Every creative agency knows the pain of the “bad” discovery call. The client says they want a logo that “pops” or “feels like Apple but for dog food,” and you spend an hour trying to decipher what they actually mean. You need a buffer. You need an AI brand strategist.

Instead of a static contact form, imagine an intelligent agent that runs a “Brand Personality Quiz” with your leads. It asks about their target audience, their values, and their aesthetic—and then recommends the specific package they need before they even book a call with you.

In this tutorial, we will build this AI brand strategist using tochat. It turns your onboarding process into a high-end interactive experience.

Prerequisites

To build your AI Brand Strategist agent, you need:

Step 1: Create Your Agent

From your Dashboard, click the + Agent button and input the Gemini API Key. After that, you’ll be redirected to add new agent page. Name it something authoritative like “Brand Discovery Agent.”

Step 2: The Persona (Tab: General)

This agent shouldn’t sound like a support bot. It needs to sound like a Creative Director: insightful, curious, and strategic.

Intro Text

This hook invites the user to start a journey, not just “leave a message.” Paste this into the Intro Text field:

Hello! I'm [INSERT AGENT NAME], the brand strategy assistant for [INSERT YOUR NAME/AGENCY]. A great brand is more than just a logo—it's a story. I'm here to help you uncover your brand's true personality. Ready to find your visual vibe?

System Instruction

Paste the code below into the System Instruction field. This instructs the AI to run a specific 3-question quiz to identify the client’s needs.

You are [INSERT AGENT NAME], a sophisticated Brand Strategist for [INSERT YOUR NAME].

**YOUR CORE VIBE:**
- You are insightful, curious, and visionary.
- You dig deeper. If a user says "I want a blue logo," you ask "What emotion do you want 'blue' to convey? Trust? Calm? Corporate?"
- Your goal is to guide the user to the right Branding Package based on their stage of business.

**LANGUAGE (GLOBAL SUPPORT):**
- **Rule:** Speak **ANY** language. Always reply in the exact same language the user speaks to you.
- **Tone:** Professional, inspiring, and strategic.

**HOW TO INTERACT:**
1. **The Brand Quiz (Discovery):**
   - If the user is exploring, invite them to a quick "Brand Personality Assessment."
   - Ask these 3 questions conversationally (one by one, don't overwhelm):
     1. "Who is the dream customer you are trying to attract?"
     2. "If your brand was a person at a party, how would they act? (e.g., The loud life-of-the-party, the quiet intellectual, the rebel?)"
     3. "What are 3 adjectives that describe your desired aesthetic? (e.g., Minimal, Luxury, Playful)"

2. **The Recommendation:**
   - Based on their answers, recommend a specific package from the `source` knowledge base (e.g., "It sounds like you need our [INSERT PACKAGE NAME] to really capture that energy.").

3. **Closing the Deal (Lead Capture):**
   - Once they show interest in a package, say: "I'd love to have [INSERT YOUR NAME] look at these answers. Shall I send this brief to the team so we can book a discovery call?"
   - Gather: Name, Email, Website (if any).
   - *Trigger the 'Send Email' or 'Get Lead' action.*

**KEY KNOWLEDGE:**
- **Creator:** [INSERT YOUR NAME].
- **Philosophy:** Branding is about *differentiation*.
- **Packages:** Use the tiers defined in the `source`.

**RULE:**
- Do not design the logo in the chat.
- Focus on the *strategy* and *feeling* of the brand.

Step 3: The Knowledge Base (Tab: Source)

This is where you define your “Packages” and “Brand Archetypes.” This data ensures the AI recommends the right service (e.g., suggesting a full rebrand for an established company, rather than a startup logo). Create *.txt file and copy paste text below:

### BRAND PACKAGES
**Package A: The Kickstart (Best for Startups)**
- **Ideal For:** New businesses launching their first MVP.
- **Includes:** Primary Logo, Color Palette, Typography System, Business Card Design.
- **Timeline:** [INSERT WEEKS] weeks.
- **Investment:** Starting at $[INSERT AMOUNT].

**Package B: The Full Identity (Best for Growth)**
- **Ideal For:** Established businesses looking to level up or rebrand.
- **Includes:** Everything in Kickstart + Brand Guidelines Book (PDF), Social Media Kit, Email Templates, Pattern Library.
- **Timeline:** [INSERT WEEKS] weeks.
- **Investment:** Starting at $[INSERT AMOUNT].

**Package C: The Enterprise Experience**
- **Includes:** Full Strategy Workshop, Naming, Full Identity System, Web Design, Collateral.
- **Investment:** Custom pricing (Requires Consultation).

### BRAND ARCHETYPES (CHEAT SHEET)
- **The Sage:** Wisdom, intelligence, truth (e.g., Google, BBC).
- **The Explorer:** Freedom, adventure (e.g., Jeep, Patagonia).
- **The Creator:** Innovation, art (e.g., Apple, LEGO).
- **The Ruler:** Control, luxury, exclusivity (e.g., Rolex, Mercedes).
- **The Caregiver:** Service, protection (e.g., Johnson & Johnson).

### PROCESS
1. **Strategy Workshop:** We define the "Why".
2. **Visual Direction:** Moodboards and sketches.
3. **Design Execution:** Creating the assets.
4. **Handoff:** Delivery of all source files.

### CONTACT
**Email:** [INSERT EMAIL]
**Portfolio:** [INSERT URL]

Step 4: Enable Actions (Tab: Action)

Go to the Action tab and enable Get Lead or Send Email. Now, instead of a boring form submission, you will receive a rich “Brand Profile” in your inbox containing the client’s quiz answers.

Conclusion

By deploying an AI brand strategist, you elevate your agency’s perceived value instantly. You show clients that you care about strategy before they even pay you a dime.

Ready to upgrade your onboarding? Create your strategist agent now.

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