AI settings

Control how the AI behaves when generating briefs, summaries, and drafted emails. These preferences are saved locally and applied when you use any AI skill.

Pre-call brief

Format

5 bullets

Who · Goals · Last contact · Open items · Watch

Short narrative

2-3 sentences, flowing prose

Chat response style

Format

Default

AI may use bullets, headers, and bold text for clarity

Conversational

Plain prose only — no bullets, no bold, no markdown; warm and flowing

To the point

Lead with the answer, cut the filler — short paragraphs or a tight list only when needed

Client summary

Summary length

Citations & compliance

Strict citation mode

When enabled (recommended), the AI refuses to state client-specific facts it cannot cite. Disabling allows more fluent prose but may produce uncited claims — not compliant for production use.

Draft email tone

My VoiceRecommended

AI matches your writing style from your voice profile samples — recommended

Professional + warm

Warm but polished; a human tone without being casual

Formal

Conservative and formal; full salutations, no contractions

Conversational

Relaxed, easy-going; reads like a personal note

Voice profile

Paste real emails you have sent — the AI matches your tone when drafting on your behalf. Add a new sample any time; changes take effect on the next draft.

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