Unify Chat: Training Unify Chat on Your Motion

Out of the box, Unify Chat knows how to do outbound work. What it doesn't know yet is your outbound work: what you sell, who you sell to, how you talk, what you've already tried, what's working. Training chat on your motion is the highest-leverage thing you can do in your first week. Every prompt gets sharper, every email gets more on-brand, every list gets more targeted.

This article walks through the five things to teach chat, in the order that gets you the most value the fastest.

1. Start with "Research my company"

Open chat and type exactly that:

"Research my company."

Chat will pull together what we know about you from the web (your product, your positioning, your customers, your team) and store it as a persistent memory. From now on, every prompt you write benefits from chat knowing what you do.

If chat's read of your company is off in any way (wrong positioning, missing a new product line, outdated tagline), correct it: "Update your memory: we don't really lead with [X] anymore. We lead with [Y]." Chat will update.

You can also just paste a 1-2 paragraph "here's what we do" brief if you'd rather control the framing directly.

2. Teach chat your ICP

Your ideal customer profile is the second highest-leverage thing chat can know. Once it's in memory, every list you build, every contact chat surfaces, and every email it writes will respect those filters by default.

The more concrete, the better. Some examples:

"Remember my ICP: Series A to Series C B2B SaaS companies, 50 to 500 employees, headquartered in North America or Western Europe, selling to mid-market or enterprise buyers. I do not target B2C, agencies, or sub-50-person startups."

"My ICP is e-commerce brands doing $5M-$50M GMV on Shopify, with at least 3 paid marketing channels active. Bonus signal: they're using Klaviyo and posting 3+ times per week on Instagram."

"For ABM: I focus on the Fortune 1000, specifically companies with 5,000+ employees, with an active Director or VP of Procurement role, and a recent transformation initiative announced in the last 12 months."

After you set the ICP, validate it: ask chat "Show me 20 example accounts that match my ICP." If the results aren't right, refine the memory.

3. Teach chat your personas

The personas you target shape what chat searches for, who it surfaces, and how it writes. Teach chat each one.

For each persona, useful things to include:

• The role / titles. "VP Sales, Head of Sales, CRO."

• What they care about. "Pipeline coverage, rep productivity, ramp time, predictable forecasts."

• What they don't care about. "Engineering details, marketing attribution debates."

• The angle that works. "Lead with peer benchmarks and a specific metric improvement, not features."

• What to avoid. "Don't open with weather, don't use 'I noticed you were…' formulations."

Example:

"Persona: VP Sales at SaaS 50-500. They care about rep productivity and ramp time. The angle that works is: 'we cut ramp time from 90 to 45 days at [comparable company].' Avoid LinkedIn-stalker openers. Avoid feature lists. Default sign-off: just my name, no closing line."

Repeat for each persona you sell to.

4. Teach chat your voice

This is what makes outbound feel like you wrote it, not Claude. A few ways to do it:

Describe your voice in words. "My voice is casual, direct, founder-to-founder. I don't use exclamation marks. I use sentence fragments. I never use the word 'leverage.' I sign off as 'Best, Haya.'"

Paste 2-5 samples. This works better than describing. Find 3 to 5 of your best past outbound emails, paste them into chat, and say: "This is my voice. Match it when you write outbound for me." Chat will internalize the patterns: sentence length, opener style, sign-off, vocabulary.

Tell chat your hard rules. "Never start an email with 'I hope this finds you well.' Never use the word 'synergy.' Always cap email length at 75 words for first-touches."

Once your voice is in memory, every email chat drafts will follow these rules unless you override them in a specific prompt.

5. Teach chat your workflow preferences

The little operational rules that take 5 seconds to set and save you hours over time.

Examples to consider:

• "Always exclude existing customers from new outbound lists."

• "Always check whether an account already has an open opportunity in Salesforce before suggesting outreach."

• "Never enroll a contact into a sequence if they've been emailed by my team in the last 60 days."

• "When I ask you to find contacts, always prefer people who've been in their current role for 6+ months."

• "Default sequence structure: 3 emails over 10 days, then a LinkedIn DM on day 12, then a breakup email on day 17."

• "Always confirm with me before enrolling more than 50 contacts into a sequence."

The pattern: "Always [X]" or "Never [Y]" phrasing reads cleanly into memory and gets applied across every conversation.

Validating it worked

After your first session of training, sanity-check what chat retained:

"What do you remember about me, my company, my ICP, my personas, my voice, and my workflow preferences?"

Chat will read back its memory. If anything's wrong or missing, correct it on the spot.

Iterating over time

Your motion changes. So should chat's memory.

• New product launch? Update the company memory.

• Shifting upmarket? Update the ICP.

• New persona to target? Add it.

• Voice evolved? Paste new samples.

• New rule of thumb? Add it.

The two-minute habit: at the end of each week, glance at what you taught chat. Anything stale? Update or remove it. Memory works best when it reflects what's currently true.

Sharing across your team

Today, memory is per-user, not per-team. If your teammate teaches chat something, you won't automatically inherit it. (Shared workspace memory is on the roadmap.)

For now, the workaround: keep a short "Chat Memory Brief" doc somewhere your team can reuse (Notion, Slack canvas, a Google Doc). New teammates paste it into chat on day one, and they're immediately operating from the same baseline you are.

Common patterns we've seen work

• Day 1: research my company, set ICP, set 2-3 personas, set 3-5 voice rules.

• Week 1: paste your best past outbound emails, set 5-10 workflow rules.

• Week 2 onward: review and update once a week. Memory is a living thing.

The shorthand: the more chat knows about your motion, the less you have to repeat in every prompt.

For deeper detail on how memory actually works (what persists vs what doesn't, how to view/edit/forget memories), see Does Chat Remember Things Between Conversations?.