factions:

Factions are groups that share common characteristics. Faction-level attributes define the demographic and similar profile of the group as a whole. {% hint style="info" %} To learn more about factions, visit the page below: {% endhint %} {% content-ref url="/pages/N2umfnTDxeXsUJ89OlfZ" %} [Factions](/feature-documentation/designing-and-running/personas/factions) {% endcontent-ref %} ### Core Identity

Attribute	Description
Name	The name of the faction
Description	Background description of the faction — who they are and what they represent

### Demographics

Attribute	Description
Age Range	The general age bracket of the faction's members
Peak Age	The most common age within the faction
Gender Split	The gender composition of the faction. Female and male percentages must total 100%
Education	The predominant education level. Options range from No formal education to Doctorate / Professional degree
Employment	The primary employment sector. Options include sectors such as Technology & IT, Healthcare & Life Sciences, Public Sector & Government, Security, Defense & Emergency Services, and others

# Channels Channels facilitate realistic engagement by simulating real-world information sharing and communication pathways among personas in a simulation. They **are fundamental to delivering the exercise as they serve as the medium through which all interactions and content delivery occur.** In Conducttr, when publishing an inject, it is essential for the designer to select both the persona and the channel through which the content will be delivered.

### Configuration (How to) {% stepper %} {% step %} ### Access channel configuration Navigate to `Configuration` > `Exercise` > `Channels` in the Editor:

{% endstep %} {% step %} ### Enable channel * Click the `Active` toggle switch next to the chosen channel to enable it. * **Channels like InfoMap and SocialWatch will not auto-enable** as they can't be used in an inject {% endstep %} {% step %} ### Customise channel names and icons Channels have generic default names like MicroBlog and GoSocial. Use the right-hand panel to edit the name and desktop icon to match your exercise or branding needs:

{% endstep %} {% step %} ### Configure channel settings for persona

You can go to the `Persona Library` to enable or disable channels for personas individually or in batch as needed. However, in the Master Events List (MEL), when creating an inject, selecting a channel and adding content which will enable the channel for that persona. If there’s any missing configuration for a persona (e.g., a missing email address when they need to send an email), you’ll be prompted for clarification.

{% endstep %} {% endstepper %} ### Options

Option	Description
Channel Type	Type of channel (e.g., Email, Social Media, SMS)
Enable/Disable	Toggles the channel on or off for the exercise
Settings & Style	Access specific configurations and personalise communication parameters

### What the player sees Participants will experience interactions through active channels as if they are communicating in a real-world setting. Depending on the channel, this might include receiving and sending emails, social media interactions, or text messages reflecting realistic engagement. ### :star: Best practices * **Consistency is key**: Ensure communication rules across channels are consistent for realism. * **Customise for clarity**: Use realistic icons and names to enhance the immersion. * **Test for persona suitability**: Would this persona use this channel? {% hint style="info" %} Use the **Channel Assistant** in AXS if you need help deciding which channel is best for the job! {% endhint %} # Historical Content The historical content feature is designed to create an **authentic simulation environment by pre-populating channels with realistic content** that players will see upon logging in. This feature allows designers to specify dates and times for past articles and posts, adding depth and context to the scenario. Additionally, designers can enhance engagement realism by **simulating user interactions, such as comments, likes, and shares**, using the `Apply influence` function. Designers have the option to create past articles manually or by utilising an AI Assistant. ### When to use * Use this feature to simulate historical engagement and interactions to set the stage in both social media and website channels, creating a lifelike scenario * Ideal for scenarios where a credible, pre-populated media environment enhances training and simulation effectiveness, such as in social media management, public relations, or crisis response scenarios ## How to There are two methods for setting up historical content: * Adding individually to **each persona** * Performing a **batch import** through Excel import ### Adding to historic articles going persona-to-persona {% stepper %} {% step %} #### Go to persona library Click on the desired persona for which you want to add historical content.

{% endstep %} {% step %} #### Go to Past posts (or `Past articles`) for websites

{% endstep %} {% step %} #### Add content Content can be added: * **Manually**: Click to add new content * With **AI Assistant**: * Use the AI Assistant to generate content by entering a topic. Ensure your input is detailed for optimal results * The AI Assistant will create **3 articles** based on the provided topic and will use the persona's faction "voice" to maintain consistency in the narrative

* **.csv upload**: If you have prepared content, upload it using a .csv file to quickly populate the persona with historical content. Export first to get the correct format for the .csv file {% endstep %} {% step %} #### Setting past dates & times Designers can set the date and time of historical content in three ways: * **Publication (Real Time)**: The content is timestamped according to the current real-world date and time * **Specific date & time**: Manually enter a specific date and time * **Relative date & time**: Set content to appear a certain number of hours or weeks before the exercise upload date for dynamic scenarios

{% endstep %} {% step %} #### Apply Influence to social media past posts When you click `Apply influence` the past posts will be automatically given engagement within the boundaries set by the influence values in `Other attributes`. To get meaningful values of likes, shares and comments, you'll need to set up these values.

Low means the lowest number of comments/likes/shares on any post and High is the highest number. These values should be in keeping with the persona's influence. For example, taking three types of persona on Twitter: * **Member of Public**: A typical user with <1,000 followers, not widely known * **Opinion Shaper**: A niche expert, journalist, or analyst with \~10k–100k followers * **Big Influencer**: Celebrity or major creator with >500k followers, often verified | User Type | Likes (avg) | Shares/Retweets (avg) | Comments/Replies (avg) | | ---------------- | -------------: | --------------------: | ---------------------: | | Member of Public | 1–10 | 0–3 | 0–2 | | Opinion Shaper | 100–1,000 | 50–300 | 20–200 | | Big Influencer | 5,000–100,000+ | 1,000–20,000+ | 500–10,000+ | | {% endstep %} | | | | | {% endstepper %} | | | | ### Adding historic content in bulk {% hint style="info" %} Using the Bulk import will update content across all personas {% endhint %} {% stepper %} {% step %} #### Click the spreadsheet icon in the persona library

{% endstep %} {% step %} #### Edit spreadsheet For websites, the .csv format has been created to be compatible with the MEL but the crucial columns are: * **From:** this is the persona name (it must match a persona) * **Subject** * **Message** * **Timestamp** Questions, buttonText etc. aren't used for historic content.

For social media the columns are different and more appropriate to social media.

Here are two example files: {% file src="/files/KryawQf3Ky3poSfdKnJX" %} {% file src="/files/1yG2GCnivnnVaC7TxG2Q" %} {% endstep %} {% endstepper %} # Popular channels The following channels emulate popular apps/social media: # Email The email channel works like just as you would expect it to in real life, but you can only **send and receive to players inside of your exercise**. | Benefit | Feature | | ------------------------------------------- | -------------------------------------------------------------------------------------------------------------- | | Emulate email for an interactive experience |

Forward
cc
bcc
Report phishing
Add attachments
Draft

| ## Running {% hint style="success" %} We recommend you encourage players to interact with emails as it makes the exercise much more engaging. {% endhint %} ### Email Management Manage your emails in various ways, on this page you will find more details on how to: * **Create** new emails * **Reply** to emails * **Forward** emails * **Draft** emails * Email **multiple** participants * Report emails as **phishing** #### Creating new emails Creating an email is as simple as in real life. The image below underlines the basic options when creating a new email:

#### Replying to emails To reply to an email you need to use the buttons below the email, just as you would do in real life:

#### Forwarding emails To forward an email, click the forward button and choose a contact you want to forward it to:

#### Draft emails Save emails as drafts so you can plan and return to them at a later date. To do this: 1. Click `Compose` on the left-hand panel and begin writing your email 2. Navigate to the send button but click the upwards arrow next to it. Here you have the option to save as a draft 3. Your saved email can be found in the Drafts section of your email

#### Emailing multiple participants To email multiple participants click the `To:` tab and select the desired contacts. **Alternative: Create a contact list** Alternatively, you could create an email group by navigating to the Contact List, creating a new list, and selecting the participants you want to add: * Rename the list by clicking the pencil icon * Send an email to all participants in this list by clicking the paper plane icon

#### Reporting emails Allows players to report suspicious email content as phishing. Phishing reports are presented to Exercise Control in the following ways: * Review tab in the Facilitator Dashboard * The Pulse Conversation widget Report an email as phishing by clicking the three dots on the top right of the email and then clicking `Report phishing`. ![](https://helpdocs.conducttr.com/~gitbook/image?url=https%3A%2F%2F3476309720-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsNKxYbIPgfYmCR9EJgAu%252Fuploads%252FiCxSqYl2eSmNvJO4Al5F%252Fimage%2520%2810%29.png%3Falt%3Dmedia%26token%3Dfb14d9d5-3c33-4077-94e1-a9ed3602126c\&width=768\&dpr=4\&quality=100\&sign=db5aa51d\&sv=2) #### Managing emails via tags/folders Improve organisation by grouping emails based on their content or topic into **shared folders**. This allows you to categorise your emails, making it easier to find specific messages when you need them. By creating and using shared folders, you can keep your inbox tidy, streamline communication, and ensure that important emails are stored in relevant, accessible locations. ### Creating tags and Folders {% stepper %} {% step %} #### Select email channel {% endstep %} {% step %} #### Hover over the icons on the left and click `Add tag`

{% endstep %} {% step %} #### Create a name for your tag/folder and `Save` ![](https://helpdocs.conducttr.com/~gitbook/image?url=https%3A%2F%2F3476309720-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsNKxYbIPgfYmCR9EJgAu%252Fuploads%252FieXy8BVF5DxQFz1bvdZN%252Fimage%2520%2812%29.png%3Falt%3Dmedia%26token%3Dd803d6bc-9b78-4d81-b469-39d3225e903c\&width=768\&dpr=4\&quality=100\&sign=b9f7a744\&sv=2) {% endstep %} {% step %} #### To manage your emails click and drag them across to the newly created folder

{% endstep %} {% step %} #### To remove the tag click on the `x`

{% endstep %} {% endstepper %} ### :zap:Are emails published in the real world? No, it's private. Emails you send stay within the secure, private environment of your exercise. What you see is a simulated inbox. *** ## Designing ### How to (Configuration) There are various options for email configuration: * **Enable or disable** (i.e. active or inactive) * Allow players to **compose & send** emails (or prevent) * Allow **autocomplete** of email addresses (recommended) * Provide a **shared inbox** * **Hide players' emails** from the contact list and autocomplete

#### Composing email configuration

For an exercise that's "on rails" where you want to prevent player agency (hint: never a good idea!) you can prevent players from writing & sending new emails. If you allow players to create emails, we recommend you allow "auto complete" of the email address. Autocomplete prevents players mistyping an email address. This is important because there is no bounce indication in Conducttr. A mistyped email address can't be delivered and they'll be no indication of it.

#### Shared inbox configuration A shared inbox requires you to provide a (fake) email address to which all players and injects can send emails and have them readable in the shared inbox folder. ![](https://helpdocs.conducttr.com/~gitbook/image?url=https%3A%2F%2F3476309720-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsNKxYbIPgfYmCR9EJgAu%252Fuploads%252FxnIILwP0KuiR2epU84Op%252Fspaces_sNKxYbIPgfYmCR9EJgAu_uploads_6wPh1W0OXvO82IKczDXb_image.webp%3Falt%3Dmedia%26token%3D35b404bb-fb35-4211-9a29-2149ebcf7adc\&width=768\&dpr=4\&quality=100\&sign=abd51a07\&sv=2) **Shared inbox options**

**Session vs team** The shared inbox can be configured for session or for team. That is, everyone in the exercise sees the same shared inbox ("session") or each team sees their own shared inbox ("teams"). **Sending to the shared inbox** The default configuration requires players to add the shared inbox email address to their sent email. You can however force all emails to be sent to the shared inbox. #### Hide emails configuration If you're using auto-complete, there may be some players' email addresses you don't want to display - for example, those of people on EXCON. Hiding their emails removes clutter and increases the realism. There are three ways to configure this in the Editor by hiding: * **All** player email addresses * **Specific** player email addresses * **Persona** email addresses **Hide all players' emails** This is available in the email Channel `Configuration` and affects the visibility of all player email addresses.

**Hide individual players' emails** From the `Teams` table in the Editor you can toggle individual players' email addresses on and off from the contact list and auto-complete.

**Hide personas' emails** From the `Personas` tab in the Editor you can toggle individual personas' email addresses on and off.

#### **Hide Help Desk email** You need to turn this off even if the Help Desk channel is marked as inactive. The option keeps the support address available for system use but invisible to players.

### How to (Injects) #### Adding images to the Email body **1. Create email inject** Begin by creating an inject and selecting the email channel.

**2. Add text & attach media** To attach your media click the `Attach media` buttons at the bottom of the content box. You'll be directed to your media folder where you can select a pre-uploaded image, import a new one or use the AI Assistant to generate media.

### 🔥Using smartwords A useful way of using smartwords is to position images within the body of the email rather than have them always shown as attachments. Use `{assets.1}` or `{assets.2}` within the body You might also use `{name}` to add the player's name.

