How to Validate Content with a Brand Guidelines Agent

Overview

The Brand Guidelines Agent feature in Assist allows you to automatically review and validate any content against your company's brand standards. This ensures all your communications—from social media posts to blog articles, email campaigns, presentations, and more—maintain compliance with your tone, voice, messaging, and formatting guidelines before publication.

This guide will walk you through creating a custom Brand Guardian agent, training it with your brand guidelines, and using it to review and correct any type of content.

What You'll Need

• Access to Workspace Agents in your Assist workspace
• Your brand guidelines document (PDF format recommended)
• Content to review (social posts, blog articles, emails, presentations, etc.)

Step 1: Create Your Brand Guardian Agent

1. Navigate to Workspace Agents

   • From your Assist workspace, click on Workspace Agents in the navigation menu

   • Click Create New Agent

     Configure Agent Details

   • Agent Name: Choose a descriptive name (e.g., "Brand Guardian" or "[Your Company] Brand Guardian")
   • Mention Tag: Set a unique @mention tag (e.g., "@BrandGuardian")
   • Description: Add a clear description such as: "Reviews content against [Company] brand guidelines and ensures compliance with tone, voice, and messaging standards."

2. Define Agent Instructions

   In the "How should this agent help?" section, provide detailed instructions:

   Role: You are a brand compliance specialist for [Company Name]. Your responsibilities: - Review content against official brand guidelines - Identify violations in tone, voice, messaging, and formatting - Suggest specific alternatives that align with brand standards - Provide constructive, actionable feedback Tone: Professional, helpful, and constructive Output Format: Provide structured reviews with: - What's Working Well - Brand Guideline Violations (with specific fixes) - Recommendations

   Save Your Agent

   • Click Save to create your Brand Guardian agent

Step 2: Train Your Agent with Brand Guidelines

1. Access Agent Knowledge

   • Open your newly created Brand Guardian agent

   • Navigate to the Agent Knowledge section

     Upload Brand Guidelines

   • Click Add Knowledge Source
   • Upload your brand guidelines PDF
   • Give the knowledge source a clear title (e.g., "[Company] Brand Guidelines")

   • Click Save

     Wait for Training

   • The system will display "Training in Progress"
   • Training typically completes within a few minutes
   • You'll receive a notification when training is complete

Step 3: Review Your Content

1. Prepare Your Content

   • Create or open a document containing the content you want to review
   • This can be social media posts, blog articles, email campaigns, presentations, or any written material

   • Ensure content is clearly formatted for easy review

     Call Your Brand Guardian Agent

   • In the document chat interface, type @  followed by your agent's mention tag
   • Add your instruction: "Review this content and make sure it follows the [Company] brand guidelines"

   • Press Enter

     Review the Compliance Report

     The agent will provide a structured Brand Compliance Review including:

     What's Working Well

   • Positive aspects that align with brand guidelines

     Brand Guideline Violations

   • Specific violations identified
   • The relevant guideline being violated

   • Recommended fixes

     Recommendations

   • Additional suggestions for improvement

Step 4: Apply Corrections Automatically

1. Request Updates

   • After reviewing the agent's feedback, instruct Project Assist to implement changes

   • Type: "Update the content based on the feedback"

     Review Changes

   • Project Assist will display a side-by-side comparison:

     • Previous: Original content
     • Updated: Corrected content

   • Review all changes to ensure they meet your needs

     Apply or Reject Changes

   • Click Apply Changes to accept the corrections

   • Or click Reject if you want to make manual adjustments

     Final Review

   • Perform one final check to confirm everything is brand-safe
   • You can call the Brand Guardian agent again for a second review if needed

Common Brand Violations Detected

The Brand Guardian agent can identify various compliance issues across all content types, including:

Hashtag Formatting (Social Media)

• Violation: Using PascalCase (e.g., #CreativeProduction)
• Fix: Use sentence case (e.g., #creativeproduction)

Company Descriptors

• Violation: Incomplete or incorrect company descriptions
• Fix: Use the official descriptor from brand guidelines

Tone and Voice

• Violation: Language that doesn't match brand voice (too formal, too casual, etc.)
• Fix: Adjust wording to align with established tone guidelines

Messaging Standards

• Violation: Missing key messaging points or value propositions
• Fix: Include required messaging elements

Best Practices

✅ Keep Guidelines Updated: Regularly update your brand guidelines PDF to ensure the agent has the latest standards

✅ Be Specific in Instructions: When calling the agent, clearly state what you want reviewed (e.g., "Check tone and messaging" or "Review for brand voice compliance")

✅ Review Before Publishing: Always perform a final human review after applying automated changes

✅ Train on Multiple Documents: Upload additional brand resources (style guides, messaging frameworks) to improve accuracy

✅ Use Consistently: Make the Brand Guardian agent part of your standard content workflow across all content types

Troubleshooting

Agent not finding violations:

• Ensure your brand guidelines PDF uploaded successfully
• Check that training is complete (not still "in progress")
• Verify your guidelines document contains clear, specific rules

Agent being too strict or too lenient:

• Adjust the agent's instructions to calibrate sensitivity
• Provide examples of acceptable vs. unacceptable content in the instructions

Changes not applying correctly:

• Review the specific violations identified
• Manually adjust if Project Assist misinterprets the feedback
• Provide more specific instructions to Project Assist

Benefits of Using a Brand Guardian Agent

⚡ Save Time - Eliminate manual brand compliance reviews across all content

🎯 Ensure Accuracy - Catch violations before content goes live

📊 Scale Confidently - Review high-volume content without sacrificing quality

🤝 Maintain Consistency - Keep your brand voice uniform across all channels and content types

🔄 Continuous Learning - Update guidelines once, apply everywhere instantly

Who Should Use This Feature

• Marketing Teams - Ensure all campaigns and materials meet brand standards
• Social Media Managers - Validate posts across multiple platforms
• Brand Managers - Maintain consistency across all communications
• Content Creators - Get instant feedback on brand compliance for any content type
• Agencies - Manage multiple client brand guidelines efficiently
• Communications Teams - Review press releases, announcements, and internal communications

Next Steps

Now that you've set up your Brand Guardian agent:

1. Test it with different content types to calibrate its sensitivity
2. Share the agent with your team members
3. Integrate it into your content approval workflow
4. Monitor and refine agent instructions based on results

Need Help?

If you have questions about setting up or using your Brand Guardian agent:

• Contact our support team
• Visit our Help Center for additional resources
• Join our community forum to share tips with other users

Ready to keep your brand safe across all content? Start using your Brand Guardian agent today in your Assist workspace.