Fine-Tune Cluely AI Suggestions to Match Your Voice

Cluely AI doesn’t just transcribe meetings — it learns from you. The real power lies not in its out-of-the-box intelligence, but in how precisely you can calibrate its suggestions to reflect your communication style, industry nuance, and professional voice. Whether you’re a sales leader refining objection-handling language, a product manager documenting sprint retrospectives, or an HR recruiter evaluating candidate responses, default AI suggestions rarely hit the mark consistently. That’s where Cluely AI advanced settings come in: your personal tuning fork for AI-generated insights.

This isn’t about toggling generic on/off switches. It’s about deliberate, iterative calibration — adjusting tone, terminology, response length, and contextual awareness so Cluely AI feels less like an assistant and more like a seasoned teammate who’s been sitting beside you for months.

Below, we break down exactly how to fine-tune Cluely AI’s suggestions — step by step, with real interface references, use-case examples, and pro tips drawn from hundreds of user workflows. You’ll learn how to move beyond surface-level customization and build a truly adaptive AI meeting assistant.

Accessing and Navigating Advanced Settings

Cluely AI’s advanced configuration lives under Settings > AI Preferences > Advanced Tuning (available on desktop web app and macOS/iOS apps v3.2+). Unlike basic preferences — which control transcription language or auto-summarization — advanced settings directly shape how Cluely AI interprets your speech, generates talking points, and crafts follow-up suggestions.

To get there:

Click your profile icon in the top-right corner
Select Settings
Go to AI Preferences, then click Advanced Tuning
Toggle Enable Custom AI Behavior (required to unlock all options)

⚠️ Note: These settings apply per workspace, not per user — ideal for teams standardizing coaching language across sales enablement or customer success playbooks. Admins can lock certain parameters for compliance-critical roles (e.g., legal or regulated healthcare).

Adjusting Tone & Formality: From “Let’s circle back” to “Per our agreement”

Tone is the single most impactful lever for aligning Cluely AI’s output with your brand voice or role expectations. The Tone Profile slider lets you shift between Conversational, Professional, Executive, and Technical modes — but that’s just the starting point.

Go deeper with these granular controls:

Custom Tone Keywords

Under Tone Keywords, add 3–5 terms that signal your preferred register. For example:

Sales team: "close", "value-driven", "next steps", "ROI-focused"
Engineering leads: "idempotent", "latency-bound", "idempotency", "SLO"
Customer support: "empathetic", "resolution-first", "no jargon"

Cluely AI scans your live speech and past transcripts for these words, then weights suggestions accordingly — e.g., if you say “let’s circle back,” Cluely will favor follow-up phrasing like “I’ll follow up by EOD” over “Let’s touch base soon.”

Formality Threshold

Set a numeric threshold (0–100) that determines how often Cluely AI replaces contractions (“we’re” → “we are”), abbreviations (“ASAP” → “by end of day”), or colloquial phrases (“got it” → “understood and noted”). A score of 75+ triggers formal rewrites in summaries and action items — critical for client-facing or board-level meeting notes.

💡 Pro tip: Pair this with Cluely’s real-time coaching mode to receive live nudges when your spoken tone drifts from your defined profile — helping you self-correct during calls.

Teaching Cluely AI Your Industry & Role Vocabulary

Generic AI models misinterpret domain-specific terms constantly: “pipeline” means something entirely different to a sales rep vs. a data engineer; “velocity” carries distinct weight in agile vs. physics contexts. Cluely AI’s Domain Vocabulary Engine solves this.

Add Context-Aware Terms

In Vocabulary > Custom Terms, enter:

Term (e.g., "MQL")
Definition (e.g., "Marketing Qualified Lead — meets BANT criteria and is sales-ready")
Preferred synonym (e.g., "sales-ready lead")
Usage context (select from dropdown: Sales, Engineering, HR, Legal, Custom)

Cluely AI then:

Recognizes “MQL” in speech and maps it to your definition during transcription
Generates summary bullets using your preferred synonym
Flags ambiguous usage (e.g., if “velocity” appears without surrounding agile context, it prompts clarification)

Import Role-Specific Playbooks

Cluely supports YAML-formatted playbook imports. For instance, a customer success playbook might define:

role: "Customer Success Manager"
phrases:
  - trigger: "churn risk"
    suggestion: "Propose renewal acceleration path + success milestone review"
  - trigger: "feature request"
    suggestion: "Log in CSM portal, tag as ‘Product Feedback’, schedule roadmap sync"

Upload via Vocabulary > Import Playbook — and Cluely AI begins surfacing those exact suggestions in real time when relevant phrases appear in meetings.

More tutorials on building custom playbooks for sales and support teams show how users cut post-call admin time by up to 65%.

