Why Defining Your Brand Voice for AI is Essential

Before diving into the configuration of your AI tools, it’s crucial to set a clear brand voice. Your AI will interact with customers on your behalf, and each interaction must reflect your brand's personality, values, and professionalism. Think of your brand voice as the blueprint for how your AI will communicate—it dictates everything from tone to the way it handles customer questions, ensuring your AI consistently represents your business in the best possible way.

Step 1: Define Basic Brand Information

Key Information to Set Up

1. Create a new Agent:

Navigate to the AI Agents tab and click on Voice AI. Create a new agent by clicking on the top-right blue button.

1. Brand Name (Required)
   Enter your company’s official name as your customers know it. This is how your AI will introduce your business.

1. Company Contact Information

Click on Next to move to agent goals. Enter the following details there:

• Email: Enter your primary business email address for customer inquiries.

• Phone: Your main business number (format auto-adjusts).

• Website: Complete URL (e.g., https://yourwebsite.com).

• Address: If applicable, your physical business address.

1. Business Hours
   Clearly define your business operating hours so the AI can use these for scheduling or expectation setting. Example:
   "Monday - Friday 8 AM - 5 PM, Saturday - Sunday Closed."

Step 2: Define Your AI’s Communication Style

Setting the Tone of Voice (Required)
Choose a communication style that best reflects your brand’s personality:

• Professional: Ideal for formal, expert-level communication (best for B2B or high-end services).

• Friendly: Warm, approachable communication (perfect for customer service or retail).

• Casual: Relaxed, conversational tone (ideal for lifestyle brands).

• Expert: Authoritative and knowledgeable tone (great for consulting or technical services).

Tip: Make sure the tone you choose matches the way you communicate with customers across all platforms.

Step 3: Audience and Market Insights

Identify Your AI’s Audience (Required)
Define the audience your AI will primarily engage with:

• Demographics: Age, profession, location.

• Customer Behavior: Preferences and patterns in interactions.

• Technical Proficiency: Level of comfort with technology.
  Example: “Small business owners aged 30-55, tech-savvy but prefer simple explanations.”

Understand Customer Pain Points (Required)
Identify challenges your AI should help resolve:

• Common frustrations

• Frequent support issues

• Industry-specific problems
  Example: “Customers struggle with online visibility, complex marketing tools, and time management for digital presence.”

Step 4: Define Your Brand Foundation

Brand Promise
Articulate the unique value your business offers. Focus on outcomes, not just features. Make it specific to your industry.
Template:
“We help [target audience] achieve [desired outcome] through [your unique approach].”

Brand Values
Highlight the core principles your brand stands for:

• Transparency in pricing and communication

• 24/7 support availability
  
  

• Eco-friendly business practices
  
  

Step 5: Competitive Positioning

Describe Your Brand’s Services
Provide a clear summary of your offerings:

• Primary services/products

• Industry focus

• Service delivery model

• Geographic coverage

What Sets You Apart?
Define what makes your business stand out:

• Unique advantages over competitors

• Exclusive features or guarantees

• Specific methodologies that set you apart

Competitive Advantages
Explain why you are better than the competition:

• Superior service quality

• More attractive pricing models

• Faster delivery times

• More comprehensive solutions

Step 6: Action-Oriented Components

Clear Call to Action
Define what you want customers to do next:

• Schedule a consultation

• Request a quote

• Sign up for a service

• Make a purchase
  Example: Instead of saying “Contact Us,” be specific: “Book your free 30-minute strategy call now!”

Highlight Risks of Inaction
Encourage urgency by defining the risks of waiting:

• Missed opportunities

• Ongoing challenges

• Competitive disadvantage

• Rising costs over time

Step 7: Business Classification

Choose Your Industry Category
Select the category that best describes your business. This helps the AI understand industry-specific terminology and ensures accurate conversation flows.

• Available options: Restaurant, Food Delivery, Plumber, and more.

Best Practices for Setting Up Your Brand Voice

Do’s

• Be Specific: Clear descriptions lead to accurate AI responses.

• Stay Consistent: Align all elements with your existing brand voice.

• Think Customer-Centered: Frame your language from the customer’s perspective.

• Test and Refine: Continuously improve based on initial AI interactions.

Don’ts

• Don’t Rush: Take time to thoughtfully complete each section.

• Avoid Jargon: Keep it simple and understandable.

• Don’t Overcomplicate: Keep descriptions clear and concise.

• Don’t Ignore Tone: Ensure the tone matches your brand’s image to avoid a mismatch.

What’s Next After Setting Up Your Brand Voice?

Once your brand voice is defined, it will:

• Guide AI Responses: Every conversation will reflect your brand’s personality.

• Ensure Consistency: All interactions will align with your brand standards.

• Enable Personalization: Your AI will be able to tailor responses to your unique business context.

• Support Training: Your brand voice will form the basis for further AI customization.

Your brand voice profile is the foundation for all future AI configurations, ensuring every customer interaction is consistent with your brand and business goals.

Ready to Get Started?

With your brand voice defined, you’re prepared to move forward with configuring your AI systems. The time spent on building this foundation will result in consistent, on-brand interactions that resonate with your customers and drive real results for your business.