Building & editing programs — Protocol CRM Help

This is where the agent earns its place. Building a multi-phase program in the dashboard is dozens of clicks; describing it to your assistant is one sentence. The assistant assembles it as a draft in your Vault, and you review the exact changes before anything becomes real.

The loop is always the same four steps — describe → it drafts → you review → you apply — so you stay in control of the result while skipping the assembly.

Build from a prompt

Describe the shape you want — split, length, level, emphasis — and let it fill in the detail:

Build a 4-week upper/lower hypertrophy block for an intermediate. Progressive overload on the main compounds, two upper and two lower days a week.

Done — I've drafted "Intermediate Upper/Lower — Hypertrophy (4wk)" in your Vault: 4 weeks, upper/lower split, compounds ramping ~2.5% week over week. It's a draft, so nothing's assigned to anyone yet.
👉 Review the draft to see every session, then apply or tell me what to change.

It pulls real movements from your exercise library, follows your Vault conventions, and leaves the program sitting next to your other templates — clearly marked as an unreviewed draft.

Review the exact changes

You never have to take the assistant’s word for it. Every build or edit produces a draft you review — a plain diff of what it added or changed, the same way you’d review an edit before publishing:

Review draft · Intermediate Upper/Lower — Hypertrophy (4wk)

+ Week 1 · Upper A — Bench 3×8, Row 3×10, OHP 3×10, Pulldown 3×12

+ Week 1 · Lower A — Squat 3×5, RDL 3×8, Leg press 3×12, Calf 4×15

+ Week 2 — same, top sets +2.5%

… 3 more weeks

Discard ✓ Apply to Vault

The agent stages the program as a draft; you scan the added sessions and either Apply to Vault or Discard. Building a draft is reversible and private to you, so it happens without extra approval — applying is your call.

Like it? Apply and it becomes a normal Vault program you can assign. Want changes? Just say so in chat and it re-drafts — “make week 4 a deload,” “swap leg press for hack squat,” “add a third upper day.”

Edit in bulk

Bulk changes are where chat truly beats clicking — find-and-replace across a whole structure in one line:

In that block, swap barbell bench for dumbbell bench across weeks 2–4, and add 5% to the squat top sets.

Drafted the edit: DB bench replaces barbell bench in weeks 2, 3 and 4 (6 sessions), and squat top sets go up 5% across the block. Review the change?

Apply it.

Applied. The block's updated in your Vault. ✅

The same works for nutrition templates, single workout templates, and multi-phase programs.

Where chat wins — and where the dashboard still wins

Lean on the agent for the generative and bulk work; keep the dashboard for precise and visual work.

Reach for the agent	Stay in the dashboard
Build a program/template from a description	Nudge one set from 8 to 10 reps — just click it
Swap a movement across every week at once	Drag to reorder a day by feel
Spin up three variations to compare	See a week laid out as a grid

Building a draft is safe; assigning is gated. Drafting and editing templates in your Vault is private to you and fully reversible, so the agent does it without extra approval. The moment a program is assigned to a client, that’s client-facing — so it’s held for your explicit OK. See Approvals & safety.

Next: put the agent to work on your roster — Analysing & summarising →