> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customize

> Personalize how ShiftUp drafts outreach for you — your saved preferences follow you across devices.

## 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.

### 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.

### 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.

<Note>
  **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.
</Note>

### 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.