Documentation

Brands & Account Manager

The Account Manager is where you create and manage your brand profiles. Each brand has its own voice, personality, platforms, and content rules. All AI-generated content uses your brand profile to …

The Account Manager is where you create and manage your brand
profiles. Each brand has its own voice, personality, platforms,
and content rules. All AI-generated content uses your brand
profile to match your style.

You can have multiple brands depending on your plan tier.

Click "Account Manager" under Analytics in the sidebar,
or navigate to /brands.

Each brand appears as a card showing:
  - Brand initial and name
  - Industries
  - Connected platforms (with check marks for connected ones)
  - Personality traits (up to 4 shown)
  - Brand description (preview)
  - Profile completeness bar (percentage of key fields filled)
  - Action buttons: Connect, Edit, Delete

Click "New Account" to open the Brand Wizard -- a guided,
multi-step setup process organized into 5 categories:

CATEGORY 1: IDENTITY (4 steps)

  Step 1 -- Name (required)
    Enter your brand name, business name, or account handle.

  Step 2 -- Website (optional)
    Enter your brand website URL. Click "Extract" to have AI
    analyze your website and pull relevant brand info automatically.

  Step 3 -- Pitch & Industry
    Write a brief elevator pitch describing what your brand does.
    Select one or more industries from the list (20 options
    including Food & Beverage, Tech & SaaS, Fashion & Beauty,
    Health & Fitness, and more).
    Use "AI Refine" to generate 6 pitch variations to choose from.

  Step 4 -- Differentiator (optional)
    Describe what makes your brand unique. AI can suggest
    differentiator options for you.

CATEGORY 2: VOICE (3 steps)

  Step 5 -- Personality Traits (pick 3-5)
    Choose from 18 traits like Bold, Playful, Warm, Professional,
    Edgy, Luxurious, Casual, Inspirational, and more. Each trait
    has a description to help you decide.

  Step 6 -- Competitors (optional)
    List brands you admire or want to sound like (comma-separated).
    Click "Analyze Their Tone & Style" to get an AI analysis of
    their brand voice, which feeds into your own voice setup.

  Step 7 -- Voice Description (optional)
    Describe how your brand talks -- register, vocabulary, sentence
    style. You can:
    - Write it manually
    - Click "Auto-Generate" to create one from your traits
    - Click "Refine" to get 6 AI variations to pick from

CATEGORY 3: AUDIENCE (1 step)

  Step 8 -- Target Audience (optional)
    Describe who you are creating content for. Include demographics,
    psychographics, values, and online behavior. AI can generate
    audience descriptions for you.

CATEGORY 4: CONTENT (3 steps)

  Step 9 -- Platforms (required)
    Select which platforms your brand posts on: Instagram, TikTok,
    LinkedIn, X, YouTube, Pinterest, Facebook, Threads.
    Also set:
    - Default hashtags (used when creating new posts)
    - Default post time (auto-fills in the Post Wizard)
    - Content approval toggle (require review before posting)

  Step 10 -- Standing Instructions (optional)
    Rules the AI should always follow, such as:
    - "Never use the word innovative"
    - "Keep captions under 150 words"
    - "Always end with a question"
    These rules are included in every AI prompt.

  Step 11 -- Sample Posts (optional)
    Paste 2-4 real post captions that represent your voice at its
    best. Select the post type for each (Video, Photo, Carousel,
    Text, Story, Reel). The AI studies these to learn your style.

CATEGORY 5: FINISH (1 step)

  Step 12 -- Review
    Review all your brand details before saving. Make sure
    everything looks right, then click Save.

Navigation: Use Next, Back, and Skip buttons to move through
steps. A progress bar at the top shows which categories are
complete. Required fields must be filled before advancing.

Click the "Edit" button on any brand card to open the Edit
Brand Modal. This shows all fields on a single scrollable page
organized into sections:

  IDENTITY: Name, website, elevator pitch, industries, differentiator
  VOICE: Personality traits, competitor brands, voice description
  AUDIENCE: Target audience
  CONTENT: Platforms, hashtags, post time, standing instructions,
           content approval toggle
  SAMPLE POSTS: Add or remove sample captions
  VOICE PROFILE: A generated document that guides all AI content

All changes are saved together when you click "Save Changes."

AI features available in the editor:
  - Auto-Generate voice description from traits
  - Analyze competitor tones
  - Generate or regenerate the voice profile document

The voice profile is an AI-generated document that synthesizes
your brand's personality, tone, audience, and rules into a single
reference. It guides all AI-generated content.

To generate one:
1. Open Edit Brand Modal for your brand.
2. Scroll to the Voice Profile section (collapsible).
3. Click "Generate" (or "Regenerate" to update an existing one).

You can also edit the voice profile manually. Generating uses
1 AI generation credit.

Click the "Connect" button on a brand card to open the Connect
Accounts modal. This lets you link your social media accounts
via OAuth (through Bundle.social) so GoferPost can publish content
and pull analytics.

The button shows how many platforms are connected out of how many
are selected (e.g., "2/4 Connected").

1. Click the trash icon on the brand card.
2. A confirmation overlay appears: "Delete [brand name]?"
3. Click "Yes, Delete" to confirm, or "Cancel" to abort.

Deleting a brand removes all associated posts, campaigns,
galleries, and other data permanently.

Each brand card shows a progress bar indicating how complete
your profile is. It checks whether these fields are filled:
  - Brand description
  - Tone description
  - Target audience
  - Differentiator
  - Standing instructions

A fully complete profile ensures the best AI-generated content.

- Fill in as many brand fields as possible -- the AI produces
  significantly better content with a detailed profile.
- Use the competitor analysis feature to inform your voice. It
  analyzes up to 5 competitor brands.
- The voice profile is your brand's AI "cheat sheet." Review and
  tweak it to fine-tune how AI writes for you.
- Sample posts are one of the most impactful fields. Paste your
  best-performing real captions so the AI can learn your style.

- 01-getting-started.txt (first-time setup overview)
- 05-posts.txt (creating posts that use your brand profile)
- 09-creator-pro-hook-tester.txt (AI hook generation)
- 13-social-analytics.txt (analytics from connected platforms)