> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.pivotal.app/llms.txt.
> For full documentation content, see https://docs.pivotal.app/llms-full.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.pivotal.app/_mcp/server.

# What Pi can do

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.

| Source                   | What Pi pulls                                                        |
| ------------------------ | -------------------------------------------------------------------- |
| Customers                | name, domain, owner, plan, tags, status, custom fields, health score |
| Contacts                 | name, email, title, primary flag                                     |
| Onboardings              | phase, state, target launch date, CSM, days in current phase         |
| Tasks                    | title, assignee, due date, done flag, subtasks, customer-facing flag |
| Comments and attachments | thread text, file names, who posted, when                            |
| Audit log                | phase moves, owner changes, status changes                           |
| Voice profile            | your 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](/product/ask-pi/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](/product/ask-pi/useful-prompts)
* [Voice profile](/product/ask-pi/voice-profile)
* [Privacy](/product/ask-pi/privacy)

Email **[help@pivotal.app](mailto:help@pivotal.app)** with a screenshot of where you got stuck and the customer or onboarding id from the URL.