Use the Golden Circle positioning model
Preview Why, How, and What as a purpose story, then open Edit to change each ring.
2 steps · About 2 minutes
Preview Golden Circle
Open Golden Circle 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 Golden Circle
A saved Golden Circle model starts in Display. Choose Edit (pencil) to show the form. Change the Name 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
The rings are empty. Where do I start?+
Fill Why first u2014 the belief the brand can stand behind. How and What should prove that belief. Until you save, the list stays Not configured.
If I fill Golden Circle 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 Golden Circle for this client does not overwrite another client.
Does Edit also publish Golden Circle 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 Golden Circle 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.