Operating ProcedureExecution layer

Biteable Client Brand Profile Setup (Onboarding)

A checklist with 7 steps: Create a new workspace for the client.

By InnovaAI ResearchPublished Updated

What are the steps?

checklist

Biteable Client Brand Profile Setup (Onboarding)

  1. 01

    Create a new workspace for the client

    In Biteable, go to the workspace settings and create a dedicated workspace per client to keep assets and projects isolated.

  2. 02

    Configure the custom brand profile

    Under Brand Settings, upload the client's logo, set brand colors, and choose fonts to ensure all videos match their identity.

  3. 03

    Invite client team members

    Use the team management panel to add client stakeholders as viewers or editors, depending on their review needs.

  4. 04

    Set up template library access

    Browse the template library and save relevant templates to the workspace, so the team starts from approved layouts.

  5. 05

    Enable AI voice-over and avatar features

    In the project settings, activate AI text-to-speech and avatar clips, and select the appropriate voice from the available options.

  6. 06

    Define export and publishing preferences

    Set default export resolution (HD or 4K based on plan) and connect the client's social media accounts for direct publishing.

  7. 07

    Document the workflow for the client

    Create a handoff guide explaining how to use the workspace, including how to request edits and export final videos.