Using Macro Draft Revisions

A draft is an alternative version of an existing Macro which is not actually in use, but can later replace the current version. Drafts allow you to work on a revision of a macro and ask someone to review it, or work on a bigger macro revamp project where you review the tone and voice of your replies or even prepare a rebrand.

Creating a Macro Draft Revision

Drafts of Macro revisions can be found under the Drafts tab in the Macro page.  To work on a draft revision for an existing macro:

1. Log in to Cleverly Dashboard - app.cleverly.ai
2. Click on “Knowledge” on the left menu of your Cleverly Dashboard
3. For the macro you want to review, click on the Macro name to open the Macro details page.
4. Click on the Drafts tab (top center) of an existing Macro to see or create a new draft for a revision of a Macro. There are two options when creating a new draft:
• Create draft from scratch - Creates a new draft, with empty Title, Description and Text fields
• Create draft and copy existing - Creates a new draft, and copies the Title, Description and Text fields from the existing version of the Macro (the one seen under the Details tab)
5. Click “Save”

(Screenshot of new Macro draft revision page)

(Screenshot of new Macro draft revision form, after filling in the respective fields)

After writing the first version of your draft, you can safely click Save, as this won’t have any impact on the live version of the Macro.

Editing A Macro Draft Revision

Editing drafts works just like editing the main version of Macro, except that the changes are not seen in production unless you click on the “Replace existing” button.

In order to help you keep track of the revision progress, Macro draft revisions have a status which can take one of the following values:

• Needs Review - there are ongoing changes to this macro; by setting the status to “Needs Review” (and perhaps assigning the revision to one of your colleagues), you are requesting someone to collaborate with you on the revamp of this Macro.
• Accepted - the draft is ready, you (or your colleagues) can mark the draft as ready by changing the status to “Accepted”. This signals that this draft is ready to replace the existing Macro.

If you would like to let someone else know that you want them to review the draft revision, you can assign it to a user from the user selection dropdown on the right side of the “Needs Review” dropdown field on the Drafts tab. This is only available if the status is "Needs Review".

You can keep track of the revision by looking at the information below the draft content, which tells you which user last updated the draft, and when.

A complete guide for Macro revision projects can be found in this article.

(Screenshot of Macro draft revision page with open combobox to select its status)

Replacing a Published Macro With a Draft Revision

When done with the draft editing and reviewing, make sure the status is set to "Accepted" and click on “Replace existing” to overwrite the live version of your macro, which could be seen on the Details tab, by the version on the Drafts tab. Specifically, this will replace the Title, Description and Text fields - all other attributes of your Macro remain the same.

It is still possible to do direct edits on the live Macro from the Details tab, while having a draft under review. However, these will also be overwritten by the draft version if you click on Replace existing.

(Screenshot of Macro draft revision page with status set to Accepted.)

Discarding a Draft Revision

Lastly, if you feel like you will never use the current draft, it can be discarded from the (...) menu on the top right of the page.