Site Studio basics

Editor and Scout

Use conversation and selected-element context to change a site.

The editor keeps Scout beside the live site. Broad requests can reshape a page, while a selected element or section gives Scout a precise target.

What this workspace includes

  • Scout conversation for the current site
  • Selected page, section, and element context
  • Direct text editing and selection modes
  • Section controls and assisted changes
  • Checkpoints around assisted edits

Complete workflow

  1. 1

    Choose the page

    Open the page and device size you want to inspect.

  2. 2

    Select the target

    Select an element or section for a focused change.

  3. 3

    Describe the result

    Tell Scout what should change and what must remain.

  4. 4

    Verify the update

    Review the live canvas and continue refining if needed.

How records and settings behave

  • Scout receives the current site and selection context
  • Assisted edits create recoverable checkpoints
  • Saved changes appear in the site canvas and preview

Working effectively

  • Select the smallest useful target
  • Use direct text editing for short copy changes
  • Describe the desired result rather than only the problem

Keep the correct context

Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.

Frequently asked questions

Where should I start with Editor and Scout?

Open the page and device size you want to inspect.

When is my work saved?

Scout receives the current site and selection context

How do I confirm the result?

Return to the related list or detail view and review its current status. Saved changes appear in the site canvas and preview

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