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:- Which facts are included in answers
- The compliance framework focus (use Questionnaire Instructions for that)
- The technical depth of responses (use Questionnaire Instructions for that)
Setting up your Editorial 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
Does this change what facts are included?
Does this change what facts are included?
No. The Editorial Guide only affects writing style, not content.
Does this apply to all questionnaires?
Does this apply to all questionnaires?
Yes. The Editorial Guide applies organization-wide.
Who can edit the Editorial Guide?
Who can edit the Editorial Guide?
Only Admins and Experts can edit. Other users can view it.

