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Edit the Style Guide for Your Outreach Agent

How to adjust tone, formality, length, and language so messages match your brand.

Updated over a month ago

Overview

The Style Guide controls how your Agent writes. Unlike Guidance (which shapes strategy and priorities), the Style Guide defines voice: tone, formality, length, and language across email and LinkedIn. Because these instructions are injected directly into the AI’s prompt, edits have a strong effect—change incrementally and test as you go.


Open the Style Guide

Start in the campaign you want to edit.

  1. Open the Campaign Editor

  2. Click Settings

  3. Select Style Guide

From here, you can set voice rules for each message type.

What You Can Edit

Begin with a short paragraph that captures the desired voice (for example, “confident, direct, plain language”), then refine per message type.

  • Initial Email
    Used for the first email in a thread. Typically longer and introduces the offer or value prop.

  • Subject Line
    Short, natural, and optimized for opens. Avoid gimmicks or excessive punctuation.

  • Follow-up Email
    Later touches in the thread. Shorter, reply-focused, and context-aware.

  • LinkedIn Message
    Used when you’re already connected. Conversational, concise, and platform-appropriate.

  • LinkedIn InMail
    For prospects you aren’t connected with yet. Clear purpose, tight ask, professional tone.

Small edits can have large effects. Make a single change, test it, and only then add more adjustments.


Test and Review Your Changes

Confirm that updates behave as expected before launching them widely.

  1. Go 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: Does tone, length, and structure match your intent?

Repeat the test with at least two different prospects to see how the Agent varies phrasing while staying within your rules. If needed, return to Settings → Style Guide, refine the text, and test again.

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


Best-Practice Tips

  • Keep instructions short, specific, and measurable (“2–4 sentences,” “avoid superlatives,” “use plain language”).

  • Define what not to do when helpful (e.g., “no emojis,” “avoid hyperlinks in copy”).

  • Align Style Guide edits with your Materials and Guidance so voice and strategy do not conflict.

  • It is possible to make major changes to the Style Guide (for instance, to make it adhere faithfully to a distinct brand voice).

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