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Setting your AI preferences in Playbooks
Setting your AI preferences in Playbooks

To modify how messages are pre-generated, you can tweak the AI settings in your Playbooks.

Alexandra Skagerholm avatar
Written by Alexandra Skagerholm
Updated over a week ago

Here’s what you can adjust:

  • Purpose: Define the intent of your message, such as "start a conversation", "Invite to event", "Start conversations with investors", etc.

  • Tone-of-voice: Choose the desired tone for your message, whether formal, casual, funny, etc. We recommend adding "...and concise" to the tone-of-voice for best results, e.g. "Casual and concise".

  • Language: Select the languages in which you want to generate messages. Our AI will dynamically generate the best-fitting one. For example, if you've added "French", the AI generates a message in French if the prospect is located in a French-speaking country, otherwise, it will fall back to English.

  • Select primary Channel: Select what channel you prefer to start the conversation through, email or LinkedIn.

  • Add Custom Instructions (Most Important!): This is critical for getting high-quality, personalized message suggestions. Include product details, event specifics, or examples of how you write. The more context you provide, the smarter the AI becomes.

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