And this is how it looks when published from the MEL:

# Msngr Msngr is a Messenger channel which can be used to replicate the alerts channel, **WhatsApp or Slack with restricted permissions.** | Benefit | Feature | | ------------------------------------------------------------------------------ | ------------------------------------------------------ | | Simulate a messenger channel with restrictive permissions or an alerts channel | Allow players to interact through the use of questions | | Tailor Msngr to participants' needs | | ## Running

This is what Msngr looks like to players

### :zap:Can players interact in Msngr? To an extent. Msngr is mostly used as a one-way channel. It allows you to send out communications to players, but players cannot respond. Players can interact on Msngr via answering different types of **questions**: * Choice * Open text * Arrange * Drop-down List * Multiple-select {% hint style="warning" %} If you are looking for an interactive channel where players can chat amongst themselves or respond to an inject, Msngr Plus is a good option: {% endhint %} {% content-ref url="/pages/SK5ipF68qYDJh072L7wg" %} [Msngr Plus](/feature-documentation/designing-and-running/channels/collaboration-based-channels/msngr-plus) {% endcontent-ref %} *** ## Designing ### How to (Injects) In the Exercise Editor, head to `Exercise` > `Add Inject` and select *What Method?* as Msngr. As always, add your content in the text block, choose what persona it's coming *From* and *To* then click save and close:

#### Add a Question to a Messenger Inject To add a question, select **Question** and how you want your players to interact with the inject. ![](https://helpdocs.conducttr.com/~gitbook/image?url=https%3A%2F%2F3476309720-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsNKxYbIPgfYmCR9EJgAu%252Fuploads%252FwwGJeAfcradd4tplJCq1%252FScreenshot%25202025-03-07%2520163800.png%3Falt%3Dmedia%26token%3Df189ea80-27b8-4a3a-9685-eb7e6a928d09\&width=768\&dpr=4\&quality=100\&sign=77995543\&sv=2) **Open Text** – The player types a response once **Choice** – The player selects one option from two or more predefined choices **Arrange** – The player organizes options in a specific order (e.g. by priority) **Drop-Down List** – The player selects one option from a menu **Multiselect** – Similar to Choice, but allows selecting multiple options instead of just one {% hint style="success" %} This flexibility lets you tailor interactions to match the scenario and player's needs. {% endhint %} #### Add automatic replies to questions You can enable automatic replies to questions by selecting the checkbox. There are two options: 1. **Same reply for all choices**– Every player receives the same response, no matter which option they choose 2. **Different reply for each choice**– Each choice triggers a different predefined response, allowing for more tailored interactions {% hint style="success" %} This feature helps create dynamic conversations and enhances realism even further. {% endhint %} ![](https://helpdocs.conducttr.com/~gitbook/image?url=https%3A%2F%2F3476309720-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsNKxYbIPgfYmCR9EJgAu%252Fuploads%252Fmntu4UiWeRQAajE0gBkZ%252FNew%2520HTML%2520screenshots.png%3Falt%3Dmedia%26token%3D6fe76041-9211-4d02-b2a2-59914675852b\&width=768\&dpr=4\&quality=100\&sign=f15aac42\&sv=2) ### How to (Configuration) To rename Messenger and change the channel's icon, head to `Configuration` > `Channels` > `Msngr`

# MicroBlog (Twitter/X) Microblog mimics popular services such as **Twitter/X**. You have the functionality to create past posts, new posts, persona and company profile accounts, and to comment, retweet, and like etc. | Benefit | Feature | | ---------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Customise to mirror a realistic social media space |

Each persona has their own profile page with simulated number of followers, following, and published posts
Simulated account creation data and geotag

| | Full control over content shown and conversations had |

Each team can have their own MicroBlog universe or teams can share the same universe
Publish content live and amplify by "retweeting", quoting posts, or by pinning them

| | Players can rehearse responding to and dealing with real-time social media feeds as you would in real life |

Track and engage with trending topics by following hashtag feeds
Remove unwanted/outdated content from your timeline by deleting tweets

## Running This section outlines the running of MicroBlog in the player view. ### Interacting with tweets * Use the buttons below a tweet to **like, comment** and **repost** * **Compose a new tweet** by typing in the "What’s going on?” section * To **reply** to a tweet, click the speech bubble icon located below the tweet you'd like to respond to * Media files such as images can be included in new tweets and responses

### Searching for tweets/users Use the search option to look for **words or people** in the feed:

### Schedule tweets Click the calendar icon to schedule tweets in advance. Click again and navigate to `Scheduled messages` to delete tweets before they're published. ![](https://helpdocs.conducttr.com/~gitbook/image?url=https%3A%2F%2F3476309720-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsNKxYbIPgfYmCR9EJgAu%252Fuploads%252F2RBB06MhoefomTnPDQFb%252Fimage.png%3Falt%3Dmedia%26token%3D64bb0a14-ffe8-4e49-a7c7-4573426ee364\&width=768\&dpr=4\&quality=100\&sign=c87d89de\&sv=2)

### View hashtag feeds Click on any hashtag so the feed is filtered and you can see related tweets:

### Delete tweets Click on the three dot icon in any of your posts to delete tweets:

*** ## Designing ### How to (Customisation) To customise a persona MicroBlog channel, in the Scenario Editor navigate to `Personas` > select the persona > open the `MicroBlog` tab. Here you will have the ability to customise basic attributes:

#### Basic attributes | Attribute | Description | | ------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Name | Name that will be displayed | | Handle | The persona's username for this channel | | Bio | Short description that will be displayed on the profile page | | Header image | Upload a custom image for the profile header (1500px x 500px) | | Historical content (past posts) | Tweets that will already be published on that profile before the exercise starts. Can be generated using our AI assistant/imported from a .csv file and have media attached | #### Further details (optional) | Detail | Description | | ------------- | ------------------------------------------------------------------------- | | Verified | Is the account verified? (displays blue tick) | | Metrics | Total number of followers, following and published tweets of that profile | | Creation date | When the account was created (to trace the account's credibility) | | Website | Insert a URL in the box, and link the URL to a website via the drop-down | ### How to (Injects) #### Send content via Master Events List (MEL) To send content via the MEL, add an inject and select the MicroBlog channel. Here you have the option to: * Customise the tweet **text** * Attach **media** attachments * Influence tweet **metrics** (retweets, likes and comments) * Add **comments** to this tweet via the `Past comments` tab {% hint style="warning" %} Save time writing your tweet by using the AI Assistant. {% endhint %} ![](https://helpdocs.conducttr.com/~gitbook/image?url=https%3A%2F%2F3476309720-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsNKxYbIPgfYmCR9EJgAu%252Fuploads%252FsYqOKOKshRCjnIr7B4xS%252Fimage.png%3Falt%3Dmedia%26token%3D4910445e-757a-4152-96b0-31755781946a\&width=768\&dpr=4\&quality=100\&sign=8df1f7b5\&sv=2) #### :star:Send content via Pattern of Life (PoL) Generate an entire stack of tweets that can be released dynamically during the exercise. {% hint style="info" %} Find out more about Pattern of Life by visiting the page below: {% endhint %} {% content-ref url="/pages/62clYPD7UgPLtOJp3R7T" %} [Pattern of Life (PoL)](/feature-documentation/designing-and-running/pattern-of-life-pol) {% endcontent-ref %} # Website/News The Website/News channel is a dedicated channel that emulates an **internet browser**. | Benefit | Feature | | ---------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------- | | Create a realistic information environment that looks like the real Internet | Players can use this channel just like the regular web (searching for info, visiting websites and commenting on new articles etc.) | ## Running ### Searching for websites When you add a new tab the search page will appear, here players can search for terms on shown or hidden websites:

In **article-based websites** players can search for any term used in the title, subtitle or body in any new article.

When players type an invalid URL which hasn't been added to the exercise, a "No results found" page will appear as the following:

### View website details View the website details by clicking the three dots upper right in the Website/News channel, or by clicking the customisable icon. {% hint style="danger" %} Note that when a website is hacked, the icon will never appear but the three dots can be accessed or not, depending on your configuration. {% endhint %}

{% hint style="info" %} To find out about sharing article URLs live during an exercise, visit the page below: {% endhint %} {% content-ref url="/pages/cf9A7ZnYFTQ5ZVTR17yD" %} [Links](/feature-documentation/designing-and-running/master-events-list/links) {% endcontent-ref %} *** ## Designing There are two stages of configuration for the Website/News channel: 1. Configuring an **individual website**: * Website URL * Search results * What happens when it's hacked * Past articles * Style (i.e. the look) 2. Configuring the **website channel**: * If a website should be visible or only found by search * If the website is visible, where it appears in the channel tab order ### Configuring an individual website Each website is a persona that has been set as an organisation. To add websites, navigate to `Personas` in your Editor and create a persona for each site. {% hint style="danger" %} The website options won't appear until you check the *Is organisation* box. {% endhint %}

Here you'll find all the different options for designing with the Website/News channel:

#### Website configuration

The basic information you need to provide for a website is: * **Website name** - what the site will be called * **URL** - this is how the site will be available * **http or https** - only change to http if you need to show the website as unsafe #### Search results Conducttr prides itself on realism and for some exercises the Website/News channel will act as it does in real life, with no pre-opened pages. This requires players to search for information as they would on the web. The following fields affect the ability to find a website and it's search results: * **Website description** is what's shown in the search results and is included in the search * **Keywords** - use these if you need the website to be displayed in search results for topics not specifically mentioned in the description or any articles (past and present) * **Ranking** - when websites return similar results, this control determines which is shown higher in the results list * **Paid promotion** - this ensures the site ranks highest but the search result displays a label saying it's a paid search result. #### Display options

These are the options you have on the display options page: * **Website type** - article type is preferred because everything is self-contained in your simulation space {% hint style="warning" %} The "use URL" is available to embed other "real" websites into your Website/News channel. This can be very helpful but many sites prevent embedding for security reasons so it won't work in all cases. {% endhint %} * **Webpage details** - this allows additional information about the website to be displayed on investigation by the player

In this webpage details example, the designer has edited the icon and inputted an email address for the player to find in the Virtual Desktop

In this example, the designer has inputted multiple tabs, including authentication of the website's identity, for the player to find upon investigation

* **Hacked website** - this allows you to upload an image or select one of our pre-made images to be displayed when the website is hacked #### Past articles You need at least 1 past article if you want the website to be displayed before you publish anything from the Master Events List (MEL):

The purpose of the past articles is to make the website look credible and provide context to this persona/organisation. The timestamp on the article can make some difference to the **realism or storytelling** of your exercise. You can set an absolute `Date and time` or one that's `Relative` to the publication of the exercise.

#### Style Click the pencil in the style page to configure how the website page will look:

Click the drop-down menu to edit different sections of the website:

**Header** You have two options when customising a website header: 1. **Default**: edit the colour, logo, font, and header terms for your website:

2. **Header image**: or upload a high quality image and crop to size in-platform:

#### Bulk changes If you have a lot of websites and want to check across them all or configure in bulk, export to a spreadsheet, manipulate, and reimport:

### Configuring the Website/News channel

#### Channel tabs There can be a lot of websites in large exercises and so you're provided with a lot of options for how websites are made available or not. #### Tabs configuration Decide which websites should be active or inactive and if they should appear as an open tab at the start of the exercise. {% hint style="danger" %} You need past article(s) on your website for it to be displayed at the start of an exercise, otherwise there is no content to display. {% endhint %}

#### Order of tabs There are various options for deciding the order of websites in the open tabs at the start of the exercise:

# GoSocial (Facebook) GoSocial is a simulated social media channel, similar to **Facebook**. It lets you create organisation and personal pages where users can post and comment just like in real life. | Benefit | Feature | | ---------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------- | | Rehearse responding to and dealing with real-time social media feeds as you would in real-life |

Posts can be published automatically in the MEL
Feeds can be displayed by teams or sessions

| ## Running

This is what GoSocial looks like to players, but this can be customised to your preference

### Creating groups live Groups allow you to share posts and content amongst a specific group of people. It reproduces an **online ecosystem based on private discussion groups** managed by specific players or role-players. To create a new Facebook group live during the exercise follow the steps below. {% stepper %} {% step %} #### Create new group First ensure you have the *Create Facebook group* special permission assigned. Then, in the GoSocial side panel, there will be a button: `+ Create new group` .

{% hint style="info" %} Learn more about assigning special permissions in the page below: {% endhint %} {% content-ref url="/pages/sP1Q6uHHQCXjoOPm6RuB" %} [Positions and Special Permissions](/feature-documentation/designing-and-running/facilitation/facilitator-dashboard/positions-and-special-permissions) {% endcontent-ref %} {% endstep %} {% step %} #### Customise the group Customise your group details to create a more realistic group. Here, you can give your group a name, description, and cover image.

{% endstep %} {% step %} #### View the group The new group will appear on the left column. Click on the name to access it.

