AI-Assisted Workflow

The AI assistant integrates into every stage of sketch planning. This guide walks through the complete workflow for using AI to build and refine your demo content.

Using the AI assistant to plan and refine a demo sketch

Starting a Conversation

1. Open a sketch — Navigate to an existing sketch or create a new one.

2. Open the chat panel — The AI assistant panel appears alongside the editor.

3. Describe your demo — Tell the assistant what your demo should cover. Be specific about the product, audience, and key features.

The AI reads your sketch context (title, description, existing rows) and responds with relevant suggestions.

Generating Planning Rows

Ask the AI to generate a complete demo plan:

“Create a planning table for a 3-minute demo of our dashboard’s analytics features. Focus on the chart builder and export tools.”

The AI uses the set_planning_rows tool to populate the planning table with time estimates, narrative text, and demo action descriptions. Review the generated rows and iterate:

“Make the intro shorter and add a step showing the filter panel.”

The AI uses update_planning_row to make targeted adjustments without rewriting the entire table.

Using Sparkle Buttons

For quick improvements without typing a prompt:

• Click ✨ on the planning table to generate rows (if empty) or improve existing rows (if populated)
• Click ✨ on individual cells to refine narrative or action text
• Click ✨ on the title or description for a quick rewrite

Sparkle actions are logged in the Activity Panel rather than cluttering the chat history.

Tip

Combine sparkle buttons with chat for an efficient workflow: use sparkle for quick polishing, then chat for structural changes or creative direction.

Reviewing AI Changes

After the AI makes changes, verify them using:

• The editor — Changes appear immediately in the sketch form
• Activity Panel — Shows a log of every tool call with parameters
• Version history — Save a snapshot before and after AI edits so you can compare or roll back

Incorporating Reference Materials

If you have existing documents (slide decks, scripts, meeting notes), import them first, then reference them in the conversation:

1. Import the document — Use the Import button to bring in a .docx, .pdf, or .pptx file as a project note.

2. Reference it in chat — Type # to autocomplete the note name, or ask the AI directly: “Read the imported slide deck and use it to build planning rows.”

3. The AI reads the note — Using the read_note tool, it processes the imported content and incorporates it into your sketch.

Choosing the Right Agent

Select the agent that matches your current task:

Agent	When to use
Planner	Starting from scratch, building structure, organizing flow
Writer	Polishing narrative text, making scripts engaging and natural
Editor	Fixing specific cells, making precise surgical changes

Switch agents mid-conversation using the agent selector. Each agent maintains the conversation context, so you don’t lose history when switching.

Note

Custom agents defined in Settings also appear in the agent selector. These are useful for specialized tasks like writing for a technical audience or following a particular brand voice.

Typical Workflow

A common end-to-end pattern:

1. Sketch basics — Set the title, description, and a few rough rows manually.

2. Ask the Planner — “Flesh out this plan with timing and actions.”

3. Sparkle the narrative — Click ✨ on narrative cells to polish voiceover text.

4. Switch to Writer — “Make the narration more conversational and engaging.”

5. Save a version — Press Ctrl+S to snapshot the AI-improved sketch.

6. Review in Activity Panel — Scan the log to confirm all changes look right.