Articles on: Using the Portal

The Brand Vault — Everything You Need to Know

What Is the Brand Vault?


The Brand Vault is your portal's long-term memory. It stores your brand profile (21 fields), uploaded documents, and reference files. Every content and coaching session draws from this automatically.


Brand Profile vs Uploaded Documents — What's the Difference?


Think of it in two layers:

• Brand Profile — the 21 core fields (mission, voice, offers, dream client etc). This is your core memory. Fill these in through the Brand Interview or by uploading a brand doc.

• Uploaded Documents — full documents like sales pages, testimonials, offer decks. These are your contextual memory. They're referenced when relevant but don't live in the profile fields.


How to Upload a Brand Document


• Click the Brand Vault tab

• Click Upload Document

• Select your file — PDF, DOCX, TXT, CSV, MD, RTF supported

• When asked 'Do you want me to extract brand profile data?' — click Yes if it's a brand doc, No if it's a reference document (like an offer doc or testimonials)


File Size Limits


• Images: 10MB — JPG, PNG, GIF, WEBP (in-chat only, not Brand Vault)

• PDFs and DOCX: 5MB

• Documents (TXT, CSV, MD, RTF): 2MB

• Maximum 5 files per upload

• Total Brand Vault size: 10MB — keep only essential documents here


Tips for Best Results


• Keep Brand Vault documents clean with clear headings

• For core brand memory — upload to the Brand Vault

• For one-off context (e.g. a specific offer for today's content) — attach directly in the chat using the **📎 button**

• If a document doesn't seem to be reading correctly — delete it and re-upload

Updated on: 23/03/2026

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