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Wolfia AI generates answers by combining your organization’s knowledge with customizable settings.

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Two types of customization

These settings control how answers are written. For information about how Wolfia chooses which facts to include, see How Wolfia prioritizes facts.

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Editorial Guide

The Editorial Guide defines your organization’s voice. It applies to all AI-generated answers across questionnaires and conversations. What it controls:
  • Tone and voice (professional vs conversational, first-person vs third-person)
  • Formatting preferences (bullet points vs paragraphs, response length)
  • Terminology standards (company name usage, abbreviations)
Example: “Use formal, third-person voice. Always use ‘Acme Corporation’ instead of ‘we.’” See the full Editorial Guide documentation for setup steps and examples.

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Questionnaire Instructions

Questionnaire Instructions tell Wolfia what to focus on when answering questions. You can set organization-wide defaults that auto-populate for new questionnaires, then customize per-questionnaire as needed. What it controls:
  • Compliance framework alignment (SOC 2, ISO, NIST)
  • Scope restrictions (cloud-only, specific products)
  • Detail level (executive summaries vs technical deep-dives)
Example: “This is a SOC 2 audit. Reference control categories (CC6.1, CC6.2, etc.).” See the full Questionnaire Instructions documentation for setup steps and examples.

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How customizations interact

Your settings work together in a clear priority order:
Example: You have a SOC 2 questionnaire with instructions saying “Reference control categories.” Your Editorial Guide says “Use formal, third-person voice.” Wolfia will produce SOC 2-focused answers with control category references, written in formal third-person voice.

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Common setup patterns

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Tech startup

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Enterprise

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Fast-growing company

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Getting started

Both settings are available on a single page with tabs:
  1. Go to Settings → AI customization: This page has two tabs: Editorial guide and Questionnaire instructions
  2. Set your Editorial Guide: On the Editorial guide tab, define your organization’s voice
  3. Configure default Questionnaire Instructions: On the Questionnaire instructions tab, set organization-wide defaults
  4. Review and iterate: Check answers and refine your settings based on the results
Start simple with 2-3 preferences, then add more specificity as you see what needs adjustment.