How to complete your Codex
1
Go to Brand > Codex
Open the Brand module from the sidebar and select Codex.
2
Enter your Brand Name
Fill in the Brand Name field at the top of the page. This is required.
3
(Optional) Run AI analysis
Click Refresh Info to open a pop-up where you can:
- Enter a website URL for AI to scrape and analyze
- Upload documents (PDF or DOCX) with existing brand materials
- Or both at the same time
- Download an offline template — click the “Need help getting started? Download our template” link at the bottom of the pop-up to reveal a download button. Get a pre-formatted Word (.docx) file with all 58 questions, fill it out offline, then upload the completed file here to have AI extract your answers.
4
Review and complete your answers
Work through all 10 sections. If you used AI analysis, review the pre-filled answers and adjust them to be accurate.Use the progress sidebar on the right to:
- See your overall completion percentage (color-coded from red to green)
- See per-section progress
- Click any section name to jump to it
5
Save your work
Click Save Codex when you’re done. A yellow banner will appear if you have unsaved changes.Your answers are also backed up to your browser’s local storage, so you won’t lose work if you close the tab accidentally.
6
(Optional) Export
Click Download PDF to export your completed Codex. You must enter a Brand Name before downloading.
Question sections
Tips
- Be specific. The more detailed your answers, the better AI replicates your voice in generated content.
- Don’t rush. Your Codex is the foundation for all AI content. Take time on each answer.
- Review AI suggestions carefully. They’re a starting point — edit them to reflect your actual brand.
- Update quarterly. Revisit your Codex as your business, market, and audience evolve.