> ## Documentation Index
> Fetch the complete documentation index at: https://fusiondocs.finchai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI-Powered Editing

> How to use AI assistance to refine and improve your reports

# AI-Powered Editing

Beyond generating reports, the AI assistant can help you edit, refine, and improve your content. Use conversational commands to make changes without manual editing.

## How AI Editing Works

Instead of editing text directly, describe what changes you want. The AI interprets your request and modifies the content accordingly.

**Traditional editing:**

1. Select text
2. Delete or modify manually
3. Retype content
4. Review changes

**AI-powered editing:**

1. Describe the change you want
2. AI makes the modification
3. Review and approve

## Types of Edits

### Content Refinement

Improve the quality of existing text:

* "Make this section more concise"
* "Add more detail to the financial analysis"
* "Improve the flow between paragraphs"

### Tone Adjustments

Change how content reads:

* "Make this more formal for a board presentation"
* "Simplify the language for a general audience"
* "Add a more optimistic tone to the outlook section"

### Structural Changes

Modify how content is organized:

* "Split this long paragraph into bullet points"
* "Add subheadings to break up this section"
* "Combine these two paragraphs into one"

### Factual Updates

Correct or update information:

* "The CEO name should be Jane Smith, not John Smith"
* "Update the revenue figure to \$150 billion"
* "Add 2025 data to this comparison"

### Additions

Request new content:

* "Add a section about ESG initiatives"
* "Include a comparison table of competitors"
* "Add an executive summary at the beginning"

## Making Edit Requests

<Steps>
  <Step title="Navigate to the Report">
    Open the report you want to edit in the main content area.
  </Step>

  <Step title="Use the Chat Panel">
    With the report open, use the chat panel to request changes.
  </Step>

  <Step title="Describe Your Edit">
    Be specific about what you want changed:

    * Which section or content
    * What kind of change
    * Any specific requirements
  </Step>

  <Step title="Review the Result">
    The AI will apply changes. Review the modified content and make additional requests if needed.
  </Step>
</Steps>

## Effective Edit Prompts

### Be Specific

| Vague             | Specific                                                                  |
| ----------------- | ------------------------------------------------------------------------- |
| "Fix the intro"   | "Make the executive summary shorter and highlight the key recommendation" |
| "Make it better"  | "Improve the competitive analysis by adding market share data"            |
| "Change the tone" | "Rewrite the risk section to be more balanced, not just negative"         |

### Reference Sections Clearly

When a report has multiple sections, identify which one you mean:

* "In the Financial Performance section, add quarterly breakdowns"
* "The third paragraph of the conclusion needs more supporting evidence"
* "Revise the table in the Competitive Analysis section"

### Provide Context

Help the AI understand your goals:

* "This report is for investors, so emphasize the growth opportunity"
* "Our client is risk-averse, so highlight the stability factors"
* "The audience isn't technical, so simplify the AI discussion"

## Examples of Edit Requests

### Shortening Content

**Request:** "Reduce the executive summary to three sentences maximum while keeping the key insights"

**Result:** AI condenses the content, preserving essential points.

***

### Expanding Content

**Request:** "Add more detail to the market opportunity section, including specific market size figures"

**Result:** AI expands the section with additional analysis.

***

### Changing Format

**Request:** "Convert the list of risk factors into a table with columns for risk type, impact, and likelihood"

**Result:** AI restructures content into the requested table format.

***

### Correcting Information

**Request:** "The report says revenue was $50B but it should be $52.3B according to the latest filing"

**Result:** AI updates the figure throughout the relevant sections.

***

### Improving Clarity

**Request:** "The third paragraph in the Business Model section is confusing. Rewrite it more clearly"

**Result:** AI rewrites the paragraph for better clarity.

## Iterative Editing

AI editing works best as a conversation:

1. **First request:** "Improve the conclusion"
2. **Review result:** AI makes changes
3. **Follow-up:** "Good, but also add a call to action"
4. **Review again:** AI adds the requested element
5. **Final adjustment:** "Make the call to action more direct"

<Tip>
  Don't try to make all changes in one request. Iterative refinement often produces better results.
</Tip>

## When to Use AI vs. Manual Editing

### Use AI Editing For

* Large-scale tone or style changes
* Restructuring content
* Adding new analysis
* Consistency improvements across sections
* Generating new paragraphs

### Use Manual Editing For

* Small text corrections (typos, minor word changes)
* Precise formatting
* Adding specific data you know
* Final polish adjustments
* Personal touches

## Combining AI and Manual Editing

For best results, combine both approaches:

1. Use AI for substantial changes
2. Review AI output
3. Make small manual adjustments
4. Use AI for additional refinements
5. Final manual review

## Troubleshooting

<AccordionGroup>
  <Accordion title="AI changes aren't what I wanted">
    Be more specific in your request. Include examples of what you're looking for. Try breaking complex changes into smaller steps.
  </Accordion>

  <Accordion title="AI changed too much">
    Request more targeted changes: "Only change the first paragraph" or "Keep everything except the conclusion."
  </Accordion>

  <Accordion title="Changes broke the flow of the document">
    Ask the AI to review and improve transitions: "The section transitions feel abrupt now. Improve the flow between sections."
  </Accordion>

  <Accordion title="AI didn't understand my request">
    Rephrase using simpler language. Be explicit about the current state and desired outcome. Provide an example if possible.
  </Accordion>
</AccordionGroup>

## Best Practices

### Track Your Changes

* Note what edits you've requested
* Review the full document after major changes
* Ensure consistency across all sections

### Verify Accuracy

* Double-check any facts or figures after edits
* Ensure citations still match content
* Review for unintended changes

### Maintain Your Voice

* Guide the AI on tone and style
* Make final adjustments manually
* Ensure the output sounds like your work