Agency Manager — Edit Client Profile

The Profile tab of the client edit modal — change business info, tone, USP, brand values, and content rules.

What is it?

The Profile tab in the Edit Client modal. It exposes every field the AI uses to shape generated content: name, domain, industry, location, target audiences, tone, USP, brand values, primary language, content style, and strict content rules (excluded audiences, excluded topics, required focus, prohibited language, must-include phrases).

When should I use it?

A client's tone or focus has shifted and future content needs to reflect it.
You want to add a new target audience or retire an old one.
You're hardening content rules — e.g. "Never target minors", "Always mention compliance".
You're updating the domain after a migration.

How to use it

Open Agency Manager. Click Edit on the client row.
Make sure you're on the Profile tab.
Scroll through the grouped sections. Edit fields directly.
Strict Content Rules are powerful — they're injected into the AI prompt as non-negotiable rules. Use for compliance, brand safety, or hard must-includes.
Click Save. Changes apply immediately to future generations.

The same edit modal also exposes per-client integrations: Brand Book (logos, colors, fonts), Topics, and — when Synthesia is connected — a Video Templates section for picking which of your Synthesia templates this client may use in Content Studio's Video mode. See Video Generation for the end-to-end flow.

Strict Content Rules

Excluded audiences — personas or groups the AI must never target.
Excluded topics — subjects the AI must refuse to write about.
Required focus — priority topics every article should include.
Prohibited language — words/phrases the AI must not use. Enforced two ways: the model is instructed to avoid them, and any that slip through are deterministically stripped from the saved draft (article + social posts). When that happens, Content Studio shows an amber "term(s) removed" banner so you can skim the affected sentences.
Must include — words/phrases every article must contain.

Brand Keywords (Negative) — a different field

Separate from Strict Content Rules, the Brand Keywords (Negative) field controls what the Opportunity Finder shows — not what gets written. Any keyword containing one of these terms (substring, case-insensitive) is hidden from the Opportunity Finder table before it's ever displayed. Use it to keep your own brand name out of the opportunity list.

These two fields point opposite ways — don't confuse them:

Want a competitor name hidden from research → add it to Brand Keywords (Negative).
Want a competitor name visible for research but never written → add it to Prohibited language only, and keep it OUT of Brand Keywords.

Putting a term in both means you can't research it in Opportunity Finder — Brand Keywords wins and hides it.

Tips and best practices

Review tone examples (a list of actual client quotes). Replace generic ones with real brand voice samples — the AI mimics them.
Keep Strict Content Rules short. 3–5 rules per category maximum. Overloading the AI degrades quality.
Brand values should be 3–5 words each, no fluff. "Integrity" beats "We believe in doing the right thing".

Gotchas and limits

Profile changes don't affect already-generated articles. Only future generations.
Very long USPs get truncated in the prompt. Keep it under 150 characters.
Contradictory rules (e.g. "Must include X" AND "Must not include X") are resolved by the AI's best guess — usually favoring must-include. Clean up contradictions.
Language changes update the client's default — but individual generations can override.