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What the Editorial Guide controls

  • Tone and voice: Professional vs casual, first-person vs third-person
  • Formatting preferences: Bullet points vs paragraphs, headers, response length
  • Terminology standards: Company name usage, abbreviation preferences
  • Brand consistency: Ensuring all AI answers sound like they come from your organization

What it doesn’t control

The Editorial Guide only affects how answers are written. It won’t change:

Setting up your Editorial Guide

1

Navigate to settings

Go to Settings → AI customization
2

Select the Editorial guide tab

Select the Editorial guide tab and enter your style preferences
3

Save your guide

Click Save guide
Your guide applies to all AI-generated answers across questionnaires and conversations.

Examples

Tech startup wanting approachable answers

Editorial Guide:
Be conversational and direct. Use “we” and “you.” Avoid jargon. Keep answers under 150 words when possible.
Before (default AI answer):
Access controls are implemented using role-based access control (RBAC) with multi-factor authentication required for all users.
After (with Editorial Guide):
We use role-based access so you only see what you need. Everyone on the team logs in with multi-factor authentication.

Enterprise with strict brand guidelines

Editorial Guide:
Always use “Acme Corporation” instead of “we” or “the company.” Use formal, third-person voice. Lead with customer benefits.
Before (default AI answer):
We conduct quarterly security assessments and penetration testing.
After (with Editorial Guide):
To protect customer data, Acme Corporation conducts quarterly security assessments and annual penetration testing.

Fast-growing startup wanting technical credibility

Editorial Guide:
Use precise technical language. Include specific product names and standards. Write for a technical audience.
Before (default AI answer):
Data is encrypted both at rest and in transit using industry-standard encryption.
After (with Editorial Guide):
All data is encrypted at rest using AES-256-GCM via AWS KMS. Data in transit uses TLS 1.3 with ECDHE key exchange.

Best practices

  • Start simple: Begin with 2-3 core preferences and refine over time
  • Be specific: “Use formal tone” is vague; “Use third-person voice and avoid contractions” is actionable
  • Test with examples: Upload a questionnaire and review how answers change

Common questions

No. The Editorial Guide only affects writing style, not content.
Yes. The Editorial Guide applies organization-wide.
Only Admins and Experts can edit. Other users can view it.