Use strategy models
Open the Models list, read each frameworku2019s status, and pick a model to preview or edit.
2 steps · About 2 minutes
Open Models
In the sidebar, choose Strategy, then Models. The table lists every framework the agency put in its stack. Status is Not configured until someone saves a version, Draft when the latest save is unpublished, and Published when the latest save is live. Group is Positioning, Value proposition, Ideal customer, or Marketing strategy. Version shows v1, v2, and so on, or a dash when nothing is saved.
Pick a model
Choose a row to open that framework. Each model has its own how-to for Display (preview) and Edit u2014 for example Use the Dunford positioning model or Use the Value Proposition Canvas. This list does not teach one modelu2019s fields. Save, publish, revert, and the assistant stay on the model page; see those articles after you open a model.
FAQ
I see No models configured yet. How do models get on this list?+
The list comes from the agency stack, not from this screen. An agency owner adds frameworks in Settings u2192 Agency u2192 Marketing models, or during agency onboarding. Client workspaces inherit that stack and fill their own versions. If you own the agency workspace, Open model settings is on the empty state. See Manage agency marketing models.
I can open a model but I cannot save. Why?+
Viewing needs strategy read. Save, publish, unpublish, and revert need strategy update. Ask an admin for that permission. Each model article covers preview and edit for that framework.
What do Not configured, Draft, and Published mean?+
Not configured means no saved version yet. Draft means the latest save is not published. Published means the latest save is live for chat preview and @mentions of strategy models. Older versions can stay draft or published; the list badge follows the latest version only.
If I fill a model here, does it change other workspaces?+
No. The agency picks which frameworks exist. Each workspace saves its own versions. Adding a framework in agency settings adds an empty row to every workspace that uses the stack.
A framework I expect is missing from the list.+
It is not on the agency stack yet. An agency owner adds it in Manage agency marketing models. 7P Marketing Mix is left off the capture stack on purpose so that Add walk still has a card.