The rule in 4 lines
- The main thread is for finding and choosing: recommendations, preview and download.
- Schedule opens the post or campaign in its own view, with a stepper we've already filled in.
- Oz's two components live in that stepper: Who (accounts or mailing list), then When (time). Type a change and the open view updates.
- Schedule closes the view. The thread shows one small result card with Open, both in Structured and on the AI platform.
How to read this
4 rows, A to D. Frames go left to right. Wide frames show the opened view. Dashed frames are "only when needed" variants. A bold outline marks what the partner clicks or types next. Grey highlight = just changed.
ReadyNeeds choiceBlocked
Same pattern as Notion and Jira on Claude: chat finds things, a view opens for the real work, and edits come back as a short result. Fake data: Q4 partner webinar push. Accounts: Northwind Partners (LinkedIn page), Dana Lee (LinkedIn profile), @northwindpartners (X, not connected).
What's different between our thread and the AI platform
| Our Ask AI thread (A, C) | The AI platform: Claude or ChatGPT (B, D) | |
|---|---|---|
| Main chat | Ask AI thread: find, preview, download. No pickers. | The AI platform's chat: same job. It shows our recommendation card. |
| Where Schedule opens | Our side panel next to the thread (or full screen) | Full screen or side pane. Claude chooses (Free plan: full screen) |
| Chat inside the view | The post's or campaign's own chat, on the left of the panel | No chat of ours. The AI platform's chat box sits at the bottom |
| Typed change ("move it to Thursday 2:30") | The open view updates. No new card | The open view updates. No new card |
| Schedule | Schedules, closes the panel, one result card in the thread | Schedules too (V1), back to chat, the AI platform draws our result card |
| Old cards going stale | Mostly avoided. Pickers live in the view, so the thread only gets one small result card per action. If a later chat change moves the time, the next result card shows the new time. Greying out old cards stays as a fallback only. | |
| Header bar on cards | None. Asset header only (thumbnail + title) | Claude adds its own bar (connector name, tool title, code button). We only control the names |
| Same in both | Prefilled best guess, Who then When in the stepper, step status, domain heads-up with 3 ways out, Connect in the Who step, result card with Open | |
Still open with Oz: the Schedule an email components (design pending). Whether one-post Schedule opens a view at all (vs one card in the thread) is the new direction to confirm.