Give AI Assist context about each of your brands so the training it generates matches your voice, values, and terminology.
✅ Before you start: Admins can set up Brand Context in Settings > Brand.
Managers need the Change Org Settings permission on their Role.
Table of Contents:
What is Brand Context?
Brand Context helps AI Assist create content that feels authentic to your business. Add it for each brand you train for, so your Modules and Courses match that brand's voice, values, and offerings.
Brand Context covers these details:
Business type: Casual Dining, Coffee Shop, Entertainment, Fine Dining, Hospitality Group, Pizzeria, QSR, or Other.
Rules for AI: tone, style, and do's and don'ts for generated content.
Founding story: the background that makes your brand unique.
Mission statement: what drives your team and your work.
What your brand sells: the products or services you want training to focus on.
AI Assist uses this information to tailor the content it generates, so your training feels specific, accurate, and true to your brand.
💡 Need to add another brand? Go to People > Brands and click New Brand. Each new Brand gets its own Brand Context to fill in.
How to Set Up Brand Context for AI Assist
Click Settings at the bottom of the left navigation, then click Brand.
Scroll to the AI Assist section.
If you have more than one brand, choose one under Select Brand.
Fill in the fields for that brand.
Click Save.
Add Rules for AI Assist
Be as descriptive as possible about the language and tone from your brand guidelines. AI Assist applies these rules to all the text it generates.
Example rules you could include:
Always refer to your team as Team Members
Always refer to customers as Guests
Always refer to Locations as Shops (never "Store")
Avoid using words like: healthy, delicious, fresh
Add Additional Brand Details
The more context you provide, the more accurate and relevant your training content will be. Fill in the founding story, mission statement, and what your brand sells.
Use AI to Save Time
Click Generate with AI under the founding story, mission statement, or what your brand sells. AI Assist drafts that field from information it finds online about your brand.
Review and edit each draft to make sure it's accurate and in your brand's voice, then click Save.
Adding Brand Context to Your Module or Course
How Brand Context reaches your training depends on how you build with AI.
Admins with the Primary Agent: Opus picks the brand for you. If your Locations belong to exactly one Brand with Brand Context filled in, it uses that brand. Otherwise, it uses your business's own Brand Context, the one listed under your business name in Select Brand.
Managers with the AI Module and Course Builders: after you send your first prompt, click the brand button in the bottom left corner of the chat's message box and choose the brand you want.
From there, keep refining: attach brand materials like handbooks or SOPs, and edit the outline until the training feels consistent with your brand voice.
FAQ
Do I need to set up Brand Context for every brand I manage?
You can, but it's most useful for brands with distinct terminology, tone, or offerings. Businesses with one brand voice across Locations may only need one Brand Context.
What happens if I don't set up Brand Context?
AI Assist still generates training, just without brand-specific tone, terminology, or details layered in.
Why can't I choose a brand when I build with the Primary Agent?
The Primary Agent picks the brand from your Locations. If they belong to more than one Brand, it uses your business's own Brand Context.
Can I edit Brand Context after AI Assist has already generated content?
Yes. Updating Brand Context doesn't change existing content, but it applies to anything you generate afterward.