Beta features
Create supporting images with AI
Prepare AI visuals for your instructions in advance from Sources, or create a specific image later in the Media editor.
What you’ll achieve
A set of reviewed visuals created alongside your instructions, with control over source use and a consistent style.
Before you begin
- Beta features enabled in User Profile and AI media available for your workspace.
- A saved project with processed sources and remaining media allowance.
- Useful source images for annotation or source-based creation; text alone can support a new illustration when permitted.
On this page
- Check availability first
- Prepare images in advance or create one later
- Open the cog in Sources
- Enable Generate Media before generating the steps
- Choose Allowed media: how should AI use your sources?
- Give the whole set of images a consistent style
- Understand the other options in the same window
- Review the automatically created images
- Create an image for a specific step
- Review the visual, not just the status
Check availability first
AI image tools depend on your profile’s beta setting and the workspace media policy. If Create with AI is missing or disabled, check User Profile and ask the workspace administrator about media access.
Source-based creation and new illustrations use GPT Image 2.5 Sunburst. Annotation mode keeps the source image and adds editable marks. Review generated parts, labels, and positions against your sources before sharing; revise the request or use annotations when source details must remain unchanged.
Step generation and AI media have separate allowances. Review the remaining media allowance and reset date rather than assuming text generation includes unlimited images.
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Open the three-dot menu in the app and choose User Profile.
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Enable Beta features and choose Save Changes.
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Open your project’s Media editor. If Create with AI remains unavailable, ask your workspace owner to check AI media access and the remaining allowance.
Prepare images in advance or create one later
You do not have to create images one step at a time. Before generating your work instructions, use the cog in Sources to enable Generate Media. StepGen then plans useful images across the generated steps and creates them in the background. Use this route when you want the first draft to arrive with supporting visuals.
For an individual improvement after reviewing the draft, open Media → Create with AI. That route gives you direct control over a particular step, references, and prompt.
| Your goal | Where to start | What happens |
|---|---|---|
| Prepare visuals for the instructions in one workflow | Sources → cog → Generate Media | Images are planned after the steps are generated and completed results are automatically attached to the intended steps. |
| Create or refine one specific image | Media → Create with AI | You choose the step and references, review the result, and add it to the destination step. |
Automatic generation considers the steps together; it does not guarantee an image for every step. A run creates up to 10 useful images, limited further by your remaining allowance. Annotation and source-based modes can skip steps without a suitable source image.
Open the cog in Sources
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Open your saved project and select the Sources tab.
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Add the source material you want the instructions and visuals to use, then wait for processing to complete. PDF images or video frames give annotation and source-based creation something concrete to work with.
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At the bottom of Sources, choose the cog beside Generate or Re-Generate. Its tooltip is AI Special Instructions. The AI Generation Settings window opens.
Enable Generate Media before generating the steps
Existing media is retained when automatic visuals are added. The planner may propose an additional helpful image even for a step that already has media. Turn Generate Media off and save if you do not want automatic images in a later instruction run.
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In AI Generation Settings, select Generate Media.
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Open Additional options to choose Allowed media and enter any shared visual guidance.
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Choose Save Settings to store the configuration for this project. Saving settings does not start image generation.
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Back in Sources, choose Generate and complete the normal instruction-generation flow. If instructions already exist, Re-Generate starts an instruction regeneration flow; use the Media editor instead when you only want to add an image without regenerating your steps.
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Let the steps finish, then follow media progress. Images can continue processing after the text is ready. Review each completed attachment before sharing.
Choose Allowed media: how should AI use your sources?
Under Generate Media → Additional options, Allowed media controls the kind of visual the automatic run may create. Your workspace may offer only some of these modes. Choose the least change needed to make the action clear.
| Allowed media | Use it for | How to prepare and review |
|---|---|---|
| Annotate original images | Point out a target, direction, or checkpoint on a real source image with arrows, highlights, and labels. | Supply a useful image. Check that marks point to the correct feature, preserve the original, and keep important detail readable. |
| Create from source images | Make a clearer view or isolate visible parts using the supplied images as references. | Provide images showing the relevant parts. Check the result against the originals for part identity, orientation, and assembly relationships. |
| Create any supporting illustration | Explain an action with a new illustration based on the step instructions and available source context. | Useful when no suitable source image exists, including a text-led workflow. Verify that the image has not invented parts, equipment, measurements, or unsafe actions. |
Give the whole set of images a consistent style
Special instructions for media generation applies to AI media in this project and accepts up to 2,000 characters. Describe the visual conventions you want repeated: arrow color, readable labels, a close view of the target part, or a clean background.
For example: “Keep the source style. Use navy arrows to show the target part. Keep labels readable and do not invent measurements.” For new illustrations, you could ask: “Use a simple training illustration. Show only the objects needed for the action. Keep the background uncluttered.”
Keep approved process facts in your source material or Text Notes. Visual instructions shape the image; they should not be used to invent technical details that your sources do not establish.
Understand the other options in the same window
The Sources cog does not expose an image-quality selector. Quality choices for an individual image are in the Media editor’s Create with AI options and depend on workspace policy.
| Setting | What it controls |
|---|---|
| Generate Fields | Creates data-collection fields for relevant instruction steps. It is independent of Generate Media. |
| Field sensitivity | Minimal adds only critical checkpoints; Conservative focuses on important verification; Balanced is a middle ground; Thorough covers most steps; Comprehensive targets nearly every step. Review that each field is useful. |
| Generate BOM — Soon | Currently unavailable. It does not generate a bill of materials or affect the image workflow. |
| Special Instructions (Optional) | General guidance for writing the instructions, such as focusing on quality checks or including safety warnings. Use the separate media-instructions box for image style and visual treatment. |
| Save Settings | Stores your choices for subsequent generation. It does not regenerate existing steps or images by itself. |
Review the automatically created images
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When the text draft is ready, check the generation progress and media activity for images still queued or processing. You can leave the editor and return later.
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Open the steps and inspect the automatically attached visuals. Confirm each one explains the corresponding action.
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Open Media to inspect AI images in the library and their attachment status. If an image was saved but could not be attached, select it and add it to the intended step.
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For a missing or unsuitable visual, use Create with AI for that particular step, or attach an existing source image. Avoid regenerating the whole instruction set just to fix one image.
- Some steps may not need a visual. Automatic planning favors instructional value over decoration.
- Annotation and source-based modes need usable source images. If you only supplied text, add visual sources or choose the illustration mode when available.
- The per-run limit and monthly workspace allowance can leave some steps without a new image. Check media usage before requesting more.
- If a request fails, use its recovery message. Check activity before submitting again so that you do not duplicate work.
Create an image for a specific step
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Open Media and choose Create with AI when available.
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Check the step whose instructions will guide the image. Choose suitable reference images.
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Describe the desired visual or edit. For example: “Highlight sample block B with a blue arrow. Keep all labels readable.”
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Under additional options, choose the permitted source-use mode and quality. Submit the request once.
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Follow its status in the media activity or library. Review the completed image, choose the destination step, and attach it.
Review the visual, not just the status
Completed means an image was produced, not that its technical content is correct. Check part count, orientation, labels, and any measurements against your real source.
You can leave the editor while images generate and return later. If a request fails, read its recovery message before retrying. Reuse an existing good image when it already explains the action.
A generated illustration is not a replacement for an approved engineering drawing or verified process evidence.