Customization

Written By Adtaria Support

Last updated 2 days ago

Customizing AI Inbox for Your Workflow

What You Can Customize

  • Tone - Controls the overall feel of the draft. Options: Casual, Professional, Direct, Friendly.

  • Opener style - Sets the approach for first messages. Six styles available, from mutual-connection references to post-engagement hooks.

  • Custom instructions - Free-text field where you can add specific rules for how the AI should write your messages.

  • Contact name usage - Choose whether the AI uses the contact first name in openers only, every message, or never.

Recommended Setups

For Coaches and Consultants

  • Tone: Casual or Friendly (matches the relationship-first approach most coaches use in DMs)

  • Opener style: Post engagement hook or Profile-based (references something specific to start a real conversation)

  • Custom instructions: Add your resource name if you use a lead magnet approach

  • Name usage: Openers only (natural without being overly familiar in replies)

For Agencies

  • Tone: Professional or Direct (agency prospects expect a more structured approach)

  • Opener style: Mutual connection or Industry-specific (signals credibility immediately)

  • Custom instructions: Mention your niche or key differentiator

  • Name usage: Openers only or Always (depending on how casual your brand is)

Step-by-Step: Changing AI Settings

  1. Go to Settings > AI Settings.

  2. Update Tone to your preferred option.

  3. Update Opener Style to match your outreach approach.

  4. Add any Custom Instructions specific to your messaging (keep these short and specific).

  5. Set Contact Name Usage to your preference.

  6. Save changes.

Changes apply to all future drafts immediately. Existing drafts in compose boxes are not affected.

Step-by-Step: Buying More Credits

  1. Go to Settings > AI Settings.

  2. Scroll to the Buy More Credits section.

  3. Select a bundle (100, 300, 500, or 1,000 credits).

  4. Complete the Stripe checkout.

  5. Credits are added to your balance instantly.

Purchased credits never expire. Monthly allocation credits reset each billing cycle.

Common Pitfalls

  • Custom instructions that are too long - One clear sentence per rule is better than a paragraph explaining your entire sales process.

  • Tone mismatch - If your LinkedIn presence is casual, a professional tone in DMs creates a disconnect. Match how you actually communicate.

  • Forgetting placeholders - When the AI delivers a resource, it uses [INSERT LINK HERE]. Always replace it with your actual link before sending.

Related Articles

  • AI Inbox - Overview

  • AI Inbox - Capabilities