# Plan your content with the strategist

> The strategist researches your site and topics, proposes a brief, voice, keywords and a calendar, and changes the plan as you chat. Then you save it.

Source: https://wavefront.adwave.com/help/getting-started/plan-with-the-strategist (updated 2026-10-14)

The strategist is a research assistant on the **Strategy** page that writes your content plan with you. It proposes a full plan, you tell it what to change, and when the plan looks right you save it so drafts can use it.

## Read the first proposal

After the welcome screen, the strategist reads your site, searches your topics and competitors, and proposes a plan in the panel on the right. The plan has four sections:

| Section | What it holds |
| --- | --- |
| **Overview** | The brief: what the site is, the audience, goals, positioning, what to avoid, and the pillars (the main themes) |
| **Keywords** | Search phrases grouped by pillar. When volume data is available, each shows monthly searches and a difficulty from 0 to 100, with its source. Otherwise they come from what ranks and what people ask |
| **Calendar** | Dated posts, each with a format, a keyword and an angle |
| **Voice** | How the writing should sound |

The strategist may ask up to three questions first. Answer them in the message box.

## Change the plan by chatting

1. Type what you want in the message box, such as "Focus on beginners and practical how-tos" or "Two posts a week: one article, one short social post". Press **Enter** to send, or **Shift** + **Enter** for a new line.
2. The strategist researches if it needs to, then updates the plan. Sections that changed get a dot, and chips on the reply jump to them.
3. Suggested replies sit above the message box. Choose one to send it.
4. **Undo** on a reply reverts that reply's changes.

To start the conversation over without losing the plan, open the conversation options and choose **New conversation**.

If a reply would move more than five posts that are already planned, the strategist leaves them on their dates and shows them under **Proposed changes**. Choose **Apply the N moves**, or **Apply the new calendar** when it proposed a whole new calendar, if you want them. You can undo it afterwards, but it can't be applied a second time.

## Edit the plan directly

Owners and editors can make some changes without a strategist turn:

- Remove a keyword from the **Keywords** section.
- Move a post to another date, or remove it, from the post's menu on the **Calendar**. Removing a post keeps its draft, if it has one, in the Library.

Each change shows a message with **Undo**. If someone else changed the plan at the same time, the page reloads it and asks you to make your change again.

## Save the plan

When the plan is ready, the panel shows **Your plan is ready**.

- **Save plan** turns the plan into workspace documents: the strategy, voice, keywords, calendar and ideas, plus the workspace profile. They are saved as a new version on the **Documents** page.
- **Save and draft week 1** saves the plan, then drafts this strategy's posts due in the next 7 days. One message reports how many drafts started and how many were skipped, and why.

After the first save, the button reads **Save changes**. Drafts and autopilot always use the saved plan, so unsaved changes don't affect them until you save.

## Costs and permissions

- Talking to the strategist and editing the plan don't use credits. They do need the trial or the plan.
- Owners and editors talk to the strategist and save plans. Viewers can read the conversation and the plan.
- Agents connected over MCP can talk to the strategist and edit the plan too. Their changes are recorded as theirs. See [connect an AI agent](/help/agents-and-api/connect-an-ai-agent).

## If something goes wrong

- **"The strategist couldn't finish that reply".** Send the message again. Your plan is unchanged.
- **Save is greyed out.** The plan needs a brief and some keywords or posts first. Ask the strategist to fill them in.
- **The page says the documents are managed in Git.** That workspace's documents come from a repository, so the plan can't be saved from the app.

Next: [draft your first post](/help/getting-started/your-first-draft).

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