Further available actions for those assigned the *Create Facebook group* special permission: **Edit group** Edit the group name, description, and cover image:

**Delete group** Delete groups leading to all discussions becoming inaccessible:

**Manage members** Group creators can: * Accept/reject members * Remove members * Make/revoke moderators * Add members as friends

{% endstep %} {% endstepper %} ### Groups: Player actions #### Search group Players can only find a group if they search for it in the GoSocial channel search bar:

#### Join groups Once players have searched for and found a group they can join by clicking `Join group` :

Initially it will appear as a pending request until the group creator or moderator accepts the request. #### Post Once players have been accepted into a group they can: * Post text and images * Like and comment on posts

#### Moderator mode If the group creator has made a player a moderator, moderators have the ability to accept or reject new members:

### Available player actions Players can interact with this channel just as they would in real life, this includes posting, engaging (commenting, liking, sharing), and deleting content. #### Posting In the GoSocial channel, you will see a box at the top of the screen that allows you to `Create post`. Here you have the option to include text as well as an image:

#### Engaging with content Below each post you have the option to comment, like and share the post:

#### Deleting content Click on the three dot icon in any of your posts to delete them:

*** ## Designing ### How to (Customisation) To customise the look of the GoSocial page go to `Configuration` and `Player Desktop`. Select GoSocial and customise the styling in the right-hand panel:

{% hint style="success" %} Consider customising the channel to simulate your company page. This creates more realism when rehearsing how to manage comments/posts amidst a crisis. {% endhint %} ### How to (Injects) Create GoSocial content in the Masters Event List (MEL) adding an inject and selecting the `GoSocial` channel. Edit the metrics to include comments, likes, and shares on the post, and add actual comments in the `Past comments` section:

Select where you want the post to appear: * **Specific page:** if you want the post to appear on a specific page click this drop-down and select the organisation * **Independent post:** if it is an independent post leave this dropdown blank ![](https://helpdocs.conducttr.com/~gitbook/image?url=https%3A%2F%2F3476309720-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsNKxYbIPgfYmCR9EJgAu%252Fuploads%252F7JOLPzkdmYspdrQv2E6u%252Fgosocial%2520page.png%3Falt%3Dmedia%26token%3De9853a1e-9573-411b-82f5-d19fdb12837c\&width=768\&dpr=4\&quality=100\&sign=91f3547a\&sv=2) # Pop-up channels The following channels are pop-ups: # Notification The Notification channel allows you to **send players messages that appear on their screen** during an exercise. | Benefit | Feature | | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------- | |

Mimic desktop alerts
Provide essential updates, warnings or prompts that need immediate visibility
Ensure critical moments in the scenario are highlighted
Keep both participants and Facilitators informed

| Send players simple, attention-grabbing messages that appear on the screen during an exercise | ## Running

This is what notifications look like in the player view

*** ## Designing ### When to Use * Provide **in-world alerts** like an SMS notification or **out-of-world instructions** to the facilitator * Use for **quick updates** to notify participants of important milestones * Highlight critical moments in a scenario that require **immediate attention** * **Interrupt** player activity for essential prompts or decisions ### How to (Configuration) To add or remove audio bleep, navigate to the `Configuration` tab in the exercise editor. Choose `Channels` and select `Notification`. ### How to (Inject) All other setup is in the inject (i.e. in `Exercise`)

Example notification with optional question

#### Option Descriptions | Option | Description | | ------------- | -------------------------------------------------------------------- | | Sound | Toggle sound alerts on or off for notifications. (in `Style`) | | Attach media | Add image to make more realistic or appealing | | Add timer | Include a countdown that closes the notification (avoid if possible) | | Add questions | Present the user with choices that cannot be skipped | #### What the Player Sees 1. **Standard Notification**: Appears as a simple pop-up on the participant's screen:

2. **Notification with Question**: Displays a choice of buttons that the user must click. Two buttons appear side-by-side, while more than two will stack vertically:

3. **Notifications with Timers:** Shows a timer countdown; once started, it cannot be skipped or sped up:

{% hint style="danger" %} Note that timers and questions cannot be used simultaneously. {% endhint %} ### ⭐Best practices * Use media attachments to enhance the impact of your notifications * Design clear, concise, and purposeful messages to ensure user engagement * Avoid timer if possible or else set reasonable timers to allow participants adequate time to respond. But not too long because you're removing agency if the pop-up is just a message ### :zap:FAQs:

Can notifications be sent to specific people?

Yes, just like any other inject, you can decide to send it to all players, the EXCON team, roles or positions etc.

Can players dismiss or acknowledge notifications?

Notifications cannot be skipped, they will appear on screen and the player will have to close the notification to see their dashboard again.

Do notifications persist, or do they disappear after being viewed?

A "X" appears for the standard notification allowing players to close the notification. Question notifications require players to select a choice in order for the notification to disappear. With a timer notification, there is not choice for the player to close the notification. They have to wait for the timer to be up.

Is there a way to track whether a notification was seen or interacted with?

Only question notifications are tracked and the data can be found in the facilitator dashboard within the review tab and reports.

### Examples The sharefile below has an example of each type of notification option: * Standard (no button or timer) * Choice * Timer {% file src="/files/lKXyijFwOKFgkiHfS5Jv" %} In the above example, we move players in Groups depending on their choice. * Group 1 is the default group that all players belong to at the start of all exercises. * The player is prompted to make a choice of running the anti-virus scan or not. Those who do are added to Group 2 and those who delay are added to Group 3. * After this choice no players will belong to Group 1. This means we can use Group 1 later for those of accept another chance to run the virus scan. * You'll see that injects are sent to Group instead of to All and hence players see the consequence of their choice # Media pop-up Media pop-up is a channel you can use to make an **image or video "pop-up" and appear on the player's screen**. | Benefit | Feature | | ------------------------------------------------------------------------------------ | ------------------------------ | | Grab players' attention immediately regardless of which channel they're currently in | Simulate breaking news stories | ## Running

This is what a media pop-up looks like for players (with news ticker text)

*** ## Designing ### How to (Injects) #### **Create an inject and add the media** Within the inject, click on "Please add video or image" to import it through your media library. Alternatively, drag and drop the media you want.

**Settings to note:** **Time**: Select the amount of time that you want the image/video to stay on the screen. If you are attaching a video change the time at the bottom to the same time as the video. If you have a long video, you might choose to use a shorter duration so players aren't interrupted for the whole video. **For video pop-ups:** **News ticker Text:** This is text that scrolls across the bottom of a video, like a news ticker. You can use the toggle button to select the direction in which the banner moves (used for different languages that may read right to left instead of left to right) **Overlaid Image:** Overlay an image on the video and set the start time and duration that you want the image on the screen. Using the news ticker and overlaying an image on a video allows you to get greater use of "generic" video content by making it appear bespoke to an exercise. For example a video about a flood can now appear to be about a flood in this area or affecting these people*.*

### :star:Best practices * Use media pop-ups sparingly to create spectacle * Remember your exercises should be participatory and that media pop-ups interrupts the player's current activity. Use it when you need to grab attention! # Phone call The Phone call channel is a rich media pop-up that **simulates an incoming phone call**. | Benefit | Feature | | --------------------------- | -------------- | | Grab the player's attention | MP3 audio file | ## Running

This is what phone calls look like to players

*** ## Designing ### How to (Injects) Create an inject as normal, choose your persona etc. and attach/drag and drop an audio file.

#### Receiving a voicemail Players have the ability to reject calls and not listen to them. They also may struggle to remember the call after it's finished. To counter this, you might consider adding **a voicemail channel in the form of saving the audio file to the Portal (Drive) channel**. {% hint style="info" %} To learn more about the Portal channel, visit the page below: {% endhint %} {% content-ref url="/pages/eX1N92cDLoqKAOms2koW" %} [Portal](/feature-documentation/designing-and-running/channels/information-based-channels/portal) {% endcontent-ref %} The images below show different approaches to recording the call:

**Option 1:** A dedicated channel (Portal) has been created called *Voicemail* **Option 2:** A persona called *Call recorder* has been created and publishes to a regular channel ### How to (Configuration) Go to `Configuration` *>* `Player Desktop` *>* `Phone Calls` .

Here you can edit the background, Phone image, the accept and reject buttons and the logo:

Adding a phone background image makes the player experience more enticing:

### FAQs

Can I use text-to-speech, or do I need to upload an audio file?

You can upload an audio file directly from your external files. If you want to use a text-to-speech functionality, we recommend you use

Can I track players interactions with player calls?

You can review player activity live within the facilitator dashboard by selecting the `Review` tab **>** `Review` **>** `Player Activity`. Alternatively, you can export a report to see player activity after the exercise.

# Walkie-talkie The Walkie-talkie channel is a media pop-up that simulates **radio-style audio communication**. | Benefit | Feature | | ---------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------- | | Demands immediate attention, making it ideal for urgent alerts or high-pressure communications |

MP3 file
Use in tactical/emergency scenarios

| ## Running

This is Walkie-talkie looks like to players

No matter what channel the player is in, the Walkie-talkie grabs their attention by taking over the screen. There's no skip option, players must press `Push to Answer` to listen and `Release to End` to finish:

{% hint style="success" %} The persona's name will appear in the screen of the Walkie-talkie. {% endhint %} *** ## Designing ### How to (Injects) Create an inject and choose your persona. You can attach or drag and drop an audio file:

### FAQs

Does the Walkie-talkie interrupt other interactions, such as email or chats?

Yes, the Walkie-talkie channel **overrides** other interactions by covering the screen, ensuring players cannot ignore it. Great for **urgent alerts, time-sensitive commands, or simulating high-pressure radio communications** where immediate attention and response are needed.

What happens if the player doesn't press Push to Answer?

Players must press `Push to Answer` to listen to the message and `Release to End` to close it. There is **no skip option**, so they need to engage with it before returning to other tasks.

# Which pop-up is right for me? In Conducttr, there are a variety of channels you can use as pop-ups that disrupt players' current activity. These include: 1. **Notification** 2. **Media pop-up** 3. **Phone call** 4. **Walkie-talkie** The flowchart below provides a quick overview of what makes each notification channel distinctive:

Quick guide to selecting a notification channel

### Notification vs Media Pop-up The tables below compare and contrast the notification and media pop-up channel because they have the greatest similarities. #### Occupies whole screen | Channel | Occupies whole screen? | | ------------------------------------------------- | -------------------------------------------------------------------------------------- | | Notification | No, the notification appears as an overlay at a size to fit the text or attached media | | Media pop-up ( :star: best for **intrusiveness**) | Yes, the media pop-up covers the whole screen | #### Video auto-plays | Channel | Video auto-plays? | | ----------------------------------------- | ------------------------------------------------------------------------------------------------ | | Notification | No, while a video can be attached, it wouldn't be a common use-case | | Media pop-up ( :star: best for **video**) | Yes, an attached video will fill the screen and play immediately (ideal for breaking news clips) | #### Timed display can be skipped {% hint style="danger" %} Timer can't be used with questions. {% endhint %} | Channel | Timed display can be skipped? | | ------------------------------------------------- | ------------------------------------------------------------------------------------------------- | | Notification | The notification appears for duration of the timer and **cannot be skipped** or closed | | Media pop-up ( :star: best for **player agency**) | The media pop-up appears on screen for the duration of the timer but **can be skipped** or closed | #### Persona is displayed | Channel | Persona is displayed? | | -------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Notification ( :star:best for **SMS** and other **in-world alerts**) | Yes, displaying the persona image can help to make the notification appear as an SMS message or from a crisis management platform or as an alert from anti-virus software | | Media pop-up | No | #### Questions can be added {% hint style="danger" %} Questions can't be used with a timer. {% endhint %} | Channel | Questions can be added? | | --------------------------------------------------------- | ---------------------------------------------------------------------------- | | Notification ( :star: best for **requesting a decision**) | Yes, questions can be added and can't be skipped (player must make a choice) | | Media pop-up | No, questions cannot be added to a media pop-up | # Information-based channels The following channels are information-based: # Captions The Captions channel allows you to **display a small text pop-up in the left-hand sidebar** of the Virtual Desktop underneath the player profile image. | Benefit | Feature | | --------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ | | Display story-time, points, or other status changes |

Add two different lines of text and style them independently
Update this text whenever you wish by publishing to the channel

| ## Running

This is what captions look like to players

{% hint style="danger" %} Captions are not visible in mobile view. {% endhint %} *** ## Designing ### How to (Configuration) To adjust the colour, font, text size and position (above or below the channel icons) navigate to `Configuration` > `Channels` > Click `Captions` and then click the pencil & ruler icon in the top right hand corner:

### How to (Injects) The persona is never seen in the Caption channel. When using captions to communicate the current exercise date/time, tagging the inject can help make the Master Events List (MEL) more easy to read but it's not necessary.

### :zap:FAQs

Can players interact with captions?

No, captions are for display only and do not require player interaction.

Why aren't my captions appearing?

Ensure the Captions channel is active in your scenario by going to `Configuration` > `Channels` > activate the Caption channel with the toggle.

What happens if I send a caption after another?

The new caption will replace the previous one.

