Use the Category Design positioning model
Preview the point of view and from/to narrative, then open Edit to change those fields.
2 steps · About 2 minutes
Preview Category Design
Open Category Design from Models. A saved version starts in Display: the read-only canvas, not the form. Anyone with strategy read can view it. This is the same published view chat preview uses. You cannot save here u2014 choose Edit (pencil) to change fields.
Edit Category Design
A saved Category Design model starts in Display. Choose Edit (pencil) to show the form. Change the Point of view field (or any other), then use Save if you have strategy update. Save writes a new draft version. Publish is a separate job u2014 see Save and publish a strategy model.
FAQ
I only see empty Point of view and From/to narrative fields.+
That means no version is saved yet. Write the market belief, then the from/to shift. Save a version before chat can preview this model.
If I fill Category Design here, does it change other workspaces?+
No. The agency picks which frameworks exist (Settings u2192 Agency u2192 Marketing models). Each workspace saves its own versions. Filling Category Design for this client does not overwrite another client.
Does Edit also publish Category Design for chat?+
No. Edit then Save writes a draft version. Chat preview and @mentions of strategy models use a published version. See Save and publish a strategy model. Revert a strategy model version and Use the strategy model assistant are separate jobs on the same page.
I can preview Category Design but I cannot save. Why?+
Viewing needs strategy read. Save, publish, unpublish, and revert need strategy update. Ask an admin. The assistant on the right can draft a change; applying it also needs strategy update.