GuideMark

Drafts and publishing

What an agent may do on its own, and how to let it publish.

A draft is a tour or tooltip that's switched off: saved, visible in your dashboard, never shown to visitors.

The rule

An agent can publish (switch something on or off, or change anything that's live) only when both are true:

  1. The project allows it: Settings → Agents → What agents may do → Publish live.
  2. The agent has publish access: you ticked Also let it publish live when connecting it, or its API key has the Publish scope.

Otherwise the agent can still read the project and create, edit and delete drafts. If it tries to publish, it gets a refusal that says which of the two is missing, and a good agent will tell you so.

Drafts only (default)Publish live
Read tours and tooltipsyesyes
Create, edit, delete draftsyesyes
Create something already livenowith publish access
Edit or delete live contentnowith publish access
Publish or unpublishnowith publish access

Reviewing a draft

  1. The agent tells you it's done, or calls request_review and you get an email.
  2. Preview it on your site with its play link: open the tour's code button in the dashboard, or use https://your-app/page?playTour=<id>. Drafts play from the link.
  3. Switch it on in the dashboard when it's right.

Switching on a tour switches off the page's other live tour: one tour is live per page.