How to Customize Your Brand Voice in Patch AI

Link to Loom

https://loom.com/share/40350b83e05f4c728b2a7b64286c107d

1. Open AI Context in Account Settings 0:00

• Go to Account Settings in Patch AI.
• Open AI Context.
• Click Add Context at the top.
• Select Brand Voice and Tone.

2. Define Your Brand Voice 0:15

• In the Brand Voice card, describe how you want Patch AI to sound.
• Include your preferred voice traits, such as:
  • Friendly
  • Professional
  • Playful
• Add any style guidance that helps the AI match your brand.

3. Add Writing Rules and Examples 0:28

• Specify what to avoid, such as:
  • Emojis
  • Jargon
  • Too many exclamation points
  • Em dashes
• Add phrases you like to use, such as:
  • “Happy to help”
• Add phrases you never use so the AI avoids them.

4. Choose Where the Brand Voice Applies 0:45

• At the bottom of the card, choose where this context should be used.
• For most businesses, leave Brand Voice set to All Agents.
• This makes the guidance apply to:
  • Content
  • Conversation assistant replies

5. Save and Update as Needed 1:04

• Save your changes.
• Patch AI will now use your brand voice when generating messages.
• If the AI sounds off-brand later, return to this section and update the instructions.