Brand Foundation

Brand Foundation is the single source of truth for your brand inside Floyi. Mission, positioning, voice, competitors, and site context are stored once, then reused by Audience Insights, Topical Research, Topical Authority, Briefs, and the Content Creation workspace.

The Brand Foundation page has four tabs:

• Brand Identity: Core strategic statements about your brand
• Content Guide: Rules and guidelines for AI content generation
• Brand Voice: AI-powered voice analysis and profile for consistent writing style
• Knowledge Base: Upload documents to give AI agents brand-specific context during brief and draft generation

Brand Foundation turns scattered brand notes into a structured profile that Floyi can apply everywhere.

A Brand Foundation profile typically includes:

• Brand name and website URL
• High-level description and focus
• Mission and vision statements
• Tagline and value pillars
• Target audiences and segments
• Brand voice and tone guidelines
• Market context and key competitors
• Differentiators and positioning
• Brand story and site information

This profile is what Floyi uses when it generates personas, topics, briefs, drafts, and internal link suggestions.

Your Brand Identity consists of core strategic statements. You can generate these using Floyi’s AI or enter them manually.

Best if your site already has decent positioning and product copy.

1. Click the Generate from URLs button.
2. Enter your Homepage URL (Required).
3. Optionally, add a Second URL (e.g., your “About” or “Services” page) for deeper context.
4. Select your Primary Country and Output Language.
5. Optionally, add Project Notes for internal reference.
6. Click Generate from URLs.
7. Floyi will scrape your website, analyze the content, and automatically populate the identity fields.

URL generation typically takes 1-3 minutes depending on website complexity.

Best if your site copy is weak, very new, or still in flux.

1. Click the Manual Input button.
2. In the Brand Context box, provide a detailed description of your brand, audience, and market position.
3. Select your Primary Country and Output Language.
4. Optionally, add Project Notes for internal reference.
5. Click Generate Brand Identity.

Every field in this section is used by Floyi’s AI to understand your brand’s DNA.

• Brand Name: The official name of your business or project.
• Website URL: Your primary domain.
• Mission Statement: Why your brand exists and what it aims to achieve today.
• Vision Statement: The long-term impact or future state your brand strives for.
• Tagline: A short, memorable phrase that captures your brand essence.
• Target Audience: A high-level description of who you serve (e.g., “SaaS founders and marketing managers”).
• Brand Voice: The personality and style of your writing. You can use adjectives (e.g., “Professional, authoritative, yet accessible”) or full sentences describing your tone.
• Core Values: The fundamental beliefs that guide your brand’s actions.
• Marketplace: The industry or economic space where you operate.
• Market Position: Where you sit in the competitive landscape (e.g., “Premium, luxury” or “Affordable, entry-level”).
• Key Competitors: A list of brands you compete against for attention and market share.
• Unique Selling Proposition (USP): The one thing that makes you different and better than everyone else.
• Brand Personality: Human-like traits attributed to your brand (e.g., “The Innovator” or “The Helpful Neighbor”).
• Brand Story: A narrative account of your brand’s origin, challenges, and purpose.
• Site Information: Technical or contextual details about the website itself.

• Edit/Save: Click Edit to modify any field. Once finished, click Save Changes to update the database.
• Cancel: Click Cancel to discard changes and revert to the last saved version.

Manual edits are free and do not consume credits.

Use manual editing when:

• The structure looks right but some wording feels off
• You have legal or stakeholder feedback that needs precise changes
• You only want to refine a few lines or add internal notes

The right sidebar contains additional settings and tools:

Locale Settings:

• Primary Country: Used for SERP locale defaults across clustering, topical authority, and content generation.
• Output Language: Determines the language used for every AI-generated asset tied to this brand.

Source URLs:

• Homepage URL: The primary URL used for generating brand content.
• Secondary URL: An optional additional page for deeper context.

Original Brand Info:

• A read-only view of the original text or context provided during brand creation.

Project Notes:

• Internal-only notes for your team. This field is never consumed by AI; it is purely for your own reference.

If the profile misses the mark in a more fundamental way, you can regenerate it.

