The assistant · Intermediate · 5 min

Teaching it who you are: tone, signature and policies

Five minutes of setup and the replies stop sounding like a robot.

In short

Go to Settings > Assistants. There you write who it speaks for, what tone you want and how you sign off. You can also paste your company policies so it can check them when needed. If you run more than one address, make one assistant per address.

Step by step

  1. Open Settings > Assistants

    The cog at the bottom of the icon bar, then the “Assistants” tab along the top. There is already one there from the start.

    ‹Settings
    1

    AI assistants

    Configure how the assistant replies and which instructions it follows for each company.

    Estudi Serra
    Default assistant
    IA
    Personal
    Add assistant
    Advanced: shared rules and tools
    Where it is, inside the window.

  2. Write the instructions

    In plain words: “You speak for Marta, of Serra Studio. Warm but professional. Be formal with new clients.” No jargon needed.

    ‹Settings
    ‹ Back Estudi Serra
    Name
    Estudi Serra
    Assigned accounts
    When you press “Reply with AI” on an email from any of these accounts, this assistant is selected automatically.
    julia@estudiserra.com
    julia.serra@gmail.com
    2
    Instructions (persona, tone, signature…)
    Parles en nom de la Júlia, de l’Estudi Serra.
    To amable però professional.
    Signa sempre: «Salutacions cordials, Júlia — Estudi Serra».
    Company policies
    Devolucions: 30 dies. Garantia: 2 anys.
    Writing style
    Generate from sent emails
    Save
    Where it is, inside the window.

  3. Add your sign-off

    Inside those same instructions, exactly how you want emails to end: “Kind regards, Marta — Serra Studio”. It will use it every time.

    ‹Settings
    ‹ Back Estudi Serra
    Name
    Estudi Serra
    Assigned accounts
    When you press “Reply with AI” on an email from any of these accounts, this assistant is selected automatically.
    julia@estudiserra.com
    julia.serra@gmail.com
    3
    Instructions (persona, tone, signature…)
    Parles en nom de la Júlia, de l’Estudi Serra.
    To amable però professional.
    Signa sempre: «Salutacions cordials, Júlia — Estudi Serra».
    Company policies
    Devolucions: 30 dies. Garantia: 2 anys.
    Writing style
    Generate from sent emails
    Save
    Where it is, inside the window.

  4. Add your policies (if you have any)

    Returns, deadlines, warranties, prices. The assistant only reads them when an email calls for it, so it never has to invent anything.

    ‹Settings
    ‹ Back Estudi Serra
    Name
    Estudi Serra
    Assigned accounts
    When you press “Reply with AI” on an email from any of these accounts, this assistant is selected automatically.
    julia@estudiserra.com
    julia.serra@gmail.com
    Instructions (persona, tone, signature…)
    Parles en nom de la Júlia, de l’Estudi Serra.
    To amable però professional.
    Signa sempre: «Salutacions cordials, Júlia — Estudi Serra».
    4
    Company policies
    Devolucions: 30 dies. Garantia: 2 anys.
    Writing style
    Generate from sent emails
    Save
    Where it is, inside the window.

  5. Let it learn your style

    Assign your mail accounts to it and press “Generate from sent emails”: it reads what you have sent and extracts the way you write.

    ‹Settings
    ‹ Back Estudi Serra
    Name
    Estudi Serra
    Assigned accounts
    When you press “Reply with AI” on an email from any of these accounts, this assistant is selected automatically.
    julia@estudiserra.com
    julia.serra@gmail.com
    Instructions (persona, tone, signature…)
    Parles en nom de la Júlia, de l’Estudi Serra.
    To amable però professional.
    Signa sempre: «Salutacions cordials, Júlia — Estudi Serra».
    Company policies
    Devolucions: 30 dies. Garantia: 2 anys.
    5
    Writing style
    Generate from sent emails
    Save
    Where it is, inside the window.

Tips

Common questions

Can I change it later?

Any time. It is ordinary text: edit it and the next reply comes out differently.

What are “company policies”?

Your written rules (returns, deadlines, warranties). They mean that when a complaint arrives it answers with your real policy instead of a plausible-sounding one.

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