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Customizing your account plan

Refine the outline, edit content, set your brand color, and choose visuals so every plan feels on-brand.

Once Ultragent generates your plan, everything is yours to shape. You can reorder ideas, rewrite content, change the look, and add your brand color, all in one place.

Refine the outline

The outline is the backbone of your presentation. Open the Outline tab to review each card's title and key points. Adjust the wording or order so the story flows the way you want, then select Generate Content to build the full version.

Edit the content

  1. Open your plan and go to the Result tab.
  2. Select Edit to fine-tune the words on any card.
  3. Make your changes directly in the editor.
  4. Switch back to Presentation to preview the polished result.

Set the look and feel

  • Theme: switch between Professional, Modern, and Minimal for a different style.
  • Brand color: choose a color that matches your brand so charts and accents feel on-brand.
  • Images: choose Stock Photos or Ultragent Generated visuals to suit the moment.

Save your changes

Select Save to keep your edits. Your updated plan is ready to present or share right away, and you can come back and refine it any time.

Tip

Set your brand color before you present. Charts and highlights pick up the color, giving the whole deck a coordinated, professional feel.

Good to know

Prefer a fresh start on a section? Select Regenerate to have Ultragent draft new content while keeping your settings.

Will editing the text break the design?

No. The layout, charts, and visuals stay intact while you adjust the words, so your deck always looks polished.

Can I reorder or rewrite sections?

Yes. Open the Outline tab to change the wording or order of any card, then select Generate Content to rebuild the full version around your structure.

Can I change the theme after generating?

Yes. Pick a new theme any time and your presentation updates to match.

How do I add my brand color?

Open your plan in Presentation view and choose your color. Charts and accents update to match for a coordinated, on-brand look.

What if I don't like the content on one card?

Select Regenerate on that section and Ultragent drafts fresh content while keeping your theme, color, and other settings.

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