Strategy help

How the assistant behaves inside the Strategy editor.

Building and refining a plan

On the Strategy screen the assistant changes mode. The header offers one primary action, either Help me create my strategy when you have nothing yet, or Help me refine my strategy when you do, plus Open Guided setup.

Above it, the assistant summarizes the state of your plan: which sections are complete, which are partial, and which are open. That summary comes from the same assessment the wizard uses, so it is about your actual document rather than a generic checklist.

The suggested prompts change too:

  • Suggest a starter set for a first plan.
  • Suggest missing pieces when you want the gaps.
  • Which setups fit my level? which uses the experience level from Properties.
  • Draft a starter subroutine to propose a Rigor flow.

Two things it produces are worth knowing about.

Preset chips. Suggestions arrive as individual items with an Add button and the note that these are suggestions from the catalog and you should add only what you want. Nothing is written to your strategy without you pressing Add on that specific item.

A subroutine proposal. This arrives as a card showing the flow it would create and, importantly, which of your checklist rules it would put on the flow, before you press Apply.

That pattern is deliberate throughout. The assistant proposes and you commit. It never quietly edits your plan, because a plan you did not consciously agree to is not a plan you will follow.

The assistant on the Strategy screen with the plan assessment and preset suggestions