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Safety & good practices

The AI Strategy Editor is designed to be a safe, focused assistant for building strategies. This page explains the guardrails that protect you, and how to get the best results.

What the assistant will and won't do​

  • Stays on topic. It helps with the strategy you have open — explaining, validating and editing it. It declines requests that are unrelated to building strategies.
  • Only touches the strategy you're editing. If you ask it to change something that isn't part of the current strategy, it tells you instead of making an unexpected change.
  • Never saves on its own. Every change is a preview on the canvas until you click Save (see Saving your changes).

Getting the best results​

  • Be specific about location. Say "after the email step" or "at the beginning" so the assistant places changes where you mean.
  • Name the exact content. Use an @mention for the precise template, partner or strategy you want, rather than describing it.
  • Work in steps. Explain a strategy first, make a focused set of edits, then Validate before saving.
  • Review before saving. Always look over the changes on the canvas — the assistant is a powerful helper, but you stay in control of what gets saved.
tip

Think of the assistant as a fast, knowledgeable pair of hands. You describe the intent and review the result; it does the clicking.