> ## Documentation Index > Fetch the complete documentation index at: https://docs.hazel.ai/llms.txt > Use this file to discover all available pages before exploring further. # Changing a plan with chat > Where to ask, how specific to be, what Hazel pushes back on, and what comes back. You have read the plan and something needs to change before a client sees it. Ask in plain English and the plan comes back changed, as a new version with the earlier one still readable. ## Where to ask * **From the plan in chat.** Press **Edit** in the plan's top bar and the conversation opens over the plan. * **From the household.** On the household's **Financial Planning** tab, press **Open chat** in the plan's top bar for the same conversation. **Edit** is absent while you read an older version, because past versions cannot be changed. Look for the top bar reading "Viewing v2 of 4", marked read-only, and press **Back to latest**. Save your own edits before you ask. If Hazel publishes a new version while you have hand edits staged in the bar at the bottom of the plan, your only way out is **Discard my changes**. Press **Save** first. ## The five kinds of request ```text theme={null} Show the allocation as a mix comparison, current versus target. ``` Naming the argument you want to make works better than naming the chart. See [How Hazel visualizes data](/guides/financial-planning/the-plan/how-hazel-visualizes-data). ```text theme={null} Add a retirement-age lever from 60 to 70 in one-year steps, starting at 62. ``` Name the range, the step and the starting value. See [Levers and scenarios](/guides/financial-planning/the-plan/levers-and-scenarios). ```text theme={null} Add a healthcare tab covering the gap between 62 and Medicare. ``` ```text theme={null} Drop the education section, both kids are finished. ``` ```text theme={null} Move the income sequencing ahead of the balance sheet. ``` ```text theme={null} Rewrite the summary for a client who only wants the headline and the two decisions. ``` ```text theme={null} Compare the pension against the lump sum, side by side, with a verdict. ``` ## How specific to be Specific enough that there is one obvious reading. "Fix the summary" leaves it open. "Cut the summary to three paragraphs and lead with whether they can retire at 62" comes back the way you pictured it. ## What Hazel pushes back on Some requests come back with a reason instead of a change. Read it before rephrasing: it usually names the alternative worth asking for. * **A visual that cannot carry the claim.** Ask for a donut chart of income over twenty years and Hazel explains that a donut shows shares at one moment, then offers stacked columns. * **A number Hazel cannot evidence.** With no business valuation on file, a request for that figure comes back as a request for the document. Hazel shows it as not provided rather than picking one. * **Something a firm guardrail forbids.** Hazel names the never-do rule your request ran into. See [Guardrails](/guides/financial-planning/assumptions/guardrails). * **Structure your firm has locked.** With the plan design set to Exact, a request to drop a section is declined and pointed back at the design. See [Strictness](/guides/financial-planning/settings/personas/strictness). ## What comes back An accepted request republishes the plan, so the change arrives as a new version. Your own unsaved pencil edits count separately and do not move the version number until you save. Rewording, reordering and most presentation changes come back fast; one that moves the numbers runs the projections again and takes longer. You do not have to watch: a banner on the household page says Hazel is recalculating and that the plan updates when it finishes. Hazel works on one plan at a time, so **Regenerate** on the household's Financial Planning tab is unavailable while a change is running. Several small requests in one message are fine, and Hazel usually composes them into a single version. ## Which tool for which change | You want | Where to do it | | ------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Different wording on the summary's opening paragraph, a highlight card, a goal card or a recommendation | The pencil that appears when you hover that text, then **Save**. See [Editing a plan directly](/guides/financial-planning/the-plan/editing-a-plan-directly) | | Anything else about the writing, structure, visuals or analysis | Ask Hazel in chat | | A what-if while you sit with a client | Move a [lever](/guides/financial-planning/the-plan/levers-and-scenarios), where the plan offers one | | A different assumption for this household only | **Plan settings** in the top bar of the plan in chat, then **Apply and replan** | | A rebuild after new documents or a meeting | **Regenerate**, on the household's Financial Planning tab. See [Versions and regenerating](/guides/financial-planning/the-plan/versions-and-regenerating) | | The same change on every plan your firm builds | Settings, then Planning: the [base template](/guides/financial-planning/settings/base-template), a persona's [instructions](/guides/financial-planning/settings/personas/instructions), or the [plan design](/guides/financial-planning/plan-design/overview) | **Plan settings** is the sliders icon in the top bar of a plan you opened from its chat, and there is no such control on the household's **Financial Planning** tab. See [Solver assumptions](/guides/financial-planning/assumptions/solver-assumptions). You can also change an assumption from the figure it affects: select it, press **Edit**, then **Queue change**, and it waits for **Recalculate**. See [Where numbers come from](/guides/financial-planning/your-data/where-numbers-come-from). ## Where to go next * [Editing a plan directly](/guides/financial-planning/the-plan/editing-a-plan-directly) * [Versions and regenerating](/guides/financial-planning/the-plan/versions-and-regenerating) * [Prompt library: Financial Planning](/resources/prompt-library/financial-planning): requests you can copy. * [Front-loading the brief](/guides/financial-planning/your-data/front-loading-the-brief): say it up front, ask less later.