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Email Style Rules

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Overview

• Greetings and sign-offs
• Tone and formality level
• Sentence structure and length
• Punctuation preferences
• Common phrases and expressions
• Industry-specific terminology

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Accessing Email Style Rules

• Open Emails Settings: https://app.fabius.io/interactions/emails/settings
• Go directly to Style Rules: https://app.fabius.io/interactions/emails/settings/style-rules

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Types of Style Rules

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Company Rules

• Ensure brand voice consistency
• Maintain professional standards
• Include required compliance language
• Set organization-wide communication guidelines

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Personal Rules

• Override default behavior for your emails
• Customize tone and formality
• Add personal phrases and expressions
• Can override company rules where permitted

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Personal Overrides

• Keep company standards while adding personal touches
• Adapt company rules to your specific role or accounts
• Maintain compliance while expressing your unique voice

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Creating Style Rules from Email History

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Analysis Outputs

• Voice Snapshot: A 1–2 paragraph description of your voice
• Email Length Directions: Guidance on how long your replies tend to be (and when they vary)
• Detailed Style Rules: A comprehensive set of concrete patterns (greetings, punctuation, structure, phrasing, tone, etc.)

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How It Works

1. Open Emails Settings → Style Rules: https://app.fabius.io/interactions/emails/settings/style-rules
2. Click “Generate from my emails”
3. Choose Append (add to existing) or Replace (disable unedited AI‑generated rules and create new ones)
4. Watch the progress modal; newly generated rules appear as personal rules
5. Preview your overall style and adjust rules (enable/disable or edit wording)

• Generated rules are static (not continuously learned) and can be edited later
• Replace mode disables only AI‑generated rules you haven’t edited; your manually created or edited rules stay intact
• Append mode is safer when you already have useful personal rules and want to add more

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Creating Manual Style Rules

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Rule Components

1. Name: Descriptive rule identifier
2. Description: What this rule accomplishes
3. Instructions: How emails should be written
4. Enabled/Disabled: Toggle rule on or off

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Example Rules

Name: "Professional Email Style"
Description: "Maintain formal tone in all communications"
Instructions:
- Use formal greetings (Dear Mr./Ms.)
- Avoid contractions
- Include professional sign-off
- Reference company names formally
- Maintain respectful distance

Name: "Friendly Email Tone"
Description: "Warm and approachable communication style"
Instructions:
- Use first names in greetings
- Conversational, friendly tone
- Short paragraphs (2-3 sentences)
- Natural language and contractions okay
- Express enthusiasm appropriately

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Managing Style Rules

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Rule Priority

1. Personal rules (highest priority)
2. Personal overrides of company rules
3. Company rules
4. Default Fabius behavior (lowest priority)

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Editing Rules

1. Go to Emails Settings → Style Rules (https://app.fabius.io/interactions/emails/settings/style-rules)
2. Click Edit next to a rule
3. Modify the name, description, or instructions
4. Save changes

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Enabling/Disabling Rules

• Use the toggle switch next to each rule to enable/disable
• Disabled rules won’t affect email generation
• Useful for testing different combinations of rules

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Testing Style Rules

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Preview Style

1. Click “Preview Style” to generate a sample using your enabled rules
2. Review tone, length, formatting, and phrasing
3. Adjust rules (enable/disable or edit) and preview again

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A/B Testing Approach

1. Create a duplicate rule with different instructions
2. Test both versions over time
3. Monitor email response rates and engagement
4. Keep the better-performing rule

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Integration with Email Generation

1. Email Received → System processes new email
2. Context Identified → Sender and thread information gathered
3. Settings Loaded → Active style rules for the user are retrieved
4. Style Rules Applied → AI receives style instructions as part of prompt
5. Draft Generated → AI creates draft following the style guidelines

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Creating Effective Style Rules

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Writing Clear Instructions

1. Be Specific: Provide clear, actionable instructions
2. Keep It Simple: Avoid overly complex rules
3. Use Examples: Include sample phrases or structures
4. Test Results: Review generated drafts to ensure rules work as intended

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Managing Your Rules

1. Start Small: Create a few key rules first
2. Review Regularly: Check if rules still match your needs
3. Update as Needed: Modify rules when your style preferences change
4. Coordinate with Team: Ensure personal rules align with company standards

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Troubleshooting

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Rules Not Applying

1. Check Rule Status: Ensure rules are enabled on the Style Rules page
2. Verify Context: Confirm the email is from a CRM contact and the thread is tracked

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Style Rule Issues

1. Rules Not Working: Check that rules are enabled and properly formatted
2. Poor Results: Refine rule instructions to be more specific
3. Missing Context: Ensure rules account for different email scenarios

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Style Quality Issues

1. Too Generic: Add more specific instructions to rules
2. Inconsistent Results: Check for conflicting rules
3. Wrong Tone: Review and adjust tone-related instructions
4. Missing Context: Ensure rules account for different scenarios

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Next Steps

• Learn about writing effective replies
• Set up Gmail integration to use your styled drafts