Conversation | Preview and Publish

You can review your advisor using the Preview button and make adjustments that will only go live when you click Publish.

Preview

You can view the current state of your advisor using the Preview button and check for any final details.

Want to make adjustments? No problem!
Whether it's a question, answer, mapping, or structure – look for the pencil icon, the three dots, or a toggle.

Publish

Even if your advisor is already live, you can confidently make adjustments and check them first by clicking the Preview button. Changes will only go live and become visible to your customers when you click Publish.

If the Publish button is blue, there are changes that haven't been made live yet. If all adjustments are already live, the button will be grayed out.