Documentation

6) Explore, select, refine (text + visuals) inside Apps

• Generate & guide: start an exploration to produce cards/outputs
• Select the best: mark the strongest outputs as Selected
• Iterate: refine the selected option(s) through the chat
• Edit text (long description) to sharpen alignment
• Edit images through chat to improve illustration quality

Workspace

Your team's environment in alphabrand — members, brands, works and projects live inside a workspace.

Brand

The brand context layer used to steer outputs (DNA, images, rules, templates, territories).

Library

The place where your documents and knowledge sources are stored and organized to ground answers and outputs.

Insights & Data

The space to ask questions, synthesize learnings, and generate evidence-based POVs (often with citations).

Marketing App

A specialized tool designed to produce one specific deliverable (brief, targeting, semiotics, territories, concepts, etc.).

Exploration

A working stream inside an App where you generate options, guide outputs through chat, select the best, and iterate.

Marketing Project

A multi-step workflow where outputs build on each other (innovation or campaign planning).

Goal: be ready to produce on-brand outputs in minutes.

1. Create your account / login
2. Complete user settings (name, security)
3. Join or create a workspace
4. Invite teammates (optional)
5. Create a brand
6. Fill brand context (DNA + rules + visuals + territories + templates)
7. (Optional) Set category settings if your category requires strict framing
8. Run your first Insights & Data question or App output

Registration

• Register using your email (or SSO if enabled for your organization)
• Validate your email when prompted
• If your org uses invites, accept the workspace invitation before you can access internal brands/works

Login & access

• Log in using your chosen method (email/SSO)
• If you have access to multiple workspaces, make sure you're in the correct one (workspace switcher)

Common issues

• "I can't see anything after login" → you may not be in the right workspace or you haven't been invited yet
• "My invite link expired" → request a new invite from the workspace admin

Profile

• Update your name and avatar (used across collaboration and attribution)
• Confirm your primary email (use the one tied to your org access)

Security

• Update password / authentication method (depending on what's enabled)
• Review connected accounts (Google/Microsoft etc., if enabled)
• Use best practice: keep one professional identity per workspace

Control who is in the workspace and how teams operate.

Members & access

• Invite members (internal team, agencies if allowed)
• Remove members when projects end
• Keep access clean: only invite people who need to work on the brands/projects inside

Governance basics

• Admins (workspace setup + members)
• Brand owners (brand context + templates)
• Contributors (run apps/projects and edit outputs)

Brand settings are the single biggest quality lever in alphabrand.

Brand context (what to fill exhaustively)

• AI Context Prompt (Settings tab)
• DNA (DNA tab): tone, beliefs, non-negotiables, vocabulary, claims rules
• Regulatory & commercial code: approved/forbidden claims, disclaimers
• Ethical guidelines: representation & inclusivity rules, sensitive topics to avoid
• Images & Art Direction (Images tab): visual world, style references
• NPD / territories (NPD tab): innovation categories used in workflows
• Templates (Templates tab): what "good output" must include

The Library is the document base used to answer questions in Insights.

What's on the Library screen

• Brand files / Insights files toggle
• Search (find files fast)
• Import (add documents)
• Connections (e.g., Azure / Google) to connect sources

Use Insights to build evidence-backed answers and POVs from your Library documents.

How it works

• Click New Chat
• Ask a question about your documents
• Refine with follow-up questions in the same chat

Use Data to answer questions that require numbers, trends, growth, contribution, etc.

Best practice

Ask for a clear metric + timeframe + split:

• "Net value by product line between 2022 and 2024"
• "Top 5 increases / decreases by absolute change"

Your conversation history is your "research memory": reuse strong threads instead of restarting.

• Browse past chats by title
• Re-open a thread and continue the reasoning
• Use a strong thread as a basis to feed Apps/Projects

Attach a proven Insights/Data thread to reuse the right context when generating deliverables in Apps or running Projects.

Best practice: Attach the most relevant chat(s) only (avoid noise).

How to start

• Work Name: name your output (recommended: Market + Objective + Date)
• Type: choose the App type (the deliverable you want)
• Brand: select the brand context to apply
• Click Get Started

Apps are specialized. Each app is designed for a specific outcome. Choose the app that matches the deliverable you want to produce.

