VibeyDocs

Best Practices

Proven approaches for getting the most out of Vibey, from brain training to skill building to team management.

Brain Best Practices

What to Upload and Where

Content typeUpload toWhy
Your personal communication styleUser BrainAgents understand how you think and talk
Meeting recordings (Fathom/Fireflies)User Brain (auto-ingest)Rich context about you and your decisions
Your business background and storyUser BrainApplies across every campaign
How your organization actually operatesCompany BrainProcesses, decisions, institutional knowledge for every org agent
SOPs and playbooks shared across teamsCompany BrainOne source of truth across all Spaces
Real customer interactions and transcriptsCustomer BrainBuilt from contacts, not invented personas
Customer support conversationsCustomer BrainCaptures what customers actually say and need
Brand voice and guidelinesCompany BrainEvery agent applies brand voice
Target audience profiles (declared)Campaign BrainSpecific to that campaign's audience
Offer documents and positioningCampaign BrainSpecific to that campaign or project
Project SOPs and checklistsCampaign BrainOnly relevant to that initiative
Past deliverables worth referencingCampaign BrainBuilds on previous good work
Expert YouTube videos on copywritingAgent Brain (copywriter)Makes that specific agent better at their job
Best-in-class financial modelsAgent Brain (finance agent)Teaches them what great looks like
Top competitor research frameworksAgent Brain (research agent)Teaches them how to analyze thoroughly

Brain Training Tips

1

Start with User Brain basics

Upload your personal context: how you communicate, your background, your preferences, your decision-making style. This is the foundation that helps every agent understand who they are working for.

2

Connect your meeting tools

Link Fathom or Fireflies and turn on auto-ingest. Meetings are gold mines of context: strategy discussions, client calls, brainstorming sessions. Atlas (your Brain Scholar) processes them automatically.

3

Seed the Company Brain

Upload how your org actually works. Processes, decision frameworks, brand voice, internal SOPs. Every org agent will reach for this before working.

4

Turn on Customer Brain

Enable Customer Brain in Settings. As you tag customer contacts in conversations, the brain builds emergent customer avatars based on what they actually say and do, not what you assume.

5

Load Campaign Brain early

Before starting work on a campaign, upload the brand voice, audience profile, offer document, and any relevant SOPs. This is what makes output specific to the project, not generic.

6

Train Agent Brains with the best

For each agent, find 3-5 world-class examples of the work they will do. If it is a copywriter, upload the best ads from top copywriters. If it is a finance agent, upload the best financial analysis frameworks. Quality over quantity.

7

Keep brains fresh

Every time an agent produces excellent work, add it to the relevant brain. Every new document, every updated SOP, keep feeding it. The knowledge compounds over time.

The most common mistake is underfeeding the Brain. A 60-second upload of your brand guidelines will improve every piece of content your agents create. Do not overthink it, just upload.

What NOT to Upload

  • Do not dump irrelevant content. A conversation about lunch does not help any agent.
  • Do not upload competitor content to User Brain. That belongs in Campaign Brain for specific competitive research.
  • Do not upload the same content to multiple brains. The User Brain and Company Brain are accessible everywhere, so one copy is enough.

Skill Building Best Practices

The Iteration Loop

Skills do not start perfect. They get refined through use. Here is the process that works:

1

Test with a sample task

Give the agent a real task: "Analyze this competitor's pricing strategy" or "Write me 3 viral hooks for this video." Do not create the skill yet, just see what they produce naturally.

2

Evaluate the output

Is it 70% right? 90%? What is missing? Maybe the analysis is solid but misses a key angle. Maybe the hooks are creative but too long.

3

Give specific feedback

Do not just say "make it better." Say "our competitor analyses always include pricing tiers, feature comparison, and market positioning. Here are 3 examples of how we do it."

4

Create the skill with references

Now save it as a skill. Include the instructions AND the reference examples. The references are crucial. They show the agent what "good" looks like for YOUR business.

5

Use it and refine

Test the skill 3-4 more times. Each time, adjust the instructions based on what is not quite right. After 5-10 iterations, the skill is dialed in.

When to Create a Skill

The rule: If you do something more than three times and you need to give the same instructions each time, it should be a skill.

Good skill candidates:

  • Writing LinkedIn posts in your voice
  • Running competitor analysis with a specific framework
  • Creating financial reports in a standard format
  • Answering customer support tickets in your tone
  • Building research briefs with consistent structure
  • Generating meeting summaries with action items
  • Creating video scripts for your format
  • Writing project status updates for stakeholders

Not worth making a skill for:

  • One-off tasks you will not repeat
  • Tasks that change completely every time
  • Strategic thinking (that is what the Brain is for)

Skill Quality Checklist

A great skill has:

  • Clear step-by-step instructions (what to do, in what order)
  • 3-5 reference examples (what "great" looks like)
  • Constraints (what NOT to do: word limits, tone restrictions, format rules)
  • Context about the audience (who the output is for)