# Graph The Graph channel provides a **feedback mechanism** to players based on the choices they take. It's a tool that allows you to **visualise and communicate key data trends** during an exercise. It can be used for stock prices, website views, campaign donations etc. | Benefit | Feature | | ------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------ | | Monitor data in real-time | Create dynamic, interactive charts (line chart) that track metrics throughout the exercise | | Provide a feedback mechanism to players based on the choices they take | Update graphs via the MEL | | Increase immersion by showing changes of a time-based metric such as visitors to a website, campaign donations etc. | Use static value, variables or formula | ## Running

This is what the Graph channel looks like to players

*** ## Designing ### How to (Injects)

{% stepper %} {% step %} ### Create a new inject Change the channel to Graph. {% endstep %} {% step %} ### Select the audience Who do you want to send the inject to? This may be role or team orientated. {% endstep %} {% step %} ### Select which number the Graph should chart To work with a Variable you'll need to use Calculations somewhere else in the scenario but adding a number is the simplest way. {% endstep %} {% endstepper %} {% hint style="success" %} Send Graph injects to respond to player choice throughout the exercise to develop the graph. {% endhint %} ### How to (Configuration) Go to `Configuration` > `Player desktop` > `Graph` > see Chart type to choose a *Line* or *Bar* chart and to label the axis.

# Portal Portal simulates an online library/folder such as **Microsoft Sharepoint or Google Drive**. It acts as a **hub for accessing important data**, intelligence, or briefing materials throughout the exercise. | Benefit | Feature | | -------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | An easy way to share content with players that is readily available | Upload and store important content for players to view throughout the exercise | | Ideal for sharing static information that players need to reference periodically | Schedule the release of resources in the Master Events List (MEL) to coincide with specific phases of the exercise, ensuring participants receive information when it's most relevant | ## Running

This is what Portal looks like to players

*** ## Designing ### How to (Injects) To ensure participants receive information when it's most relevant, schedule the release of resources via the MEL as an inject:

{% hint style="success" %} Attach any kind of media you like (PDFs, images, videos, audios etc.) {% endhint %} # Diagrams What are Diagrams? Diagrams is a channel in Conducttr that allows you to create an **interactive diagram.** | Benefit | Feature | | --------------------------------- | ------------------------------------------------------------------------------------------ | | Greater emotional impact | Dynamically change background image/add and move counters to pre-defined diagram locations | | Communicate dynamic info-graphics | Create multiple diagrams for different purposes within the same scenario | ## Running The diagram will be updated according to how you configured your counters, locations, and Diagram injects.

With a new inject in the Master Events List (MEL), you can update that plane so e.g. it shows where it crashed:

### Timeline The timeline in the Facilitator Dashboard updates itself when counters are added or moved. *** ## Designing {% embed url="" %} {% stepper %} {% step %} ### Create your diagram Navigate to `Configuration` > `Channels` > `Diagram` area and click to add a diagram. Upload your image (1920 x 1080px) to be your "diagram".

{% endstep %} {% step %} ### Add locations to the diagram When you get to Master Events List (MEL) you'll be able to send icons to diagram locations. But first you need to add the locations. Click the map or click "Add location", then move the "location" to where you need it. {% endstep %} {% step %} ### Upload a marker Upload an graphic to use as a marker with the diagram if you don't like the pre-defined markers (icons). {% endstep %} {% step %} ### Add inject to affect the diagram * Update diagram can be used to replace the whole image (e.g. if the diagram is representing polling data) * Move marker to location - positions a marker on the map (see below) * Change marker icon - this can be used when the marker changes status e.g. if a ship is destroyed or a server is hacked

{% endstep %} {% step %} ### Move marker to location

{% endstep %} {% endstepper %} # TV The TV channel allows designers to **deliver streaming content to participants** during an exercise, simulating broadcast-style updates and new reports etc. This enhances realism by providing participants with timely media coverage. | Benefit | Feature | | -------------------------------------------------- | ------------------------------------------------------------------------------------------ | | Stream live YouTube feeds from major news channels | Schedule streaming content via the MEL which plays automatically when published to channel | | Switch between live and recorded feeds via inject | Simulate television channels, drone footage etc. | ## Running

This is what the TV channel looks like to players

*** ## Designing ### How to (Injects) 1. Add an inject, select the TV channel, and click to add video:

2. Select the video you want to use:

3. Once the video is attached you can modify: * The **news ticker** by adding text in the content box * An **overlay image**: click the image with a `+` icon. You can also set a time below for this image to appear and disappear {% hint style="warning" %} Ensure the video content is appropriately timed with the news ticket text for sufficient reading time {% endhint %}

4. Send the TV channel to players. The default option here is to send to `All` . But you can send to a specific player by setting up a position if you wish. #### Send to a "dedicated screen" You can use positions to send TV channel injects to a "dedicated screen". To achieve this, do the following: 1. Create a TV position in `Configuration` in the Editor:

2. Instead of sending the TV channel inject to All, send it to the TV position:

3. In the Facilitator Dashboard, assign the desired player with the TV position:

Now, only players assigned with this position will receive TV injects. Only sending TV channel injects to some players can test teams' communication skills throughout an exercise. ### FAQs

What happens if I upload another video to the TV channel?

It will replace the previous video uploaded on the TV channel.

# Exercise-logging channels The following are exercise-logging channels: # Log The Log channel is a team-based channel where players can **record their key decisions** and allow others to comment on those logs. | Benefit | Feature | | ----------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Establish an official record of the crisis response |

Dedicated channel for recording key events, decisions, and actions during the exercise
Chronological record that reflects how the situation developed

| | Support the role of the crisis log keeper |

Players can formally record decisions, actions, and issues as they occur
Each entry automatically captures date and time

| | Maintain shared situational awareness across the team |

Logged entries are visible to other participants
Issues and updates can be recorded and tracked as the situation evolves

| | Capture the rationale behind decisions |

Attach documents, screenshots, or evidence to log entries to preserve supporting information linked to specific decisions

| | Enable structured post-exercise review |

Facilitators can review how the team responded and how decisions were made

| ## Running To create a new Log entry click `New entry`:

{% hint style="info" %} The Log channel saves details such as time and date of each entry, allowing you to view when decisions were made or when issues were reported. {% endhint %} Once you click the pencil icon the Log entry window will appear. Here you can edit the formatting of the text with the options (**bold**, *italics*, ~~strikethrough~~ etc.) highlighted in the screenshot below:

### Creating tables You can also create tables in Log entries to clearly organise information.

### Comments, edits and bookmarks

#### Comment Click on a Log entry to expand it and add a comment in the textbox as shown above. #### Edit If you need to edit a Log entry, click the :pencil2: pencil icon next to the Log entry subject. This will allow you to re-enter the Log entry window and make any necessary changes. Remember to click `Save`. {% hint style="warning" %} Particpants can only edit their own Log entries. {% endhint %} #### Bookmark Check the :star: star symbol to bookmark a Log entry. This will move the Log entry to the top of the list. ### Search and filter Look for specific words and phrases throughout the Log channel via the search bar and filter Log entries by persona or player:

*** ## Designing ### How to (Injects) To **activate the Log channel, you must send an inciting inject** to the players via the Master Events List (MEL) in your Editor. The text entered in the subject and body of the inject will appear as the heading and main body of the Log entry for players, making it a good place to provide prompts or instructions on what you want them to record:

{% hint style="success" %} Use the **Log 2 channel simultaneously to have separate logs** for different subjects/departments/uses within an exercise. {% endhint %} # Checklist The Checklist is a **customisable "to-do list"** created by the designer. The Checklist is accessible only to players with special permissions. | Benefit | Feature | | ------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Ensure all training objectives are complete |

Fully customisable to-do list (objectives and tasks) visible to players that directly corresponds to the exercise objectives
Only accessible to designated players

| | Employ as a memory aid to guide activities during an exercise |

Checking objective auto-checks all items
Evaluation (AAR) feature functions within the Checklist, allowing observers to leave comments alongside objectives to quality the check
Player checklist responses are exported in the AAR report

| ## Running

This is what Checklist looks like to players

{% hint style="danger" %} The designer of the exercise must create the Checklist and activate the channel for it to be available on an exercise. {% endhint %} Checklist permissions are usually given to the observer player. Combine with the After-Action Review (AAR) special permission to **allow observers to make comments on checked items**. {% hint style="info" %} To find out about AAR, visit the page below: {% endhint %} {% content-ref url="/pages/H7o1n3mUcpot6akEztVf" %} [After Action Review (AAR)](/feature-documentation/designing-and-running/observation/after-action-review-aar) {% endcontent-ref %} ### Assign Checklist as special permission Assign the Checklist special permission in `Teams` inside the Facilitator Dashboard:

### Using the Checklist Players with the Checklist special permission will see the Checklist channel appear as an icon on their desktop. * To mark an objective as completed, click the checkbox * To leave an AAR comment next to an objective, click the speech bubble and write your comment * A green speech bubble indicates a comment has been made

### Checklist & Exercise report The checklist status of all players with access to the channel is presented in the AAR report. The AAR report can be downloaded from the Review tab.

Refer to the example below to see how Checklist and AAR comments are exported into an exercise report:

Moderators will be able to see the checklist status of all designated players when they export the AAR report. *** ## Designing ### How to (Configuration) Navigate to `Configuration` and `Exercise Setup` in the Editor to create your objectives. Click `Add objective`:

Create sub-objectives/goals by clicking `Add goal`:

Upload your checklist to your space in `Configuration` to see these changes:

# Checklist not appearing? There are two common reasons why the Checklist may not be appearing. Either it is not activated in Style or it is not assigned in the Facilitator Dashboard. See below for more details. ## Check that it is activated in the Editor Go to `Configuration` and `Channels` in the Editor and scroll to locate Checklist. Here you can ensure it's is toggled to Active:

## Ensure you have assigned the Checklist in the Facilitator Dashboard Ensure you have assigned the Checklist special permissions to players via the teams table:

{% hint style="info" %} To learn more, visit this page: [Positions and Special Permissions](/feature-documentation/designing-and-running/facilitation/facilitator-dashboard/positions-and-special-permissions#special-permissions) {% endhint %} # Monitoring and alerting channels The following channels are used for monitoring and alerting: # Help Desk The Help Desk channel simulates an **online customer support desk.** | Benefit | Feature | | ----------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Effectively simulate the work day of a Helpdesk agent |

Send ticket to players using injects in the Master Events List (MEL) or Pattern of Life (PoL)
Role players can raise tickets during a live exercise

| | Apply pressure to players |

Reply to tickets via email/on the Help Desk channel
Assign tickets to other players, change ticket status, and set ticket importance
Write internal messages (only visible to players with access to Help Desk)

| ## Running

### Special permissions To give a participant access to the Help Desk channel as a Helpdesk Agent, facilitators will need to assign a special permission via the `Teams` tab in the Facilitator Dashboard:

*** ## Designing ### How to (Configuration) To configure the Help Desk channel in the Editor, go to `Configuration` > `Channels` > `Help Desk` and see the settings on the right-hand side:

# InfoMap InfoMap displays social media and news articles on a **global map** and content feed for personas that are **geolocated**. | Benefit | Feature | | -------------------------------------------------------------- | ----------------------------------------------------------------------- | | Geolocates social media and news for real-time context | Display a range of icons for content matching anticipated words/phrases | | Combines multiple information streams for efficient monitoring | Filter feed by geographic regions and search items | | Supports faster, more informed decision-making | Clickable pins display post content, user, and link to post | | Helps identify misinformation and communication gaps | Filtering by channel: GoSocial, MicroBlog, or InstaMedia | ## Running See the image below for an overview of the InfoMap layout:

InfoMap has the following capabilities: Filter and search by: * **Keyword** (on feed or map) * **Channel** (GoSocial, MicroBlog, InstaMedia) * **Timeframe** * **Geographical region** * **Open and interact** with posts View in a range of immersive modes: * **Channel** view * **Activity** view * **Full screen** * **Zoom** in/out ### News aggregation News aggregation conveniently provides insight into media activity on one screen. This replicates familiar software trainees might use in real life and contributes to a **high fidelity environment**. ### Available actions #### Editing locations during an exercise To edit personas' locations during the exercise first assign the *Edit Players Geolocation* special permission. Once this has been assigned click on the persona's social media profile, and then the pin next to the persona's profile image:

#### Filter & search You can search for specific content by applying various features: | Filter by... | Description | | -------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Keywords |

There are two different ways you can search for keywords:

1. The main search bar to search the filtered map area

2. The secondary search bar to further search the feed

| | Channel |

You can filter content by channel:

1. Click on channel

2. Select the content you want to filter from the drop-down menu

| | Timeframe |

You can filter content by minutes, hours, days, months or years:

1. Click on the calendar, located to the left of the map search bar

2. Select the timeframe you desire and click "apply"

| | Geographical reigion |

Information can be filtered geographically by drawing on the map:

1. Click on the calendar, located to the left of the map search bar

2. Select the timeframe you desire and click "apply"

| #### Open and interact with posts Pins on the map are interactive and when clicked on, display all the posts from that location. When an icon is clicked, that post is then located in the field. Click on `See source` to find, view and interact with the original post. #### View in a range of immersive modes By switching to Activity view, important news is quicker to recognise because icons are assigned based on content. | View/mode | | | ------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Activity and Channel view |

Click on "layers" to switch between activity and channel view.

