Change a page or the wording

Ask for a change in plain words. Your AI edits the saved proposal in place.

1. 1.

   In the same chat, ask for the change.

   Copy

   Using Annuities Genius: in the newest proposal for “Zinnia Quill (invented)”, make the cover summary one sentence. Add a Next Steps page: we meet this week, and she brings her latest IRA statement. Then tell me what changed and give me the link.

   Select the text and copy it.

   Your AI cannot swap the products in a proposal. For other products, ask for a new proposal.

2. 2.

   Changed the proposal in the app since your AI read it? Its edit is refused until it reads it again.

   So it cannot write over your changes unseen. Check they are still there after the edit.