AI Chat can help at different levels — from drafting an entire space structure to refining a single block. The easiest way to get great results is to start at the right “level” and give the AI the right amount of context.
1) High-level: Build a full template or space (structure first)
Use this when you want a complete skeleton fast — pages, sections, and the main blocks — so you can refine it afterwards.
Typical use cases:
Draft a new onboarding template based on your internal workflow
Create a space outline for a specific customer project (kickoff → implementation → go-live)
Translate entire templates or spaces into a different language
What to provide in your prompt:
The goal (onboarding, renewal, implementation, etc.)
Your steps/phases (even as a rough list)
Your tone (formal, friendly, concise)
Example prompt
“Create a new onboarding template for our customer implementation process. Use these phases: Kickoff, Setup, Training, Go-live. For each phase, create a page with a short intro, a checklist-style section, and an action plan block with tasks. Keep the language concise and customer-friendly. Add an FAQ accordion at the end.”
2) Mid-level: Create structured Valuecase content from existing inputs
Use this when you already have content in another format (Excel, docs, notes) and want AI Chat to turn it into Valuecase-native pages, blocks, and items.
Typical use cases:
Paste a list of questions and generate a Form
Paste a task list and generate an Action Plan with milestones and tasks
Convert a long doc/email into a structured page with sections and clear next steps
What to provide:
The raw input (questions, tasks, outline)
The target format (“create a form”, “create an action plan”, “turn into an FAQ accordion”)
Any rules (required fields, grouping, milestones)
Example prompts
“Here are 12 onboarding questions from our spreadsheet. Create a Valuecase form with the best-fitting question types (short text, long text, dropdown where it makes sense). Mark the compliance questions as required.”
“Create an action plan from this task list. Group it into milestones (Preparation, Implementation, Review). If you can’t set due dates directly, keep them as text notes next to the tasks.”
3) Low-level: Refine blocks and generate assets (details and polish)
Use this when the structure is already there and you want to improve the details — wording, consistency, and visuals.
Typical use cases:
Rewrite a single block to be clearer or shorter
Update one section without changing the rest of the page
Standardize tone across multiple pages
Example prompts
“Rewrite the ‘Kickoff’ page intro to be more confident and concise. Keep it under 80 words.”
“Go through this page and remove buzzwords. Use short sentences and bullets where helpful.”
“Create a simple visual for a pricing overview with three tiers and add it to the existing Media block on this page.”
“Turn this text into a simple onboarding steps graphic and place it under the ‘Next steps’ section.”
While you can use the chat to generate media elements and visuals, we recommend using our dedicate AI Media Creator for this job.