How to Write Pippin's Mission

Summary

Overview: The mission is Pippin's job description: who it is and what it is trying to achieve. Pippin uses it in every customer-facing reply, in Test Pippin, on voice calls, in follow-up sequence messages and in AI intros. If you don't write one, Pippin uses a built-in mission for your business type.

Prerequisites:

• You are the Admin of the workspace.
• Your business type is set, so the built-in mission matches your business.

How Pippin Decides

1. If you saved your own mission, Pippin uses it in place of the built-in one.
2. If the mission is empty, Pippin uses the built-in mission for your business type.
3. Pippin's other rules (your guidance rules, tone, and what it may promise) still apply on top of the mission.

Limits

• The mission can be up to 1,500 characters.
• A saved mission of your own stays the same if you change your business type. A mission you never changed follows the new business type's built-in text.

Step-by-Step Instructions

Step 1: Open the Mission section

1. In the left menu, go to Settings › AI Studio.
2. Click the Guidance tab.
3. Click Mission in the section list on the left.

The box shows your saved mission. If you haven't saved one, it shows the built-in mission for your business type.

Step 2: Write the mission

1. Edit the text in the Mission box. Say who Pippin works for and what it should achieve. For example: "You are the sales assistant for Acme Travel. Your job is to answer travel questions, learn the trip details, and help each customer book a Cebu tour package."
2. Watch the counter under the box, for example 420/1500.
3. To start over from the built-in mission, click Reset to default.

Step 3: Save

1. Scroll down and click Save Basics. This button saves the Mission and Voice sections together.
2. The message "AI basics saved." appears.

To go back to the built-in mission later, clear the box (or click Reset to default) and click Save Basics.

Step 4 (optional): Ask Pippify Coach

1. Open Pippify Coach and ask it to rewrite your mission, for example "Make Pippin's mission focus on booking discovery calls."
2. Coach shows a Proposed change card. As the Admin, click Apply to save it, or Dismiss.

Verify It Worked

Success criteria:

• After you reload Settings › AI Studio › Guidance, the Mission box shows your text.
• In Test Pippin, Pippin introduces itself and steers the chat the way your mission says.

Troubleshooting

Common errors

• "Failed to save. Please try again.": the save didn't go through. Fix: check your connection, then click Save Basics again.
• The text stops at 1,500 characters: the box doesn't accept more. Fix: shorten the mission.

Limitations & considerations

• Save Basics saves everything in the Mission and Voice sections at once. Quote settings are on the Quotes tab, which saves on its own.
• The setup wizard doesn't change your mission. Until you write one, Pippin uses the built-in mission for the business type the wizard set.
• If you leave the page without clicking Save Basics, your changes are lost.

Next Steps & Related Resources

• Next steps:
  • How to Set Pippin's Tone of Voice
  • How to Test Pippin Before Going Live
• Related articles:
  • How to Choose or Change Your Business Type
  • How to Add Guidance Rules
  • How to Use Pippify Coach
  • How to Apply or Dismiss a Change Coach Suggests

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/19/2026