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How to Set Up Brand Identity in Birdeye

Brand Identity helps businesses create and manage a centralized brand profile within Birdeye. By entering a website URL, BirdAI automatically generates a brand profile that captures key information about your business, including your brand overview, target audience, market positioning, visual identity, and brand voice.

This profile acts as a single source of truth for AI-generated content across Birdeye products, helping maintain consistent messaging and branding across review responses, social posts, marketing campaigns, Search AI content, chatbots, and AI agents.

Brand Identity also includes brand assets such as logos, fonts, colors, media, and guardrails, allowing businesses to ensure all customer-facing content aligns with their brand standards.

Before You Begin

One Brand Identity per Location

A location can only be associated with one Brand Identity at a time. If a location is already assigned to another Brand Identity, it will appear unavailable during setup and cannot be selected again.

Default Brand Identity

Birdeye provides a Default Brand Identity that acts as a fallback profile. If a location does not have a custom Brand Identity assigned, Birdeye automatically uses the Default Brand Identity for AI-generated content.

Guardrails are industry-driven, not website-driven

Unlike the other tabs, Guardrails do not depend on the website you enter. They are derived from the business’s industry, so a healthcare or dental business will see compliance-oriented guardrails seeded automatically.

Navigate to Brand Identity

  1. Go to Settings.

  2. Under the BirdAI section, click Brand Identity.

Brand Identity Home Page

The Brand Identity home page displays all Brand Identities created within the account.

For each Brand Identity, you can view:

  • Name

  • Associated locations

  • Logo

  • Brand colors

  • Brand voice tags

  • Creator

  • Creation date

From this page, you can create a new Brand Identity or edit an existing one.

Create a New Brand Identity

Click Create New to begin creating a new Brand Identity.

Step 1: Select Locations

Choose the location(s) where you want the Brand Identity to apply.

Locations already assigned to another Brand Identity will be unavailable for selection.

Once you have selected the desired locations, click Next.

Step 2: Add Source Material

The Source Material tab is where BirdAI gathers information about your business.

Enter your company website URL and click Generate Brand Kit.

BirdAI analyzes your website and automatically generates:

  • Brand profile

  • Target customer information

  • Style and Voice settings

  • Media assets

  • Brand recommendations

During generation, a preview panel is displayed on the right side of the screen.

NOTE:

Other tabs remain unavailable until the brand generation process is complete.

Once generation is complete, all remaining tabs become available for review and editing.

Configure Brand Profile

The Brand Profile tab contains core business information generated from your website. All fields can be edited to better reflect your brand.

Business Overview

The Business Overview section includes:

  • Short description: a one-line summary of the business.

  • Detailed description: a fuller paragraph describing the business, its services, and what sets it apart.

  • Mission statement: the business’s stated purpose.

  • Tagline: the brand’s short, memorable line.

  • Category: the primary business category (for example, Healthcare).

  • Sub-category: the more specific category (for example, Dental Care).

Review and update the information as needed.

Keywords and Market Positioning

This section defines how your brand is positioned in the market.

You can review and edit:

  • Keywords: searchable terms that describe the brand; add or remove keyword chips.

  • Primary positioning: the main way the brand positions itself to customers.

  • Secondary positioning: a supporting positioning angle.

  • Unique selling propositions: what makes the brand distinct and worth choosing.

Keywords can be added or removed to better align with your business.

Competitive Landscape

The Competitive Landscape section helps BirdAI understand your position within the market.

Review and update:

  • Competitive advantages: the strengths that differentiate the brand.

  • Main competitors: the key competitors Bird AI identified.

This information helps generate more relevant AI-powered content.

Most Popular Products and Services

BirdAI identifies your most popular products and services from the information available on your website, and this field is editable.

Review the generated list and make any necessary adjustments.

Why Customers Choose You

This section highlights the reasons customers select your business over competitors.

Review the generated entries and edit, add, or remove items as needed.

Marketing Goals

Marketing Goals help BirdAI understand the outcomes your business wants to achieve.

Examples include:

  • Increasing customer acquisition

  • Improving customer retention

  • Driving more appointments

  • Growing online visibility

Add or edit goals to match your business objectives.

Configure Target Customers

The Target Customers tab helps BirdAI understand who your ideal customers are and what motivates them.

Customer Overview

Customer Overview describes the primary audience your business serves.

Review and update the generated audience description to ensure accuracy.

Buying Triggers

Buying Triggers identify situations or needs that typically prompt customers to seek your products or services.

You can:

  • Add new triggers

  • Edit existing triggers

  • Remove irrelevant triggers

Value Proposition

The Value Proposition section outlines the value customers receive from choosing your business.

Review the generated value propositions and update them as needed.

Customer Demographics

Customer Demographics help BirdAI better understand your audience segments.

Each segment includes:

  • Audience percentage (the share of the audience that segment represents)

  • Demographic description

Review the generated demographics and modify them if necessary.

Configure Style and Voice

The Style and Voice tab defines how your brand looks and communicates.

Visual Identity Description

This section contains an AI-generated description of your brand's visual style.

Review and update the description to accurately reflect your brand.

Visual Identity Keywords

Visual Identity Keywords describe your brand's visual characteristics.

Examples include:

  • Modern

  • Professional

  • Friendly

  • Elegant

  • Minimalist

Add or remove keywords as needed.

Logos

The Logos section allows you to manage brand logos.

To add a logo:

  1. Click the + icon.

  2. Upload the desired logo.

To remove a logo:

  1. Hover over the logo.

  2. Click the delete icon.

You can also choose whether the logo should appear on a Light or Dark background.

Fonts

Select the fonts used across your brand.

Configure:

  • Header Font

  • Body Font

  • Font Weight

Use the dropdown menus to select the desired font family and style.

Configure Media

The Media tab displays images and videos identified from your website. These assets help shape how the brand appears in AI-generated content. Review the available assets and select the media you would like to use.

Selected assets can be added to your Media Library for future use across Birdeye products.

Configure Guardrails

Guardrails define rules and boundaries that help ensure AI-generated content remains aligned with your brand standards.

Guardrails can be used to:

  • Prevent the use of specific terms

  • Define preferred messaging guidelines

  • Enforce compliance requirements

  • Maintain brand consistency

To add a guardrail:

  1. Navigate to the Guardrails tab.

  2. Click Add Guardrail.

  3. Enter your instructions.

You can also edit or delete existing guardrails at any time.

Click Save.

Preview Generated Content

Throughout the setup process, the Preview panel displays sample AI-generated content based on your Brand Identity configuration.

The preview may include examples such as:

  • Review responses

  • Social posts

  • Marketing content

Use the preview to verify that the generated content aligns with your brand voice and messaging.

Save and Publish

After reviewing all sections:

  1. Click Save.

  2. Publish the Brand Identity.

Once saved, the Brand Identity becomes the active profile for the selected locations and is used to guide AI-generated content across supported Birdeye products.

Edit or Delete a Brand Identity

After a Brand Identity has been created, it appears on the Brand Identity home page.

To edit or delete a Brand Identity:

  1. Hover over the desired Brand Identity.

  2. Click the three-dot menu.

  3. Select Edit to modify the profile.

  4. Select Delete to permanently remove it.

Any updates made to a Brand Identity are automatically applied to the associated locations after saving.

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