How do I configure LizziAI to match my business?

You configure LizziAI to match your business through a guided onboarding flow that takes 60-90 minutes the first day, then refines continuously over the next 1-2 weeks as the AI learns from your interactions. Configuration covers voice training, escalation rules, client-specific settings, autonomy levels, and what topics or actions LizziAI should never touch.

Step 1: Voice training

• Import 50-200 of your sent emails so LizziAI captures your tone, vocabulary, sentence structure, and sign-off style
• Write a voice manifesto — a few hundred words describing how you sound, phrases to avoid, and brand-specific terms
• Optional: import your About page, brand guidelines, or content samples for additional context

Step 2: Escalation rules

• Set the inactivity threshold for cold conversations (default 48 hours, configurable per pipeline stage and per client tier)
• Configure who gets escalation alerts (you, a team member, an entire role)
• Define escalation channels (in-app notification, email, SMS, Slack)

Step 3: Per-client customization

• Set tone overrides for specific clients (more formal for enterprise, more casual for long-term partners)
• Define topics LizziAI should not handle for certain clients (legal advice, pricing changes, contract terms)
• Configure auto-CC rules so important team members are looped in on specific client communications

Step 4: Autonomy levels

• Suggest mode: LizziAI drafts, you approve every send (default for new accounts)
• Autonomous mode: LizziAI sends approved categories automatically, only humans-in-loop for edge cases (most users move here within 2-3 weeks)
• Hybrid mode: per-workflow autonomy — autonomous on routine acknowledgments, human-required on pricing or commitments

Step 5: Continuous refinement

Every time you edit a draft before sending, LizziAI captures the delta and updates its understanding. You also have a feedback panel where you can mark drafts as good/bad with optional commentary. The AI converges fast — typically reaching 90%+ acceptance within 30 days.

Step 6: Guard rails

Set hard rules LizziAI cannot break: never quote a price without human approval, never agree to a deadline, never reply outside business hours unless marked urgent. These rules are enforced at the model output layer, not as soft guidelines.

Configuration happens during onboarding with help from the founding team, then continues self-serve through the admin panel. All plans include this configuration support. Request access to schedule your LizziAI training session.