Why don't my drafts reflect my preferences
On this page
When you save a preference under Profile → Your preferences, Sidekick uses it as guidance for future drafts. If a draft does not seem to match your preferences, there are a few common things to check.
What's happening
Saved preferences help Sidekick decide how to write new drafts. They do not apply retroactively to drafts that were already created before the preference was added or updated.
If you recently changed a preference, generate a new draft to test the change
How to check your preferences
- Open Profile → Your preferences
- Skip Add Preference, which opens the form for a new one
- Select Your preferences.
- Confirm the preference is in your saved list.
- Review each saved preference. Make sure the wording is specific and direct.
- Remove or revise preferences that conflict.
- Generate a new draft after saving the preference.
Make preferences more specific
| Broad | Specific |
|---|---|
| Be concise. | Keep replies under three sentences unless the patient asks a detailed question. |
| Use a professional tone. | Use a warm greeting, plain language, and the sign-off "Best, Dr. Lee." |
| Sound less directive. | Use "we recommend" instead of "you should." |
Avoid conflicting instructions such as Keep messages brief and Include a detailed explanation in every message.
Tips for better results
- Keep preferences short, clear, and specific.
- Generate a new draft after adding or updating a preference.
- Avoid preferences that conflict with each other.
- If a preference is about tone or style, include a short example when possible.
Example of conflicting preferences
These may compete with each other:
Best practice
If drafts still do not sound right, revise the preference so it describes exactly what should change in the wording, structure, or tone. Specific instructions usually lead to more consistent results than general guidance.
Confirm it worked
A new draft follows the revised preference more consistently. The earlier draft remains unchanged.
Still having trouble? 💬
Reach out to our Support team however works best for you:
- Start a chat using the Support button at the bottom right of the sidebar (side tabs)
- Email us at team@tabflows.com or