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Documentation Index

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Brand Beat is the foundation of everything in UPBEAT OS. Before Beat can generate strategy-aligned content, write in your voice, or give you useful recommendations, it needs to know your brand. Setup is a short conversation — not a form — and the whole thing takes about 5 minutes. To get started, go to useupbeat.com/app/brand and click Set up Brand Beat.
Don’t aim for perfect answers. You can edit every field after generation. The goal is to give Beat enough signal to work with — “good enough to start” is exactly right.

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How the conversation works

The setup flow is adaptive. Beat asks only what it doesn’t already know — so if your website gives it a clear picture of your brand, you might get to generation with just a handful of exchanges. If you’re starting without a website, Beat will ask a few more follow-up questions.
1

Beat asks for your website URL

Beat starts by introducing itself and asking for your website URL. This step is optional.If your website already reflects your brand well, paste the URL. Beat will scrape your site and pre-fill your brand profile fields automatically — this is the fastest path through setup.If you don’t have a website, or don’t want to use it, just type “skip” or “no website” and Beat moves on.
2

Review what Beat found (if you provided a URL)

If the scrape succeeded, Beat shows a Validation Card with what it found: your business name, description, ideal customer, and primary goal — all pulled from your site.You choose one of three options:
  • Looks good — Accept the scraped data and continue
  • Let me tweak it — Keep the data but adjust individual fields
  • Start fresh — Discard everything and answer questions from scratch
If Beat couldn’t scrape enough useful information from your site, it will skip the Validation Card and ask follow-up questions directly.
3

Beat asks follow-up questions (only for what it still needs)

Based on what Beat already knows — either from your site or your previous answers — it asks about any gaps. The questions are dynamic, so you won’t see the same set every time.Topics Beat may ask about:
  • What’s your business name?
  • What does your business do?
  • Who’s your ideal customer?
  • What’s your primary goal for the next 6 months?
  • What makes you different? (optional)
  • How would you describe your voice and tone? (optional)
Beat keeps this conversational and caps out at around 8 turns — if it still has gaps after that, it generates your profile with what it has.
The more specific you are, the better Beat’s output. “I help Series A SaaS founders reduce churn through onboarding programs” is more useful than “I do marketing consulting.”
4

Pulse questions while your profile generates

Once Beat has enough to work with, it starts generating your brand profile in the background. While it works, it asks 3 quick pulse questions — these take about a minute and help Beat understand where you are right now:
  • How do you feel about your current brand? (options: “I love it — just need structure” / “Okay but needs refining” / “Ready for significant refresh” / “Starting from scratch”)
  • What would you most like to change?
  • What’s been your biggest marketing frustration?
Your answers here are used to personalize Beat’s recommendations and tone when it talks to you going forward.
5

Your brand profile is ready

When generation completes, your full brand profile is live across all tabs — positioning, voice, content pillars, audience definition, and editorial guidelines.Generation takes about 30–60 seconds. When it’s done, you land on your Brand Beat Overview.

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What Beat generates

After setup, your brand profile is populated across all tabs (in this order):
  • Overview — Summary of your brand with a completion score
  • Identity & Voice — Brand name, tagline, positioning statement, value proposition, voice descriptors, tone guidelines, banned phrases
  • Visual — Logo, brand colors, fonts, and visual direction
  • Pillars & Content — 3–5 content pillars, preferred formats, publishing frequency, editorial guidelines
  • Audience — Full ICP definition with demographics, psychographics, pain points, goals, and buying triggers
  • Training — Where you add writing samples to sharpen Beat’s voice (you’ll fill this in next)
Everything Beat generates is editable. If something is off, click into any field on the relevant tab and update it directly. Beat learns from your edits over time.

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What’s next?

Brand Beat Overview

Understand what each tab in Brand Beat contains and how to maintain your profile.

Training Beat on Your Voice

Add writing samples so Beat learns to sound like you — the single highest-impact step after setup.
Questions? Email help@useupbeat.com.