Write and publish your value proposition

Your value proposition is the shared explanation of what your product does and how customers get value from it. The workspace stores it as a set of named points (sections), and every agent reads the published version when it qualifies, researches, or writes. This page covers building points from your own sources or writing them by hand, editing them, removing them, and publishing the whole thing as the live version. For where this fits in the wider setup, see Agent Training Center.

The Value Proposition page lives inside the Agent Training Center. Editing controls (Add point, Save Changes, Discard Changes, the delete buttons, and Publish) appear only for full-access members. A read-only member can open the page and read every point but cannot change or publish it. Generating from sources is limited further, to Admin team members - other full-access roles can still add and edit points by hand but do not see the Sources panel described below. See Roles and access.

Before you start

There are no hard prerequisites, but the page opens to an empty state with the message You have no value proposition yet until you add your first point. The top of the page also shows a running Total … words count once any point has content.

Steps

Generate from sources (Admin only)

Instead of writing every point by hand, an Admin can point the agent at your own website and documents and let it draft the sections for you. A Sources panel sits above the points list for Admin team members.

Select Add sources to open the Add sources window. Drop up to 20 PDF documents, and add website URLs one at a time (type the domain and press Enter, or select Add), then select Add sources to confirm. Each source starts processing in the background and shows as a pill with a spinner next to its name; once ready it becomes a chip you can turn on or off. A website is always listed under its plain domain, so a site you typed with a prefix appears in the shortest form of its address. That is one source, whichever way you type it: adding the same site again in a different spelling recrawls it rather than leaving you with two chips for the same website. Documents keep the filename you uploaded them under, so give a file a name you will recognise in the list before you upload it.
Once at least one source is ready, select Generate - the button shows a running count of the sources currently selected - to open the Generate value proposition from sources window (it also opens automatically, pre-selected to your newest sources, right after an upload finishes). Choose what the agent should do:
- Add as new sections - keeps your current draft and adds new sections generated from the selected sources.
- Rebuild value proposition - replaces every current draft section with a fresh document built from the selected sources. Only available when you start Generate from the Sources panel yourself, not from the window that opens right after an upload. Pick which listed sources to use, then select Generate.
While generation runs, the points list shows a loading placeholder and the Generate button reads Generating. A toast confirms when it finishes, and the new or rewritten sections appear as drafts, exactly as if you had typed them yourself - edit, save, or delete them using the same steps as a hand-written point below.
Hover a website source and select the repeat icon to recrawl it (queues a fresh crawl of the same URL), or the trash icon to delete it. A source that fails to process shows with its error and a Retry action.

Each Generate run draws on credits, so treat it as a deliberate action rather than something to repeat idly.

Generation waits for the sources you picked to finish processing, and it will not write from an empty context. If none of them come good, it stops and tells you which ones and why, so you know whether to wait or to act: that they are still processing and you should retry once they are ready; that every one of them failed to process; or that a source finished but has no stored content behind it. In the last two cases the source needs rebuilding rather than more waiting, so remove it, add it again, and run Generate once the new copy is ready. When some sources are ready and others are not, generation goes ahead with the ones that are, so check the chips you selected against the sections it produced before you publish.

Add a new point

On the left rail, select Add point. A new section called New Point appears and the page scrolls to it.
Fill in Point Name - this is the heading for the point (for example, the capability or outcome it covers).
Write the point in the Description field. This is a markdown editor, so you can use headings, bold, lists, and links. The field label updates live to show Description (N words) as you type, so you can keep each point inside a sensible length.
Select Save Changes to store the point. A success message confirms it was added, and the new point joins the numbered list on the left rail.

You can add as many points as you need - each one becomes its own numbered section. The left rail lists every point with its number and, once saved, its last-updated time, so you can jump between them.

Edit an existing point

In the left rail, select the point you want to change, or scroll to its section.
Edit the Point Name or Description directly in place. The word count in the Description label updates as you type.
Once you change anything, a Discard Changes button appears next to Save Changes:
- Save Changes stores your edits. It stays disabled until you have actually changed something.
- Discard Changes reverts the point back to its last saved content.
Select Save Changes to keep your edits. A success message confirms the update.

Saved edits become a draft of that point. They do not affect what agents read until you publish (see below).

Delete a point

Hover over the point in the left rail, or open its section, and select the trash icon.
A confirmation appears titled Delete [point name]? asking Are you sure you want to remove [point name] point from value proposition?
Confirm to remove the point.

If you are removing a point you just added but have not saved yet, the trash icon simply drops it from the list without a confirmation.

Publish the value proposition

Editing, adding, and deleting points all build up a Draft. The top of the page shows a Draft chip while you have unpublished changes; once published, the chip shows the date and time of the last publish instead.

With at least one point in place and unpublished changes pending, select Publish (the check action at the top of the page).
A confirmation opens titled Publish value proposition?, noting that your agents will start working from the new version immediately. It lists what goes live - each changed section with a Changed tag, plus a count of any unchanged sections carried over - and a “Will sync” summary showing how many ecosystems, verticals, and persona cards the update reaches, along with an estimate of the time and credits the run represents.
Select Yes, Publish to make the draft the live version, or Cancel to keep editing.

If your value proposition is longer than the allowed limit, the confirmation shows a warning with your current word count and the limit, and Yes, Publish stays disabled until you trim it below the limit.

There is also a guard when you try to navigate away while a point has unsaved edits - either an existing point you changed but have not saved, or a new point you have not saved yet: a prompt titled Leave without saving? warns that those changes will be lost, and offers Keep editing or Leave. An unpublished draft on its own does not trigger this prompt - only edits you have not yet stored with Save Changes.

View the currently published version

When a published version exists, a View currently published version action appears at the top of the page. Select it to open a read-only view titled Published version of Value Proposition, with each point shown as a card and a chip showing when it was published. This is the exact text agents are reading right now, which is useful for confirming your changes went live.

What happens next

Publishing promotes your draft points to the live version and applies them across the workspace immediately. The published value proposition is what every agent reads as context from then on, so qualification, research, and copywriting all start using the new wording on their next run. The page’s chip switches from Draft to the publish timestamp, and the View currently published version view reflects the new content.

Until you publish, your edits stay as a draft and agents continue to read the previous published version. If a point still shows under Draft, it has not gone live yet.