Your Primary Brand is the backbone of your Ex.Brain account. It defines your company’s identity and acts as the central anchor for all connected Sub-Brands, Workspaces, user roles, and data permissions throughout the platform.
Why This Step Matters #
Setting up your Primary Brand accurately ensures that:
- Your organization is clearly structured from the top down.
- All teams, employees, and Blocks operate under a single, unified identity.
- Ex.Brain can tailor its responses and analytics with better context about your business and its goals.
Pro Tip:
A well-defined brand profile improves the accuracy of Ex.Brain’s insights across finance, HR, customer service, and operations.
How to Access Your Business Settings #
To begin setting up your Primary Brand:
- Navigate to the bottom-left side menu of your Ex.Brain dashboard.
- Click the 3-dot icon (⋮).
- Choose “Business Settings” from the dropdown.
Fields in the Business Settings Page #
You’ll see a form with the following editable fields:
Field | Description | Required |
Business Profile Name | The official display name of your company as it appears across Ex.Brain. | ✅ |
Primary Brand Logo | Upload a high-resolution square logo (PNG or JPG). Ideal size: 512×512 px. | Optional |
Physical Address | Your main office or mailing address. Helps with location-based filtering. | Optional |
Website URL | Link to your company’s main website or digital hub. | Optional |
Primary Email | General business email address (e.g., info@yourcompany.com) for platform-wide notifications. | Optional |
Brand Description | A short overview of what your business does. Helps Ex.Brain personalize insights. Example: “A growing hotel hroup managing 40+ locations and 12 regional brands across the U.S.” | Optional |
Why Add Optional Fields?
Filling in these optional fields helps Ex.Brain better understand your business model, context, and data. The more you provide, the smarter the system becomes.
How Ex.Brain Uses Your Brand Profile #
Ex.Brain uses your brand structure and description to:
- Customize answers for your specific industry and goals.
- Differentiate between Sub-Brands, locations, and teams.
- Deliver more relevant insights from financial, HR, operational, or training data.
ExampleAirline Industry: If your brand is a national airline, Ex.Brain will understand that “gate changes” or “crew assignments” refer to aviation operations, not unrelated sectors.M&A Industry: If you're a private equity firm, Ex.Brain can tailor answers around portfolio performance, deal flow, valuation tracking, and post-acquisition integration.
Save & What Happens Next #
Once you complete the form:
- Click “Save Changes” at the bottom of the screen.
- You’ll unlock the next step — creating Sub-Brands and managing their Workspaces individually.