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" 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 detailed information
  • 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 main contact number

Optional Information

  • Email: Can be skipped if not needed

Basic Info Form

4. Step 2: Industry Classification

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

Note: The industry helps the AI create content for vision, mission, and colors that are more aligned with your field.

Category Selection

5. Step 3: Target Audience

Age

  • 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 brand identity.

Case 1: Content Already Available

  • If you already have your vision, mission, 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: Enter "Write in Vietnamese" if you want Vietnamese content
  4. Click "Generate Brand Foundation"

AI Generator

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

AI Results

7. Step 5: Visual Identity System

Case 1: Logo & Colors Already Available

  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: Not Yet Available (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")
  4. Click "Generate Results"
  5. AI will generate multiple options → choose your preferred color palette

Generate Logo

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

Logo Generator

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

8. Step 6: Finalize & Save

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

9. Step 7: Legal & Bank Information

After saving your brand identity, you can add legal information for the system to automatically populate official documents.

How to Access

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

Fields to Fill

Business Legal Information

Field Description Required
Business Address Registered business address Recommended
Tax ID (MST) 10-13 digit tax identification number Recommended
Representative Name Full name Recommended
Title E.g., "Director", "CEO", "General Manager" Recommended

Bank Information

Field Description
Bank Name E.g., Vietcombank, Techcombank
Account Number Bank account number for transfers
Account Holder Name of the account holder (usually the company name)
Branch Bank branch name

Example of Information Input

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

Once filled, the system will automatically use this information when:

Action Information Used
Creating PPTX via AI Video Studio Logo + Company Name on all slides
Creating PPTX Proposals Company Name + Address + Tax ID
Creating DOCX Contracts Company Name + Tax ID + Representative Name + Title
Creating PDF Quotes Logo + Tax ID + Bank Information
AI Biz Assistant creates documents Full legal information

Important: Legal information is entered once and used permanently, eliminating the need to remember or re-enter it for each document.

4. Save Legal Information

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

10. Manage Brands After Creation

View Brand Details

  • Click on the brand in the list
  • View all created information

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. Make any desired changes (including legal information if the representative changes)
  3. Click "Save" to apply the changes

Delete Brand

  • Click "Delete" if no longer needed
  • Caution: This action cannot be undone

11. Tips for Effective Use

To Achieve the Best Brand Identity

  1. Detailed Input Information: The more information provided, the more accurate the AI-generated content will be
  2. Specific Target 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 for better suitability

Regarding Legal Information

  1. Enter immediately after creating the brand: Especially if you frequently generate PPTX/DOCX documents for partners
  2. Update when the representative changes: To avoid incorrect signer names on documents sent to partners
  3. Check Tax ID (MST): An incorrect MST on a contract can lead to legal issues

Regarding Visual Design

  1. Colors: Choose 2-3 main colors to avoid visual clutter
  2. Simple Logo: A simpler logo is more memorable and displays better on PPTX slides
  3. Test on Multiple Backgrounds: Ensure the logo displays well on both light and dark backgrounds

Troubleshooting Common Issues

Problem Solution
Logo is not suitable Click "Generate More" or provide a more specific description
Colors are not satisfactory Try describing different colors or use the manual color picker
AI-generated content is not suitable Edit directly after AI generation
Logo not appearing on PPTX Check if the brand is set as default
MST appears incorrectly on documents Go to Update Brand → correct the MST → Save

Summary

With Brand Identity in GTG CRM:

  • Build a complete brand identity in 3 minutes
  • AI automatically generates vision, mission, logo, and color palettes
  • Legal information is saved once and auto-filled in all documents
  • Consistency from PPTX pitch decks to legal contracts
  • Easy updates when the representative or address changes