For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
DashboardGet an API key
SetupCustomersOnboardingsWorkbenchAsk PiIntegrations
SetupCustomersOnboardingsWorkbenchAsk PiIntegrations
  • Ask Pi
    • Overview
    • What Pi can do
    • Pi preferences
    • Useful prompts
    • What's at risk
    • Summarize today
    • Forecast launches
    • Voice profile
    • Privacy
    • Limitations
LogoLogo
DashboardGet an API key
On this page
  • What Pi reads
  • What Pi drafts
  • What Pi forecasts
  • What Pi refuses
  • Where to open Pi
  • Related
Ask Pi

What Pi can do

A capability map of what Pi reads, drafts, forecasts, and refuses to do.
|View as Markdown|Open in Claude|
Was this page helpful?
Previous

Ask Pi

Next

Pi preferences

Built with

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.

What Pi reads

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.

SourceWhat Pi pulls
Customersname, domain, owner, plan, tags, status, custom fields, health score
Contactsname, email, title, primary flag
Onboardingsphase, state, target launch date, CSM, days in current phase
Taskstitle, assignee, due date, done flag, subtasks, customer-facing flag
Comments and attachmentsthread text, file names, who posted, when
Audit logphase moves, owner changes, status changes
Voice profileyour warmth, brevity, sign-off, sample message

What Pi drafts

  • Comments on a customer or onboarding thread
  • Reply emails to a contact, with subject line and body
  • Summaries of a customer’s last 30 days
  • Status updates for a weekly digest
  • Risk explanations with the contributing signals listed
  • Forecast write-ups when a launch is slipping

Every draft lands in your composer. You edit, then you send.

What Pi forecasts

Forecasts run nightly and on phase change. Pi looks at task completion pace, phase velocity across the workspace, and the customer’s own history.

  • Estimated actual launch date per onboarding
  • Slippage in days (positive or negative) against the target
  • Probability bands on the next phase move

What Pi refuses

  • Sending an email
  • Moving an onboarding to a new phase
  • Marking a task done
  • Changing a customer’s owner, status, or tags
  • Deleting anything
  • Reading another workspace’s data

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.

Where to open Pi

⌘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.

Related

  • Useful prompts
  • Voice profile
  • Privacy

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