Switching between these views will impact the icons displayed on the map and in the feed.

In Activity view, icons correspond to content matching words or phrases in the live feed.

| | Full screen mode |

Full screen mode hides the virtual desktop, allowing for a more immersive experience into InfoMap.

To enable full screen view:

Click on the full screen button located in the top left hand corner of the map.

| *** ## Designing ### How to (Configuration) To configure the Help Desk channel in the Editor, go to `Configuration` > `Channels` > `InfoMap` and see the settings on the right-hand side:

#### Configure geotagged personas Enter the desired coordinates into the *Location* box, or manually select the location of personas by clicking the map and pin icon.

This will take you to a map where you can pin the location of a persona:

#### Configure geotagged factions To geotag entire factions, filter the faction you wish to geotag and click the stack icon to bulk change personas:

In the Bulk change personas window, tick the *Change location* checkbox and either manually enter the desired coordinates or select the location via the map by clicking the map and pin icon:

# Social Watch Social Watch is a dedicated channel that allows participants, role-players and exercise control to **monitor and analyse the conversation in social media channels**. | Benefit | Feature | | -------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Detect, visualise, and monitor conversations on social media |

Customisation of monitored terms/hashtags
Multi-channel monitoring
Column-based interface for independent visualisation of terms
Live sentiment analysis of each content (positive, neutral, negative)

| | This can play a crucial role in crisis exercises, addressing reputational damage/countering disinformation campaigns |

Trending peaks graph
Influencer identification based on search terms
Word clouds for related phrases

| ## Running ### Setting up Social Watch #### Add watchwords 1. Click the `+` icon and type the term you want to monitor across social media {% hint style="info" %} To add additional columns click the + icon again {% endhint %} 2. Either type a term or select one from the drop-down 3. Click `Add` to add this term {% hint style="info" %} You can use AND and OR operators for advanced watchwords: * Virus AND vaccine * Virus OR vaccine {% endhint %}

#### Set up alerts When adding a new column, after selecting the watchword, turn on the switch for Trending alert, then customise the trending criteria. When the trending criteria are met, an alert pop-up window wil appear.

### Filter and search Each column can be filtered by channel and by sentiment:

Click on the magnifying glass in each column to search for specific words in each watchword feed:

### Creating and monitoring metrics #### Generate word clouds When in the expanded view, click on the cloud icon to generate a watchword-related word cloud. You can hover over each popular word to see the number of mentions. #### Monitor influence In each column, in the section *Authors*, you can list all authors (personas, role-players and any content contributor) that have used the watchword. You can filter this view by channel and sort by the number of followers, following, messages, and alphabetically.

#### Research profiles Click on any username in the Social Watch column (in blue), to open that persona profile. Participants can research the nature of the profile by observing: * Verified account * Number of posts published * User handle * Bio * Account creation date * Posts (images, text and links to websites) * Following and followers, which can be clicked to research each persona's social graph (if your license allows it)

### View in a range of immersive modes There are two Social Watch views. Choose which metrics to display by selecting either the column or expanded view. #### Metrics insight Access this view by clicking the bar graph button. This provides deeper insights into conversations around the team, showing metrics like sentiment analysis, trends, and post authors. You can get further details surrounding the term by changing to the expanded view, see below for more information on this.

#### Column view Enables you to view all posts related to the selected term in a list, along with details on each post's influence, the poster, the channel used, and the sentiment.

#### Expanded view To access the expanded view first ensure you have clicked the bar graph button, then you will have the option to expand.

Once the column is expanded this will give you a deeper insight into the metrics surrounding this conversation.

### Sentiment analysis Conducttr will automatically identify and categorise content posted in your exercise social media. This will be tagged as negative (red), neutral (grey), and positive (green). This allows participants to monitor specific watchwords and quickly assess the conversation sentiment. This is particularly useful during crisis simulations where the company brand is at stake: **reputational damage, user complaints, disinformation campaigns**, etc. {% hint style="warning" %} Note that Social Watch categorises live social media. Scripted social media that's in your Master Events List (MEL) or Pattern of Life (PoL) should be analysed inside the Editor before publishing. {% endhint %} *** ## Designing ### Configuration (How to) #### Sentiment To get the most from Social Watch, provide social media posts with sentiment. To do this in bulk via the Master Events List (MEL) or Pattern of Life (PoL) stack, click the :thumbsup: button to analyse and identify social media posts' sentiments.

{% hint style="info" %} The sentiment analysis is only on the content text, it doesn't understand irony or context. You may therefore need to tweak individual content sentiment to have the desired effect in the exercise. {% endhint %} Individual sentiments can be adjusted directly by clicking on the sentiment and selecting from the drop-down list:

#### Preconfigure columns You can preconfigure Social Watch columns for players in the Editor under `Configuration` > `Channels` > `Social Watch`. Select `+ Add column`:

# Communications Manager The Communications Manager (or Comms Manager) is your **central hub for managing multiple role-playing personas** during an exercise. Instead of switching between channels, you can monitor and respond to all persona communications from one place. It's especially useful in exercises role-players need to impersonate multiple personas. For personas with a full cognitive model, role-players can also set a persona **to auto-respond using AI.** Depending on the goals and experience of your training audience, auto-response might be best used for secondary or less crucial personas - freeing human role-players to manage leading personas.

Benefit

Feature

Easier to manage multiple impersonations

See all incoming and outgoing messages across assigned personas

Reply manually as a persona, or let AI handle responses automatically

Monitor multiple social channels (MicroBlog [Twitter/X], GoSocial [Facebook], InstaMedia [Instagram], Telegraph [Telegram], Website/News [Browser], Forum [Reddit])

### How does it work? #### Behavioural Simulation Engine (Conducttr's 4Rs Model) Comms Manager uses Conducttr's 4Rs model to power persona decision-making: * Is the request **RELEVANT**? * Does it **RESONATE**? * How should I **REACT**? * What's my **RESPONSE**? This pipeline guides how personas process incoming messages, ensuring their responses stay true to their cognitive model and in-character persona.

## Designing :zap:Before running the Comms Manager in Social Watch, work through this setup checklist: * #### Activate the Social Watch channel and ensure that *Autonomous Personas (Auto)* is toggled on

* #### To get the most credible AI-generated responses, complete the scenario description and ensure it provides adequate exercise context. Personas must have full cognitive models

{% hint style="info" %} To find out more about persona attributes, visit the page below: {% endhint %} {% content-ref url="/pages/wRYkXCAB5l7N3Qxg2pTW" %} [Working with personas](/feature-documentation/designing-and-running/personas/working-with-personas) {% endcontent-ref %} * #### Persona permissions and player positions need to be aligned for the human players to gain access to the persona

Set up positions in `Configuration` > `Positions`

You can also assign positions to personas directly

Pre-assign positions to players in your teams table

Assign positions during a live exercise from the Teams tab of your Facilitator Dashboard

* #### Set up Social Graph (social media following relationships between personas) which affects message visibility

{% hint style="info" %} To find out more about Social Graph, visit the page below: {% endhint %} {% content-ref url="/pages/Ks7MAXCSFFuc1jXbopd3" %} [Social Graph](/feature-documentation/designing-and-running/personas/working-with-personas/social-graph) {% endcontent-ref %} {% hint style="danger" %} If any of these steps are incomplete, players may not see the right personas or messages during the exercise. {% endhint %} *** ## Running ### Getting started When you first open Social Watch in an exercise you'll be met with this *Get Started* window:

To use the Comms Manager, select `Impersonate Persona`:

### Setting up your column 1. ***Select Sender***: choose the persona you want to impersonate from the dropdown. You'll only see personas Facilitators/designers have assigned to you 2. **Filter by channels** (optional): limit monitoring to specific channels 3. **Choose your response mode** (see below) To add another column, click `+ Add column` and repeat the process.

### Response modes #### 1. Impersonation (manual) Monitor all incoming messages and replies yourself. Player messages are highlighted with a green *Player* tag so they're easy to spot. Click `Reply` to open the Composer and type your response, or use the AI sparkles button to generate one based on context you describe.

#### 2. Auto respond AI automatically replies on behalf of the persona based on their cognitive profile. This is useful when managing several personas at once. You can still see everything that's sent.

{% hint style="warning" %} Auto respond is currently available for MicroBlog (X/Twitter) and Email only. You can only select one channel per persona per column when using this mode. {% endhint %}

An example of an Autonomous Persona in action

### Replying as a persona Click `Reply` on any message to open the Composer. From here you can: * Type a response manually * Click `Generate Response` to get an AI-drafted reply (you'll need to briefly describe the situation/context) {% hint style="success" %} You can address replies to any player or persona using the *To* and *CC* fields. {% endhint %}

### Useful things to know #### MIND state Navigate to the :pencil2: pencil icon for the *Composer* > :book: `Mind`:

Each persona has an emotional state that influences how they respond. It updates throughout the exercise as interactions build up. Here you'll also be able to see *Relationship*, *Memory summary*, *MIND state*, and *FACTS*. #### FACTS Concrete information (road closures, policy rules, operational updates) can be added to a persona's knowledge base mid-exercise to keep AI responses accurate.

#### Relationships Click `Relationships` to view the relationship history between personas:

Comms Manager tracks how personas and players interact over time, shaping the tone of AI-generated responses. #### Exercise context Navigate to the cog icon:

If the scenario shifts during the exercise, you can update the AI's context, without needing to back into the Editor.

# Collaboration-based channels The following channels are for collaboration purposes: # Msngr Plus Msngr Plus is a collaboration channel similar to **WhatsApp**. It allows for live conversations between players as well as pre-planned injects from the MEL. | Benefit | Feature | | ------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Collaborative messaging allows players to work in an exercise as they do in real life |

Group management
Players can message each other if they members of the chat group
Save draft messages
Share media and links
Ability to send pre-planned content as well as live messages
Impersonation and After Action Review (AAR) functions within this channel

| ## Running Players can participate in group discussions and collaboration in much the same way as they can with Slack and WhatsApp. ### Adding media Attach media to your chats by clicking the paperclip icon next to the chat box:

You then have the option to attach a URL, a file saved locally or use your camera.

### Creating group chats {% hint style="info" %} Msngr Plus group chats are separate to groups in Conducttr. Groups are used for dynamic content publishing. {% endhint %} All players will automatically be added to a *General* group chat which includes everyone in the exercise. You can also create specific groups live by following the instructions below. {% stepper %} {% step %} #### Click the group chats icon and set name Click the blue group chat icon found at the top of your chats to create a new group. Give your group chat a name (and an image if you wish). Then click the blue tick.

{% endstep %} {% step %} #### Add group chat members Decide who you want to add to the group chat. When finished, click the next button. {% hint style="warning" %} In the list you'll only see players and personas who are already added to another Msngr Plus group chat. This is determined by the designer. {% endhint %}

{% endstep %} {% step %} #### View group chat You have now created a group chat!

{% endstep %} {% endstepper %} ### Managing pre-defined group chats If the permission is configured in the Editor then players have the ability to leave groups. During the exercise, players preassigned as Admins can: * Add and remove players from predefined group chats * Edit the predefined group chat images and names

*** ## Designing ### Group chats configuration {% hint style="warning" %} For players to use Msgnr Plus group chats (that aren't the default *General*) they must be preassigned to the group chat in the Editor by either: * A **matching persona** * A **position** {% endhint %}

Group chat membership is persona-driven. Hence, even though you'll want players in the group in addition to personas, you'll need to add players by having them **match a persona** (i.e. use the same email address) or **assign the player a position**. #### 🔀Matching persona vs position The choice of matching persona vs position is determined by the intricacies of the groups that players need to be belong to and how many there are.

**Matching persona** In this example, the player who logs in with the email address will assume the identity of the persona John Cullen and will be in the message groups *#general* and *#incident-response*.

**Position** In the example below, when the player Charlie logs in to the exercise he'll be in the Msngr Plus groups *#general* and *#incident-reponse* because the IT Lead position has been assigned to him in the teams table. Alternatively, Beth will only be in the *#general* group as she's a player without a corresponding position or a matching persona.

{% hint style="success" %} Groups act as their own entities regardless of teams and positions e.g. if you have two players in different teams and/or positions they can still be added into the same group. {% endhint %} **Admins** Admins function just as they would in popular messaging apps like WhatsApp. Assigning personas or positions as Admin permits them to add and remove group members, as well as editing the group chat image and name, live in the exercise.

