Customizing Your Agent's Email Style
Your Agent Learns from You
Your AI agent adapts its email writing style based on what you tell it in chat. The more specific your guidance, the more precisely it tailors its voice to match your brand.
How to Shape the Voice
Open a chat with your agent and tell it exactly how you want emails to sound. Here are examples of effective instructions:
- "Write shorter emails — 3 sentences max"
- "Sound more like a friend, less like a salesman"
- "Always open with a compliment about their business"
- "Never use exclamation marks"
- "Reference our portfolio when relevant"
- "Use the phrase 'happy to chat' instead of 'schedule a call'"
- "End every email with a question, not a statement"
Quick Reference: "If You Want X, Tell Your Agent Y"
| You Want | Tell Your Agent |
|---|---|
| Shorter emails | "Keep every email under 4 sentences" |
| Warmer tone | "Write like you're a helpful neighbor recommending a good plumber" |
| More authority | "Reference our 15 years of experience and 200+ clients in every email" |
| Local flavor | "Mention local landmarks or neighborhoods when you can" |
| Less jargon | "Avoid marketing terms — write like a normal person" |
| Social proof | "Work in a brief client success story when relevant" |
| Urgency | "Mention that our Q1 slots are filling up" |
| Humor | "Add a touch of light humor when it fits naturally" |
| Industry language | "Use terms like 'covers,' 'tickets,' and 'BOH' when emailing restaurants" |
Paste Examples You Like
You can also paste a sample email you like and say "Write more like this." Your agent will analyze the tone, structure, and style, then apply those patterns to future outreach.
This works with:
- Emails you have written yourself
- Marketing copy you admire
- Cold emails that impressed you as a recipient
Tone Preset vs. Chat Training
In Settings > Business Profile, there is a tone preset selector (Professional, Friendly, Casual). This sets the baseline voice for your agent.
However, chat gives you finer control. The preset is a starting point — your conversational feedback layers on top of it. For example, you might set the preset to "Professional" but then tell your agent "Be professional but not stiff — imagine we are at a business lunch, not a board meeting."
When Changes Take Effect
After you give tone or style feedback in chat, your agent applies it to all future emails. Most changes are reflected within 1-2 days as your agent processes the feedback and begins drafting new outreach with the updated style. Emails already queued or in follow-up sequences will use the original style.
Going Deeper
For a comprehensive guide to shaping your agent's behavior beyond just email style, see Training Your Agent Effectively.
Related Articles
Training Your Agent Effectively
How to give feedback and refine your agent's behavior over time.
Agent Sending Wrong Tone or Style
Fix issues with email tone, language style, or messaging that doesn't match your brand.
Building a Good Relationship with Your Agent
Tips for working effectively with your AI sales assistant.
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