Building guides for a client portal with AI? Use your personal account as a workshop until content is ready to deploy.
| Phase | Where | What |
|---|---|---|
| Workshop | Personal Studio + a project shelf (e.g. "Lake Assoc - WIP") | Define the program; create and iterate with AI in draft |
| Review | Reader + Studio | Read like a member; fix instructional structure |
| Deploy | Studio Publish & placement | Move publisher to org portal + channel |
Why personal first? Personal API keys and ChatGPT App OAuth edit personal-account guides only. When you move a guide to a portal, original_account_id changes - your personal key stops seeing it. That is expected, not a bug.
After deploy: use the portal Settings → Integrations key if AI should keep editing in the org.
Alternative: create the portal early and use the org integration key from day one (Cursor/MCP). OAuth ChatGPT remains personal-only for now.
→ Full walkthrough: Connecting AI to Guides