Every experience starts with intent: who it's for, why it exists, and what success looks like. The experience brief is where you capture that intent. Think of it as the design brief that frames everything else — you decide what the experience is for, then shape the agenda to deliver it.
The brief is separate from the agenda (the sections and activities you build in the Content tab) and from the content of each activity. In the product you'll see it called the "Shape experience" card, and in Settings the "Shape" section — both edit the same set of fields.
Filling it in is optional. Every field starts empty, and you can add to it as you go.
What the brief captures
Field | What it captures | Guidance and options |
Title | The experience name | Placeholder "Untitled experience" |
Purpose | Why the experience exists | "Why are we creating this experience? What problem are you looking to overcome?" — for example, "Build confidence in difficult conversations" |
Audience | Who the learner is | "Who is the learner? What mindset, prior knowledge, or experience do they bring?" — for example, "New team leads" |
Ideal duration | Target length, in minutes | Placeholder 60 |
Ideal group size | Target headcount, in people (up to 50) | Placeholder 12 |
Host capability | Who runs the session | Peer-led, Leader-led, Champion, Trainer, Subject matter expert, Skilled facilitator, or Other… |
Environment | How it's delivered | Virtual (Only), In-person (Only), Hybrid, or Other… |
Outcomes | What success looks like | "What will learners be able to do differently after participating in this experience?" — one per line, for example "Run a structured 1:1" |
A few fields work in a specific way:
Host capability and Environment are dropdowns. Choose Other… to reveal a free-text box and describe your own.
Outcomes is a list — press Enter to start each new outcome on its own line.
Ideal duration is your target length for the whole experience. It's separate from the estimated time the agenda adds up to as you add activities.
Where you edit it
The same brief is editable from two places, and a change in one shows up in the other. The card is the quick, in-context view while you're building; the Settings section is the fuller editor.
The Shape experience card
In the Content tab, a Shape experience card sits at the top of the agenda — but only in Shape, the expanded view. (Switch out of the compact agenda to see it.)
Collapsed, the card shows the experience title and a row of chips, one per field — Purpose, Audience, Duration, Group size, Host, Environment, and Outcomes. A chip is filled in when the field is set, showing its value (like "45 min" or "3 outcomes"), and shows a dashed outline with a + when it's still empty — so you can see at a glance what's left to fill in.
Click the card to expand it and edit the full brief inline. It also has a View all experience settings link that jumps to the Settings tab. For a brand-new experience with no sections yet, the card expands automatically — a prompt to define the brief before you start building.
The Shape section in Settings
The Settings tab has a section headed Shape, with the subtitle "The audience, outcomes, and approach the experience is built around." It shows Purpose, Audience, Host capability, Environment, and Outcomes. The experience title is edited at the top of Settings, and ideal duration and group size have their own card there, so they aren't repeated inside the Shape section.
If you don't have edit rights to the project, this section is read-only.
What's saved
The brief is stored with the experience, so its values persist and travel with it — and show up in both places. There's no separate save; your edits are kept as you make them, like the rest of the Content tab.
FAQ
What's the difference between the brief and the agenda? The brief is the intent — purpose, audience, outcomes, and so on. The agenda is the plan — the sections and activities. You set the brief, then build the agenda to deliver it. See Shaping your experience.
Do I have to fill it in? No — every field is optional. The chips on the card just show what's set and what's still empty.
Where do I edit it? Either the Shape experience card at the top of the agenda (expand to Shape to see it), or the Shape section of the Settings tab. They're the same fields.
The card disappeared. It only shows in Shape, the expanded agenda. Switch out of the compact agenda to bring it back.
My option isn't listed for Host or Environment. Choose Other… and type your own.