Editing an Existing Plan
There are two ways you can edit an existing plan.
- Using the CoPilot Editor: (Recommended) To make more detailed edits to sections, or regenerate specific sections, you can use the business plan editor.
- Using the Generator: To regenerate entire sections, you can access your original questionnaire. Use this if you are making big changes like adding new team members or products/services.
Access Your Dashboard
First, log into your ProAI account and access your dashboard.
In the left sidebar, click on "My Business Plans".
Edit Your Plan
On this page you will see your previously generated plan. Find the plan you want to edit and click the "Pencil” icon to access the business plan editor tool, or the cycle icon to access your original questionnaire.
Using the Copilot Editor
To make line item edits, you have two options:
- You can use the editor popup to make changes to the text directly (best for minor revisions adding or deleting text), or you can use the CoPilot tool request either custom changes, or use the Suggestions we have provided. You can request changes, or ask questions about certain sections in the plan.
