1. Plan campaign strategy

Generate a campaign brief

The Brief tool in the Brand Assistant enables marketers to quickly create clear, on-brand, and well-structured briefs with minimal effort. Simply describe what you need, and the Brand Assistant activates its built-in Brief agent to organize, refine, and structure the content through a guided thinking process.

Powered by AI, this feature transforms simple prompts into complete, structured briefs in seconds. The brief structure and content vary by brief type and AI intent. While SitecoreAI currently supports one brief type, future versions will support multiple types with personalized layouts and logic.

Regardless of type, each generated draft includes clear sections that can be easily reviewed, edited, and published for future campaign use.

Important

We prioritize data security. All interactions with the Brand Assistant follow our data privacy and security policies.

To generate a campaign brief:

  1. In the navigation menu, click Strategy. Then, in the left sidebar, select Assistant.

  2. Select your brand kit. If you have multiple brand kits, ensure you choose the correct one for accurate results.

  3. Optionally, select information sources and choose a writing style to match your needs. These preferences enable you to configure how the Brand Assistant generates responses.

  4. To enable brief generation, you can either:

    • Click Tools and then select Brief. When enabled, Brief is displayed in the chat field.

    • Include the word brief to your prompt to trigger the brief generation workflow automatically without opening Tools.

  5. In the chat field, enter your prompt. Clear, detailed prompts help the Brand Assistant generate relevant answers. For example: Create a brief for a new kitchen product line for thanksgiving.

    Prompts can be entered in any supported language.

  6. Optionally, click the Upload icon or drag and drop a file into the chat to add context for the Brand Assistant. You can upload multiple files at once:

    • Images - upload .jpg, .jpeg, or .png files up to 20 MB each (50 MB total for all images per chat).

    • PDFs - upload .pdf files up to 20 MB each (50 MB total for all PDFs per chat).

    Uploaded files stay visible in the chat and appear side by side.

  7. Click Submit .

    After submitting your prompt, the Brand Assistant might take a few minutes to generate a response, especially if it's using multiple agents to complete the task.

Understanding the generated response

Note

The Brand Assistant strives for accuracy but it might occasionally generate incorrect responses. Always verify the information provided.

Each response generated by the Brand Assistant using the Brief tool includes the following elements:

The generated response includes details of the thinking process, the brief generated, sources, and follow-up questions.

  1. Thinking - shows how the response was generated. Click to expand and view details of the agentic AI process, including where the information came from - like brand knowledge or web searches.

  2. Response - the generated response includes the following:

    • Left-hand pane - a concise, bulleted version of the brief, designed for quick reference and easy identification of key sections.

    • Right-hand pane - a fully developed, narrative-style campaign brief (artifact) that expands on the same information, ready to be published for future campaign use.

  3. Suggested follow-up questions - related questions or prompts you can use to continue the conversation or explore more topics.

  4. Sources - list of sources used to generate the content. This might include brand knowledge, web sources, or both.

Sections in an AI-generated brief

Each AI-generated brief is structured according to its brief type. Currently, a single brief type is available with the sections shown below, and future updates will introduce additional types, each with its own structure.

  • Objectives - the main goals and sets the direction for the entire campaign and what it aims to achieve.

  • Target audience - describes who the campaign is for. It identifies key customer groups and what motivates them, helping tailor the message and visuals to their needs.

  • Message - defines the main idea and tone of the campaign. It captures what the brand wants to say and how it wants people to feel after seeing the campaign.

  • Creative requirements - lists the visual and design guidelines. It ensures that colors, imagery, and tone all align with the brand’s identity and campaign goals.

  • Timeline - provides a clear schedule of major milestones and deadlines, helping teams stay organized and on track.

  • Budget - estimates the amount needed for the campaign. It helps manage costs and prioritize spending across different activities.

  • Market research - summarizes insights into current trends, competitors, and consumer behavior. It supports campaign decisions with data and context.

  • Additional notes - includes any extra information or reminders that can guide execution, such as digital strategies or sustainability focus points.

Publish the brief

When you are satisfied with the campaign brief generated in Brand Assistant, you can publish it to make it available on the Briefs page for further editing or collaboration.

To publish the brief:

  1. In the right-hand pane, click Publish.

    Publishing might take a few minutes. When finished, the brief will be saved and appear on the Briefs page.

  2. A notification displays that the brief is successfully created. Click Open to view it on the brief details page.

    Alternatively, go to the left sidebar and click Briefs. Then select your brief.

  3. After publishing, you can continue to:

If you have suggestions for improving this article, let us know!