Edit by talking and reviewing before you export with ComposerAI
Three capabilities that were missing before are now live. Together, they close the loop on the AI template workflow — from creation all the way through to a polished, export-ready document.
Edit your template by describing what you want
The AI Chat sidebar can now actually make layout changes to your template.
How it works:
- Open any AI template in the editor
- Find the AI Chat panel in the right sidebar
- Type an instruction in plain language — no special syntax required
- Watch the change apply live in the editor canvas
Some examples of what you can ask:
- "Make the headline font larger and bolder"
- "Add a dark blue banner across the top of the first section"
- "Remove the second image block — we don't need it"
- "Reorganize this section into two columns"
The AI processes your request in the background, and every change is validated before it's applied, so your template's structure and field mappings stay intact no matter how many edits you make.
Two levels of editing:
Targeted element edits — when you reference a specific element (a heading, an image, a text block), the AI changes only that element. Nothing around it moves, nothing else is affected. This makes iterative editing predictable: you can refine step by step without worrying about unintended side effects.
Section redesigns — when you need something bigger (restructuring a whole layout area, reordering content, simplifying a dense section), you can describe the outcome, and the AI will reconstruct the section accordingly. These are more powerful changes, so be specific about what you want to keep.
Tips for better results:
- Be specific about which element you mean: "the subheading below the property photo" is clearer than "the text."
- If a section has accumulated many edits and the AI seems to lose track, start a new chat session from the sidebar — it resets the context without affecting the template.
- The AI won't apply a change it can't validate. If something gets blocked, it'll tell you — rephrase the instruction and try again.
Review and edit publications before exporting
Open your publication in the publication editor before exporting, and make any required edits to the AI output.
Why this matters: Data fill is automatic, but data is rarely perfect. A field might pull in an unexpectedly long value that breaks a text box. A number might format differently than you expected. Now you can catch that before the PDF goes out.
How it works:
- Generate a publication from your AI template as usual
- Click to open the publication from your publications list
- Review the output — check that all values filled correctly and the layout held up
- Make any final adjustments directly in the editor
- Export your PDF when it's ready
This is the same review-and-edit experience available for standard Composer templates.
Numbers, dates, and times now match your org settings
This one is subtle but matters a lot in professional documents.
Before v3.23, date, time, and number formats in AI template publications could be inconsistent — showing values in a default format rather than your organization's standard. A cap rate might appear as 0.065 when your team writes it as 6.50%. A date might show as 04/23/2026 when your org standard is April 23, 2026.
Format Intelligence fixes this. All number, date, and time values in AI-generated publications now automatically respect the format settings you've configured in your Salesforce Org settings. There's no per-template configuration — it just works, consistently, on every publication run.
