Builder, Edit and Preview work with the same project, but each represents a different stage of authoring and review.

Choose the right mode

• Builder is the place to describe requests and review proposals.
• Edit directly refines supported slide objects.
• Preview opens the interactive presentation for review.

On a narrow screen, use Conversation and Preview to switch panels. An unsaved edit or separate proposal is not automatically the current saved presentation.

Understand the stages

A request is an instruction sent or retained for status checking. A proposal or candidate is a reviewable change separate from the accepted saved project. A build compiles source for an interactive preview. An accepted revision is a confirmed saved revision containing the accepted change.

Revision N identifies the saved presentation. After an edit, save and build the matching revision before relying on its compiled preview.

Review the actual preview

1. Read the generation or build status in Builder.
2. When a candidate build is available, choose Preview candidate.
3. Inspect content and operate interactions across the presentation.
4. Accept a proposal only after reviewing the actual result.
5. For a saved presentation, open Saved version & build options. Use Check saved build to check existing outcomes.

Choose Rebuild saved revision when you need a new preview of the current saved revision. Follow the build status and open the matching result. Read the displayed availability reason if rebuilding is disabled.

Check freshness and delivery boundaries

A preview may belong to an earlier saved revision after the project changes. Check its identity, save the edit and open a matching available build.

An interactive browser preview does not establish behavior in a native Vault CRM client. That acceptance belongs to the separate target handoff workflow. Fictional sample personalization does not establish a connection to live CRM records.

Read the living guides: Builder, Edit & Preview, targeted AI slide updates, and review and handoff.