Pi is a read-and-draft assistant. It can pull anything you can see in Pivotal and write back text for you to review. It cannot complete tasks, send emails, move phases, or delete records on its own. A human always confirms the action.
Pi has access to the same records your account does. If you can open a customer, Pi can read it. If you can’t, Pi can’t.
Every draft lands in your composer. You edit, then you send.
Forecasts run nightly and on phase change. Pi looks at task completion pace, phase velocity across the workspace, and the customer’s own history.
If you ask Pi to do one of these, Pi explains the limit and offers to draft the change for you instead. See Limitations for the full list of edges and known weak spots.
⌘I from anywhere opens the composer over your current view. The sidebar Pi tab opens it in a panel that stays open as you click around. Both share the same prompt history.
Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.