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Brand & Voice is the settings page (Library → Brand & Voice in the sidebar) where you calibrate Guhan’s personality. Every message it drafts references this page.

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What lives here

Five tabs organized as tiles:

Brand

Industry · Company description & value proposition · Customer pain points.

Voice

Preferred tone · Preferred language · Always-include phrases · Never-say phrases.

Competitors

LinkedIn URLs of competitors · Positioning notes per competitor.

Templates

Reusable message briefs you can pick when configuring sequence steps.

Products

Everything you sell — each product carries value props + ideal use cases.

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Why this matters

The message agent that writes every outbound message pulls from Brand & Voice on every call:
  • Tone + language control HOW the message sounds
  • Always-include / never-say enforce specific phrases in or out
  • Industry + pain points + value prop give the message its subject-matter grounding
  • Product context anchors the pitch to what you sell
  • Competitor positioning shapes how Guhan differentiates when responding to a competitor-related reply
Change any of these and every future draft matches. Nothing here is locked.

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When to update Brand & Voice

  • After onboarding — the wizard pre-fills; refine anything that doesn’t sound like you
  • After the first 20 messages — read what Guhan sent; if messages feel off, tune the voice
  • When launching a new product line — add a new Product record + set up a dedicated Outreach Agent for it
  • When entering a new market — adjust customer pain points to match the new segment’s language

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What NOT to put here

  • ❌ Prospect-specific info — that goes on individual prospect notes
  • ❌ One-off campaign messaging — use a message template instead
  • ❌ Rules that change per prospect — use sequence Branch nodes
Brand & Voice is workspace-wide — everything here applies to every Outreach Agent’s every message.

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The Templates tab

Message templates are pre-written briefs you pick from when configuring a sequence step:
  • 10 defaults ship with every workspace (cold connect, signal hooks, follow-ups, break-ups, etc.)
  • Clone any default to customize
  • Templates work across multiple channels (one template can be a LinkedIn DM, an email, and a WhatsApp message)
  • Templates aren’t blast text — Guhan personalizes per prospect
See Write message templates for the deep dive.

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The Products tab

Each product record holds:
  • Name + short description
  • Value props (bulleted)
  • Ideal use cases
  • Optional pricing
When you create an Outreach Agent, you pick which Product it’s pitching. Multiple products = multiple Outreach Agents.

Set up Brand & Voice

Step-by-step configuration walkthrough.

Personalization

How the message agent uses Brand & Voice at draft time.