Best Practices

Practical ways to keep brands clean, searchable, and easy for your AI assistant to understand.

Pick a Simple Structure

• One brand for everything – perfect for solo marketers or a single product line. Connect every platform to the same brand and start asking questions immediately.
• One brand per product or region – helpful when each line has its own goals, budgets, or teams. Lets you say “Show Brand B in Europe only.”
• One brand per client – the agency default. Each client gets a dedicated brand so connectors, prompts, and invoices stay isolated.

Start with the smallest setup that works today. Add more brands only when reporting or permissions become confusing.

Name Brands the Way You Talk

• Use predictable prefixes such as Client – Acme, Product – App, or Region – LATAM.
• Keep names under 50 characters so the sidebar and search results stay readable.
• Avoid throwaway labels like “Brand 1” or “Test.” If it’s temporary, add the time frame (for example Campaign – Holiday 2024) so you remember to archive it.

Keep Context Up to Date

• Fill in the description, website, and target audience fields so teammates (and AI) know what the brand covers.
• Update tone-of-voice or competitor notes whenever messaging changes. Those details improve prompt answers.

Maintain a Light Routine

• Once a month, scan the brand list and remove anything unused.
• When a connector says "Needs Reauth," reconnect it right away so prompts never hit stale data.
• Before deleting a brand, note which connectors will disappear so you can reconnect them under the right replacement.