Personas or positions assigned as Admin are marked in blue. {% hint style="info" %} To find out more about matching personas and positions, visit the pages below: {% endhint %} {% content-ref url="/pages/sP1Q6uHHQCXjoOPm6RuB" %} [Positions and Special Permissions](/feature-documentation/designing-and-running/facilitation/facilitator-dashboard/positions-and-special-permissions) {% endcontent-ref %} # TeamChat Plus TeamChat Plus is an instant messaging feature much like **Slack, Teams** or other such messaging apps. TeamChat Plus is a dedicated space for live discussions, hence designers only need to activate this channel to set it up. | Benefit | Feature | | ----------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Provide a communication space where participants can discuss strategies, share information, and coordinate responses for crisis scenarios |

Create private and public message groups (public meaning to all in the exercise, not to anyone outside the registered participants)
Multiple messaging groups to organise information
File sharing
Flexible participant permissions to manage the chat

| ## Running

### Available player actions #### Live discussions By default, the *Welcome* channel will be open and available to all. To begin a discussion click in the bottom open-text field and start typing. When you are satisfied, press `Intro` to send your message to the chat. #### Customise profile Click on the `+` icon, you can choose to have a new public channel (all session participants) or private channel. #### Invite members to private channels Once you have created a private channel, you can add members and manage members by clicking the down arrow next to the header channel name. You can add members by @ referencing their name.

*** ## Designing ### Setting up TeamChat Plus for EXCON TeamChat Plus is a participant feature and not directly available to the Facilitator and Observers. We recommend that you create an additional player login and use this for chat. If anyone in EXCON is using the Moderator Grid, the player desktop on the left of the grid will have access to TeamChat Plus. ### Deleting past messages If you want to delete all past messages from a session, you just need to reset all messages in your scenario. {% hint style="info" %} See how to reset messages here: [Reset messages](https://helpdocs.conducttr.com/feature-documentation/running/exercise-control/facilitation/facilitator-dashboard/master-events-list#reset-messages) {% endhint %} # TeamChat TeamChat simulates group messenger applications like Slack and WhatsApp. The channel functions as a **one-way** group messenger, used for injects only and not for player responses. For two-way and collaboration use Msngr Plus or Teamchat Plus. #### Use case For example, TeamChat could simulate a Slack channel with special permissions only for senior employees. {% hint style="info" %} If you want to simulate group messenger applications like Slack that allow for player responses, find more info on the pages below: {% endhint %} {% content-ref url="/pages/SK5ipF68qYDJh072L7wg" %} [Msngr Plus](/feature-documentation/designing-and-running/channels/collaboration-based-channels/msngr-plus) {% endcontent-ref %} {% content-ref url="/pages/NvYKpJiS4Me4AWs6t1pC" %} [TeamChat Plus](/feature-documentation/designing-and-running/channels/collaboration-based-channels/teamchat-plus) {% endcontent-ref %} # Other social channels The following channels simulate other social media websites/applications: # InstaMedia (Instagram) InstaMedia emulates picture-blogging platforms like **Instagram**. | Benefit | Feature | | --------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------- | | Rehearse responding to/dealing with real-time social media feeds as you would in real life | Posts can be published automatically via the Master Events List (MEL) and players can post new images and comment | | Especially effective for a reputational/disinformation crisis that is reliant on public information | Each team can have their own InstaMedia universe | ## Running There is one main feed per each scenario, where all InstaMedia posts will be published. ### Post images Posting images live during an exercise is effective for quickly spreading key information in a visually engaging way. To post an image live click the `+` button on the top right hand corner of the InstaMedia channel. Here you will have the option to: * Camera: take an image live using your laptop camera * URL: upload an image or video by copying and pasting its URL * Local: Importing an image or video that is stored locally on your laptop After importing the file write a caption below and then click Share.

### Deleting posts To delete a post locate the three dots on the post and click delete. Note that you are only able to delete your own posts and comments.

{% hint style="warning" %} You must add an image to InstaMedia posts. This is mandatory in Conducttr to ensure realism. {% endhint %} *** ## Designing ### Configuration (How to) You can customise the InstaMedia feed header and icon image in `Configuration` and `Style`:

# Telegraph (Telegram) Telegraph simulates apps like **Telegram**. It is a purely **broadcasting channel**, whereby injects can be delivered via personas only. Players can interact with posts solely by upvoting 👍 or downvoting 👎 persona posts. ## Running

*** ## Designing ### Configuration (How to) To customise the style of Telegraph, go to `Configuration` > `Player desktop` in the Editor:

### Use case Use cases for Telegraph include simulating a **one-way chatroom** consisting of important updates e.g. a protest group/local community. # Videoblog (YouTube) Videoblog simulates video-based social media sites such as **YouTube**. | Benefit | Feature | | ------------------------------------------------------------ | -------------------------------------------------------------------------------------- | | Customise Videoblog to mirror a realistic social media space | Each persona has their own profile page with simulated number of subscribers and views | | Enhance exercise engagement with video content | Players can post (from the Master Events List) and comment | ## Running

{% hint style="info" %} In the above example, the YouTube logo has been used in channel configuration to make the channel look more familiar {% endhint %} *** ## Designing ### Configuring personas To customise a persona Videoblog channel in the Editor, navigate to `Personas` > select the persona > `Videoblog`. Here you can customise basic attributes:

# Forum (Reddit) Forum replicates social forums such as Reddit. In this channel, information is organised in Communities, where personas and players can contribute posting content, searching for information and investigating profiles. | Benefit | Feature | | -------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Reproduce an online ecosystem based on communities, where information is categories by topic and ranked by community votes |

Players can create their own communities/posts
Content is ranked by votes and engagement can be spoofed
Enables social drill down for profile investigation

| ## Running In Forum, there are two different entities: Users and Communities. They are differentiated by the letter prior to the username: u/ identifies a user, and r/ identifies a community. #### Users Users represent an individual (a player/persona) or a brand.

#### Communities Communities represent a dedicated thread to talk about a specific topic.

*** ## Designing ### Create a Forum community #### 1. Navigate to communities In the Editor, navigate to `Configuration` > `Channels` > `Forum` and see Communities in the right-hand panel:

#### 2. Complete the community page Complete the community page with: * Name * Handle (/r) * Description * Creation date * Stats (number of members & posts, members online) You can also decide which type of community you would like to create | Type of community | Desription | | ----------------- | ------------------------------------------------------------------------------------------------- | | Public | Everyone can view the community and submit posts | | Restricted | Everyone can view the community, but users will need to be approved by moderators to submit posts | | Private | Only users approved by moderators can view and submit posts |

#### 3. Create a moderator Click on the Community moderators filed to get a dropdown of available personas. Select which ones you want to give moderator permissions. {% hint style="warning" %} For personas assigned as moderators, make sure impersonation is set up. This allows players assigned those positions to role-play as that persona and therefore moderate that community {% endhint %}

#### 4. Historical content Create historical content for the community so it is populated before the exercise begins:

### Styling In the Editor, navigate to `Configuration` > `Player desktop` > `Forum`. Here you can configure the style, customising icons for Home, Create Post, and Create Community:

# Why is a channel still showing? When you import personas from libraries, the persona may have historical content and this will demand that they are shown in social media feeds and websites before any injects have been published. To prevent this you have the following options: * remove the persona * delete the historic content for that persona * **disable the channel for that persona or group of personas.** In the example below, we're going to enable only the microblog channel {% stepper %} {% step %} ### If necessary, filter personas by Channel

{% endstep %} {% step %} ### Select personas to modify.. ..and then select Batch changes

{% endstep %} {% step %} ### Change socials to batch change

{% endstep %} {% step %} ### Confirm the bulk changes

{% endstep %} {% step %} ### Verify changes have been made

{% endstep %} {% endstepper %} # Session vs Team {% hint style="info" %} If in doubt, use Session setting which is the default. {% endhint %} Under `Configuration` > `Channels`, designers have the option to toggle between session or team settings for certain channels.

## Why is there a Session vs Team setting? In some circumstances you may wish to **run the same exercise in parallel for multiple teams** and hence be able to compare team performance. This is when a team is often better described as a *syndicate* - each team has the same make-up of participants. The Team setting, available on some channels, puts each team is their own information bubble meaning that although an inject will publish to all teams, an interaction with the content will only be seen by those in the same team as the participant interacting. Do **not** use the team setting if your teams are "legal", "HR", "IT" etc as these are not syndicates and the teams likely need to share the same information (hence stick with Session setting). Note that Pattern of Life stax, once published, can be edited by the Facilitator to send to a particular team - hence allowing the Facilitator to control the information published to a particular syndicate. In summary: * **Session** - all players share the same information space * **Team** - players in the same team share the same information space (which could be different for other teams) {% hint style="info" %} To learn about setting up teams, visit the page below: {% endhint %} {% content-ref url="/pages/ezFsBUecds4TROGiLo7j" %} [Setting up your teams table](/feature-documentation/designing-and-running/teams-roles-positions-and-groups/setting-up-your-teams-table) {% endcontent-ref %} # Media Rich media assets are owned by the Organisation and are somewhat independent of an individual project or exercise. **When you delete an asset, you're only removing it from the project.** This is because the same asset might be used in other projects. {% hint style="warning" %} At this time, to permanently delete the asset please raise a support ticket. {% endhint %} ## Drag & Drop Media assets can be dragged and dropped onto any field expecting an asset. All assets will appear in the Media Library. ## Finding Content By default assets are organised by "type" - meaning image, video, audio etc. You can also organise by "classification". Classification is for internal use to identify how private or public an asset is. Remember that the library is shared with other exercises in the project. You can filter by only the current exercise or by other exercises. The **Search** field searches all fields. {% tabs %} {% tab title="Group by Type" %}

{% endtab %} {% tab title="Group by Classification" %}

{% endtab %} {% endtabs %}

## Supported formats

Media	Supported format/s
Images	jpg, png, GIF
Videos	mp4
Audios	mp3
Documents	pdf, doc, docx, csv, ppt, pptx, xlsx, xls, kml
Webpages	URL

{% hint style="danger" %} **Please note:** The maximum media upload size is 42mb. Regarding storage space: \- For free/trial license the limit is 100mb \- For all other paid licenses it's 25gb {% endhint %} # Pattern of Life (PoL) Pattern of Life (PoL ) is a **predefined pool of content** used to simulate audiences, mirroring the rhythm of real online activity. PoL content is published in the same channels as scripted content from the Master Events List (MEL). The key difference is that PoL content is designed for dynamic publishing by the Facilitator. PoL allows the Facilitator to publish content "on-demand" rather than in sequence as is the case with the MEL. ### Why use PoL? A combination of scripted injects from the MEL and on-demand message stacks from PoL provide the player with a blended content experience within their Virtual Desktop, which feels realistic and engaging.

Benefit	Description
Efficiency	Automates persona behaviour, reducing manual effort during the exercise
Realism	Personas behave like real individuals. A good example is if you want to stimulate multiple tweets seconds apart from each other
Engagement	Adds depth to the exercise by ensuring that players are receiving content from personas that feel real

### Terminology

Term	Definition
Deck	The grid where stax are referenced (up to 64 buttons available) which is created by the designer in the Editor and available to the Facilitator in the Facilitator Dashboard
Button	The cell in the Deck where the designer has placed a Stack for execution
Stack/Stax	The sequence of posts generated by the designer and assigned to a button
Queues	The unseen resources that allow Stax to be published. One is required per team (which by default is the Session team - i.e. publishing to everyone). If you edit a deck button and select a Superteam, pressing that button will start one Queue per team (i.e. Conducttr will attempt to publish this stack to all teams in the Superteam)
Post	An individual item within a stack e.g. a tweet

## Running

PoL content fires around scripted MEL events during an exercise

In the Facilitator Dashboard you can view the deck by clicking the `PoL` tab located at the top of the dashboard. On the deck there are two modes: 1. Play mode 2. Edit mode

In this example there are six buttons on the deck in total, but only two are queues as they're set to Session. ### Play mode The deck will automatically be on *Play mode*. This allows the Facilitator to publish stax, turning them on and off independently. All available stax are low-lighted. When the Facilitator presses a button, it highlights yellow. This signifies that queues are in use. Each button displays the following information:

### Edit mode *Edit mode* allows the Facilitator to modify some settings for each stax: * **Loop:** Stax will repeat once completed * **Session:** Decide if everyone in the session will see the content or a specific team/Superteam * **Number:** Determines where your content will start. E.g. if it's set to 1, the first piece of content in your stack will be sent. Alternatively, if it's set to 3, the third piece of content will be sent

#### :zap:Queue limits Each licence has a Max Queues setting so on the higher licences you'll be able to publish more content at the same time. All users can have at least six queues running at one time. In the above example, if the stack 'Positive statement reaction' is sent to the Banking Superteam, 3 queues will be used because there are 3 teams under that Superteam. {% content-ref url="/pages/mxCD7XjWhey1frBl7a7P" %} [Superteams](/feature-documentation/designing-and-running/teams-roles-positions-and-groups/setting-up-your-teams-table/superteams) {% endcontent-ref %} *** ## Designing ### How to {% stepper %} {% step %} #### Navigate to `PoL` Click a deck position— this will create a stack waiting for content. Then click the AI magic icon.

