Set up a brand profile
A brand profile tells the agent who it speaks for. What each section holds, what a campaign needs from it to publish, and who can change the legal details.
Last reviewed November 7, 2026
What a profile is for
The agent uses a brand profile to say who it is calling for and to answer questions about your store. You create it once under Brands with Add brand, and every campaign in the store can pick it on its Brand step.
To publish, a campaign's brand needs a name, a website and a support email. A brand operating in the US or Canada also needs its legal details and address.
Identity
Brand name is the name the agent says, so use the one shoppers know. Website is the store's own address.
If callers tend to say your name wrong, switch on Add a pronunciation guide and spell it out by sound. Generate drafts a spelling for a brand that has been saved.
US and Canada details
Operating in the US or Canada? is on for a new brand. It opens the blocks that carriers use to approve your calls and texts. Enter them exactly as your registration records show them. Fill from website never touches these fields, and only an admin can change the first three.
| Block | Fields |
|---|---|
| Company details | Legal company name, Company email, Type of legal entity, Registration authority, Registration number, and a public corporation's Stock exchange and Stock ticker |
| Company address | Street address, City, State or province, ZIP or postal code, Country |
| Company representative | First name, Last name, Email, Phone, Job title, Role |
| Text message sign-up | Sign-up page, Checkbox label, Shown once the box is ticked, Screenshot link |
Text message sign-up recommends Shopify's checkout box with the wording “Text or call me with news and offers”, gives the text to show once it is ticked and a privacy policy section to copy, and lists the steps to set them in Shopify. See the checkout wording ACR recommends.
The Carrier registration column on the Brands page shows Not registered, In review, Needs attention, Approved or Rejected; holding the pointer over the badge shows where it stands. Submit a brand from the Carrier registration card on its Information page, or publish a campaign that uses it. Growth Dept then sends it to the carriers. See carrier registration.
Support and policies
Support email is the one field here the agent reads: it gives it to shoppers who need to reach you, and it is required to publish. The links to your terms of service and privacy policy (the Terms of service page and Privacy policy page fields), Certifications and Compliance notes are kept on the profile for your team; the agent does not read them. Put anything the agent must say or avoid, such as rules on health claims, in the campaign's guardrails. Privacy policy and terms covers what those pages should say.
Industry and market
This second page holds what you sell and to whom: Industry, What the brand does, The problem you solve, Why shoppers choose you, Ideal customer and Frequent questions. Write one question and answer per paragraph, because the agent answers from them.
Fill from website reads your site and drafts the fields on this page and under Support and policies. It saves nothing until you do, so read the draft first. It needs a saved brand with a website and a text AI set up for the store. Without one, the app asks you to fill the fields by hand.
Archive a profile
An admin can archive a brand from the menu on its row, once no campaign uses it. Move those campaigns to another brand first. An archived profile leaves the list and can no longer be picked.