Documentation
User guides and reference for Callings.ai
- Table of Contents
- Getting Started
- My Resumes
- My Insights
- Target Companies
- My Campaign
- Adding Jobs
- Job Tracker
- Job Tools
- Overview
- Evaluate
- Prepare
- Network
- Networking Targets
- Custom Outreach
- Interview
- Notes
- Account
- FAQ
- Reference
- Shared Components
Custom Outreach is a versatile AI-powered message generator that creates professional communications for any job-search scenario—from application follow-ups and interview thank-yous to networking introductions and offer negotiations—across any channel (email, LinkedIn, SMS, or custom) and for any recipient type, with an intelligent two-step workflow that asks clarifying questions to craft the perfect message.
This tool is the Swiss Army knife of professional message drafting. Whether you need to follow up on an application, thank an interviewer, request a recommendation from a mentor, reply to a recruiter's message, or craft a LinkedIn connection request, Custom Outreach generates contextually appropriate content tailored to your specific situation, relationship, and communication channel.
Custom Outreach is accessed from the Network tab within any job's detail view:
- Open a job from your Job Tracker
- Click the Network tab
- In the Networking Targets for this role toolbar, click Custom Outreach

Default context: When you open Custom Outreach from a job, the Context field is automatically populated with that job's title and company. This helps the AI craft messages relevant to your specific opportunity. You can modify this context if needed.
Note: For contacting specific networking targets with pre-generated messages, use the Reach Out button on individual contact cards instead. Custom Outreach is designed for broader outreach scenarios—contacting people not in your suggested contacts list, sending follow-ups, thank-you notes, or any other professional communication.
Let's walk through a complete example to see how the tool works. In this scenario, you recently met with Angie Hennessy, the Sr. Manager of Product Design at The Walt Disney Company, to discuss the Lead Product Designer (Streaming) role. You want to send a thoughtful thank-you email.
The wizard opens to the Context step. Start by identifying who you're messaging and why:

| Field | What to Enter |
|---|---|
| Context | Auto-filled: Lead Product Designer (Streaming) (The Walt Disney Company) |
| Recipient Name | Search for existing contacts or type a name |
| Recipient Role | Hiring Manager |
| Purpose | Application Follow-Up |
The Recipient Name field lets you search your existing contacts. As you type, matching contacts appear in a dropdown:

Select Angie Hennessy from the suggestions, and her contact card appears:

Tip: Select a recipient from your saved contacts to enable the Open draft Email feature in Step 4. We can often find email addresses for contacts in your list automatically.
Click Next to proceed.
Configure how you'll communicate and provide additional context:

| Field | What to Enter |
|---|---|
| Channel | |
| Relationship | Met Recently |
| Message Type | New message |
| Additional Info | reiterate my interest in helping with bridging communication with marketing |
Click Generate Questions to proceed.
The AI analyzes your inputs and generates tailored clarifying questions. Answering these is optional but improves the output:

| Question | Your Answer |
|---|---|
| "Is there a specific aspect of the interview or conversation with Angie Hennessy that you would like to reference or highlight in your thank-you email?" | (Optional) |
| "Would you like to mention any particular skills, experiences, or projects that demonstrate your ability to bridge communication between design and marketing?" | (Optional) |
| "Do you prefer a formal or a more conversational tone for your thank-you email to Angie Hennessy?" | more conversational |
Click Generate Message to create your draft.
The AI generates a complete, ready-to-send message based on all your inputs:

Subject: Thank You for the Opportunity
Hi Angie,
Thank you for taking the time to meet with me recently to discuss the Lead Product Designer (Streaming) role at The Walt Disney Company. I truly enjoyed our conversation and learning more about the innovative projects your team is working on.
I'm particularly excited about the opportunity to bridge communication between design and marketing, as we discussed. I believe my experience and passion for creating seamless user experiences align well with your team's goals.
Please don't hesitate to reach out if you need any additional information from me. I look forward to the possibility of contributing to Disney's incredible vision.
