> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wolfia.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customizing Wolfia AI: Editorial Guide & Instructions

> Control how Wolfia AI writes (Editorial Guide: tone, voice, formatting) and what it focuses on (Questionnaire Instructions: frameworks, scope, detail level).

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

## Two types of customization

| Setting                                                          | What it controls                                             | Scope                               |
| ---------------------------------------------------------------- | ------------------------------------------------------------ | ----------------------------------- |
| [Editorial Guide](/how-to/editorial-guide)                       | How answers are written (tone, voice, formatting)            | Organization-wide                   |
| [Questionnaire Instructions](/how-to/questionnaire-instructions) | What content is emphasized (frameworks, scope, detail level) | Per-questionnaire with org defaults |

<Note>
  These settings control how answers are *written*. For information about how Wolfia chooses which facts to include, see [How Wolfia prioritizes facts](/how-to/fact-prioritization).
</Note>

## 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](/how-to/editorial-guide) for setup steps and examples.

## 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](/how-to/questionnaire-instructions) for setup steps and examples.

## How customizations interact

Your settings work together in a clear priority order:

```
1. Your overrides (always highest priority)
2. Knowledge
3. Questionnaire Instructions (content focus)
4. Editorial Guide (writing style)
5. Knowledge base facts
```

**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.

## Common setup patterns

### Tech startup

| Setting              | Recommended value                                                 |
| -------------------- | ----------------------------------------------------------------- |
| Editorial Guide      | "Be conversational and direct. Use 'we' and 'you.' Avoid jargon." |
| Default Instructions | "Focus on cloud infrastructure. We are a SaaS-only company."      |

### Enterprise

| Setting              | Recommended value                                                  |
| -------------------- | ------------------------------------------------------------------ |
| Editorial Guide      | "Use formal, third-person voice. Always use 'Acme Corporation.'"   |
| Default Instructions | "Reference compliance frameworks. Include audit evidence details." |

### Fast-growing company

| Setting              | Recommended value                                             |
| -------------------- | ------------------------------------------------------------- |
| Editorial Guide      | "Use precise technical language. Include specific standards." |
| Default Instructions | "Emphasize security controls and certifications."             |

## 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

<Tip>
  Start simple with 2-3 preferences, then add more specificity as you see what needs adjustment.
</Tip>