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How to Use the Style Guide

Customize your Agent’s voice, tone, and message structure across email and LinkedIn outreach.

Updated over 2 weeks ago

Overview

The Style Guide, located in the Settings section of the Campaign Editor, controls how your Agent writes. Unlike Guidance (which focuses on strategy), the Style Guide defines the style of your outreach—tone, formality, length, and language.

You can tailor different types of messages (email, InMail, subject lines, etc.) to match your brand’s voice. Because these changes are directly injected into the AI’s prompt, they have a strong influence—so we recommend editing sparingly and testing as you go.


1. Edit the Style Guide

To access the Style Guide:

  • Go to your Campaign Editor

  • Open the Settings section

  • Click into Style Guide

From here, you can edit the tone and style for the following message types:

Message Types:

  • Initial Email

    • Used for the first email in a thread

    • Usually longer, introducing the offer or value prop

  • Subject Line

    • Short, attention-grabbing, optimized for opens

  • Follow-up Email

    • Sent later in the thread; shorter and more direct

  • LinkedIn Message

    • Used when you’re already connected with the prospect

  • LinkedIn InMail

    • Used when messaging a prospect you haven’t yet connected with


2. Test and Review Your Changes

Once you’ve made edits to the Style Guide, you can test how those changes affect real outreach.

To test your changes:

  1. Navigate to the People tab in the Campaign Editor

  2. Select a prospect

  3. Use the Test Generation feature to preview a message of the type you edited

  4. Review the output—does the tone match your expectations?

We recommend testing with at least two different prospects to see how the Agent varies its messaging while staying within your defined style.

If needed, return to the Style Guide to fine-tune your inputs and test again.

Tip:

Because Style Guide instructions are embedded directly into the Agent’s prompt, small changes can have a big impact. Edit thoughtfully, and always test before launching changes at scale.

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