Skip to content

2 min read

Tune the AI's writing voice and tone

Set how the AI drafts messages — professional, friendly, or direct — and what topics it should always escalate to you.

Out of the box, the AI defaults to a friendly-professional tone. You can tune this two ways: a style slider that affects every message, and a set of escalation rules for topics the AI shouldn't decide on alone.

Step by step

  1. Open Settings → Voice & Style → Drafting voice.

  2. Pick a tone: Professional, Friendly, or Direct. Optional: upload 2–3 sample messages you've written and click Train from samples — the AI learns your phrasing patterns.

  3. Under Escalation rules, add topics that should always go to you instead of auto-replying: 'price negotiation,' 'legal questions,' 'specific contract terms.' These flag the message as Needs reply.

  4. Save. New drafts use the new voice immediately; in-flight sequences keep their existing copy.

What it looks like

The AI Assistant Style card in Settings → Voice & Style
Settings → Voice & Style → AI Assistant Style

Need help with something else? Browse all guides or email support.

Max, the captain of your CloseBoss AI team

One captain. One AI team. Your success.

Don't do it all. Ask Max.

Tell Max what you need — he puts your whole AI team to work, around the clock.

Ask Max free