{% hint style="warning" %} Designers can create multiple decks, but only 1 deck can be active at any time. {% endhint %} {% endstep %} {% step %} #### Use the *AI Stack Assistant* The *AI Stack Assistant* generates a flow of reactions and chatter across multiple posts. {% hint style="success" %} The style & strength of the content generated depends on: * The Faction voice which is described in the Faction Description field * The exercise context given in the Exercise setup {% endhint %} The Stack Assistant expects you to select: * Faction * (Optional) which personas from the faction to use/how many posts to generate * Channel & beliefs (positive, negative, or mixed)

{% hint style="info" %} The channels available for PoL are: * Email * MicroBlog (Twitter/X) * GoSocial * Help Desk {% endhint %} {% endstep %} {% step %} #### Generate a preview and then `Generate Stack` Click `Get preview` to see a sample of content the AI will generate. If you like it, click `Generate Stack`. If you don't like the sample, change the text in the *Point of view* field or the Faction voice or the description in the Exercise Setup. {% endstep %} {% endstepper %} ### :zap:Mixing channels in a stack It is possible to mix social channels in the same stack but we don't recommend it. Why? Because when you're running an exercise it's easy to forget that the content is published across multiple channels and you may watch the stack timer expire only to wonder where your content has been published! {% hint style="danger" %} Email can't be combined with other channels in the same stack. This is because email isn't a feed in the way that social media is. {% endhint %} ### How to configure an action inject for PoL Designers can set up manual PoL from the MEL by creating an action inject. {% stepper %} {% step %} #### Select Action Create a new inject and in `Inject details`, select *Action*. Then in the *Action* drop-down menu that appears, select `PoL Stax Status`.

{% endstep %} {% step %} #### Select Status In the *Status* drop-down menu, select either `Start` or `Stop` .

{% endstep %} {% step %} #### Select Stax From the *Stax* drop-down menu, select the stack you want to stop or start.

Now when this inject fires during the live exercise, the PoL stack 'Celeb Gossip' will start playing automatically. {% endstep %} {% endstepper %} # Dynamic Retweeting with Smartwords Retweeting player actions live is a powerful method to **integrate player behaviour into the exercise**, making their actions a dynamic and interactive part of the experience. Use Smartwords to retweet a link live during the exercise. {% hint style="info" %} To find out more about smartwords, visit the page below: {% endhint %} {% content-ref url="/pages/5aAzUOkLLU0WTv6E5LBL" %} [Smartwords](/feature-documentation/designing-and-running/smartwords) {% endcontent-ref %} {% stepper %} {% step %} ### Create a PoL stack In the Editor, navigate to the `PoL` tab. Use a Pattern of Life stack to create a group of people to retweet the same content and use smartwords to refer to the post they're retweeting:

{% hint style="info" %} See more about PoL here: {% endhint %} {% content-ref url="/pages/62clYPD7UgPLtOJp3R7T" %} [Pattern of Life (PoL)](/feature-documentation/designing-and-running/pattern-of-life-pol) {% endcontent-ref %} {% endstep %} {% step %} ### Create smartword Navigate to `Configuration` > `Smartwords` in the Editor and add 'inciting\_link':

{% endstep %} {% step %} {% hint style="info" %} Fill the *Value* field with a placeholder to ensure the smartword uploads to the Facilitator Dashboard. {% endhint %} ### Copy link address During the exercise, right click the publication time of the tweet and select `Copy link address`.

{% hint style="info" %} If you're working in the moderator grid, remove the grid suffix (so it looks like this: *`&test_mode=2&window_id=moderator_grid_1`*) {% endhint %} {% endstep %} {% step %} ### Update smartwords Navigate to `Content` > `Smartwords` in the Facilitator Dashboard and paste this link into the smartwords table and click `Update data`:

{% endstep %} {% step %} ### Begin the PoL stack When the content is published, Conducttr will render the link as though it is retweeted.

{% endstep %} {% endstepper %} # Some definitions of who does what The diagram below shows all the human entities in an exercise: * there is only 1 **facilitator** role in Conducttr. Their job is to manage the exercise. * there can be multiple **observers**. Their job is to observe the training audience and report on their performance (although some facilitation privileges can be delegated to them too - see below) * there can be multiple **adjudicators**. Their job is to observe the evolution of the information space and actions/inaction of the training audience and determine how the information space should change (for example decide which PoL stack to run or actions of role-players) * there can be multiple **role-players**. Their job is to pretend to be a persona and communicate or affect the information environment so as to make the players feel the exercise is realistic. * there can be multiple **players** - sometimes called the "training audience" and they are the reason the exercise is taking place - to rehearse, exercise or train them. {% hint style="info" %} In many exercises someone might perform multiple jobs - for example facilitator, observer and role-player. In larger exercises there might be a dedicated team of observers and role-players. {% endhint %}

## Observers & Adjudicators In Conducttr the observer & adjudicator functions can be accomplished in either or both of the following ways: * via a privileged role allowing log in to the *Facilitator Dashboard* and *Pulse* * via the *Virtual Desktop* with *special permissions* * both {% hint style="info" %} For observers that need use the special permissions like Checklist and AAR and have access to the facilitator dashboard and/or Pulse, they will need two log ins - one for the privileged observer role and one as a player with the special permissions assigned. {% endhint %} ### Privileged observer role If a person needs **the ability to see whole exercise in progress** then in the Conducttr team table they will likely need to have the observer role. This role will grant them access to Pulse and the Review tab. Some AAR capability is available in the Review tab. ### Special permissions Only the player role can be assigned special permissions. The relevant special permissions for observers & adjudicators will be: * After-Action Review (AAR) * Checklist * Spoof engagement * Change GPS location # Registration Registration is how you identify participants in your exercise. Conducttr offers several options to suit different needs of security, privacy, and convenience. | Benefit | Feature | | -------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Allows the exercise to identify participants |

Seven types of registration available
Customisable welcome and password reset emails
Whitelist players/domains
Add the prompt for team members to join a team

| ## 🔀Which registration type should you use?

### Options & benefits

Registration type	Benefit/s
Click-to-play	Fast and easy access for players Players are anonymous unless questions collect personal information Restrictions on access need to be applied by questions
Email	Player history is remembered across devices Player identified by email address Email address doesn't need to be player's real-life email address Access can be restricted to whitelisted email addresses
2-step	Email address must be verified by the player Password reset will be sent to verified email address Welcome email and password reset emails are customisable Able to resrict access to whitelisted email addresses
2-step with mobile	Email address & phone number must be verified by the player Password reset will be sent to verified email address Welcome email and password reset emails are customisable Able to restrict access to whitelisted email addresses
Registration with click-to-play	Players offered chance to try the experience with click-to-play before committing their email address with registration
Passcode	Email address is not required Only password which can be set by scenario designer is mandatory Able to add first time, last name as optional, or can be made mandatory
Single sign-on	Able to restrict access to whitelisted email addresses Available as an additional registration for email/can be used on its own

## Configuration (How to) You'll find all registration options in `Configuration` > `Participants` > `Registration`:

## Pre-registration Select the teams table to preregister participants. {% hint style="info" %} For more information on the teams table, visit the page below: {% endhint %} {% content-ref url="/pages/ezFsBUecds4TROGiLo7j" %} [Setting up your teams table](/feature-documentation/designing-and-running/teams-roles-positions-and-groups/setting-up-your-teams-table) {% endcontent-ref %} ## :zap:Whitelisting Whitelisting options can be found in the Registration area:

## :zap:Allow players to select their team If you don't have player details in advance of the exercise and it's desirable to put players into different teams, you can move them in the Facilitator Dashboard. You can also ask players to select a team on registration. To turn on this option, click the selector shown in the image above. # Teams, roles, positions, and groups Conducttr is designed with **flexibility** in mind, so the multiplicity of options you see in the *To* field for an inject is to ensure **you're able to send content in a way that suits your exercise and training audience**. You can set up teams, roles, positions, and groups under `Configuration` in your Editor. You can assign roles and positions live during the exercise from the `Teams` tab of your Facilitator Dashboard. {% hint style="warning" %} There's **no requirement to use all of these different options** unless your training objectives demand it. Only use when it's necessary to send specific content to specific players. {% endhint %}

Option	Description	Use	Any limitations?
Teams	Teams are for humans. All of your exercise participants will be in a team. You can set up multiple teams.	Using more than 1 team can: Help organise participants better so that you can find them more easily during an exercise should you wish to modify their permissions Allow content to be published to specific teams (e.g. "legal", "IT") Allow teams to exercise in parallel (e.g. "syndicate 1", "syndicate 2")	Up to 64 teams are allowed.
Roles	Can be assigned to multiple players who perform the same functional role in the exercise	Best when you're running syndicates and you want to publish across all the teams to the same functional role	There are 5 role slots (Role 1 is the default)
Positions	Unique to one player - usually based on their job but is also used to define a player permissions	When you want to send content to a single unique player (because their job or exercise activity is unique). It also allows players to impersonate personas	Up to 1000 positions allowed. The same player can have multiple positions assigned but the position can only be assigned once.
Groups	A dynamic way of sending content to multiple players	Players arrive in one of three groups based on their response to click-button answers	There are 3 group slots. Group 1 is the default.

{% hint style="info" %} Remember that "**job role" might be achieved by either roles or positions**, so it's likely you'll be using one or the other, depending on the requirements of your exercise - see table above. {% endhint %} The image below shows how the team-role-positions relate to each other:

{% hint style="info" %} To find out more about dynamic publishing, visit the page below: {% endhint %} {% content-ref url="/pages/MXwSnJU1rqjmYUfNQ1Xe" %} [Dynamic publishing](/feature-documentation/designing-and-running/teams-roles-positions-and-groups/dynamic-publishing) {% endcontent-ref %} # Setting up your teams table The image below shows how to enter your participant details into the Teams table in your Editor. Navigate to `Configuration` > `Teams`. The numbers in the following list refer to the pointers in the image: 1. Add the name and email address of your exercise **Facilitator** 2. Add the name and email address of your **observers** 3. Add **teams** - they appear as tabs in the table. Double-click the tab to rename or delete a team 4. In each team's table, there is **a row per team member** (change the player profile picture if you wish) 5. After adding their names and email addresses, you can assign **positions** per player 6. You can also select a **role** per each team member (optional) 7. [Add a password to streamline the player login process](#user-content-fn-1)[^1] 8. You can **add rows** for as many team members as your license allows you to upload 9. [You can **add your personas as team members** for role-playing](#user-content-fn-2)[^2] 10. Remember to **upload all your teams** to your space to run your exercise 11. Wipe entire teams list by selecting `Delete teams` You must upload the team table separately from uploading the scenario.

{% hint style="danger" %} You must upload the teams table separately from uploading the scenario i.e. uploading via `Teams` or selecting *Upload exercise teams* when publishing the scenario. {% endhint %} [^1]: Remember to toggle Password on! [^2]: Players can use Match personas so personas can be added to the table if they wish # Persona as a team member The recommended approach is to use impersonation and assign the player a permission that matches with the personas they should impersonate. However, if a role-player is only impersonating one persona it can be more convenient for the player to log in as that persona they're playing. To accomplish this you'll need to ensure: * The persona’s email is the same as the participant's login * The facilitator can reset the password for the persona if they have a fictional email address {% stepper %} {% step %} ### Assign persona as a team member 1. Enable the email channel for the persona and enter an email address. If the persona needs to send emails than it should be a fictional email address that's in keeping with that persona.

2. Click "General" and check the box "Matches player"

{% endstep %} {% step %} ### Add personas to the teams table 1. Navigate to the teams table and click "Add personas" in the bottom right corner. This will copy over all personas that have "Matches player" toggled on 2. Toggle the password switch and set a password 3. Click the checkbox to allow passwords to be reset by the Facilitator. This is neccessary for fictional email addresses. The player will log in to the exercise with this email address and password, but it may be necessary to reset the password

{% endstep %} {% endstepper %} ### :zap:Password resets during an exercise If you need to reset the player's password during an exercise, navigate to the player in the Facilitator Dashboard's teams table and click the password reset icon. This will generate a password reset link. This link can now be emailed/passed onto the player outside of Conducttr so they can reset their password and continue to log in.

# Superteams Use Superteams (teams of teams) to **publish content to multiple teams at once**. This makes large multi-organisation exercises faster to build and easier to run. {% hint style="info" %} A team can belong to multiple Superteams, but a player can belong to only one team. {% endhint %} | Benefit | Feature | | ------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------ | | Speeds exercise creation by removing the need to duplicate injects and Pattern of Life (PoL) across multiple teams |

Create and manage Superteams
Send injects and PoL stax to Superteams
Move teams between Superteams live during an exercise

| ## Running {% hint style="warning" %} Data downloads and reports will only show the player’s team and not Superteams. {% endhint %} :zap:If you require the ability to move, add, or delete teams from Superteams live during an exercise, ensure Superteams is activated in the Editor under `Configuration` > `Facilitator Dashboard` > `Superteams`.

