1. Access Brand Identity

Step 1: Log in to GTG CRM

Log in to your GTG CRM account.

Step 2: Open the Brand Identity menu

Look at the left-hand toolbar, find the "Brand Identity" section, and click on it.

Menu Access

2. View Brand List

  • You will see a list of created brands
  • Click on a brand to view its details
  • Click "Create New" to start creating a new brand

Brand List

3. Step 1: Basic Information

Required Information (marked with a red asterisk *)

  • Company Name: Enter your brand name
  • Example: "WHATEVER STUDIO"
  • Phone Number: Enter the primary contact number

Optional Information

  • Email: Can be skipped if not needed

Basic Info Form

4. Step 2: Industry Classification

  • Select the industry that best fits your business
  • Examples: Fashion, F&B, Technology, etc.

Note: The industry helps the AI generate more relevant vision, mission, and color schemes for your field.

Category Selection

5. Step 3: Target Audience

Age Group

  • Enter the age range of your target customers
  • Example: "18-34 years old"

Gender

  • Select: Male, Female, or All
  • Multiple options can be selected

Target Audience

6. Step 4: Brand Foundation

This is the most crucial part of your brand identity.

Case 1: Content Already Exists

  • If you already have your vision, mission, and core values → fill them into the corresponding fields

Case 2: Use AI (Recommended)

  1. Click on AI Assistant
  2. The system will display the information you have entered
  3. Select Language: Type "Write in Vietnamese" if you want Vietnamese content
  4. Click "Generate Brand Foundation"

AI Generator

  1. The AI will generate 3 different options
  2. Choose the most suitable option
  3. Click "Select" to apply it

AI Results

7. Step 5: Visual Identity System

Case 1: Logo & Colors Already Exist

  1. Select Colors: - Click on the color picker - Or enter the color code directly
  2. Upload Logo: - Click "Upload Logo" - Select the file from your computer

Case 2: Do Not Have (Use AI)

Generate Color Palette

  1. Click "No, I don't have any brands yet"
  2. Click "Generate Color Palette"
  3. Describe your desired colors (e.g., "Blue and white colors")
  4. Click "Generate Results"
  5. The AI will generate multiple options → choose your preferred palette

Generate Logo

  1. Click "AI Logo Generator"
  2. The AI will automatically create logos based on your brand information
  3. If not satisfied: Click "Generate More" to get additional options
  4. Select your desired logo → click "Add to Brand Logo"

Logo Generator

Tip: Uploaded logos will automatically appear on all PPTX slides when using AI Video Studio (starting 5/2026).

8. Step 6: Finalize & Save

  1. Review all information
  2. Click "Confirm"
  3. Click "Save" to save your brand identity

9. Step 7: Legal & Banking Information

After saving your brand identity, you can add legal information to have the system automatically fill it into official documents.

How to Access

  1. Click on the brand you just created (or the brand you want to update)
  2. Click "Update"
  3. Scroll down to the "Legal Information" section

Fields to Fill

Company Legal Information

Field Description Required
Company Address Business registration address Recommended
Tax Identification Number (TIN) 10-13 digit tax code Recommended
Representative Name Full name Recommended
Title e.g., "Director", "CEO", "General Director" Recommended

Banking Information

Field Description
Bank Name e.g., Vietcombank, Techcombank
Account Number Bank transfer account number
Account Holder Account holder's name (usually the company name)
Branch Bank branch

Example of Filled Information

Address: 123 Nguyen Hue, Ben Nghe Ward, District 1, Ho Chi Minh City Tax ID: 0123456789 Representative: Nguyen Van An Title: Chief Executive Officer

Automatic Application

After filling in, the system will automatically use this information when:

Action Information Used
Generate PPTX via AI Video Studio Logo + company name on all slides
Generate PPTX Proposal Company name + address + TIN
Generate DOCX contract Company name + TIN + representative name + title
Generate PDF quotation Logo + TIN + banking information
AI Biz Assistant generates documents Full legal information

Important: Legal information is entered once and used forever, so you don't need to remember or re-enter it for each document.

4. Save Legal Information

After filling in the details, click "Save" to apply them.

10. Manage Brands After Creation

View Brand Details

  • Click on a brand in the list
  • View all the information you have created

Set Default Brand

  • Slide the toggle to "Set as Default"
  • The default brand will be used for other features (AI Video Studio, Landing Page, etc.)

Edit Brand

  1. Click "Update"
  2. Change any information (including legal information, such as when a representative changes)
  3. Click "Save" to apply the changes

Delete Brand

  • Click "Delete" if it's no longer needed
  • Be careful: This action cannot be undone

11. Tips for Effective Use

For the Best Brand Identity

  1. Detailed Input Information: The more information provided, the more accurate the AI-generated content will be
  2. Specific Audience Description: Helps the AI understand the appropriate tone & manner
  3. Try Multiple Options: Don't settle for the first option; compare the choices
  4. Post-Generation Customization: You can edit AI-generated content to better suit your needs

Regarding Legal Information

  1. Fill it in immediately after creating the brand: Especially if you frequently generate PPTX/DOCX documents for partners
  2. Update when the representative changes: To avoid sending documents with incorrect signatory names to partners
  3. Verify the TIN: An incorrect TIN on a contract can lead to legal issues

Regarding Visual Design

  1. Color Palette: Choose 2-3 primary colors to avoid visual clutter
  2. Simple Logo: A simpler logo is more memorable and displays better on PPTX slides
  3. Test on Various Backgrounds: Ensure your logo looks good on both light and dark backgrounds

Troubleshooting Common Issues

Issue Solution
Logo is not suitable Click "Generate More" or provide a more specific description
Colors are not to your liking Try describing different colors or use the manual color picker
AI-generated content is not suitable Edit it directly after the AI generates it
Logo does not appear on PPTX Check if you have set the brand as default
TIN appears incorrectly on documents Go to Update Brand → correct the TIN → Save

Summary

With Brand Identity in GTG CRM:

  • Build a complete brand identity in 3 minutes
  • AI automatically generates vision, mission, logo, and color palette
  • Legal information saved once - automatically filled into all documents
  • Consistency from PPTX pitch decks to legal contracts
  • Easy updates when representatives or addresses change