1. Optionally, add Regeneration Notes with specific instructions (e.g., “Make the tone more aggressive and focus more on our eco-friendly initiatives” or “Emphasize enterprise buyers, not solo users”).
2. Toggle Fetch fresh content from website to re-scrape your source URLs if your website copy has changed.
3. Click Regenerate Brand.

Important details:

• Regeneration uses credits, similar to the first generation.
• Regeneration replaces the AI-generated content for that profile.
• Always review the new version before sharing or exporting.

Use regeneration when:

• The initial profile frames the brand incorrectly
• You pivot positioning or target a different segment
• You want a significantly different voice or emphasis, not minor edits

The Business Info section handles your structured business data. This is critical for physical businesses and for generating Local Business Schema (JSON-LD) to improve your visibility in local search results.

You can find the Business Info card in the sidebar of the Brand Identity tab.

1. Manual Entry: Click Edit on the Brand Identity card to unlock fields in the Business Info card.
2. Sync from GBP: Click Sync from GBP to pull your business data directly from your verified Google Business Profile. You must connect your Google account in Settings > Integrations first.

• Business Legal Name: The registered name of your company.
• Primary Phone: Your main contact number for customers.
• Public Email: The primary support or contact email for the business.
• Street Address: Your physical location.
• Suite, floor, unit: Additional address details.
• City / State / Postal Code: Standard geographic details.
• Opening Hours: Specify Open, Closed, Open 24 Hours, or By Appointment for each day of the week, including specific opening and closing times.
• Business Type: Select your Schema.org business category (e.g., “Dentist”, “Restaurant”, or “LocalBusiness”).
• Price Range: Select from $ (Budget) to $$$$ (Luxury).
• Year Established: The year your business was founded.
• Logo URL / Image URL: Links to your brand assets for schema markup.
• Google Business Profile URL: Link to your public Google map listing.
• Social Profiles: Add links to your LinkedIn, X (Twitter), Facebook, etc.
• Latitude & Longitude: Precise coordinates for map placement.
• Service Area Business: Enable this if you serve customers at their location rather than your own physical office.
• Service Areas: A list of regions, cities, or areas where your business provides services.

Floyi automatically generates technical JSON-LD structured data based on your Business Info.

• Copy Schema: Click the Copy icon in the Business Info header to copy the JSON-LD code to your clipboard. You can paste this directly into your website’s HTML to help search engines understand your local presence.
• Schema Export: Your schema is also automatically included in XLSX and DOCX exports of your Brand Foundation.

You can export your Brand Foundation to share with stakeholders outside Floyi.

1. Click the Export button in the header.
2. Choose your format:
   • XLSX: A spreadsheet containing all identity fields and a separate tab for your LocalBusiness Schema. Suitable for strategy docs, intake forms, and internal planning.
   • DOCX: A professionally formatted Word document with structured headings. Suitable for brand books, onboarding packets, and client deliverables.
   • Google Docs: Creates a new document directly in your Google Drive.

Exports are read-only snapshots. Edit the Brand Foundation inside Floyi, then re-export if you need an updated version.

Click the Content Guide tab to define the specific rules and terminology that Floyi’s AI must follow when drafting content. The Content Guide consists of five sections that control how AI generates content for your brand.

If you are starting from scratch, click Use starter kit. This will populate your Content Guide with a set of industry-standard best practices, which you can then customize. You can also click Start blank to build your guide from scratch.

Define specific words to avoid and what to use instead.

How to Add Rules:

1. Expand the Terminology Rules section.
2. Click Add Rule or Bulk Add for multiple rules.
3. Enter the Term to Avoid.
4. Enter the Preferred Term (required for “Must Replace”).
5. Set the Severity Level:
   • Must Replace: Strict substitution (e.g., “cellphone” → “mobile”)
   • Forbidden: Never allow this term
   • Discouraged: Avoid if possible
6. Optionally add an Internal Note explaining the rationale.

Drag-and-Drop Reordering:

Drag rules to reorder them by priority. The first 10 rules are sent to AI during content generation.

