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Opening Customize

From the left sidebar, click the Customize entry. The Communication style captures the way you write, so ShiftUp’s emails follow your personal style. It powers the Personalize action on stakeholder emails in the Engage tab and every AI-drafted outreach in ShiftUp.

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First-time setup

If you haven’t set your style yet, the section shows an empty state with a Start setup button. Click it to launch the guided wizard. The wizard walks you through short, sample-based prompts and captures:
  • Tone — Which sample email sounded most like you.
  • Length — How much detail feels like enough.
  • Impact — Whether business impact should lean on numbers or narrative.
  • Greeting — Sets the first line and sign-off (Formal, Informal, or Custom).
  • Next step — How drafts should close the ask (soft vs. direct).
  • Habits to avoid — Anything you’d rather not see (e.g. exclamation points, “I hope this finds you well…”).
A live preview generates alongside your choices, so you see the exact tone shift as you pick options. When you’re happy, save and close the wizard — ShiftUp is now ready to draft in your voice.

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Editing your style later

Once set up, the Communication style section shows two things:
  • Style profile — Edit the choices captured during setup (Tone, Length, Impact, Greeting, Next step). Update the preview to see the new sample, then Save changes.
  • Habits to avoid — Toggle habits on or off. There’s also an Anything else? free-text field for a personal note (e.g. Always sign off Cheers, Jamie).
Actions available on this section:
  • Tune again — Reopens the wizard seeded with your saved answers, so you can walk through the sample-based prompts again.
  • Update preview — Regenerates the sample email using your current selections. Required after changing choices before you can save.
  • Reset — Restores your saved selections and refreshes the sample.
  • Save changes — Persists the edits.
Update preview is required whenever your style choices change. If you try to save without regenerating, ShiftUp shows a toast asking you to generate a preview first.

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Recovery

If your saved settings can’t be read (rare — usually after a schema upgrade), the section shows a Could not load communication style state with two options:
  • Retry — Reloads the saved config.
  • Start setup — Discards the unreadable config and starts fresh in the wizard.