Last verified: October 10, 2026
What You Can Now Do
Context Memo now lets you edit offers in a drawer editor with live preview and set targeting rules using plain-language controls on the Offers page. The editor opens over the list instead of sending you to a separate preview screen, so the rendered offer updates as you type headline, body, and call-to-action copy. Targeting is written in plain language rather than assembled from field-by-field rule builders, which means the question you answer changes from "which conditions did I configure?" to "does this read correctly for the person who will see it?" The practical effect: you can approve or reject an offer variant in one sitting, on one screen, without holding the preview in your head.
Where It Is in Context Memo
Go to the Offers page in your Context Memo workspace. The list of offers is unchanged; selecting one now opens the drawer editor on the right side of the same screen, with the offer content fields, the plain-language targeting controls, and the live preview visible together. The standalone preview page that previously sat behind the editor is gone, and its function is now inside the drawer.
How to Use It
- Open the Offers page and select the offer you want to change. The drawer opens over the list, and the current version of the offer renders in the preview panel.
- Edit the offer content in the drawer fields. Each keystroke updates the preview, so you see line breaks, truncation, and button copy as they will actually appear.
- Set targeting with the plain-language controls. You read the rule as a sentence and adjust it in place, rather than moving between a rule builder and a preview to check your work.
- Check the preview against the targeting you just set. If the copy references a persona, a category, or a product the rule no longer covers, correct it before saving rather than catching it after publish.
- Save and close the drawer. You return to the Offers list with the change applied, and can open the next offer without a page load.
If you manage several offers against the same set of personas, work down the list in one pass. The drawer keeps the list in view, which makes it easier to spot two offers competing for the same audience.
Why We Built It
Customers told us they were switching between an editor and a separate preview page to see how their offers would look, then switching back to fix a single line of copy. That round trip cost real time on every edit, and it made targeting the part people avoided: setting rules meant leaving the screen where the offer content lived, so rules got set once and rarely revisited. Offers that were slightly wrong stayed slightly wrong, because the cost of checking was higher than the cost of ignoring. Removing the context switch removes that excuse.
What It Does Not Do Yet
This deploy is a UX change to the Offers page. It does not add new targeting dimensions beyond what the Offers page already supports, and it does not change how existing offers are delivered, so there is nothing to migrate and no saved offer needs to be rebuilt.
Two limits worth stating plainly:
- The preview shows the offer as configured, not how an AI model will describe it. Offer copy is human-facing. If you want to influence how ChatGPT, Claude, Gemini, or Perplexity answer questions about your category, that work still happens through memos published on your domain and tracked in citation reporting.
- Context Memo is not your CMS. The drawer editor is scoped to offers. For broader site content, page templates, and lifecycle workflows, keep using the system you already have, which has more functionality for that job.
Bulk editing across multiple offers is still one offer at a time. If you need to change the same line of copy across a set, the fastest path today is to open each offer in sequence in the drawer, which is faster than it was, but still a per-offer action.
Changelog
October 10, 2026
Per-Offer Chat and Memo Controls. Context Memo now gives you per-offer control: you can enable or disable chat and memo generation on individual offers in the Offers library, and chat directly about a specific offer from the Offers view.
October 6, 2026
Offers Coverage View with City-Level Traffic and Location Exclusion. Context Memo now has an offers coverage view, where you can see a sortable and filterable table of memos per offer, view traffic broken down by city, and exclude specific locations from your offers coverage analysis.
Describe-to-Create for New Offers. Context Memo now lets you describe what you want in natural language to auto-generate a new offer, and AI drafting no longer appears on subsequent edits.
Brand Attribution in Offer Previews. Context Memo now shows which brand owns a phone number in the offer style preview on the dashboard.
October 5, 2026
Pin an Offer to a Memo. Context Memo now lets you pin a phone call-to-action offer to a specific memo, so readers see a direct offer tied to that memo's content.
