1. Business identity

Shared foundation for all employees.

Business name

What does the business do?Explain it like you are onboarding a new employee.

Industry

Service area or market

Business hours and after-hours rules

2. Services and boundaries

Prevents employees from promising work you do not offer.

Services or products offeredInclude the common names customers use.

What do you not offer?

Why do customers choose you?

3. Pricing and quoting rules

Use ranges and rules if exact pricing varies.

Approved pricing information

When must the AI avoid quoting and escalate?

Deposits, payment methods, cancellation or refund rules

4. Ideal customers

Helps marketing and sales stay focused.

Describe the ideal customer

Who is not a good fit?

Problems customers are trying to solve

5. Brand voice

Give the employees a recognizable way to communicate.

Choose the primary tone

Words, phrases and style rules to use

Words, claims or styles to avoid

Paste one example that sounds like you

6. Customer questions and policies

Give employees approved answers instead of making them guess.

Common questions and approved answersUse “Question: … Answer: …” for each item.

How should complaints be handled?

What counts as urgent, and who should be contacted?

7. Employee-specific instructions

These can be given visibility only to the employee who needs them.

Eva — inbox, calendar and approval rules

Sonny — platforms, topics, frequency and image style

Penny — audience, locations, topics and SEO goals

Stan — lead criteria, exclusions and outreach limits

Rachel — greeting, call routing and appointment rules

Linda — document-review context and escalation rules

8. Files and web pages to add

Marblism supports images, specific web pages and documents in the Brain.

Important website pagesAbout, services, pricing and FAQ pages are useful starting points.

Documents to upload

Logos, approved photos and visual references

9. Final approval rules

Define what requires a human decision.

Actions that always require approval

Things the AI employees must never do

How often will someone review and update the Brain?

10. Brain A–D employee access

Each fact appears once. Give employees access to the shared Brain documents they actually need. These are useful starting defaults—change any box.

Brain A
Business foundation and services

Brain B
Customers, pricing and quoting

Brain C
Brand voice, content and resources

Brain D
Policies, escalation and approval rules

Build your Marblism Brain without staring at a blank box.