Warm regards,
Avery Nakamura
LinkedIn: https://www.linkedin.com/in/averynakamura
Words: 110 • Characters: 771
The toolbar at the top of Step 4 provides several actions:
- Copy - Copy the message to your clipboard
- Save as Note - Store the message in the job's Notes section for tracking
- Open draft Email - Open your default email client with the message pre-filled
- Open LinkedIn & Paste - Copy message and open LinkedIn to send it
- Regenerate - Generate a fresh version of the message
Selecting an Email Address: If your contact has multiple email addresses on file, clicking Open draft Email displays a selection dialog where you can choose the best address. Each email shows a status badge:
- Verified (green) - Email confirmed deliverable via SMTP validation
- Unverified (orange) - Email found but validation failed—may bounce
- Available (cyan) - Email found but not yet verified
Work emails are prioritized and shown first.

What the AI got right in this example:
- Uses a conversational but professional tone (as requested)
- References the specific role and company
- Highlights bridging design and marketing (as specified in Additional Info)
- Expresses enthusiasm without being pushy
- Includes professional signature with contact information
- Appropriate length for email (110 words)
Custom Outreach uses a smart four-step wizard to generate high-quality, contextual messages:
Note: This is a transient message-drafting tool, not a saved template system. Your form selections (recipient, purpose, channel, etc.) reset each time you visit. To preserve a generated message, use Save as Note to store it in the job's Notes section, or Copy to Clipboard to paste it elsewhere immediately.
Set the foundational details for your message:
| Field | Description |
|---|---|
| Context | Auto-filled with the job title and company from your tracked opportunity |
| Recipient Name | Search existing contacts or enter a new name—contacts show with their title for easy identification |
| Recipient Role | Select from hiring entities (recruiter, hiring manager, CEO, interviewer) or personal network (colleague, mentor, alumni, friend, family) |
| Purpose | Choose your communication goal—application follow-up, meeting setup, interview thank-you, offer acceptance, recommendation request, and 20+ more options |
Define how you'll communicate:
| Field | Description |
|---|---|
| Channel | Pick your delivery method—email, LinkedIn InMail, LinkedIn connection request, SMS, messaging apps, or even snail mail |
| Relationship | Define how well you know them—first interaction, recent exchanges, close contact, LinkedIn connection degree, or shared affiliations |
| Message Type | New message or reply (paste the message you're responding to) |
| Additional Info | Add any extra context the AI should consider |
After you click Generate Questions, the AI generates 2-3 clarifying questions tailored to your scenario:
- For an interview follow-up: "What specific topics were discussed that you'd like to reference?"
- For a networking introduction: "Do you have any mutual connections to mention?"
- For a LinkedIn request: "What aspect of their background interests you most?"
Answering is optional—the AI can generate a good message without them, but your answers help create a more personalized result.
Click Generate Message to receive your draft, which includes:
- Appropriate length for your chosen channel (e.g., under 255 characters for SMS, ~300 characters for LinkedIn connection requests)
- Professional tone calibrated to the recipient and relationship
- Clear purpose and call-to-action
- Your contact information where appropriate
- Your scheduling link woven in naturally when the message suggests a meeting or call (if set in your Profile)
The word and character count displays below the message, helping you stay within channel limits.
Scenario: You applied for a Product Manager role two weeks ago and haven't heard back.
| Setting | Selection |
|---|---|
| Recipient Name | Jennifer Martinez |
| Recipient Role | Hiring Manager |
| Purpose | Application Follow-Up |
| Channel | |
| Relationship | First Interaction |
| Message Type | New message |
| Additional Info | Applied through company website on Nov 15, have 5 years PM experience in fintech |
Clarifying Questions & Answers:
| Question | Your Answer |
|---|---|
| "What specific aspect of the role excites you most?" | building products that help small businesses access financial tools |
| "Is there a particular project or initiative you'd like to mention?" | led a payments integration that increased merchant adoption by 40% |
Generated Message:
Subject: Following Up on Product Manager Application - Nov 15
Dear Jennifer,
I hope this message finds you well. I recently applied for the Product Manager position through your company website on November 15th, and I wanted to follow up to express my continued enthusiasm for the opportunity.
