Ask Helix to build a plan
Helix already knows your trades, your journal, and how you have been trading, so it can draft a whole plan from a plain-English ask. Open Helix from the sidebar, or press the Ask Helix button at the top of the nav, and tell it what you want. Something like "build me a plan for London breakouts with tight risk" is enough. Helix turns that into a full draft you review before anything is saved.
Review the drafted plan
When Helix has a plan for you, it drops a Suggested action card into the chat under its reply, labeled New playbook. The card shows what the plan would be so you can check it before you commit:
The plan name and, when it applies, the account it is for.
A Rules list built from the entry and exit rules Helix suggested.
The risk limits it set, shown as plain lines like Max 3 trades per day, Max 1% risk per trade, and a Max daily loss figure.
Any Sessions and Symbols the plan is scoped to.
Read it the way you would read a plan you wrote yourself. If it is close but not right, just tell Helix what to change and it drafts a new card.
Choose whether to make it active
Creating a plan from chat never switches the plan you are already trading. On the card there is a Make this my active playbook toggle, and it is off by default. Leave it off and Helix just saves the plan to your library so you can look it over later. Turn it on and the new plan becomes the one your dashboard and grading follow. The choice is always yours, Helix does not switch your active plan on its own.
When you are happy with the draft, choose Apply. If you would rather not keep it, choose Dismiss and the card goes away without saving anything. After you apply, the card confirms with Playbook saved, or Playbook created and set active when you left the toggle on.
Helix will not create a second copy of a plan you already have. If a plan with the same name is already on that account, applying again simply points you back to the one you already made.
Starting from a ready-made plan instead
Sometimes, instead of building from scratch, Helix matches you to a ready-made plan it thinks fits how you trade. That card is labeled Start a playbook and shows the plan name with a short note on why it matched. Choose Apply to start it, or use Build a custom one instead to have Helix draft a custom plan for you the way described above. Starting a ready-made plan sets it up on your account, and the card confirms with Playbook started.