Using the Wizard

The Wizard is Chatter’s guided creative workspace. It’s the right tool when you want to ideate freely instead of working linearly from your Stories feed. These articles cover when to use it and how each step works.

In this guide

1. When to use the Wizard
2. Setting up a Wizard session
3. Selecting Stories in the sandbox
4. Generating and refining drafts
5. Saving Wizard output to Topics

When to use the Wizard

Stories, Topics, and the Wizard all create content — but they’re built for different moments. Here’s how to choose.

Stories → Topic (linear path)

Use this when you’ve been browsing the Stories feed and a few articles have caught your eye. You select up to six, configure the Topic, and generate. It’s the most direct path: see a Story, build on it.

Wizard (creative path)

Use the Wizard when you want to start with an idea or theme rather than a Story. The Wizard lets you set keywords, audience, and sources up front, runs an advanced search across your feed, and gives you a sandbox to play with options before committing to a draft.

It’s the right tool when you have creative time blocked, when you’re exploring a new content angle, or when you want more control over the search than the Stories feed gives you.

Quick decision guide

• Reactive ideation, working from what’s in the feed → Stories
• Editing, refining, or reworking an existing Topic → Topics
• Creative exploration, advanced search, sandbox-style → Wizard

Setting up a Wizard session

Step 1 of the Wizard is where you tell Chatter what you’re looking for. The more specific you are, the better the suggestions in step 2 will be.

Walkthrough

• Open the Wizard tab.
• Give your session a name. This is just for your reference — it isn’t your Topic title.
• Add keywords. Pick from the suggestions or type your own. Three to five focused keywords usually work well. 
• Pick an audience. You can use a saved persona or enter a custom job title and industry combination. Free text works — you don’t have to use smart search.
• Select sources. You can pick specific publications, search by name, or select all. Most users find selecting all gives them the broadest creative range.
• Click Search to move to step 2.

Tips

• Selecting all sources is fine when you’re exploring. If you want a tighter creative direction, narrow to a handful of sources you know are high-quality for your brand.
• The session name doesn’t have to be perfect — you can rename your Topic later when you save it.
• More keywords and Stories mean more token usage. Precise inputs tend to produce better drafts anyway.

Selecting Stories for the sandbox

Step 2 of the Wizard gives you a Story-selection sandbox. This is where you browse search results and pick which Stories will inform your draft.

How the sandbox works

On the left, you’ll see search results sorted by relevancy (or recency, if you switch). On the right, a sandbox panel collects the Stories you’ve selected. Click a Story to add it to the sandbox; click again to remove it.

Setting up the Topic

• Select Stories that look promising — there’s a hard cap at six, but three to four tends to produce the strongest drafts.
• Type a Topic title or click Suggest to have Chatter generate one (this uses tokens).
• Optionally select a solution. Not every piece of content needs a solution tag — you can leave it blank.
• Pick a content type — article outline, one-to-one message, thought leadership post, industry insights, etc.
• Click Generate Topic to move to step 3.

Tips

• If your search returns too many results, go back to step 1 and narrow your keywords or sources.
• Sorting by Most Relevant usually beats sorting by Newest — the highest-scoring Stories are most likely to produce useful drafts.

Generating and refining drafts

Step 3 of the Wizard is where the magic happens. Chatter drafts a complete structured outline with source material from your selected Stories. From here, you decide what to do with it.

Reviewing the draft

The Wizard generates a comprehensive draft — typically a structured outline with a hook, key points, and supporting detail drawn from your selected source Stories. You can read it in full, edit any of it directly, or regenerate specific sections.

Your options

• Edit directly — type into any part of the draft to change it. No tokens used.
• Regenerate a section — highlight a portion and ask Chatter to redo just that part (uses tokens).
• Regenerate the title — click the Regenerate title link and Chatter will suggest a new title. (uses tokens).
• Save to Topics — save the draft into your Topic library where you can keep working on it.
• Discard — drop the draft and go back to step 2 to try a different selection.

Tips

• If the draft is mostly right, save it to Topics and refine there — the Topics editor has the same tools plus tagging, exporting, and reconfiguring.
• If the draft is way off, discarding is faster than trying to repair it. Go back to step 2, swap some Stories, and try again.

Saving Wizard output to Topics

When a Wizard draft is worth keeping, save it to your Topic library. This puts it in the same place as everything else your team has created and unlocks the full set of editing tools.

How to save

• From step 3 of the Wizard, click Save to Topics.
• Chatter saves the draft and brings you straight into the Topic editor.
• From there you can edit, reconfigure, regenerate, chat with teammates, or export — same as any other Topic.

What gets saved

• The full draft Chatter produced.
• All the configuration you set up in the Wizard — keywords, audience, sources, solution, content type.
• The selected source Stories.

What doesn’t carry over

The session name doesn’t carry over as the Topic title. You’ll set or keep the title from step 2 once you’re in the editor.