[Admin & Rep Guide] How to use the AI Content Builder

The AI Content Builder helps you draft, rewrite, and reshape content without starting from a blank page. It sits in a panel next to the editor. You can use it in a Spek, in Doc or Slides mode, and on a Topic editing page.

1. Where to find it

You can use it in 3 places:

💡 Pro Tip: When you build a template, write the Template instructions first. The builder reads them, so a clear instruction produces better content every time someone uses that template.

The panel opens on the left side of the editor. Use the arrow to collapse it when you want more writing space.

It has 2 tabs:

Tab	What it does
Create	Takes your instruction and writes into the editor.
Similar	Checks whether content like yours already exists.

The prompt box sits at the bottom. You can write up to 1700 characters.

ℹ️ Note: AI can make mistakes. Always read the result before you save.

ℹ️ Note: The builder writes into your editor. Nothing is saved until you click Save as and choose Publish or Draft.

2. Add context sources

The builder writes better when you give it something to work from. Click Add context sources and pick a source.

💡 Pro Tip: A prompt with a source attached gives a much better first draft than a prompt on its own. If you are turning a call into content, attach the transcript first, then write the instruction.

3. Generate new content

Use this when you are starting from an idea and want a structured first draft.

1. Open a new or existing Spek.
2. Open the Create tab in the AI Content Builder panel.
3. Add a context source if you have one.
4. Write a prompt describing what you want.
5. Press enter.
6. Read the draft and edit it in the editor.

4. Improve or rewrite existing content

Use this to clean up content you already have.

1. Open the Spek you want to change.
2. Open the Create tab.
3. Name the section you want changed, and say how to change it.
4. Press enter.
5. Review the result and keep what works.

💡 Pro Tip: Name the section in your prompt. A prompt that says "rewrite the Security section" gives a cleaner result than one that says "make this better".

💡 Pro Tip: Say what should stay the same. Without that, the builder treats a broad prompt as permission to edit everything.

5. Adjust tone, length, and audience

Use this when the content is right but the reader is different.

1. Open the Spek.
2. Open the Create tab.
3. Say who the reader is and how the tone or length should change.
4. Press enter.
5. Review the suggested version.

6. Check for similar content

Open the Similar tab to see whether content like yours already exists. The tab matches on your title and the first part of your content, and it checks again whenever those change.

A number next to the tab name tells you how many matches were found. If there are none, you will see "No similar content found".

Each match shows who last updated it and when, so you can tell whether it is still current.

What you can do with a match

Click the ... menu on any match.

ℹ️ Note: Matches can include Deal Room Templates as well as Speks.

Prompts to use after "Use as context to generate"

Adding the match as a source does not write anything on its own. You still need to tell the builder what to do with it.

💡 Pro Tip: If the match is better than your draft, do not merge. Open it in a new tab and update that one instead. Two merged versions still leave your team with 2 places to look.

💡 Pro Tip: Check this tab early, before you write the whole thing. If a match already covers your topic, updating it beats building a second version.

💡 Pro Tip: Use Embed into this Spek when the match should stay in 1 place. The embedded content updates when the original does, so your page never goes stale.

7. Use it on a Topic editing page

The builder also appears when you edit a Topic. The Edit Topic window has 2 tabs: Settings and Landing page.

Steps

1. Open the Topic you want to edit.
2. Click the Landing page tab.
3. Use the AI Content Builder panel on the left to draft or change the page.
4. Click Save changes.

ℹ️ Note: The greeting names the Topic you are editing, so you can confirm you are in the right place before you start.

The builder works the same way here as in a Spek. Same 3 source types, same 1700 character limit.

You can also write directly in the editor on the right. Drag files in, embed media, or pick a starting point.

Prompt examples for a Topic landing page

A landing page is a front door, not an article. It should tell people where to start and what matters right now.

💡 Pro Tip: Attach a Spek from the Topic as a source first. The builder then writes a landing page that matches what is actually inside, instead of guessing.

💡 Pro Tip: Keep a landing page short. If someone has to scroll to find the starting point, it is doing the job of an article instead.

💡 Pro Tip: A landing page is the first thing people see when they open a Topic. Use it for current priorities and announcements, not for a long explanation of what the Topic is.

8. Best practices

These habits get better drafts and fewer rewrites.