Onboarding (Brand Voice)
The brand context every AI prompt is written against — where it lives, what it holds, and how prompts use it.
On this page
Where it lives
The sidebar calls it Onboarding; the workspace tab calls it Brand Voice. Same page. It holds the context every article prompt and every AI grid cell is written against.
Auto-fill from your website
Give it a brand name and a website URL and press Generate brand voice. An onboarding workflow reads the site, analyses the voice and writes the fields back — it takes a few minutes, and the button reads "Onboarding in progress…" while it runs. Re-running overwrites the auto-populated fields but keeps your manual edits.
The fields
Seven long-text fields, each on its own tab: About the brand · Competitors · Brand point of view · Brand voice analysis · Internal links · Client context · Fact-checking rules, plus the brand name and website that seed them.
Competitors is pre-filled from the workspace's competitor list and editable. Internal links holds the URLs a writer should link to, in Markdown. Fact-checking rules is sent to the fact checker on every run — claims never to question, sources to trust or avoid, terminology that's correct for this client.
Custom fields and prompt variables
Add a custom field and it becomes a {variable} you can use in prompts. The built-in map is worth knowing:
| Variable | Comes from |
|---|---|
{about_the_brand} | About the brand |
{context} | Client context |
{voice_and_tone} | Brand voice analysis |
{internal_links} | Internal links |
{brand_pov} | Brand point of view |
{brand_domain} / {agency_name} | The workspace's site and name |
Unknown placeholders are left alone, and built-in names win over a custom field with the same key.
The linking policy you can't override
Every writer and editor prompt carries a fixed policy on top of your text: never hyperlink a competitor, even when they're the only source — state the fact in plain text instead — and don't write "according to X" attribution phrasing. It applies whatever your own prompt says.
Refreshing internal links
Full onboarding costs time and tokens, so there's a cheaper path when your site has new pages: Refresh links from site re-scrapes and repopulates the internal links field on its own. It needs the brand name and website already saved.
Brand Kit dimensions
Below the fields sits the 5D Brand Kit — Product Lines · Audiences · Content Types · Regions — each with its own entries, layered on top of the voice when content is generated.
Where it's used
Article prompts and AI grid cells both get the brand voice injected as a system block (a column can opt out). Reddit reply drafts are the exception: they're written from the workspace's client context, not from this page.