How do I change or update a preference

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Update a saved preference when you want drafts to follow a different tone, wording, or instructions.

What updating a preference does

Preferences help Sidekick understand how you want drafts to sound. Edit a preference when it’s outdated, too broad, or no longer matches the way you want to communicate.

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When to update a preference

Edit a preference if:

• Drafts sound too formal, too brief, or too detailed
• You want to use different wording
• A saved instruction is unclear
• The preference only applies to certain message types
• You keep making the same edits to drafts

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How to update a preference

1. Open the Tabflows sidebar.
2. Open Profile → Your preferences
3. Skip Add Preference, which opens the form for a new one
4. Select the preference you'd like to update
5. Click the pencil icon to the right of that preference
6. Update the wording or instructions
7. Click Save
8. Generate a new draft to test the change.

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How to make the preference clearer

Specific preferences work better than general ones.

You can also add instructions for specific situations, such as refill questions, scheduling issues, billing replies, or messages that need provider review.

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Confirm it worked

The preference card shows the updated wording and a new draft reflects the change.

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