Creating a Brand Profile

Your brand profile is the foundation that all CXOps Cloud modules build on. This guide covers both approaches: uploading existing guidelines for AI extraction, and manual entry.

Option 1: Upload Brand Guidelines

The fastest way to populate your brand identity is to upload an existing brand guidelines document.

1. Navigate to Identity from the sidebar.
2. Click the Upload tab.
3. Select your file — supported formats are PDF, DOCX, and TXT.
4. Click Upload to start processing.

CXOps queues an AI extraction job that:

• Reads your document
• Extracts voice and tone attributes
• Identifies language preferences and formality level
• Pulls out approved and prohibited terminology
• Detects legal and compliance constraints

You can monitor the processing status:

• Pending — queued for processing
• Processing — AI is extracting content
• Complete — extraction finished, review results
• Failed — an error occurred (retry from the Upload tab)

Once complete, review the extracted results in each tab and make adjustments as needed. AI extraction is a starting point — you’ll likely want to refine the output.

Option 2: Manual Entry

Work through each tab in the Identity interface to build your brand profile from scratch.

Voice

Define how your brand sounds:

• Personality traits — e.g., confident, approachable, expert
• Tone — the emotional quality of your writing
• Writing style — sentence length preferences, use of jargon, storytelling approach

Language

Set your language preferences:

• Primary language — the main language for content generation
• Locales — regional variations you support
• Formality level — formal, neutral, or casual

Terms

Manage your terminology:

• Approved terms (green-light) — words and phrases your brand uses and prefers
• Prohibited terms (red-light) — words and phrases your brand avoids

These are used by the Govern module to automatically flag content that uses prohibited terms or misses preferred terminology.

Legal

Define compliance constraints:

• Hard constraints — rules that must be followed (e.g., required disclaimers, regulatory language)
• Soft constraints — guidelines that should be followed but aren’t mandatory

Presence

Record your brand’s online footprint:

• Website URL
• Social handles: LinkedIn, Facebook, Instagram, X (Twitter), Bluesky

Personas

Create audience persona profiles (typically 3–30, configurable per deployment):

• Name and role — who they are
• Motivators — what drives their decisions
• Pain points — what problems they face
• Preferred messaging — what resonates with them
• Avoided messaging — what turns them off

Personas are used by Cortex during content generation to target specific audience segments.

After Setup

Once you’ve saved your brand profile:

1. CXOps indexes your brand identity using vector embeddings (this happens automatically in the background).
2. The AI Readiness badge updates to show when indexing is complete.
3. All other modules — Cortex, Govern, Adapt — can now reference your brand identity.

Updating Your Profile

You can update any part of your brand profile at any time. Each save creates a new version in the History tab, so you always have a record of what changed and when.