Fill out the Brain setup workbook
What the Brain is for
Think of the Brain as the business memory the AI employees can use. It should hold facts that stay true across tasks: what the business does, how it talks, what it sells, who it serves, and what rules matter.
Use shared knowledge for company-wide facts
Shared knowledge should be visible to every employee. This includes:
- Company description
- Service area
- Brand voice
- Customer types
- Pricing rules or quoting limits
- FAQs
- Products and services
- Do-not-say rules
Use employee-specific instructions for role details
Not every employee needs every detail. Sonny needs social voice, post examples, logo usage, and content limits. Eva needs inbox rules. Rachel needs phone and appointment rules. Stan needs lead targeting and outreach rules.
| Employee | Give them | Keep out unless needed |
|---|---|---|
| Eva | Email tone, reply rules, scheduling preferences | Social media image rules |
| Sonny | Brand voice, photos, post examples, content topics | Private inbox details |
| Penny | Services, SEO topics, customer questions, website rules | Cold outreach lists |
| Rachel | Hours, services, pricing ranges, transfer rules | Marketing strategy notes |
| Stan | Ideal buyers, exclusions, offer, follow-up rules | Internal-only personal notes |
Workspaces should match real business boundaries
If you run one business, one workspace may be enough. If you manage different brands, locations, or campaigns, separate workspaces can keep the AI team from mixing context.
Make the employees collaborate
Marblism's official help explains that AI employees can coordinate with each other. That matters because real business work crosses roles. A blog topic from Penny can become social posts from Sonny. Inbox questions Eva sees can become FAQs for Rachel. A lead source Stan finds can turn into content ideas for Penny.
Adding a human teammate requires another choice: whether that person shares an AI employee or gets a private one. Use this Marblism Team vs Personal Mode decision guide before sending the invitation.
Weekly cleanup checklist
Do not let “remove stale information” become a vague monthly chore. Use the 15-minute Marblism Brain audit to compare one high-risk fact with its current source, correct its visibility and test one employee’s answer.