Event Series: How to Drive GTM AI Strategy in 2025
Operations Leaders
SDR Leaders
April 14, 2023
October 11, 2023

Introducing Infobase by Copy.ai: Your Team’s Brand Center

At Copy.ai, we’re consistently pushing the boundaries of AI to help teams accomplish more than they ever thought possible. Our fundamental principle is to empower people to unblock their execution challenges, rather than replacing them with automation.

Generative AI has opened up a world of possibilities for sales and marketers everywhere. Where people can: 

  • Walk: Keep the status quo and avoid Generative AI software altogether.
  • Run: Embed generative AI software like Chat by Copy.ai and ChatGPT into your workflow to speed up production.
  • Sprint: Go from 0 to 100 with the click of a button by automating processes and embedding generative AI within your automation flows.

That’s why we’re excited to announce our latest innovation: Infobase. 

Infobase is a place where you can store information about your company that can be referenced and used to improve the quality of content generation. So, instead of generative AI software getting you 60-80% of the way, it can get even closer to 100%. 

Think of Infobase as a knowledge base for your:

  • Brand guidelines
  • Value propositions
  • Positioning documents

And that’s only scratching the surface. See it in action: 

The power behind Infobase

1. It pulls from your data, not just the public

AI models are trained on public data. So, if you wanted to generate powerful and accurate generated content around things like: 

  • New feature launches
  • Cold email outreach
  • Press releases
  • Social media posts
  • Product descriptions
  • Landing pages

Well, it’s not going to have all of the context it needs to write great content, but rather you’ll get a generic response back.

Today, you’re still able to provide that context but you’d have to repeatedly write all of the context the AI would need to write great content. And, just like you, we hate repeatable processes that aren’t automated. 

Infobase is a place for you to save all of that information, give it a tag, and then only have to reference that specific tag in Chat or Workflows without having to manually type that information every time. 

Let’s see what that looks like in action:

Without Infobase

To get all of this information into the prompt, you probably had to: 

  • Search your company’s drive or knowledge base to find the right documents
  • Read through many documents to pull out the information you need
  • Open up your company’s social media or review website pages to get snippets you can use

… And do that every single time:

write a short poem about infobase (pre-infobase)

With Infobase:

All you need to do is use a # when writing your prompt and select the information you want to reference.

using Chat by Copy.ai with Infobase

2. It creates a space for private company information to feed into Copy.ai

There’s a lot of information at companies that we don’t want to share publicly. So, just like any internal knowledge base you’re using, this is one that’s created just for generative AI. That way, you’re able to move away from generic content generation (for the sake of keeping private information, private).

To reiterate, this is where contextual documents and information can live, such as: 

  • Brand guidelines
  • Value propositions
  • Positioning documents

Basically, all of the documents that inform how you talk about your business, who you’re selling to, and how.

How to get started with Infobase

Getting started with Infobase is easy. Let’s walk through how to get it set up so you and your team can start using it. Infobase is available for both our Chat and Workflows products.

Step 1: Log into Copy.ai

To start, log into Copy.ai and select Infobase from the left hand menu:

how to find infobase in copy.ai

Step 2: Start to input information into Infobase

Once you’re in Infobase, you can start to include relevant information that you’ll want to reuse. You'll have up to 10mb of content per item added to Infobase. For example, you can write 2,000 words and upload documents, so long as the total size of your input is limited to 10mb total.

When it comes to Infobase entries, here are some ideas to get you started:

  • Company name
  • Company website
  • Company description
  • Value proposition 
  • Company positioning: one liner
  • Company positioning: 50 word statement
  • Company positioning 100 word statement
  • Target audience(s)
  • Breakdown of core features and their use cases
infobase backend

One thing to note is that within Infobase, you can also input things as lists. While they look like long sentences in the table, they’re not inputted that way:

input information into infobase

Step 3: Reference Infobase when writing prompts

Now that you’ve got your Infobase filled out, it’s time to put it in action. 

As you use Chat or Workflows, you’ll be able to reference and pull the different inputs you’ve just put into Infobase. Simply just write a “#” and select the information you want Copy.ai to reference when generating content.

write a short poem using infobase

And that’s it!

Ready to get started? Sign up for Copy.ai today!

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