The streamline editor

One editor for every streamline, laid out from the published format — sections, briefs and instructions as a page, problems where they are

LIB-3The LibraryAll sections ↓

Open a streamline in the Library to edit it. The editor is laid out from Streamliner's published format, so every setting it knows has a place, with a line under each saying what it is for.

Sections

  • Streamline: Name, Description, Icon, and the Theme. The Icon row shows what the streamline wears (its logo, or its symbol in its color) and offers: Choose image… (Files, or drop an image on it on the Mac), Photos… (iPhone and iPad), Use <site>'s logo (the service's own logo, fetched once from the site of the streamline's first server), Symbol and color… and, with a logo set, Remove logo; a quiet line then names the fallback symbol. Images are cropped square and kept small. Symbol and color… opens the picker: the Color comes first (one for light, one for dark; it draws the icon, your messages and the accent when no theme is set), then every icon in groups, with a search that understands plain words (chat, money, delivery, customer), best matches first; any SF Symbol name typed in full works too.
  • Save (and Revert, once something changed) are in the header, in the same round buttons as the header's others. ⌘S saves on a keyboard; ⌘[ goes back.
  • Instructions: the Briefs it includes (LIB-2), then its own instructions, readable as a page (View) or editable with a formatting bar (Edit).
  • Model, MCP servers (each server's address, sign-in and tool rules; see FR-3 and FR-4), Welcome and quick phrases, Suggestions, Cards.
  • Suggestions: the chips above the composer after the first message. Rules lists them: each has a Label, one thing a tap does (sends words, puts words in the composer, opens the scanner, or runs a tool your server lets a button run) and a When that says when it shows, read from the chat's data (the last step looked up the account, a balance is due). The first three that hold show, in this order, and they change as the data does. Shows when… above the list draws the row you would see, With sample data or with Nothing known yet, and marks each rule: shows, doesn't hold, or left out (and why: a fourth one, a label too long or reading a value that isn't there). The values it assumed are listed under it. On a streamline of your own, Let the model suggest lets the assistant offer up to three short replies of its own when no rule holds: words only, never a tool, a few tokens a turn on your key.
  • More: every other setting the format has. A setting a newer version of the format adds appears here without an app update.

Settings that are optional say so. Lists have Add, and their items can be moved or removed.

Finding a section

A row of chips sits above the form: All, then one for each section (Streamline, Instructions, Model, … More). Tap a chip to show only that section; tap more chips to show several together, and tap one again to hide it. All shows everything again. A chip with a red count has problems in its section, so a problem is never out of sight. The editor remembers your choice while the app is open, separately for a streamline of your own, What people see and What the assistant reads. On an iPhone the row scrolls sideways.

Problems

Problems show under the setting they concern: a color that isn't one, a required field left empty, a brief that doesn't exist, a tool rule naming a tool twice. The editor uses the same check as the Concierge and the command-line tools, so what it accepts will work.

An organization's streamline

Two tabs: What people see (name, look, who may open it, welcome and composer, suggestions, cards) and What the assistant reads (briefs and instructions, model, MCP servers and tools, limits and network). Stage… in the header shows the changes (Stage these changes?) and Stage keeps them on this device until they are published (LIB-1, AD-5). The second tab is filled in once an owner has approved this device for publishing; before that it says the private half isn't on this device.

An owner whose device is approved also sees Move to … (the organization's name) under a streamline of their own on this device: it stages a copy as the organization's streamline, using the organization's model key instead of yours, and the copy here stays.

Saving

On this device, Save keeps your changes, and Revert goes back. A change that would let a tool run without your tap (a suggestion that runs a tool counts), and a new streamline, shows its differences first and waits for Save on that card. Under the form, on this device: the streamline's Own model key (optional), Share as a file (never keys or sign-ins) and Delete this streamline.

The same manual ships inside the app. This section as Markdown