Core Concepts
Updated

Brands

A brand is a container inside a workspace that groups the connected accounts for one client, product line or region. Every connection belongs to a brand, and agents pass the brand when they query an account.

Why brands matter

  • Accounts from different clients stay separate, so an agent working on one brand queries that brand's accounts.
  • Brand details such as description, industry, target audience, website and guidelines are returned to the agent with the account context, so answers start from the right background.
  • One brand can hold many connections, for example Google Ads, Meta Ads and Google Analytics 4 for the same client.

When to add a brand

  • You take on a new client or business unit.
  • A product line or region has its own accounts and reporting.
  • You want test connections kept apart from live client work.

How brands fit with the rest

  1. Create the brand with Add Brand.
  2. Fill in the brand fields agents use. See Brand Properties.
  3. Connect platforms to the brand from Connectors. See Managing Connections.
  4. Add an MCP server to your AI client and name the brand in your questions.

Related: Creating Brands, Workspaces, Connectors.

Need help?

If you need help connecting a source or setting up an AI workflow, the team can help you get from first sync to production faster.