Inside an App, an Exploration is how you generate multiple output cards and guide them through chat.

How it works

• Generate initial outputs (cards)
• Use chat to guide / refine direction
• Mark the strongest cards as Selected
• Iterate from the selected options to improve them

Edit text

Use the long description editor to tighten, sharpen, and align to your need

Edit image

Use chat-based image editing to improve illustrations: improve details, remove background, focus on a key element

Every App output becomes a Work you can find again and build on.

• Find your Work in Recent Works
• Re-open to continue refining
• Duplicate a Work when you want a clean branch

Templates define the structure and requirements of an App output (sections, must-haves, formatting).

Location: Manage Brands → Templates

How to start

• Work Name: name your project (Market + objective + date recommended)
• Type: select Innovation or Campaign Planning
• Brand: select the brand context to apply
• Click Get Started

A structured workflow to develop innovation concepts from opportunity → consumer framing → territories → concepts.

Typical steps

• Innovation Opportunity Platform
• Targeting (optional / skippable)
• Occasion (map moments + needs)
• Creative Territories
• NPD Concept

A structured workflow to plan an integrated campaign from strategy to activation execution.

Typical steps

• Marketing Brief
• Targeting
• Occasion
• Human Insights
• Trends Exploration
• Cultural Truth
• Creative Territories
• Activation Idea

Each step generates multiple outputs (cards) you can guide through chat and refine.

• Generate outputs within the step
• Refine through chat
• Add the best outputs to Selection
• The next step builds on what you selected

• Use Approve Step when you're ready to lock the direction and move forward
• In Innovation workflow, Targeting can be skipped
• Projects keep your context and choices connected across steps

Any workflow can be forked to explore a new direction without losing the original.

When to fork:

• Test a different territory or concept direction
• Need a variation for another market/occasion
• Want a "safe" branch vs a "stretch" branch

The Insights Library contains documents you want to query and retrieve from in Insights & Data.

What it includes

• Category / consumer / market research
• Trend reports, competitive scans, innovation reports
• Measurement read-outs, learning decks, trackers
• Any "evidence" you want to cite and reuse

The Brand Library contains documents that define or reinforce brand context, and documents generated by alphabrand workflows.

Two types of content

• Brand reference files (inputs): guidelines, strategy decks, tone of voice
• alphabrand documents (outputs): PDFs generated by workflows

How it works

• Click Manual Upload
• Choose the Brand
• Drag & drop or browse to upload
• Supported formats: docx, gdoc, pdf

Connect cloud sources so your Insights Library can pull from shared folders.

Supported connections

• Google Drive
• Azure (e.g., SharePoint / OneDrive)

Good inputs = better answers, safer claims, and faster workflows.

Readiness checklist

• Relevance: documents match the business question and market
• Freshness: updated versions, clear dates, avoid obsolete decks
• Clarity: titles and structure that are easy to interpret
• Consistency: one source of truth
• Permissions: users can access what they need

Every export becomes an alphabrand document you can find later without hunting.

Location: Library → alphabrand documents

In Apps and Projects, Selection is your shortlist: it defines what you're carrying forward and what you'll typically export.

Best practice: Select only what you want to defend/share.

Add the right people to a Work so they can collaborate and follow progress.

• A Work has Owners visible in the project header area
• Open Manage Team Members to add users
• Keep ownership explicit

Use the doc search to find the relevant page (feature name + keyword works best)

Typical searches: "Library upload", "Selection", "Export PDF", "Brand DNA", "Templates"

Brand / context

• Is the correct Brand selected?
• Is Brand context filled enough?

Library / documents

• Is the file uploaded in the right place?
• Is the document format supported?

Workflow / output

• Did you select outputs in Selection before moving forward?
• Are you in the right tool?

For onboarding, best practices, setup decisions, or workflow design help.

Use this when:

• You want to improve output quality and consistency
• You need help setting the right process
• You want guidance on structuring your library and governance

For technical issues, access problems, bugs, or unexpected behavior.

Email support: contact@alphabrand.ai

Include in your message:

• Workspace + Brand name
• The page you were on
• What you expected vs what happened
• Screenshots if available