Persona Tuning: Training the AI to Write Like You
There's a reason AI-generated reports often read as generic: they haven't been configured for your firm's voice. Persona Tuning fixes that. Four fields, maybe 20 minutes to fill in, and your report drafts start reading like something from your office rather than something from a template.
What you'll learn
- ✓Set a tone instruction (e.g., objective consulting, plain English, formal investment banking)
- ✓Define preferred vocabulary your firm uses
- ✓Block phrases or words you never want in client-facing output
- ✓Use few-shot examples to show the AI your writing style
Step-by-step guide
Where to find Persona Tuning
Go to Settings → Persona. You'll see four fields: Tone, Allowed Words, Negative Words, and Few-Shot Examples. These apply globally to all report generation for your account.
Changes take effect on the next report you generate — they don't retroactively change existing reports.
There's a built-in Wall Street template you can load as a starting point. It sets a formal, institutional tone with terms like 'Adjusted EBITDA' and 'Net Dollar Retention' in the allowed vocabulary.
Setting your tone
The Tone field is a free-text description of how you want the AI to write. Examples:
*'Professional and objective consulting tone. Analytical and data-driven. Avoid superlatives.'*
*'Plain English. Write for a business owner, not an investment banker. Explain financial concepts simply.'*
*'Formal M&A advisory style. Use institutional language. Third person throughout.'*
The more specific you are, the better the output aligns with your expectations.
Allowed words (preferred vocabulary)
Enter industry terms or firm-specific phrases you want the AI to use. One per line. Examples:
- Adjusted EBITDA
- Net Dollar Retention (NDR)
- Run-rate revenue
- Management carve-out
These aren't enforced as mandatory — they're signals to the AI that these terms are appropriate for your context.
Negative words (blocked phrases)
Enter words or phrases you never want to appear in output. One per line. Common examples:
- cheap
- revolutionary
- game-changing
- synergistic (ironic given the product name)
- magic
Anything listed here will be actively avoided in generation.
Blocking too many common words can degrade output quality. Keep this list focused on genuinely problematic terms, not synonyms of words you just prefer.
Few-shot examples
The Few-Shot field lets you paste a short excerpt of writing that represents your style — a paragraph from a previous CIM, a section from a past report, or something you've written from scratch.
Two to three paragraphs is usually the right amount. The AI uses it as a style reference, not content to reproduce. More than a page tends to reduce output quality rather than improve it.