Quick Start

This guide walks through the essential steps to go from a fresh workspace to your first piece of brand-aligned, AI-generated content. It assumes you already have access to a CXOps Cloud deployment.

Step 1: Set Up Brand DNA Vault

Your brand identity is the foundation everything else builds on. You have two options:

Option A: Upload existing brand guidelines

1. Navigate to Identity from the sidebar.
2. Click Upload and select your brand guidelines document (PDF, DOCX, or TXT).
3. CXOps will extract your voice, tone, language preferences, and terminology automatically using AI.
4. Review the extracted results and make any adjustments.

Option B: Fill in manually

1. Navigate to Identity from the sidebar.
2. Work through the tabs: Voice, Language, Terms, Legal, Presence, Personas.
3. Define your brand’s personality, formality level, approved/prohibited terms, and target audience personas.

Look for the AI Readiness badge — once it shows as ready, your brand identity has been indexed and is available for content generation.

Step 2: Create Your First Cortex Project

1. Navigate to Cortex from the sidebar.
2. Click New Project.
3. Enter a project name and optionally provide a source URL (an existing page you want to optimize).
4. A draft is automatically generated — CXOps scrapes the source content, analyzes it, and generates optimized content sections informed by your brand identity.
5. Wait for the processing status to reach Ready.

Step 3: Review and Edit Your Draft

1. Open the draft in the editor.
2. Review each content section — hero, body, features, CTA, meta.
3. Check the SEO panel for keyword analysis and optimization suggestions.
4. Check the GEO panel for E-E-A-T evaluation and AI visibility recommendations.
5. Make edits directly in the editor using the formatting toolbar.
6. When satisfied, click Approve.

Step 4: Adapt for Channels (Optional)

1. Navigate to Adapt from the sidebar.
2. Select your approved draft.
3. Choose channels — social, email, ads, blog, or press release.
4. CXOps generates channel-specific versions respecting each platform’s constraints (character limits, required elements, tone adjustments).
5. Review and approve each adaptation.

Step 5: Publish (Optional)

If you’ve connected a WordPress site:

1. In Cortex, open your approved draft.
2. Click Publish and select your WordPress connector.
3. Choose to create a new post or update an existing one.
4. Select a category and publish status (publish, draft, or pending review).

What’s Next?

• Set up Signal Intelligence to discover content opportunities automatically.
• Connect Google Analytics to track content performance.
• Configure compliance rules to enforce brand consistency.