With five years of product management experience in fintech, I'm particularly excited about the chance to build products that help small businesses access financial tools. In my current role, I led a payments integration project that increased merchant adoption by 40%—an experience I believe directly aligns with your team's goals.
I understand you're likely reviewing many qualified candidates, but I'd welcome the opportunity to discuss how my background could contribute to your team. If there's any additional information I can provide, please don't hesitate to let me know.
Thank you for your time and consideration.
Best regards,
Avery Nakamura
[email protected]
LinkedIn: linkedin.com/in/averynakamura
156 words
Scenario: You want to connect with someone who has your target role at a company you're interested in.
| Setting | Selection |
|---|---|
| Recipient Name | Alex Chen |
| Recipient Role | Peer in the Industry |
| Purpose | Informational Interview |
| Channel | LinkedIn Connection Request |
| Relationship | LinkedIn 2nd Degree Connection |
| Message Type | New message |
| Additional Info | Same university (Stanford), both work in data science |
Clarifying Questions & Answers:
| Question | Your Answer |
|---|---|
| "What specifically about their career path interests you?" | how they transitioned from academia to industry data science |
| "Would you like to mention the Stanford connection?" | yes, we were both in the stats department |
Generated Message:
Hi Alex! Fellow Stanford stats alum here. I've been following your journey from academia to your current DS role and would love to hear about your transition. Would you be open to a quick chat? Thanks!
278 characters—perfect for LinkedIn's 300-character limit
Scenario: A recruiter reached out about a role. You're interested but want more information.
| Setting | Selection |
|---|---|
| Recipient Name | Sarah Thompson |
| Recipient Role | Recruiter |
| Purpose | Job Role/Position Inquiry |
| Channel | LinkedIn InMail |
| Relationship | Some Recent exchanges |
| Message Type | Reply to a message |
| Reply Text | [Recruiter's message about Senior Engineer role at TechCorp] |
| Additional Info | Interested but want to know about remote work policy and team size |
Clarifying Questions & Answers:
| Question | Your Answer |
|---|---|
| "Are there specific concerns or deal-breakers you'd like to address?" | need to know if fully remote is possible, I'm not willing to relocate |
| "What's your current timeline for making a move?" | flexible, but ideally within the next 2-3 months |
Generated Message:
Hi Sarah,
Thank you so much for reaching out about the Senior Engineer position at TechCorp—it sounds like an exciting opportunity, and I'd love to learn more.
Before we proceed, I have a couple of questions that would help me understand if this is the right fit:
- What's the team's remote work policy? I'm currently based in Denver and would need a fully remote arrangement.
- Could you share more about the team size and structure?
I'm flexible on timing but ideally looking to make a move within the next 2-3 months if the right opportunity comes along.
Looking forward to hearing from you!
Best,
Avery
132 words
Scenario: You just finished a second-round interview and want to send a thank-you note.
| Setting | Selection |
|---|---|
| Recipient Name | Michael Rodriguez |
| Recipient Role | Interviewer |
| Purpose | Interview Thank You |
| Channel | |
| Relationship | Met Recently |
| Message Type | New message |
| Additional Info | Discussed the team's migration to cloud infrastructure, he mentioned challenges with vendor selection |
Clarifying Questions & Answers:
| Question | Your Answer |
|---|---|
| "Is there a point from your conversation you'd like to reinforce?" | my experience evaluating and implementing AWS vs Azure at my current company |
| "Did you discuss next steps or timeline?" | he said they're hoping to make a decision by end of month |
Generated Message:
Subject: Thank You - Engineering Manager Interview
Hi Michael,
Thank you so much for taking the time to speak with me today about the Engineering Manager position. I really enjoyed our conversation and learning more about the team's cloud infrastructure migration.
