General

The General settings page is where you shape how Conversion AI represents and understands your business. It is organized into three sections: Brand, Context (Universal Business Context), and Brand voice.

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Brand

Customize the name and marks associated with your business.

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Name

The workspace name identifies your organization throughout Conversion. Update it here at any time.

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Marks

Upload your logo and icon for use in emails, landing pages, and other branded assets. Each mark has a Light and Dark variant, so you can provide versions suited to different backgrounds. To set a mark, click Upload and choose an image. Once a mark is in place, use Replace to swap it or Remove to clear it.

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Context

The Context section is where you configure your workspace’s Universal Business Context (UBC). This is the stable background knowledge Conversion AI uses to understand your company, products, and operating rules. UBC is loaded at the start of every Conversion AI chat. (It isn’t applied over the MCP server, where an external client is the model.) It does not replace your live workspace data (contacts, emails, workflows, and so on). Instead, it gives Conversion AI the business-level facts and guardrails it needs before it starts looking things up or building assets. UBC has three parts:

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Description

A markdown editor for a concise overview of your business. Think of this as the elevator pitch Conversion AI reads before every conversation. Good things to include:

• What your company does and the problem you solve
• Who your primary customers or audience are (industry, company size, persona)
• Your main products, plans, or service lines
• Current priorities or positioning (for example, a product launch, a shift upmarket, or a seasonal focus)

Conversion AI uses this to ground answers and generated copy in your real business instead of generic marketing language.

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Instructions

A markdown editor for standing directives Conversion AI should follow whenever it works on behalf of your workspace. This is the right place for rules that apply across many tasks, such as:

• Naming conventions: how campaigns, audiences, emails, or tokens should be titled
• Terminology: preferred product names, abbreviations, and words to avoid
• Compliance and legal: disclaimers, regulated-industry constraints, or claims you must not make
• Formatting defaults: date formats, currency, how to refer to regions or segments
• Scope boundaries: topics Conversion AI should not invent content about, or areas where it should ask before proceeding

Instructions are not a substitute for a one-off chat request. Use them for policies you want enforced consistently, not for task-specific details that change every week.

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Documents

Upload reference documents so Conversion AI can look up details that are too long or too granular for the Description. Add files by dragging and dropping them onto the upload area, selecting them with the file picker, or using Paste text to create a document from copied content. Supported file types include PDF, Word, Excel, PowerPoint, plain text, CSV, and common image formats. Each file can be up to 100 MB. Conversion AI treats uploaded documents as long-lived reference material.

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Good practices for UBC

UBC works best when you treat it like a shared brief for a new teammate: enough background to be useful, kept current, and scoped to things Conversion AI cannot infer from your workspace data alone. Do

• Write the Description in plain language your whole marketing team would agree with
• Use Instructions for repeatable rules (naming, tone guardrails, compliance) rather than one-off campaign briefs
• Upload stable reference docs: product overviews, ICP definitions, approved messaging, style guides
• Keep product and plan names consistent with what appears in your emails, forms, and campaigns
• Review UBC after major positioning, product, or compliance changes

Avoid

• Pasting transient campaign briefs or launch checklists that will be stale in a month. Attach those to the relevant chat instead
• Duplicating information Conversion AI can already fetch (contact counts, audience definitions, email copy) via tool calls
• Putting personal preferences in workspace Instructions. Those belong in your Profile settings
• Uploading huge files when a short pasted excerpt would do; Conversion AI reads documents on demand, but focused content is easier to maintain

How UBC fits with Brand voice The Brand voice section (below) complements UBC. Description and Instructions tell Conversion AI what your business is and how to operate in your workspace. Brand voice samples show Conversion AI how you sound when you write. Together they shape both accuracy and tone when Conversion AI drafts emails, forms, and other copy.

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Brand voice

Supply writing samples so Conversion AI can match how your business actually communicates.

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Writing samples

Upload examples of on-brand content — sent emails, landing pages, blog posts, nurture sequences, and similar marketing copy. Add files by dragging and dropping them onto the upload area, selecting them with the file picker, or using Paste text. Each file can be up to 100 MB, and the same file types are supported as in Documents. Conversion AI reads these samples when it needs to mirror your tone, structure, and phrasing. A few strong, representative examples usually work better than a large archive of mixed-quality content.