Skip to main content
The Brand section is where Emma reads your brand from. Anything she generates — posts, ads, emails, landing pages — pulls from the four pages below. If output feels off-brand, the fix is almost always here.

Brand Guidelines

Defines your brand identity and founder voice. Fields:
  • Brand name, tagline, tone, personality
  • Fonts, colors, logo
  • Founder profile and voice
How to use it:
  • Fill it out completely before generating content. Half-filled profiles produce half-on-brand output.
  • Update when positioning, tone, or visuals change.
  • Add a founder profile to enable founder-led content. Without it, Emma writes in a neutral brand voice instead of your personal one.
Watch-outs:
  • Don’t over-stuff tone descriptions. “Professional but fun but edgy but technical” produces inconsistent output. Pick a clear position.
  • Update once, reuse everywhere. The brand profile feeds every other section automatically.

Market Strategy

Defines who you sell to and why you win. Fields:
  • Business overview and value proposition
  • ICP segments
  • Competitors
How to use it:
  • Store validated ICPs only — ones you’ve actually sold to or interviewed.
  • Update after research, not assumptions.
  • Reference it when scoping campaigns, content series, and ad targeting.
Watch-outs:
  • More ICPs is not better. Three to five is the working range.
  • Keep ICPs behavior-based, not just demographic. “VP of Engineering at a Series B SaaS company who just hired their first PMM” beats “tech VPs.”
  • Refresh quarterly. Markets shift faster than you think.

Templates

Reusable HTML layouts Emma fills in when she generates email and recurring content formats — cold outreach, lead nurture, founder announcements, product updates, standardized report formats. A template controls structure and styling, not the workflow that produces the content. How to use:
  • Save a layout once you’ve iterated on it a few times in Agent Mode and the structure is stable.
  • Reference it when you brief Emma: “Draft the nurture email for my Q2 list using my product-update template.”
  • Templates power the outbound email layouts Emma sends against your CRM lead lists.
Templates are layouts, not workflows. If the thing you want to reuse is a sequence of steps — a weekly LinkedIn recap, a monthly competitor brief — that’s a work plan, and you put it on a cadence with a scheduled chat. Earlier versions of this page described Templates as reusable workflows; that capability now lives in work plans. See Concepts for the distinction.

Knowledge Base

Reference material Emma searches and reads during conversations. The richer this is, the sharper Emma’s output. What to upload:
  • Mission statement
  • Brand guidelines or style guide (PDFs from a previous agency, internal style docs)
  • Customer case studies and success stories
  • Founder and customer interviews
  • High-performing posts (LinkedIn, X, blog)
  • Industry reports and competitor whitepapers
Watch-outs:
  • Quality beats quantity. One sharp case study is worth ten boilerplate brochures.
  • Update outdated docs. Emma can’t tell what’s current.
  • Think “training data,” not “storage.” Anything here will show up in output.

Connecting external sources

Knowledge Base supports three source types beyond direct uploads.
Upload PDF, HTML, plain text, Markdown, JSON, XML, or CSV files directly from the Knowledge Base page. Files are stored in your workspace and indexed for search.
If a source is disconnected or unavailable, Emma keeps working with the remaining sources.

Next steps

Last modified on August 10, 2026