Limits:

• Maximum 10 rules are sent to AI per generation
• Rules beyond the 10th are dimmed in the UI

Examples:

• Avoid “cellphone” → Use “mobile” (Must Replace)
• Avoid “cheap” → (Forbidden)
• Avoid “blacklist” → Use “blocklist” (Discouraged)

Ensure your content adheres to legal or safety standards.

How to Add Rule Sets:

1. Expand the Compliance Rules section.
2. Click Add Rule Set.
3. Enter a Name for the rule set (e.g., “Marketing Compliance”).
4. Enter Banned Claims (one per line) - phrases AI must never use.
5. Enter Required Disclosures (one per line) - text AI must include when relevant.

Limits:

• Maximum 3 rule sets are sent to AI per generation
• Rule sets beyond the 3rd are dimmed in the UI

Examples:

• Banned Claims: “Guaranteed results”, “100% risk-free”, “Cures any disease”
• Required Disclosures: “Results may vary”, “Consult a professional before use”, “This is a sponsored post”

Control how your brand is compared to others. This section has two parts:

A. General Comparison Standards

Set rules that apply to all comparison content:

1. Click Add Standard.
2. Enter your rule (e.g., “Always acknowledge legitimate competitor strengths”).

B. Specific Competitor Watchlist

Set policies for individual competitors:

1. Click Add Competitor.
2. Enter the Competitor Name.
3. Select a Mention Policy:
   • Neutral mention allowed: Fact-based only, no praise or criticism
   • Comparison articles only: Only allow mentions in direct “Vs” articles
   • Positive/neutral only: High-road approach, never criticize
   • Never mention: Total blackout, do not acknowledge existence
4. Add Specific Talking Points / Instructions for this competitor.

Limits:

• Maximum 10 competitor policies are sent to AI per generation

Examples:

• Competitor A: Never mention (internal policy)
• Competitor B: Comparison articles only (focus on our superior speed)

Define core brand messaging, tone of voice, and messaging pillars.

How to Add Rules:

1. Expand the Brand Messaging section.
2. Click Add Rule or Bulk Add.
3. Select the Rule Type:
   • Brand Name Usage: Capitalization and naming conventions
   • Key Differentiator: What makes your brand unique
   • Messaging Pillar: Core value propositions to emphasize
   • Tone - Do: Guidelines for desired tone
   • Tone - Don’t: Guidelines for tone to avoid
4. Enter the rule Content.

Best Practice:

Create separate entries for each distinct rule (e.g., one entry for “Use active voice” and a separate entry for “Avoid jargon”). Small, distinct rules help the AI understand and apply your guidelines more accurately.

Limits:

• Maximum 15 rules are sent to AI per generation
• Rules beyond the 15th are dimmed in the UI

Examples:

• Brand Name Usage: “Always capitalize ‘Floyi’. Never use ‘floyi’.”
• Tone - Do: “Use active voice and short, punchy sentences.”
• Tone - Don’t: “Avoid using jargon or overly academic language.”
• Key Differentiator: “We are the only platform that connects brand strategy to content creation in one system.”

Create reusable text blocks for common sections.

How to Add Snippets:

1. Expand the Approved Snippets section.
2. Click Add Snippet.
3. Provide a Snippet Name (e.g., “About Us”, “Standard CTA”).
4. Select a Snippet Type:
   • Bio: Company/author bios
   • CTA: Call-to-action blocks
   • Disclaimer: Legal disclaimers
   • Other: Any other reusable content
5. Enter the Snippet Content.

Using Snippets:

Snippets are inserted manually via the Content Editor toolbar when editing articles. They are NOT automatically sent to AI during content generation.

Copy to Clipboard:

Click the copy icon next to any snippet to quickly copy it to your clipboard.

Examples:

• About Floyi: “Floyi is a topic-first content strategy platform that takes you from brand strategy to published drafts in one system.”
• Standard CTA: “Ready to scale? Sign up for your free trial today.”
• Affiliate Disclosure: “This post contains affiliate links. We may earn a commission at no extra cost to you.”

Click the Brand Voice tab to create an AI-powered voice profile that captures your brand’s writing style. When a voice profile exists, Floyi automatically applies it to every content brief and draft so generated content sounds like your brand.