Model Selection Best Practices

Starting Point

Agent roleStart withUpgrade to Power if...
Content writerAutoThey struggle with nuanced tone
Research analystAutoReports feel shallow or miss connections
DeveloperAutoComplex multi-step builds get confused
Customer supportAutoResponses lack empathy or context
Finance agentAutoAnalysis misses edge cases or nuance
Operations coordinatorAutoWorkflow coordination gets tangled
Social media specialistAutoThey need to coordinate across platforms
Project managerPowerStart on Power, they coordinate others
Brand strategistPowerStart on Power, strategic thinking
Intern / data entryEconomyKeep on Economy, simple tasks

Signs You Need to Change Models

Upgrade to Power when:

  • Agent output feels generic despite good brain content
  • Agent struggles to connect multiple pieces of information
  • Complex multi-step tasks get confused or produce errors
  • Strategic recommendations lack depth

Downgrade to Economy when:

  • Agent is doing simple repetitive tasks (formatting, basic lookups)
  • Speed matters more than depth
  • The task has very clear, simple instructions
  • You are running many parallel tasks and want efficiency

Mission Best Practices

Writing Good Missions

Be outcome-focused, not process-focused:

Instead of thisWrite this
"Work on our marketing""Create a 5-email nurture sequence for our coaching program, targeting busy professionals"
"Do some research""Research the top 5 competitors in our space and create a comparison document with pricing, features, and positioning"
"Help with finances""Analyze our Q2 revenue data and create a report with trends, anomalies, and recommendations"
"Build something""Create a customer onboarding flow with welcome email, setup guide, and day-3 check-in"

Mission Size

One outcome per mission. If you want both a research report AND a presentation, send two missions. This gives agents clear focus and you get better results.

Include context. Attach relevant files. Reference the Space and Campaign. The more the agents know going in, the less they have to guess.

Priority Guidelines

PriorityWhen to useExample
LowNice to have, no deadline"Research ideas for next quarter"
MediumStandard work, this week"Write blog post for Tuesday"
HighImportant, needs attention soon"Create pitch deck for Friday meeting"
UrgentNeeds immediate action"Client needs revised proposal today"

Team Building Best Practices

Start Small, Grow Deliberately

Do not hire 10 agents on day one. Start with 1-2 for your most common tasks. Get them dialed in: skills refined, brain trained, output quality confirmed. Then add more.

The Ideal Hiring Flow

1

Identify the workflow

What is the repetitive task eating your time? Content creation? Research? Financial reporting? Customer support? Start there.

2

Talk to Jaime

Jaime is the HR agent. Tell her what you need: "I need someone to handle competitor research and market analysis every week." Jaime designs the role and creates the agent.

3

Run a team gap analysis

Open Jaime and click Get Insights. She reviews your campaigns, existing team, and goals, then tells you who to hire next.

4

Hire one agent at a time

Pick the most impactful role first. Hire them, train their brain, build 2-3 skills.

5

Test before trusting

Chat with them one-on-one on the Team page. Give them sample tasks. Refine until you trust the output.

6

Then delegate

Once the agent is reliable, start sending missions. Check deliverables. Give feedback. The agent gets better each round.

Campaign Assignment

Assign agents to the campaigns they will work on. This gives them access to that campaign's brain, the project-specific context that makes their work relevant, not generic.

Do not assign every agent to every campaign. A content writer working on your coaching program does not need access to your event planning campaign.


Flow Best Practices

Start With High-Frequency Operations

Flows earn their keep when they run often. Look for repetitive triggers that already happen in your business:

  • Every Fathom meeting that ends with action items
  • Every form submission from a lead magnet
  • Every weekly schedule
  • Every task that moves to "Done"
  • Every inbound email from a specific sender

Keep Flows Focused

One trigger, one outcome. If you want a Fathom call to create tasks AND notify a Slack channel AND tag the contact, build three actions on the same flow rather than three separate flows.

Use Agent Actions When Judgment Is Needed

Pure trigger-action flows are great for mechanical work (tag this, create that, send this). For anything that requires reasoning (summarize this call, suggest follow-ups, draft a response), use an agent action like send_to_agent or agent_suggest_tasks.


General Tips

  1. Feed the Brain before you delegate. 10 minutes of brain uploads saves hours of back-and-forth feedback.
  2. Test one-on-one before sending missions. The Team chat is your testing ground.
  3. One mission, one outcome. Keep it focused.
  4. Refine skills iteratively. The 5th version is always better than the 1st.
  5. Add great deliverables back to Campaign Brain. This is how quality compounds.
  6. Start with Auto model. Upgrade or downgrade based on results.
  7. Use chat for thinking, Missions for doing. Switch as needed.
  8. Campaign = project container. Space = workspace. Do not mix them up.
  9. Talk to Atlas when the Brain feels stale. He will surface gaps and reorganize.
  10. Talk to Jaime when work is piling up. She will tell you who to hire next.