Creating a Knowledge Base and Establishing Brand Personality

This document provides a comprehensive set of instructions for setting up a knowledge base and defining the brand personality for your law firm. The process involves creating and naming your knowledge base, establishing communication styles, and selecting the desired persona that aligns with your firm's values and goals.

Step 1

Begin by setting up your knowledge base after integrating your social profiles. Click on the option to create a new knowledge base.

Step 2

Assign a name to the knowledge base, such as your law firm name, and then click save.

Step 3

Locate your newly created knowledge base by navigating through the list.

Step 4

If multiple knowledge bases are present, ensure you identify the correct one.

Step 5

Focus on defining your brand personality.

Step 6

Decide how you want your law firm to be perceived in client communications. Begin by selecting an overall persona.

Step 7

Consider using available presets or create a custom persona that suits a professional lawyer.

Step 8

Choose or create a persona, such as a knowledgeable expert offering valuable insights and advice, which is common for law firms.

Step 9

Submit your selection to finalize the persona setup.

Step 10

Determine your desired communication style for client interactions.

Step 11

Opt for a style that is conversational and engaging while maintaining professionalism.

Step 12

Consider the vibe and feelings you want your responses to convey to clients.

Step 13

Decide if the tone should be warm, approachable, and supportive, or smart, authoritative, and reliable. A warm and supportive approach is often preferred.

Step 14

Customize the vibe and feelings to align with your specific law firm's personality.

Step 15

Explore the available options and choose those that best fit your firm’s identity.

Step 16

Decide on the handling of humor, negative interactions, positive interactions, and the relationship you wish to build with your audience.

Step 17

Choose between being a supportive friend or a trusted mentor providing guidance and expertise, depending on what aligns with your law firm’s ethos.

Step 18

After completing these steps, your persona setup process will be complete.