Brand Voice analyzes 3-5 writing samples that represent your brand’s style and produces a structured voice profile. This profile replaces (or enhances) the plain-text Brand Voice field in Brand Identity with a detailed, multi-dimensional analysis that AI agents use as a directive when generating content.

Without a voice profile, Floyi uses the short Brand Voice description from Brand Identity (e.g., “Professional, authoritative, yet accessible”). With a voice profile, Floyi uses a richer, more specific directive that captures nuances like sentence patterns, vocabulary level, and rhetorical techniques.

1. Click the Brand Voice tab.
2. Click Analyze My Voice.
3. Choose your input method:

Method A: Upload Files

Upload 3-5 documents that represent your brand’s writing style.

1. Drag and drop files into the upload area, or click to browse.
2. Supported formats: PDF, DOCX, TXT, MD, HTML.
3. Maximum file size: 10MB per file.
4. You need at least 3 and at most 5 samples.
5. Click Analyze Voice.

Method B: Select from Knowledge Base

If you have already uploaded documents to the Knowledge Base tab, you can select them directly instead of re-uploading.

1. Switch to the Select from Knowledge Base tab in the modal.
2. Browse or search your existing Knowledge Base documents.
3. Select 3-5 documents using the checkboxes.
4. Click Analyze Voice.

Only documents with status “Ready” and a word count greater than zero appear in the list.

After analysis, Floyi produces a profile with seven dimensions:

Below the seven dimensions, a summary AI Prompt Directive is displayed. This is the exact instruction that Floyi sends to AI agents during content generation. It condenses the full analysis into actionable writing guidance.

You can edit the prompt directive to fine-tune it:

1. Click Edit next to the AI Prompt Directive.
2. Modify the text in the textarea.
3. Click Done to save.

Editing the directive is free and does not consume credits.

• Re-analyze: Click Re-analyze to run the analysis again with new or different samples. This replaces the existing profile.
• Clear Profile: Click Clear Profile and confirm to remove the voice profile entirely. Floyi will revert to using the plain-text Brand Voice field from Brand Identity.

• Use writing samples that reflect the voice you want, not necessarily everything you have published.
• Choose samples from the same content type (e.g., all blog posts, or all white papers) for a consistent analysis.
• If your brand voice differs across content types, analyze the type you produce most frequently.
• After generating, review the AI Prompt Directive and edit it if any nuance is missing or overstated.

Click the Knowledge Base tab to upload documents that Floyi’s AI agents use as context when generating content briefs and drafts. This is your brand’s private reference library.

Knowledge Base allows you to upload proprietary documents, import web pages, or paste text that becomes searchable context for AI content generation. When Floyi generates a brief or draft, it searches your Knowledge Base for relevant passages and includes them as context so the output reflects your brand’s expertise, data, and terminology.

This means your generated content can reference your own research, case studies, product documentation, style guides, and other materials that are not publicly available on the web.

1. You upload a document (or import a URL, or paste text).
2. Floyi extracts the text, splits it into chunks, and generates vector embeddings.
3. When a brief or draft is generated, Floyi searches your Knowledge Base for the most relevant chunks using semantic similarity.
4. Matching chunks are included as context for the AI agents, grounded in your actual materials.

You do not need to configure any of this. It happens automatically once documents are in the Knowledge Base.

Click Add Knowledge to open the upload modal. Three input methods are available:

Method A: Upload Files

1. Click the Upload File tab.
2. Drag and drop files, or click to browse.
3. Supported formats: PDF, DOCX, TXT, MD, HTML.
4. Maximum file size: 10MB per file. You can upload multiple files at once (up to 10 per batch).
5. Click Upload.
6. Each file is processed independently. If some files succeed and others fail, you will see per-file status messages.
7. The modal stays open so you can upload additional files. Click Done when finished.

Method B: Import URL

1. Click the Import URL tab.
2. Enter the full URL of the web page you want to import.
3. Optionally, enter a custom title. If left blank, the page title is used.
4. Click Import.
5. Floyi fetches the page content, extracts the text, and processes it.

Method C: Paste Text

1. Click the Paste Text tab.
2. Enter a title for the document.
3. Paste your text content into the text area.
4. Click Save.

