Set up Brand

The Brand area contains the context CopyLoop can use during generation. This guide adds a Reference Document, reviews the resulting Brand Voice, and creates an audience.

1. Add a Reference Document

1. Open Brand → Reference Documents.
2. Select the upload area and choose a PDF, DOCX, TXT, or MD file, or drag the file onto the page. You can select several files at once, up to 50 MB each.
3. To use another source, choose Import from Website or Import from Google Drive instead.
4. Wait for the row to show a green check.
5. Select the document to preview the text CopyLoop extracted.

If the row shows a red alert, choose Retry from that row. See Reference Documents for all document actions.

2. Review Brand Voice

Open Brand → Brand Voice. CopyLoop displays the profile built from completed documents under Brand Identity, Words to Avoid, and Voice by Channel.

To change an editable value, choose its edit button, enter the value, and select Save. That value switches from AI to Manual. You can switch it back to the detected AI value at any time.

Each Voice by Channel tab shows its document count. A channel uses the default voice until it has three matching documents.

3. Add words to avoid

Find Words to Avoid on the Brand Voice tab and open its edit action. For each entry, add the term, a category, and a reason. You can also add an alternative. Choose Save Changes when the list is ready.

For language guidance that needs more explanation, upload it as a Reference Document instead.

4. Create an audience

1. Open Brand → Audiences and choose New Audience.
2. Enter a Name. The other fields are optional.
3. Add the audience details you want CopyLoop to use, such as Description, Preferred Tone, Goals, Pain Points, or Preferred Channels.
4. Open Advanced Targeting if you want to add Buyer Journey Stage, Common Objections, Proof Points, Words to Avoid, or Topics to Avoid.
5. Choose Create Audience.

The new audience appears on the Audiences tab. Select a manually created audience to edit it. An AI-managed audience opens as read-only and provides Sync from Documents and Duplicate; the duplicate opens in edit mode.

Brand audiences provide generation context. They do not select recipients for email. Use Contacts → Lists or Contacts → Segments for a sendable audience.

5. Check Content Types

Open Brand → Content Types to see Custom Types, Presets, and Built-in Types. Choose Create New if you need a custom type with its own fields and constraints. You can edit or delete a custom type from its menu; saved recipes that already use a deleted type keep their saved fields.

Continue with Brand Voice or Draft and revise with Loop.