Our discussion about the challenges of vendor selection particularly resonated with me. At my current company, I led the evaluation process when we were deciding between AWS and Azure, and I'd be excited to bring that experience to help navigate similar decisions with your team.
I'm very enthusiastic about the opportunity to contribute to your team's growth, and I look forward to hearing about next steps by the end of the month.
Thanks again for your time and consideration.
Best regards,
Avery Nakamura
138 words
Scenario: You need a LinkedIn recommendation from your previous manager.
| Setting | Selection |
|---|---|
| Recipient Name | David Park |
| Recipient Role | Former Colleague |
| Purpose | Recommendation Request |
| Channel | |
| Relationship | Past Professional Relationship |
| Message Type | New message |
| Additional Info | Worked together for 3 years, led product launches together, he was my direct manager |
Clarifying Questions & Answers:
| Question | Your Answer |
|---|---|
| "What specific accomplishments would you like highlighted?" | the mobile app launch we did together and my leadership of the cross-functional team |
| "Is there a deadline or urgency for this request?" | no rush, whenever he has time in the next few weeks |
Generated Message:
Subject: Quick Favor - LinkedIn Recommendation
Hi David,
I hope you're doing well! It's been a while since our days working together at TechStart, and I often think back fondly on our collaboration—especially the mobile app launch we pulled off together.
I'm reaching out because I'm currently exploring new opportunities, and I was wondering if you'd be willing to write a brief LinkedIn recommendation for me. If you're open to it, I'd be grateful if you could speak to our work together, particularly leading the cross-functional team during that product launch.
No rush at all—whenever you have a few minutes over the next few weeks would be perfect. I'm also happy to send over some bullet points to make it easier if that would help.
Thanks so much for considering, and I hope all is well with you!
Warm regards,
Avery
159 words
Hiring Entities:
- Recruiter
- Hiring Manager
- CEO or Founder
- Interviewer
Personal Network:
- Former Colleague
- Industry Leader
- Peer in the Industry
- Mentor
- University/College Alumni
- Friend
- Family
- Other (custom entry)
Application Stage:
- Job Role/Position Inquiry
- Application Follow-Up
- Application Status Inquiry
Networking & Interactions:
- Network Introduction
- Share Seeking New Job Opportunities
- Set up a Meeting
- Informational Interview
- Reconnect After a Long Time
Interview Stage:
- Interview Follow-Up
- Interview Thank You
- Feedback Request (Post-Interview)
- Salary & Benefits Negotiation
Offer & Onboarding:
- Job Offer Acceptance
- Job Offer Decline
- Onboarding Process Query
Miscellaneous:
- Thank You
- Recommendation Request
- Endorsement Request
- Other (custom entry)
- LinkedIn InMail
- LinkedIn Connection Request
- SMS
- Messaging (WhatsApp, Slack, etc.)
- Snail Mail Letter
- Other (custom entry)
Nature of Relationship:
- First Interaction
- Some Recent Exchanges
- Met Recently
- Haven't Talked in a While
- Close Contact/Regular Interaction
- Distant Acquaintance
- Past Professional Relationship
LinkedIn Connection Degree:
- LinkedIn 1st Degree Connection
- LinkedIn 2nd Degree Connection
Common Affiliations:
- Introduced by a Mutual Contact
- Member of a Common Group or Club
- Alumni of the Same Institution
- Attended the Same Conference
- Spoke at the Same Conference
- Other (custom entry)
When replying to an existing message, paste the original message in the reply field. The AI will:
- Match the tone of the conversation
- Reference specific points from their message
- Maintain conversation continuity
- Avoid repetition of information already exchanged
The "Additional Info" field is powerful. Include:
- Specific accomplishments to highlight
- Mutual connections to mention
- Particular aspects of the role that interest you
- Context about your situation (e.g., "currently interviewing elsewhere")
- Special requests or constraints
While optional, answering clarifying questions significantly improves output quality. The AI uses your answers to:
- Add specific, relevant details
- Customize tone and approach
- Include personalization that would be impossible without context
- Craft more compelling calls-to-action
The AI automatically adjusts message length based on your channel selection:
| Channel | Typical Length |
|---|---|
| SMS | Under 255 characters |
| LinkedIn Connection Request | ~300 characters |
| LinkedIn InMail | 300-500 words |
| 150-300 words | |
| Snail Mail Letter | Formal letter format |
Always review and personalize the generated message:
- Add specific details only you know
- Adjust tone to match your voice
- Verify all names and facts are correct
- Remove anything that doesn't feel authentic
Use Save as Note to create a record in your job's Notes section. This helps you:
- Track what you've sent to whom
- Reference past communications
- Maintain consistency across outreach
Q: Can I use this tool for messages unrelated to job searching?
