Brand Input Management

Brand settings are the engine that powers everything Chatter does. The more accurate and current they are, the more relevant your Stories and Topics will be. These articles are admin-focused — you’ll need Admin or Super Admin permissions to make changes.

In this guide

1. Updating your brand info
2. Adjusting your relevancy threshold
3. Managing competitors
4. Managing personas
5. Managing keywords, solutions, and media sources

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Updating your brand info

Your brand profile tells Chatter who you are and what you care about. Keep it accurate and current — it directly shapes the Stories and Topics you’ll see.

What you can edit

• Logo — Chatter pulls this automatically from your URL on initial setup, but you can replace it manually.
• Brand name — how your brand is referred to throughout Chatter.
• URL — your primary website. Used to refresh your logo and inform brand context.
• Industry — the industry you operate in. Influences how Chatter scores Story relevancy.

How to update

1. Open Profile from the main navigation.
2. Go to the Brand tab.
3. Edit any of the fields above.
4. Save your changes.

Tips

• If you reposition the brand or change industries, update these fields right away. Out-of-date brand info will produce off-target Stories until you fix it.

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Adjusting your relevancy threshold

The relevancy threshold is the minimum score a Story needs to appear in your Stories feed. Adjusting it is the single most powerful tuning knob you have.

Threshold options

• 30% — broad. Default for new accounts. You’ll see lots of Stories, including some loosely matched.
• 50% — balanced. Fewer Stories, all reasonably on-Topic.
• 70% — strict. Only the most precise matches. The feed can get thin.

How to change it

• Open Profile, then the Brand tab.
• Find the Relevancy Threshold setting.
• Move the slider or pick the percentage you want.
• Save your changes.

What changes

Your existing feed will reshape based on the new threshold. Stories that no longer meet the bar will disappear, and you’ll see fewer (or more) Stories overall depending on which direction you moved.

Tips

• Don’t crank to 70% on day one. Most teams need to give Chatter time to learn their preferences (via upvotes, downvotes, and source curation) before tightening the threshold pays off.
• If you bump the threshold up and your feed empties out, drop it back down. There’s no right answer — find what gives you a feed you actually enjoy reading.

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Managing competitors

The competitors you track power the Competitor Updates section on your dashboard, the competitor content filter in your Stories feed, and the indexed content Chatter pulls in. Keep this list current.

Adding and Removing a competitor

9. Open Profile, then the Brand tab.
10. Find the Competitors section.
11. Click Edit and remove competitors and enter the company’s primary website URL for new competitors.
12. Save your changes.

What happens after you add

Chatter indexes new competitors in the background. Depending on the site, this can take a few hours. Content won’t appear immediately. 

When a competitor isn’t indexable

Some sites can’t be indexed because they block crawlers, use heavy JavaScript, or have unusual content structures. If a competitor never produces any content in your feed even after a day or two, try a different URL — for example, a sub-domain that hosts their newsroom or blog. If nothing works, swap them for a comparable competitor we can index.

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Managing personas

Personas are the audiences you create content for. Saving them in Chatter lets you reuse them every time you generate a Topic — instead of re-typing job title, industry, and traits, you select a persona and Chatter does the rest.

Adding a persona

• Open Profile, then the Brand tab.
• Find the Personas section.
• Click Add New Persona.
• Fill in details — job title, industry, key challenges, motivations, anything else relevant.
• Save.

Editing or removing personas

Click any saved persona to edit it, or use the delete option to remove it. Removing a persona doesn’t affect Topics you’ve already created using it — it just means the persona won’t appear as an option going forward.

Best practices

• Three to five personas is usually plenty. Too many and choosing one becomes its own decision tax.
• Keep personas distinct. If two personas are 80% similar, merge them.
• Update personas when your audience research updates. Don’t set and forget.

Tips

• When you generate a Topic, you can also enter a custom audience instead of using a saved persona. Custom audiences are great for one-off content; saved personas are better for recurring work.

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Managing keywords, solutions, and media sources

Beyond competitors and personas, your Brand tab also lets you manage the keywords Chatter searches against, the solutions you tag content to, and the media sources that feed your Stories feed.

Keywords

Keywords are the terms Chatter uses when scoring Story relevancy and running searches in the Wizard. Add the terms your industry uses — product categories, technical terms, branded language. Remove terms that aren’t producing useful results.

Solutions

Solutions are the products or service areas you sell. Tagging Stories and Topics by solution makes it easier to filter and organize your content library. Add a solution for each major offering.

Media sources

Media sources are the publications Chatter pulls Stories from. Add high-quality outlets your audience reads. Remove sources that are noisy, off-brand, or producing too much irrelevant content. You can also remove sources directly from the Stories feed using Remove Source.

How to manage all three

• Open Profile, then the Brand tab.
• Scroll to the Keywords, Solutions, or Media Sources section.
• Add new entries or remove existing ones.
• Save.

Tips

• If you removed a source by mistake from the Stories feed, you can re-add it here.
• Your visible media sources list isn’t exhaustive; Chatter draws from a broader pool behind the scenes. The top 50 English-language sources are included for every account by default.