If you import a URL or upload a file that already exists in your Knowledge Base, Floyi will detect the duplicate and ask what you want to do.

What happens:

1. You submit a URL or file that matches an existing document (by URL for imports, by filename for uploads).
2. The modal shows a warning with the existing document’s title, word count, and import date.
3. You choose one of two options:
   • Replace with Fresh Content: Deletes the old document and its embeddings, then imports the new version. Use this when the source content has been updated.
   • Back: Returns to the upload form without making changes. Use this if you did not intend to re-import.

Replacing a document does not count as an additional document against your plan limit since the old one is removed first.

Paste text does not have duplicate detection because titles are user-defined and may legitimately repeat.

After uploading, each document shows one of three statuses:

The document list auto-refreshes while any documents are processing.

Refreshing the List:

Click the refresh icon next to Add Knowledge to manually reload the document list and usage stats.

Selecting Documents:

• Click the checkbox next to individual documents to select them.
• Click the checkbox in the table header to select or deselect all documents.

Deleting Documents:

1. Select the documents you want to remove.
2. Click Delete Selected.
3. Confirm the deletion in the dialog.

Deleting a document permanently removes it along with all its associated chunks and embeddings. This action cannot be undone.

Knowledge Base is available on paid plans only. Free plan users see a message indicating that an upgrade is required.

The usage bar at the top of the Knowledge Base tab shows your current document count against your plan limit.

Upload materials that contain expertise, data, or context you want reflected in your generated content:

• Product documentation and feature guides
• Case studies and customer success stories
• White papers, research reports, and industry analysis
• Internal style guides and writing standards
• FAQ documents and knowledge articles
• Existing blog posts or articles that represent your brand’s expertise
• Competitive analysis and market research

Avoid uploading content that is purely administrative (contracts, invoices) or that contains sensitive information you would not want referenced in published content.

Once you have a solid Brand Foundation, you can:

• Preselect it when generating Audience Insights personas so personas match your positioning
• Use it as context for Topical Research so topics fit your product, buyer stage, and language
• Feed it into Content Briefs so goals, tone, and differentiators carry into every outline
• Apply it automatically in the Content Creation workspace so Writer and Editor agents use the same voice
• Keep Topical Authority analysis grounded in your real positioning, not generic category language
• Let Brand Voice profiles ensure generated content matches your writing style automatically
• Let Knowledge Base documents provide brand-specific context so briefs and drafts reference your own expertise, data, and terminology

If you are new to Floyi, set up Brand Foundation before you run large topic or brief workflows. It is easier to fix strategy once than to correct dozens of misaligned outputs later.

After completing your Brand Foundation:

1. Review your Brand Identity and Content Guide.
2. Set up a Brand Voice profile for consistent writing style.
3. Upload key documents to your Knowledge Base for richer, more informed content.
4. Click Next: Create Buyer Personas to continue to Audience Insights.
5. Build your buyer personas based on your brand foundation.

Brand Foundation uses credits for generation and regeneration.

• Each action shows a clear credit estimate before you start.
• URL-based generation may cost more than input-based generation because of additional analysis.
• Editing existing fields is always free.
• Voice analysis consumes credits. Editing the AI Prompt Directive after analysis is free.
• Knowledge Base document uploads and processing do not consume credits. The embedding process is handled automatically.

For most teams:

• Use a stronger model for your primary Brand Foundation, since this profile will influence many downstream workflows.
• Use smaller or faster models for quick experiments or alternative positioning drafts if you are testing options.

If you hit an insufficient credits state, Floyi will show a modal instead of starting the job.

For most users:

1. Create one Brand Foundation per brand or domain you care about.
2. Use the URL-based method if your site copy roughly matches your current strategy.
3. Use the input-based method if your site is early, messy, or in the middle of a reposition.
4. Edit the output until it feels accurate enough for internal use.
5. Only regenerate when your strategy shifts or the first version is far off.
6. Upload 3-5 writing samples to the Brand Voice tab to capture your style.
7. Add your most important reference documents to the Knowledge Base tab.

From there, move on to Audience Insights and Topical Research with your Brand Foundation selected as context.

Maximum file size per upload: 10MB. Maximum files per batch: 10.