Controlling Suggestion Depth & Timing

Not all suggestions need equal attention — and timing matters. Cluely AI’s Suggestion Logic panel gives you surgical control over when, how, and how much AI intervenes.

Response Length & Detail Level

Use the Detail Slider to set expected output length for:

Talking points (short bullet vs. full sentence)
Summary paragraphs (1-sentence TL;DR vs. 3-sentence narrative)
Action items (verb-first micro-tasks vs. full owner/deadline/context format)

Example: A startup founder may prefer ultra-concise talking points (“Raise funding round → target $8M Series A”) while their CFO needs detail (“Initiate Series A fundraising targeting $8M at $45M pre-money; engage 3 tier-1 VCs by Q3; prepare cap table model with 15% option pool”).

Suggestion Delay & Confidence Threshold

Cluely AI won’t suggest anything until confidence exceeds your set threshold (default: 70%). Raise it to 85% if you want only high-certainty prompts — ideal for compliance-heavy industries. Lower it to 60% to surface more exploratory ideas during brainstorming sessions.

You can also add a delay (0–5 sec) before suggestions appear — giving you time to finish thoughts before AI overlays text. This prevents mid-sentence interruptions and improves perceived responsiveness.

Personalizing Follow-Up & Next-Step Language

Cluely AI excels at generating follow-ups — but generic closings like “Thanks for your time!” undermine credibility. Use Follow-Up Templates to inject authenticity and consistency.

Build Template Variants

Navigate to Follow-Up > Templates, then create variants for:

Email subject lines ([Project X] Recap + 3 agreed next steps)
Opening lines (“Great discussion today — especially your insight on [specific topic]…”)
Closing CTAs (“I’ll share the updated spec doc by Thursday. Let me know if you’d like to walk through the API schema together.”)

Cluely AI auto-selects the best-fitting template based on:

Meeting type (discovery call vs. internal sync)
Attendee roles (executive vs. IC)
Sentiment score (positive, neutral, or flagged concern)

Auto-Personalize with Variables

Templates support dynamic variables like:

{{attendee_first_name}}
{{key_decision}} (pulled from decision-point detection)
{{action_item_count}}
{{sentiment_summary}} (e.g., “enthusiastic about timeline”)

Example template:

Hi {{attendee_first_name}},

Thanks for the productive conversation — especially your feedback on {{key_decision}}.

Next: I’ll {{action_item_1}} by {{action_item_1_deadline}}.

Let me know if you’d like to dive deeper into {{topic_mentioned_twice}}.

Best,
[Your Name]

This level of personalization turns Cluely AI from a note-taker into a relationship amplifier — and explains why users report 32% higher email reply rates after enabling custom templates (cluely review data, Q2 2024).

Syncing Settings Across Devices & Teams

Advanced settings sync automatically across your Cluely AI accounts — but only if you’re signed in with the same workspace credentials. To ensure consistency:

✅ Enable Cloud Sync in Settings > Account > Sync Preferences
✅ Use the same workspace ID across desktop, mobile, and browser extensions
✅ For teams: Admins should configure Workspace-Wide Defaults under Admin Console > AI Policies — then allow individual overrides only for tone and vocabulary

Cluely AI respects hierarchy: Workspace defaults > Team defaults > Individual overrides. So if your sales team has a locked “Executive” tone profile, individual reps can still adjust vocabulary — but not revert to “Conversational.”

Contact us if you need help rolling out standardized advanced settings across 50+ seats — our onboarding engineers build custom sync scripts and audit logs for enterprise clients.

Conclusion: Your Voice, Amplified — Not Automated

Fine-tuning Cluely AI’s advanced settings isn’t about making the tool “smarter.” It’s about making it more yours. When your AI meeting assistant reflects your cadence, honors your industry’s lexicon, and echoes your strategic intent — it stops feeling like tech and starts feeling like leverage.

The biggest wins come not from flipping every switch, but from deliberate, incremental calibration:

Start with Tone Keywords and Domain Vocabulary — these deliver 80% of the alignment lift
Add Follow-Up Templates once your core language is stable
Refine Suggestion Logic only after observing 3–5 meetings with initial settings
Audit settings quarterly — especially after role changes, product launches, or go-to-market shifts

Cluely AI thrives on specificity. The more precise your inputs — whether a single technical term or a full YAML playbook — the more reliably it surfaces insights that sound like you, not a generic AI.

For more hands-on guidance, browse Tips & Tricks tutorials — including deep dives on optimizing Cluely AI for interviews, investor updates, and cross-functional engineering standups. And remember: every adjustment you make trains Cluely AI not just for today’s call, but for every future conversation you’ll have.