UI Concepts Framework · CHAPTER 3 OF 8

Brand persona, voice, and tone

Step 2 Define the Brand Persona

Define What the Software Should Feel Like

Before choosing colours, typography, components, or illustrations, define the personality the software should communicate.

​

This brand persona becomes the foundation for both UI concepts.

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Software Personality

Define What the Software Should Feel Like

Before choosing colours, typography, components, or illustrations, define the personality the software should communicate.

This brand persona becomes the foundation for both UI concepts.

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Tasks

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Reporting

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Varun Kashetty • 20 Jan 2025

Leading Change With Design

How do you create compelling presentations that wow your colleagues and impress your managers?

Design

Research

Presentation

Define What the Software Should Feel Like: Upslide UI Search ⌘K Home Dashboard Projects Tasks 8 Reporting Users Support Settings New features available! Check out the new dashboard view. Pages now load faster. Dismiss What’s new? U-Man uman@upslideux.com Dashboard 12 months 30 days

Anush R • 19 Jan 2025

Keyboard Shortcuts Guide for SaaS

Linear helps streamline software projects, sprints, tasks, and bug tracking. Here’s how to get...

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Srinivas

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Varun Kashetty

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Srinivas

Member since Dec 2024

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Software Personality

Begin With the Brand Guidelines

Study the company’s brand guidelines in detail, including:

Begin With the Brand Guidelines: Visual language Brand colours Communication style Imagery Typography Logo Brand positioning The UI should feel connected to everything else the company represents.
Begin With the Brand Guidelines: Visual language Brand colours Communication style Imagery Typography Logo Brand positioning The UI should feel connected to everything else the company represents.
Begin With the Brand Guidelines: Visual language Brand colours Communication style Imagery Typography Logo Brand positioning The UI should feel connected to everything else the company represents.

Visual language

Begin With the Brand Guidelines: Visual language Brand colours Communication style Imagery Typography Logo Brand positioning The UI should feel connected to everything else the company represents.

Brand colours

Begin With the Brand Guidelines: Visual language Brand colours Communication style Imagery Typography Logo Brand positioning The UI should feel connected to everything else the company represents.

Communication style

Begin With the Brand Guidelines: Visual language Brand colours Communication style Imagery Typography Logo Brand positioning The UI should feel connected to everything else the company represents.

Imagery

Begin With the Brand Guidelines: Visual language Brand colours Communication style Imagery Typography Logo Brand positioning The UI should feel connected to everything else the company represents.

Typography

Begin With the Brand Guidelines: Visual language Brand colours Communication style Imagery Typography Logo Brand positioning The UI should feel connected to everything else the company represents.

Logo

Begin With the Brand Guidelines: Visual language Brand colours Communication style Imagery Typography Logo Brand positioning The UI should feel connected to everything else the company represents.

Brand positioning

The UI should feel connected to everything else the company represents.

Begin With the Brand Guidelines

Study the company’s brand guidelines in detail, including:

Begin With the Brand Guidelines: Visual language Brand colours Communication style Imagery Typography Logo Brand positioning The UI should feel connected to everything else the company represents.

Visual language

Begin With the Brand Guidelines: Visual language Brand colours Communication style Imagery Typography Logo Brand positioning The UI should feel connected to everything else the company represents.

Brand colours

Begin With the Brand Guidelines: Visual language Brand colours Communication style Imagery Typography Logo Brand positioning The UI should feel connected to everything else the company represents.

Communication style

Begin With the Brand Guidelines: Visual language Brand colours Communication style Imagery Typography Logo Brand positioning The UI should feel connected to everything else the company represents.

Imagery

Begin With the Brand Guidelines: Visual language Brand colours Communication style Imagery Typography Logo Brand positioning The UI should feel connected to everything else the company represents.

Typography

Begin With the Brand Guidelines: Visual language Brand colours Communication style Imagery Typography Logo Brand positioning The UI should feel connected to everything else the company represents.

Logo

Begin With the Brand Guidelines: Visual language Brand colours Communication style Imagery Typography Logo Brand positioning The UI should feel connected to everything else the company represents.

Brand positioning

The UI should feel connected to everything else the company represents.

Brand Misalignment Creates Disconnection

A Good-Looking UI Can Still Feel Like the Wrong Product

​

If the visual direction does not follow the brand, the software may feel disconnected from the company’s website, communication, services, and overall identity.

Illustration accompanying Brand Misalignment Creates Disconnection

Brand Misalignment Creates Disconnection

A Good-Looking UI Can Still Feel Like the Wrong Product

If the visual direction does not follow the brand, the software may feel disconnected from the company’s website, communication, services, and overall identity.

Illustration accompanying Brand Misalignment Creates Disconnection

What Is a Brand Persona?

A brand persona defines the characteristics, tone and voice the software should reflect. It helps translate the company’s brand into practical UI and UX decisions.

Characteristics

What Is a Brand Persona?: Characteristics Tone Voice A brand persona defines:

Tone

What Is a Brand Persona?: Characteristics Tone Voice A brand persona defines:

Voice

What Is a Brand Persona?: Characteristics Tone Voice A brand persona defines:

A brand persona defines:

What Is a Brand Persona?

