Managing ideations

Rename, edit with AI, duplicate, export, promote to assessment and delete ideations.

Select ··· next to an ideation.

Action	Notes
Rename	Up to 70 characters.
Edit	Change the content and regenerate — see below.
Duplicate	Copies the whole ideation.
Move to folder	An item already in a folder is removed from that one — see Folders.
Download PowerPoint	Exports the ideation as a .pptx file.
Promote to assessment	See below.
Public share	Owner, or members the owner has permitted — see Public Sharing.
Bookmark	See Bookmarks.
Delete	Permanent.

Editing with AI

Editing an ideation with an AI instruction

Step	What to do
1	Select Edit.
2	Enter an instruction, upload a supporting file, or edit the fields directly.
3	Review the result and choose what to do with it.

Instructions can be as broad as you like:

"Rework the whole thing as a business focused on zzz as the target customer."
"Make the revenue model primarily an outright sale to xx, and revise the cost items to match."

The four choices

Option	Effect
Update and erase all data	Overwrites the ideation, discarding every generated view.
Update as new	Creates a separate ideation, leaving the original intact.
Keep current version	Applies nothing; the original stands.
Cancel	Abandons the edit.

Update and erase all data discards every analysis view attached to the idea — similar services, strategic partner, pictograph, SWOT, PEST, diamond strategy, AI expert, AI persona, KPI and simulation. Choose Update as new to keep them, or Keep the current version if you are not sure.

Duplicate before any significant edit. It costs nothing and gives you a fixed reference point to compare the result against.

Deleting

Deleting an ideation permanently deletes every file used in it. The files cannot be recovered.

Promoting to assessment

Promoting an ideation to assessment with supporting files

An ideation can be moved into assessment along with its supporting evidence.

Step	What to do
1	Open the ideation.
2	Select Promote to assessment.
3	Review the pre-filled name and description.
4	Attach supporting files.
5	Confirm and send.

The assessment runs and the result is displayed.

The files you attach here decide the quality of the result. Evidence that the idea is actually being executed — pitch decks, financials, test results, customer correspondence — produces a concrete readiness evaluation. The idea text alone produces a generic one.

Assessments promoted this way retain the ideation's context, so the assessment chat knows both the project and the idea it came from. See the Assessment chapter.

Chat AI

Ask questions of an AI that already knows your ideation's business model, customer and revenue structure.

Idea Arena

Run ideations against each other in a knockout bracket and read the AI's reasoning for each match.