Voice profile | Pivotal Docs

Pi drafts comments, emails, and summaries on your behalf. Without a voice profile, those drafts read like every other AI: tidy, neutral, slightly robotic. The voice profile fixes that. You answer five short questions once and Pi uses your answers as a style guide on every draft you generate from then on.

Set up your profile

The first time you ask Pi to draft something, Pivotal prompts you to fill in the questionnaire. You can also open it directly at Account > Pi preferences > Voice profile.

Open the panel. Pivotal shows the five questions on one screen.
Answer each one. The form saves on blur, so you can leave and come back.
Click Preview to see Pi draft a sample comment in your voice.
Click Save. Pi uses the profile on the next draft you generate.

The whole flow takes about three minutes. There’s no scoring, no right answer, and no one else sees your profile.

What the questionnaire captures

Field	What it controls	Example value
Warmth	How friendly the opener and sign-off feel	”Warm but not chatty”
Brevity	Default length for a draft	”Three sentences unless I ask for more”
Formality	Vocabulary and contraction use	”Casual, contractions fine”
Default sign-off	Phrase Pi closes emails with	”Cheers, James”
Sample message	A short message you’ve written before	A 3-5 sentence email you sent to a customer

The sample message is the biggest lever. Pi reads it for cadence, sentence length, and word choice. Paste a real message you wrote recently. Don’t write one for the questionnaire; Pi can tell.

Updating later

Voice changes. So does the team you write for. To refresh:

Open Account > Pi preferences > Voice profile.
Edit any field, or paste a new sample message.
Click Save.

The change applies to drafts you generate after the save. Drafts already in your composer keep the old voice until you regenerate them.

Resetting

Click Reset to default at the bottom of the panel to drop your profile. Pi falls back to a neutral voice (concise, direct, no sign-off). Use this if your voice has drifted and you want to start fresh.

Per-draft override

You can override your voice on a single prompt without editing the profile. Add a tone hint at the end of the prompt: “…keep it formal” or “…warmer than usual”. Pi follows the override for that draft and keeps your saved profile for the next one.

Gotcha: shared profiles across drafts only, not surfaces

Your profile shapes anything Pi drafts for you in the composer. It does not change the wording of the Summarize today digest or the What’s at risk explanations. Those use a workspace-neutral voice so handoffs read consistently across the team.

Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.