This article applies to organization admins in the PI2 software. (Requires an active Inspire subscription.)
While the PI Assistant is designed to work out of the box, it's even more powerful with a detailed understanding of your organization.
In this article, learn how to provide the PI Assistant with organization context — such as your industry, goals, and values — and personalize the chat to the needs of your people and your business.
Note: All software users can view organization settings for the PI Assistant. However, only organization admins can edit these settings.
How to view organization settings (PI Assistant)
Log in to the PI2 software.
Click the "PI Assistant" button in the top-right corner.
The PI Assistant will open.
Click the ellipsis (...) button.
Select "Settings" from the available options.
Click the "Organization settings" tab.
You will land on the Organization Settings page within the PI Assistant.
What organization settings are available? (PI Assistant)
Organization settings for the PI Assistant consist of 3 distinct sections.
Company website
Enter the URL of a webpage that best summarizes your organization (e.g., your "About Us" page). The PI Assistant will scan that page to better understand the unique context of your organization.
Note: Only 1 webpage can be set at any given time. To get the most of this setting, make sure you're selecting the URL that best encapsulates your organization's mission, vision, and values, like an "About Us" page.
Context
In this textbox, provide additional details about your organization (e.g., your industry, your market, your competitors). The PI Assistant will pull from this information alongside your company website, so feel free to use this space to weave in details that might not already be reflected on your webpage.
Note: The context box supports up to 2,000 characters at a time.
File uploads
Upload up to 3 files (either in PDF or TXT format) to provide even more detail on your organization. Individual files cannot exceed 3 MB.
Tip: If you have more context about your organization beyond just a single webpage and 2,000 characters of context, this is the place to upload that information. If an individual file exceeds 3 MB, consider using a compression tool or paring down your file to the essentials.
Why should I provide the PI Assistant with organization details?
Providing organization details — via website URL, context, or file uploads — allows the PI Assistant to contextualize conversations within the framing of your unique organization. Because org details apply as a global setting, this reframing will be consistent for all employees who engage with the PI Assistant.
Things you might choose to upload include:
Your mission and vision
Organization values
Performance rubrics
A brand guide
Example: At The Predictive Index, we have two sets of values: THREADS (for everyday work) and FABRIC (for leadership). Both rubrics are important for employees across the organization, regardless of level or tenure.
In our own PI Assistant instance, we've uploaded both the THREADS and FABRIC criteria under "File uploads," along with a copy of our brand guide. Now, when users prompt the PI Assistant about employee feedback or performance conversations, it will contextualize the conversation based on both of those evaluation rubrics.
Tip: When referencing organization context, the PI Assistant will explicitly say "Based on your Organization Context, [XYZ]." If the PI Assistant doesn't signal that it's reading your org context, but you have information uploaded, try rephrasing your request or modifying org settings to provide additional context.
How to modify organization settings (PI Assistant)
From the Organization Settings page within the PI Assistant:
(Optional) Enter the URL of a webpage that best describes your organization.
If the webpage can be scanned by the PI Assistant, a green checkmark will appear to the left of the URL.
You will also see the following success message: "Website connected."
Note: If the webpage sync isn't successful, double-check that the URL is correct and publicly facing. (Private URLs are not supported.)
(Optional) Add up to 2,000 characters worth of supplemental org context.
(Optional) Upload up to 3 files that provide additional org context (your brand voice, organizational goals, etc.).
Note: Files for the PI Assistant must be uploaded as either .PDF or .TXT files and cannot exceed 3 MB. If a file exceeds that threshold, consider using a file compressor.
Click "Save Changes" to confirm.
You will see an "Update in progress..." message, followed by an "Update successful" confirmation.
Additional support