Build and review changes with Righty
You'll ask Righty to inspect your setup and make a change, then review the draft before you publish it to your website.
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View as MarkdownRighty can help you understand your project and build changes without finding every editor yourself. Tell it what you'd like to do, check what it changes, then publish when you're happy with the draft. Righty can't publish for you.
You don't need to connect an external assistant. Righty works inside your signed-in project and uses its available features and your access.
1. Open Righty
Open the project you want to change. Then open the Righty dock, or press Control + / on Windows or Linux and Command + / on macOS. You can also type a question in the box at the top of your Dashboard. Need help? in the authenticated top bar, including on a phone, opens Righty in a new conversation, and closes it again when it's already open.
Want more room for Righty's replies, or more of your page? On screens at least 768px wide, drag the dock's left edge to resize it. Your browser remembers the width. On a phone, Righty fills the screen and closes when you follow a link in its reply to another page in the app. The Righty reference lists the keyboard controls and limits.
The full Righty dock is not available in demo mode, onboarding, or the expired-trial blocking state. In the public demo, Need help? opens the Help Center instead.
2. Ask it to look at what you have
Pick one task and name what should stay unchanged. Our example business, WorkForge (opens in a new tab), might want to ask new visitors about team size before recommending a guide, without changing the path for known contacts.
Start by asking Righty to read the existing flow:
Righty can read your configuration, reports, visitor information, and supported integration data. It can work with flows, questions, segments, forms, offers, widgets, campaigns, goals, phrases, personalized emails, version history, split tests, and hosted landing pages. The tools it uses depend on the task and your access. For campaign A/B tests, it sets up the test, writes challenger copy, and reads verdicts.
It's easier to show than describe sometimes. Choose Attach files (the paperclip), paste, or drop a screenshot, PDF brief, or CSV into the composer, and Righty reads it with your message. The Righty reference lists the file types and limits.
When you ask how a flow is performing, Righty names the dates its numbers cover and tells routing at a condition apart from visitors who left. Flow analytics from Righty explains what it counts.
To find out where a survey or flow appears, ask Righty directly. It works that out from your draft, combining each widget's page targeting with the conditions on every path, rather than from the pages where the flow ran. Where a flow or survey shows explains how it reads them.
3. Tell it what to change
Once you've checked the explanation, ask for the change:
Answer any clarifying questions. If you started from Build with Righty on an optimization recommendation, Righty first proposes a plan and waits for your explicit approval before changing resources.
When Righty builds a form, tell it where signups should go, such as a Kit form or tag, or a Mailchimp audience. Righty can look up your connected email platform's forms, tags, lists, events, and automations by name, and only uses delivery options your platform supports. If you don't say, it adds signups as contacts on platforms that allow that. Kit and Mailchimp don't, so Righty may ask which form or audience to use. If it builds the form without asking, its summary names each form that still needs a destination; choose one in the form's settings before you publish.
Deletions need separate consent through a Needs your OK card, even if you've approved the plan. Read the named action and affected resources before confirming. Cancel declines that pending deletion. You can't undo deletions from chat.
4. Check what changed
- Expand the change card to see what Righty added, updated, or removed, grouped by kind. Select a row to open the item it changed.
- Open the affected editors and check the saved settings.
- Check where shared questions and segments are used. One edit can affect several flows.
- Choose Preview on your site to open your draft on your website with the debugger.
- Try the intended path, the fallback, and any paths for known contacts.
The debugger shows what RightMessage knows about the visitor and why it's showing each step. Testing your changes explains how to try each path.
A change card can offer Undo when the current state is still safe to reverse. It isn't available for every edit. The Righty reference explains the approval cards, change records, and undo limits.
5. Publish when you're ready
When the right visitors reach the right questions and offers, review the full project's changes and publish. Righty leaves that publishing step to you. You can also keep the draft and return to it later.
Starting an A/B test is separate. If a change card shows Review and start, open the test and review its setup before starting it. For a campaign A/B test, start it yourself from the campaign's Testing tab. Righty never starts, restarts, ends, or undeploys a test.
Configuration edits aren't the only actions Righty can take. Integration actions, exports, and support handoffs don't necessarily wait for website publication. See drafts and immediate actions.
Write copy in the campaign editor
For website personalization on Scale or Pro, open your campaign editor. Choose an audience and a text element, then select Ask Righty for options. Righty offers four choices without changing the page. Use this saves one for that audience and element.
In Matrix, Fill empty cells keeps existing changes and writes copy for gaps in the displayed grid. To replace selected copy, select at least 2 cells and choose Rewrite with Righty. Its first reply recaps your selection and asks what you want to change before writing.
Follow write page copy with Righty to review the highlighted changes, open each audience from the change card, and undo an eligible turn. Righty never publishes the copy.
Continue the conversation or get help
Resume a recent conversation to keep its context. Use New conversation for a separate task. Close Righty closes the dock without deleting the conversation.
Stop interrupts a running turn but doesn't undo saved work. If Righty stops or reports an error, check the draft and change cards before asking it to repeat the action. Troubleshoot Righty explains what to collect. For help from a person, open Help and choose Email our team.