# Set up Brand Guidelines Teach Humanic your brand voice once and every campaign it generates will speak in your language, reflect your style, and stay on-message, automatically. Why this matters: Humanic's AI agents generate emails autonomously. Brand guidelines are how you stay in control of tone, positioning, and visual identity without reviewing every single campaign manually. *** ### What are brand guidelines in Humanic? Brand guidelines are a set of persistent preferences saved in your Campaign Preferences panel — that the AI references every time it builds a campaign. They cover three areas. Inferred preferences are auto-generated from your past conversations and campaigns. They update continuously as Humanic learns your style. Manual instructions are explicit rules you write tone, audience targeting, design choices, and messaging do's and don'ts. Knowledge base documents are PDF or TXT files (up to 10MB) that give the AI deeper context product specs, brand playbooks, and style guides. *** ### How to set up your brand guidelines **Step 1 — Open Campaign Preferences** From the Humanic dashboard, click on Campaign Preferences. You'll see the brand instructions panel on the left and the Knowledge Base Documents section on the right. **Step 2 — Review your inferred preferences** Humanic pre-populates this field based on your past chats and campaigns. Read through and edit anything that's off. If you're setting up for the first time, write this from scratch. **Step 3 — Write your brand instructions** In the text area, describe your brand in plain language. Cover who you're targeting, what tone to use, what to avoid, design preferences, and any campaign-specific context. The more specific, the better. **Step 4 — Upload knowledge base documents (optional)** Upload a PDF or TXT file — a brand style guide, product brief, or persona document. Humanic will reference it when generating copy and structuring campaigns. **Step 5 — Enable "Keep refining based on conversations"** Leave this checkbox on. It tells Humanic to keep learning from your feedback and edits — so guidelines improve over time without manual updates. **Step 6 — Save preferences** Click Save Preferences. Your guidelines are now active across all future campaigns. *** ### What to include in your brand instructions Think of this as a creative brief for your AI team. Here's a working template: Create email campaigns (onboarding and newsletter) that welcome new customers, drive product purchase interest, and promote campaigns, offers, deals, and new products. Do not ask follow-up questions; make assumptions independently. Current campaign focus: \[Product name], targeting \[audience]. Core selling point is \[value prop]. Use \[Brand] visual identity official fonts, colors, and styles. Use a \[color] background throughout the email design. Tailor all copy and tone for \[audience]. If writing in English for a non-English-speaking market, ensure the tone is respectful, clean, and precise. **Be specific about your audience** Instead of "professional tone," say "respectful and direct, appropriate for mid-level SaaS marketing managers in North America." The more precise the persona, the more targeted the output. **Define your campaign types** Tell Humanic which types of emails it should generate onboarding sequences, newsletters, re-engagement campaigns, promotional blasts. This shapes how it structures and cadences messages. **Include design preferences** Specify color schemes, image style preferences (AI-generated vs. product screenshots), and header and subject line conventions. Humanic's content agent uses these when composing email templates. **Mention what to skip** If there are topics, offers, or formats you want the AI to avoid note them explicitly. For example: "Do not ask follow-up questions; make assumptions and proceed independently." Pro tip: Be explicit about what the AI should not do. Negative constraints like "never lead with discounts" or "do not use informal slang" are just as powerful as positive ones. *** ### What makes strong brand guidelines Good brand guidelines answer three questions for the AI. Who am I talking to? Audience, market, and language preferences. What do I want to say? Campaign goal, product focus, and core value proposition. How should it look and feel? Tone, design style, and formatting rules. The more clearly you answer these, the less the AI has to guess and the higher the quality of every campaign it generates. *** ### Frequently asked questions **Can I have different brand guidelines for different campaigns?** The Campaign Preferences panel sets global defaults. You can override or extend them per campaign by describing your specific requirements directly in the campaign prompt. **What file types can I upload to the knowledge base?** Humanic accepts PDF and TXT files up to 10MB each. These are best used for brand playbooks, product documentation, or audience personas that are too detailed to write inline. **Does Humanic update my brand guidelines automatically?** Yes if you keep "Refine based on conversations" enabled, Humanic continuously updates the inferred preferences section based on your feedback and edits over time. **What happens if I leave brand guidelines blank?** Humanic will still generate campaigns, but without brand context the output will be more generic. Setting clear guidelines is the single fastest way to improve campaign quality.