In the Facilitator Dashboard, navigate to the `Superteams` tab to make any necessary edits. Click any team card to add or remove it from a Superteam.

E.g. you might want to create a new Superteam during an exercise when using different reaction Pattern of Life stax, dependent on player actions. ### Pattern of Life (PoL) {% hint style="warning" %} As Superteams are a collection of teams, where you have a large collection, there might be a minor delay in content arrival between the first person in the first team and the last person in the last team. {% endhint %} To send a PoL stax to a Superteam, navigate to the `PoL` tab in your Facilitator Dashboard and click `Edit`. Then open the *Session* drop-down to see a list of teams and Superteams.

:zap:If a PoL stack is running when you update a Superteam, the stack will continue using the previous configuration. Stop the PoL stack before making changes, then restart it once your Superteam is updated. {% content-ref url="/pages/62clYPD7UgPLtOJp3R7T" %} [Pattern of Life (PoL)](/feature-documentation/designing-and-running/pattern-of-life-pol) {% endcontent-ref %} *** ## Designing {% hint style="success" %} Before creating Superteams, ensure you've set up your teams under `Configuration` > `Teams`. {% endhint %} {% content-ref url="/pages/ezFsBUecds4TROGiLo7j" %} [Setting up your teams table](/feature-documentation/designing-and-running/teams-roles-positions-and-groups/setting-up-your-teams-table) {% endcontent-ref %} ### Creating Superteams {% stepper %} {% step %} #### In the Editor, navigate to `Configuration` > `Superteams` Then click `Add superteam`.

{% endstep %} {% step %} #### Create a new Superteam and name it You can also edit the tag colour which helps to organise your Superteams.

{% endstep %} {% step %} #### Add the teams you want to include Check or uncheck the team boxes to add and remove teams from Superteams.

Using the colour-coded tags, you can see at a glance which teams are members of different Superteams.

{% endstep %} {% endstepper %} :zap:Take care not to add the same team to multiple Superteams that receive the same content. This will result in that content being published to players in the overlapping team more than once. ### Bulk import {% file src="/files/Maqq6YXxFE3MV0Jw2tx9" %} To import Superteams in bulk, use the template above. The setup is as follows: * Column A is the team name * Column B onwards are Superteam names (one Superteam per column) * A cell containing X (or any non-empty value) indicates that team is a member of that Superteam * An empty cell means the team is not a member * Underneath the teams you can pre-set a colour

Import into your Editor under `Superteams`.

### Publishing to Superteams #### MEL Select a Superteam from the *To* drop-down when creating an inject. This means all teams assigned under the Superteam will receive the inject. E.g. all participants in the NordBank, Vantage Capital, and Solaris Finance teams will receive this email inject:

{% hint style="info" %} To find out how to assign content to Superteams via a CSV import, visit the page below: {% endhint %} {% content-ref url="/pages/Li5eKj5FfHE3LRrcHAUF" %} [Import Master Events List (MEL)](/feature-documentation/designing-and-running/master-events-list/import-master-events-list-mel) {% endcontent-ref %} #### PoL Generate your stax as usual in the Editor. To publish PoL stax to Superteams, the Facilitator will need to assign stax to Superteams from the Facilitator Dashboard during the exercise. {% hint style="info" %} To find out about generating PoL stax, visit the page below: {% endhint %} {% content-ref url="/pages/62clYPD7UgPLtOJp3R7T" %} [Pattern of Life (PoL)](/feature-documentation/designing-and-running/pattern-of-life-pol) {% endcontent-ref %} # Impersonation Impersonation lets humans pretend to be personas. That is, human participants can assume a different identity in the exercise environment: * the training audience can use impersonation to post from a company social media account * EXCON players can role-play stakeholders and respond to the training audience | Benefit | Feature | | --------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------- | | Dramatically reduces the cost of realism by ensuring that EXCON can roleplay as many personas | Preconfigure in the Editor | | Add dynamic and realistic content published by human players pretending to be a persona | Change during live exercises if necessary in the Facilitator Dashboard | ### Impersonation and positions Positions act as a link between personas and players. When players are assigned a position, it allows them to impersonate any persona with that assigned position.

The image below shows the relation in practice: 1. the position assigned to the persona (persona library) 2. the position assigned to a player (teams table - in the Configuration area) 3. the position table showing all positions available (and which personas are impersonable with the position)

### Adding impersonation {% stepper %} {% step %} ### Select persona for impersonation 1. Go to the persona library and select intended persona 2. Select the "Positions that can impersonate this persona" drop-down 3. Select as many positions as needed (the positions that will impersonate this persona). If there are no positions in the drop-down, add a new position

{% endstep %} {% step %} ### Navigate to Configuration and edit teams 1. Assign the position to a player 2. Positions are also shown in Configuration for ease of reference

{% hint style="info" %} For Facilitators to impersonate, they will also need to log in as a player on the left-hand side of the Facilitator Dashboard (player view) {% endhint %} {% endstep %} {% endstepper %} ## Bulk impersonation editing If you have a large exercise it will be more convenient and faster to assign positions via a spreadsheet. {% stepper %} {% step %} ### Select the spreadsheet menu Click the spreadsheet icon and export the Persona Permissions sheet.

{% endstep %} {% step %} ### Add and assign positions The column in the spreadsheet to alter is the Permissions column. Adding a position in this column will enable the player with the same permission to impersonate the persona.

{% hint style="warning" %} Add a comma between multiple positions {% endhint %} {% endstep %} {% step %} ### Import the permissions sheet Return to the spreadsheet menu and import the modified sheet. {% endstep %} {% endstepper %} # Players, personas & role-players **Players** are human. **Personas** are digital. **Role-players** are humans pretending to be personas. They can do this one of two ways:

Role-playing	Description
Impersonation	Lets humans pretend to be personas
Persona as a team member	Lets human pretend to be one persona

# How to assign Roles & Positions Roles, positions and groups help you segment your human players to publish content only to those segments. Positions also allows impersonation of personas with the matching position (see Impersonation). Roles and Positions can be assigned in Team table in the Editor or the Facilitator Dashboard. Groups are intended to be assigned dynamically via interaction and can only be named in the Editor. ### When to use Use this feature when: * You need to control the dissemination of content to specific participants. * Certain tasks require impersonation privileges (i.e. controlling certain stakeholders) ### How to set it up Add **positions** by navigating to `Configuration` > `Positions` If using Impersonation you can also add Personas to the position while here. Or add later add the position to the persona.

While in `Personas` navigate to positions. Add new positions via the pop-up - click the bottom right like `go to positions`

To a **role** to a player you must do so via the Teams table: `Configuration` > `Teams` > `Show Roles`. Note that by default the role is hidden (role 1 is the default role)

To give a name to the Roles and **Groups**, navigate to `Configuration` > `Roles and Groups`

### Assign positions and roles in the Facilitator Dashboard While the exercise is running, you can assign positions and roles via the *Facilitator Dashboard. N*avigate to Teams then look for Edit in the top right corner. Click edit and now you can assign players roles and positions. Click Save to save changes.

### Publishing content to specific player segments Within an Inject, you can select which position, team, role or group to send your content to. Select the destination from the drop-down in the `To` field. ![](https://helpdocs.conducttr.com/~gitbook/image?url=https%3A%2F%2F3476309720-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsNKxYbIPgfYmCR9EJgAu%252Fuploads%252FNb3s6G1njRicirlGPLik%252Fimage.png%3Falt%3Dmedia%26token%3D8158da0b-36a1-4058-a211-1f64bd114998\&width=768\&dpr=4\&quality=100\&sign=9e3fb704\&sv=2) # Dynamic publishing ### Dynamic team actions Players can be moved to Role or Group depending on their actions.

Benefit	Feature
Players enjoy a personalised experience based on their decision	Move to Role
Anticipates uncertainty around exercise attendence such that whoever attends can select a role without EXCON involvement	Move to Group

#### Move to Role Players can be moved into a *Role* based on clicking a *Question* button. 1. Click the question button 2. Select Move to Role Action This feature can be useful when used with a *Click to Play* registration type and you'd like players to select their own Roles.

#### Move to Group Players can be moved into a *Group* as the consequence of clicking a *Question* button. 1. Click the question button and select Move to Group Action 2. Select the group

# Facilitation # Facilitator Dashboard *Facilitator Dashboard* is a fundamental element of your Conducttr suite. This dashboard lives in a dedicated URL that you will be able to access from any modern browser. The link to your unique *Facilitator Dashboard* can be found in your *Scenario Editor.* The Facilitator and Observer will have access to the Facilitator Dashboard. There is only 1 **facilitator** role in Conducttr. Their job is to manage the exercise. There can be multiple **observers**. Their job is to observe the training audience and report on their performance. The Facilitator Dashboard is split into three screens, player view, utilities panel and the MEL.


Player view	Allows facilitator to access exercise as any given player, so they can track how injects are published or they can interact as role-players with other participants using impersonation.
Utilities panel	The utilities panel of the Facilitator Dashboard is divided in different tabs.	/pages/WtwWpqjVxhO7idwaGP2o#utilities-panel
Exercise Control	the Exercise Control panel displays your exercise Event lists (MELs). There, you can see the progress of the exercise and click to publish or pause injects.	/pages/KoAIXoKu9Nt5sAb4kdAm

## Customising the Facilitator Dashboard view The Facilitator Dashboard can be configured in either a three-screen or two-screen mode. The three-screen setup enables you to monitor and manage more aspects of the exercise simultaneously, while the two-screen mode allows for a more focused view, with the MEL and one additional screen displayed at a time.

## Utilities Panel The utilities panel of the Facilitator Dashboard is divided in different tabs, which can be activated or deactivated in the Scenario Editor. The following are the available utilities and a brief overview, you can search for an expanded explanation of each utility in the related articles section. #### Exercise setup A summary of exercise configuration, from design to technicalities. Additionally, you'll find your Player login and Pulse URL.

#### Help Direct access to HelpDocs from the Facilitator Dashboard.

#### Teams Allows the facilitator to add/remove participants during an exercise, add/rearrange teams, manage positions and assign special permissions to specific players.

### Dynamic Content #### Personas A quick edit tool for personas. Although personas are created in the *Scenario Editor*, they can be easily tweaked and modified in the *Facilitator Dashboard.* \ \ You can edit the banner of websites or mark websites as hacked.\ \ You also have a map view where you can see all the personas (with a given location) distributed in a map.

#### Smartwords View and edit the smartwords used in your exercise live during the exercise.

{% hint style="info" %} See more on Smartwords here: {% endhint %} {% content-ref url="/pages/5aAzUOkLLU0WTv6E5LBL" %} [Smartwords](/feature-documentation/designing-and-running/smartwords) {% endcontent-ref %} #### PoL The Pattern of Life (PoL) deck is where all your stax can be controlled. Click on a stack button to initate, click again to stop.

#### Injects grid In the *Scenario Editor*, your injects can be turned into buttons to be easily accessible and replay-able from this utility in the *Facilitator Dashboard*.

### Reviewing data #### Assess Access observations and assess players according to your predefined schemas here.

#### Review tab The review tab gives an overview of all activity within the exercise. You can also download data, exercise or engagement reports here.

{% hint style="info" %} See more on the Review tab here: {% endhint %} {% content-ref url="/pages/gyzPmHKzho3ZNPi9LxNK" %} [Review tab](/feature-documentation/designing-and-running/facilitation/facilitator-dashboard/review-tab) {% endcontent-ref %} ### Screenlock Screenlock allows Facilitators to securely lock their dashboard during an ongoing exercise without interrupting the flow of the activity. This feature provides two main options: 1. **Manual Lock**: The facilitator can manually lock the dashboard at any time, such as when they need to step away briefly. The exercise continues without interruption, and the dashboard remains inaccessible until the facilitator returns and unlocks it with their password. 2. **Auto Lock with Timer**: The facilitator can set a timer to automatically lock the dashboard after a specified period of inactivity. This is useful for maintaining security while multitasking. If the facilitator leaves the screen unattended for the set duration, the dashboard locks automatically, but the exercise continues running. The facilitator can unlock it upon their return by entering their password.

# Injects Grid The Injects Grid allows you to **jump to a specific inject in the MEL**. This is helpful if you're concerned that your players might miss an inject. It can also be used alongside smartwords. For instance, if you provide an update using smartwords during the exercise, you can resend the inject, and it will be re-published with the updated smartword. | Benefit | Feature | | --------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Allows flexibility to send specific injects in the MEL at any point during the exercise |

Select up to 64 injects
Injects presented on an easy to navigate grid
Reorganise your inject grid live in Edit mode

| ## Running When you click on an inject grid button this will jump to that inject in the MEL.

### Edit mode To customise the position of your buttons, select edit mode and reorganise them by dragging and dropping them.

# Review tab The review tab is a way to observe all player activity in the exercise. Locate the Review tab in the Facilitator Dashboard:

Once opened there are several options:


Review	Monitor player activity live
Assess	Evaluate players according to your predefined schemas
Reports	Generate a word/excel file containing all player data

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