Video Walkthrough
Overview
Creating your brand profile inside Automation Agency Concierge is one of the most important steps to ensure your AI assistant produces accurate, on-brand content.
Your brand setup defines how Concierge understands your business — including who you are, who you serve, your values, tone, and unique rules.
A well-defined brand helps the AI copywriter, Clara, and the design team stay aligned with your goals and voice, whether it’s for a Facebook post, an email, or a landing page.
⚙️ Step-by-Step: Setting Up Your Brand
1️⃣ Go to Brand Settings
From your Dashboard, click on Settings → Brands.
If you already have an existing brand, select it.
To create a new one, click Add Brand.
If you don’t see the brand option on your main screen, it’s always available in your Settings menu.
2️⃣ Name Your Brand
Enter the name of your brand, product, or personal identity — for example, “Kyle Taylor” or your company name.
3️⃣ Add Context and Brand Description
This is one of the most important fields. Here’s where you describe what your organization does, who you serve, and what makes you unique.
Include:
Your Ideal Client Profile (ICP) — e.g., “Business owners earning $2M+ annually.”
Your vision, mission, and values.
Your key differentiators — what sets your business apart.
Any rules or restrictions (e.g., “Never mention specific pricing,” or “Always use a casual, friendly tone”).
Tip: If you’ve already worked with tools like ChatGPT or have an existing brand document, you can copy those details directly here.
You can also ask Concierge AI to help you build this section by prompting it with:
“Ask me the questions to create my perfect brand profile.”
4️⃣ Add Design Preferences
Provide visual and design details to help both the AI designer and the human design team stay consistent with your branding.
Include:
Brand colors
Font links or names
Whether your design style leans more masculine or feminine
Links to testimonials or portfolio materials
5️⃣ Create Brand Voices
Your Brand Voices tell the system how to write in different contexts.
Important: Don’t just create one general voice.
Each platform or content type should have its own unique voice.
Examples:
Founder’s Facebook Posts
Founder’s LinkedIn Updates
Website Copy
CEO Update Emails
Each voice captures tone, format, and phrasing specific to that channel, ensuring all your content sounds like you.
(There’s a separate video walkthrough dedicated to creating brand voices.)
6️⃣ Assign Your Brand to Conversations
Once your brand is set up, you can easily assign it to your Concierge conversations.
This ensures the AI automatically applies the right context, tone, and preferences every time it helps you create something new.
✅ Key Takeaways
Set up your brand to give Concierge a clear understanding of your business and audience.
Include as much context as possible — the more details, the better the AI’s accuracy.
Create multiple brand voices for different content types.
Assign your brand in every conversation so the AI works with your full brand context.