A: The tool is optimized for job-search communications but can generate professional messages for many scenarios. The job context (title and company) provides grounding for the AI, but the message content adapts to your selected purpose.
Q: What if my situation doesn't fit any of the dropdown options?
A: Every dropdown includes an "Other" option where you can enter custom text. The AI will use your custom input to generate an appropriate message.
Q: How does the AI know what to write?
A: The AI combines your profile information (name, email, LinkedIn, and scheduling link), the job context, and your selected options to craft contextually appropriate messages. It's trained on business communication best practices and adapts tone, length, and content based on your inputs. If you have a scheduling link set in your profile and the message includes a meeting or call ask, the AI will include your booking URL naturally at the appropriate point in the email.
Q: Can I generate multiple messages for the same scenario?
A: Yes. Each generation produces a unique message. If you don't like the first result, you can click "Generate Message" again to get a different version.
Q: Does the tool save my settings, form inputs, or previous messages?
A: No. The tool resets each time you visit—your recipient name, purpose, channel, relationship, and other selections are not saved between sessions. Each message generation is independent. To preserve a generated message, use Save as Note to store it in the job's Notes section, or Copy to paste it elsewhere. To reference previous communications in a new message, use the "Reply to a message" option and paste the conversation, or add context in the "Additional Info" field.
Q: How long does message generation take?
A: Typically about 10 seconds after you click "Generate Message."
Q: How does Custom Outreach adapt for speculative roles?
A: When the job is a speculative role (a hypothetical position you created, not an actual job posting), the AI automatically adjusts the message tone and approach. Instead of referencing a job posting or application, the message focuses on exploratory networking and genuine professional curiosity. The language shifts to phrases like "I'm exploring opportunities" rather than "I'm applying for." Messages suggest a brief conversation (coffee chat, quick call) to learn about the company rather than asking for a job referral. The goal is relationship-building and discovery, not a formal application follow-up.
Q: Can I skip the clarifying questions?
A: Yes. Leave the fields blank and click "Generate Message." The AI will produce a good message based on your initial inputs alone, though answers typically improve personalization.
Q: What's the difference between "LinkedIn InMail" and "LinkedIn Connection Request"?
A: Connection requests have a strict ~300 character limit and are for sending with connection invitations. InMail allows longer messages and is used for direct messaging without connecting first (requires LinkedIn Premium).
Q: How do I send the message via email?
A: When you select a recipient from your saved contacts, clicking Open draft Email in Step 4 will let you choose from their available email addresses. We can often find professional email addresses automatically for contacts in your list. If you type a name manually instead of selecting from your contacts, you'll need to copy the message and send it yourself.
- Networking Targets - Identify the right people to contact
- Company Report - Research for better personalization
- Notes & To-Dos - Track your outreach and responses
- Interview Report - Prepare for conversations that result from outreach
Custom Outreach removes the blank-page paralysis from professional communication. Whether you're following up, thanking, requesting, or introducing yourself, the tool handles the structure and tone while you add the human touch that makes connections genuine.