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User

AI Content

Screen guide

Before you start

Use the account and workspace that own the relevant records. The feature also needs to be enabled for this installation and plan.

Open this feature
  1. Open /portal/ai-studio/ai-content on your site.

Steps

Use Generate Content

  1. Open /portal/ai-studio/ai-content on your application domain, using the workspace account for this task.
  2. Find the form containing Content type, Goal / topic, Offer / promotion. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
  3. Select Generate Content. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
FieldWhat to enter or choose
Content typeEnter the content type for this task, using the help or example shown by the form.
Goal / topicEnter the goal / topic for this task, using the help or example shown by the form. The form’s example is Ask customers to leave a review after visiting. Replace it with your own value.
Offer / promotionEnter the offer / promotion for this task, using the help or example shown by the form. The form’s example is 20% off next visit this weekend. Replace it with your own value.
Target customerEnter the target customer for this task, using the help or example shown by the form. The form’s example is New local customers, returning guests.... Replace it with your own value.
ToneEnter the tone for this task, using the help or example shown by the form.
LanguageEnter the language for this task, using the help or example shown by the form.
Prompt / extra detailsEnter the prompt / extra details for this task, using the help or example shown by the form. The form’s example is Add timing, service details, terms, customer context, or message direction.... Replace it with your own value.

Use Save Content

  1. Open /portal/ai-studio/ai-content on your application domain, using the workspace account for this task.
  2. Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
  3. Select Save Content. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Use Make Shorter

  1. Open /portal/ai-studio/ai-content on your application domain, using the workspace account for this task.
  2. Find the form containing Prompt / extra details. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
  3. Select Make Shorter. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
FieldWhat to enter or choose
Prompt / extra detailsEnter the prompt / extra details for this task, using the help or example shown by the form. The form’s example is Add timing, service details, terms, customer context, or message direction.... Replace it with your own value.

Use Make Longer

  1. Open /portal/ai-studio/ai-content on your application domain, using the workspace account for this task.
  2. Find the form containing Prompt / extra details. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
  3. Select Make Longer. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
FieldWhat to enter or choose
Prompt / extra detailsEnter the prompt / extra details for this task, using the help or example shown by the form. The form’s example is Add timing, service details, terms, customer context, or message direction.... Replace it with your own value.

Use Make Friendly

  1. Open /portal/ai-studio/ai-content on your application domain, using the workspace account for this task.
  2. Find the form containing Tone. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
  3. Select Make Friendly. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
FieldWhat to enter or choose
ToneEnter the tone for this task, using the help or example shown by the form.

Use Open

  1. Open /portal/ai-studio/ai-content on your application domain, using the workspace account for this task.
  2. Find the form containing Content type, Goal / topic, Offer / promotion. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
  3. Select Open. Check the current record, recipients, amount or destination before confirming when those values apply.
  4. If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.
FieldWhat to enter or choose
Content typeEnter the content type for this task, using the help or example shown by the form.
Goal / topicEnter the goal / topic for this task, using the help or example shown by the form. The form’s example is Ask customers to leave a review after visiting. Replace it with your own value.
Offer / promotionEnter the offer / promotion for this task, using the help or example shown by the form. The form’s example is 20% off next visit this weekend. Replace it with your own value.
Target customerEnter the target customer for this task, using the help or example shown by the form. The form’s example is New local customers, returning guests.... Replace it with your own value.
ToneEnter the tone for this task, using the help or example shown by the form.
LanguageEnter the language for this task, using the help or example shown by the form.
Prompt / extra detailsEnter the prompt / extra details for this task, using the help or example shown by the form. The form’s example is Add timing, service details, terms, customer context, or message direction.... Replace it with your own value.

Fields and choices

Field descriptions appear beside each task above so that separate forms are not mixed together.

Check the result

  1. Stay in the same account/workspace and reopen the intended record or result screen.
  2. For saved settings, compare the displayed values with the choices you made. For filters and previews, check the current result scope.
  3. For queued or external work, inspect its status/history and provider result where applicable. A successful save does not by itself prove message delivery, publication, payment completion or provider approval.

Common problems

ProblemWhat to check
The screen or action is missingCheck the correct workspace account, role, enabled app and plan. A hidden action is not fixed by typing an internal endpoint.
A field is rejectedRead its validation message, choose from the offered options and check the relevant format or limit. Do not substitute a database ID for a displayed choice.
A list is emptyCheck the selected workspace, search text, date range and status filters. Clear one filter at a time before concluding that records are missing.
A request is still pendingCheck its status/history before repeating it. For messages, publishing, imports and payments, a submitted request can finish later or fail separately.

Technical reference

Role-scoped source references

Pinned commit: 40d27448e4517301d3d8f5a27ca0c7531c51f136

    Source-only route information
    MethodSource-default route