Strategy Content

The Strategy tab provides the ability to view and manage strategy content.

Available operations:

• Generate new strategy content by clicking on the Generate button
• Edit strategy content by clicking on the Edit button
• Preview strategy content by click on the Preview button
• Save a new strategy content version by clicking on the Save Version button
• Download strategy content as a Markdown (.md) file by clicking on the Download (.md) button
• Manage the version history of strategy content

Generate

From the Strategy tab, you can generate strategy content. To generate:

1. Click the Generate button to generate the strategy content
   
2. The button will display Generating while the content is being generated
   
3. The first generated strategy content is displayed and the version history is updated. The source of generated strategy content is AI. Editing strategy content requires saving a new version.
   

Edit

From the Strategy tab, you can manually edit strategy content. To edit:

1. Click the Edit button to manually edit the Markdown of the strategy content
   
2. When finished manually editing, click the Preview button to preview your changes. Unsaved changes are signified by the red outline of the strategy content.
   
3. Click the Save Version button to save your changes to a new version
   
4. Upon saving, the new version becomes current and the version history is updated. The source of manually edited strategy content is Manual.
   

Preview

From the Strategy tab, you can preview manual edits to the Markdown of strategy content. To preview:

1. When finished manually editing, click the Preview button to preview your changes. Unsaved changes are signified by the red outline of the strategy content.
   
2. Click the Save Version button to save your changes to a new version
   
3. Upon saving, the new version becomes current and the version history is updated. The source of manually edited strategy content is Manual.
   

Save Version

From the Strategy tab, you can save manually edited strategy content. To save:

1. Click the Save Version button to save your changes to a new version
   
2. Upon saving, the new version becomes current and the version history is updated. The source of generated strategy content is AI while the source of manually edited strategy content is Manual.
   

Download

From the Strategy tab, you can download strategy content as a Markdown (.md) file. To download:

1. Click the Download (.md) button to download the strategy content as a Markdown (.md) file
   
2. The strategy content Markdown (.md) file will download

Version History

The Version History tab provides the ability to view and manage strategy content version history.

Available operations:

• View a list of strategy versions
  • Columns available
    • Version – Version identifier of the strategy. The current active version is marked as Current.
    • Source – How the version was created
      • AI – Version generated by an AI model
      • Manual – Version created or edited manually
    • Instruction – Prompt or instructions used to generate the version, if applicable
    • Model – AI model used to generate the version. Blank for manually created versions.
    • Date Created – Date the version was created
    • Actions – Download the version as a Markdown (.md) file or make a previous version the current version
      • Download a version as a Markdown (.md) file by clicking the button
      • Make a version the current version by clicking the button
• View the strategy content of a version by clicking the hyperlink of the Version field