Getting StartedUpdated Apr 2026

Brand governance rules

Create and manage governance rules for voice, messaging, copy, tone, and visuals — plus the brand playbook for onboarding new team members

Governance rules are concrete checks that help keep generated content aligned with your brand—grouped by type (Voice, Messaging, Copy, Tone, Visual) and severity (Error, Warning, Suggestion).

📍 How to access

Open Governance in the sidebar (Rules, Content Checker, Playbook, History), or go to /governance for rules and /governance/content-checker for the checker.

Navigation: Rules, Content Checker, Playbook, and History share the same full-width header band (title, subtitle, Learn More under the description, and outline buttons to open the other governance areas).

Generate default rules

You can generate a starter set when you have approved at least three strategy fields on the Intelligence page. The assistant reads the same Brand Intelligence context Halo Chat and Halo Studio use (workshops merged with approved fields and governance), not workshop DNA alone. Generation uses credits the same way as other AI tools—if you are short on credits, the app will tell you. When you confirm generation, you can optionally deactivate previous DNA-generated rules first so you don't stack duplicate AI drafts (your manual rules stay as-is).

Add or adjust rules

Use Add rule manually to open the new-rule card: type your rule, pick a type and severity, and save. Turn on Show inactive rules when you need to see archived rows — inactive rules are hidden by default. Inactive rules stay in your account—use Edit (pencil) to change wording, type, or severity, Active to turn enforcement on/off, or Archive (trash icon) as a shortcut to deactivate. The checker and rewriter only evaluate active rules. The toolbar, form, and rule-type tables use the same dashboard card layout as Intelligence (offset shadow and corner accents).

Rule types & severity

  • Types: Voice, Messaging, Copy, Tone, Visual
  • Severity: Error (strongest), Warning, Suggestion (guidance)

Brand Content Checker

Open Governance → Content Checker in the sidebar (or go to /governance/content-checker). Use Check alignment to paste any draft. It scores the text against your active rules and top strategy fields (0–100) and lists pass/fail per rule with short notes. Rewrite to brand runs a full rewrite, shows before and after scores, optional extra instructions, suggestions from the pre-rewrite check, and an editable block of revised copy. Credits for the full rewrite bundle are checked before the heavy work so you get a clear error if your balance is too low. The Recent checks section lists the latest runs with score and time.

In Halo Studio, many text tools save each successful generation to generated outputs and run a background alignment check: an Alignment score badge appears (green 90+, amber 70–89, red under 70). While the check runs you may see a short pending state. If the score is low, Fix this opens Content Checker with the output pre-filled in the checker. When you Save to Asset Library, the same kind of score appears on the asset card (matched to the original generation when possible, or scored on the text you saved). Image-only Halo assets show N/A because alignment is computed on text.

Alignment history

Open View full history → next to Recent checks on the Content Checker page (or go to /governance/history) to drill into every alignment check for the brand. Use the header buttons on any governance page to jump between Rules, Content Checker, Playbook, and History. Filter by date range (last 7 / 30 / 90 days or custom), by Studio tool, or by score range (below 70, 70–85, above 85). Sort newest first or by score. Each row expands to show the full content, a rule-by-rule results table, suggestions, and a Rewrite this content button that opens the Brand Content Checker prefilled with that draft.

The stats panel at the top of the history page highlights your average score, your at-risk percentage, the most common failing rule, and your most consistent and most inconsistent Studio tools (requires at least three checks per tool). Use it to spot the content types that consistently underperform so you know where to tighten rules or rewrite drafts first.

Brand playbook (team onboarding)

The Brand playbook is an operational onboarding document — everything a new writer, designer, freelancer, or agency partner needs to know about your brand to produce on-brand work from day one. It is not a brand guidelines PDF; it is a short, practical 600–900 word playbook pulled from your approved strategy fields and active governance rules.

📍 How to access

Open Governance → Playbook in the sidebar, or go to /governance/playbook.

The playbook is organized into six sections with fixed headings: Who we are (from positioning, mission, vision), Who we speak to (audience as a paragraph), How we sound (up to five "We are X, not Y" contrasts), What we say (2–3 key messages with example copy), What to avoid (a "Never do this" list built from your error-severity copy/tone rules), and How to check your work (how to use the Brand Content Checker before publishing).

Before you can generate a playbook you need at least three approved strategy fields on Intelligence and at least one active governance rule on Governance. Generation uses credits like other AI tools.

Actions on the playbook page

  • Generate brand playbook / Regenerate: Runs the AI generation again with your latest strategy and rules. Use this whenever your strategy changes so the playbook stays current.
  • Export as DOCX: Downloads the playbook as a Word document with a cover page, section headings, and a footer that says "Generated by Eklipsa on [date] — keep this document current by regenerating when brand strategy updates". Share this file with new team members, freelancers, and agency partners.
  • Copy link: Coming soon. Public shareable links are not available yet; use DOCX export in the meantime.
🔗 Related

Approve strategy fields on Strategy and complete Brand Strategy workshops so DNA-backed generation has enough context.

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