A brand persona defines the characteristics, tone and voice the software should reflect. It helps translate the company’s brand into practical UI and UX decisions.

Characteristics

What Is a Brand Persona?: Characteristics Tone Voice A brand persona defines:

Tone

What Is a Brand Persona?: Characteristics Tone Voice A brand persona defines:

Voice

What Is a Brand Persona?: Characteristics Tone Voice A brand persona defines:

A brand persona defines:

Use a Brand Personality Matrix

Select the Traits That Best Represent the Brand. A brand personality matrix contains different characteristics that can be used to describe the company and product. Select a maximum of six traits that best communicate how the software should look, feel, and behave.

Trustworthy

Creative

Smart and Interlligent

Fun/Festive

Humorous

Bold

Approachable

Caring

Sexy

Innovative

Helpful

Funny

Cool/Hip

Modest

Powerful

Knowledgable

Professional

Simple

Happy

Quirky

Brand Persona Matrix

Use a Brand Personality Matrix

Select the Traits That Best Represent the Brand. A brand personality matrix contains different characteristics that can be used to describe the company and product. Select a maximum of six traits that best communicate how the software should look, feel, and behave.

Trustworthy

Creative

Smart and Interlligent

Fun/Festive

Humorous

Bold

Approachable

Caring

Sexy

Innovative

Helpful

Funny

Cool/Hip

Modest

Powerful

Knowledgable

Professional

Simple

Happy

Quirky

Brand Persona Matrix

Do Not Select Traits Randomly

Do Not Select Traits Randomly: The product’s purpose The industry The users The context of use The company’s positioning The experience users need

The product’s purpose

Do Not Select Traits Randomly: The product’s purpose The industry The users The context of use The company’s positioning The experience users need

The industry

Do Not Select Traits Randomly: The product’s purpose The industry The users The context of use The company’s positioning The experience users need

The users

Do Not Select Traits Randomly: The product’s purpose The industry The users The context of use The company’s positioning The experience users need

The context of use

Do Not Select Traits Randomly: The product’s purpose The industry The users The context of use The company’s positioning The experience users need

The company’s positioning

Do Not Select Traits Randomly: The product’s purpose The industry The users The context of use The company’s positioning The experience users need

The experience users need

The selected personality traits should reflect:

Choose traits because they support the product, not simply because they sound attractive.

Do Not Select Traits Randomly

Choose traits because they support the product, not simply because they sound attractive.

The selected personality traits should reflect:

Do Not Select Traits Randomly: The product’s purpose The industry The users The context of use The company’s positioning The experience users need

The product’s purpose

Do Not Select Traits Randomly: The product’s purpose The industry The users The context of use The company’s positioning The experience users need

The industry

Do Not Select Traits Randomly: The product’s purpose The industry The users The context of use The company’s positioning The experience users need

The users

Do Not Select Traits Randomly: The product’s purpose The industry The users The context of use The company’s positioning The experience users need

The context of use

Do Not Select Traits Randomly: The product’s purpose The industry The users The context of use The company’s positioning The experience users need

The company’s positioning

Do Not Select Traits Randomly: The product’s purpose The industry The users The context of use The company’s positioning The experience users need

The experience users need

Example

FlytBase Disaster-Management Software

Example

FlytBase Disaster-Management Software

Understand the Product Context

The software is used during serious, time-sensitive, and potentially high-risk situations.

Understand the Product Context: 1 Monitor affected areas 2 Gather information through drones 3 Analyse critical situations 4 Coordinate immediate action

1

Monitor affected areas

2

Gather information through drones

3

Analyse critical situations

4

Coordinate immediate action

FlytBase helps disaster-management teams:

Understand the Product Context

The software is used during serious, time-sensitive, and potentially high-risk situations.

FlytBase helps disaster-management teams:

Monitor affected areas

Gather information through drones

Analyse critical situations

Coordinate immediate action

1

2

3

4

Trustworthy

Innovative

Smart and intelligent

Sophisticated

Helpful

Professional

FlytBase Brand Persona: Trustworthy Innovative Smart and intelligent Sophisticated Helpful Professional These traits align with the software’s operational purpose and emergency-use context.

These traits align with the software’s operational purpose and emergency-use context.

The Product Should Feel:

FlytBase Brand Persona

FlytBase Brand Persona

Trustworthy

Innovative

Smart and intelligent

Sophisticated

Helpful

Professional

FlytBase Brand Persona: Trustworthy Innovative Smart and intelligent Sophisticated Helpful Professional These traits align with the software’s operational purpose and emergency-use context.

These traits align with the software’s operational purpose and emergency-use context.

The Product Should Feel:

Not Every Attractive Personality Fits Every Product

A playful, humorous, or overly casual interface may work for an entertainment application.

​

But the same characteristics would create a complete mismatch in software used for disaster management and emergency response.

Not Every Attractive Personality Fits Every Product

A playful, humorous, or overly casual interface may work for an entertainment application.

​

But the same characteristics would create a complete mismatch in software used for disaster management and emergency response.

Playful

Enjoying

Casual

Entertain

Humorous

Joyful

Cool

Not Every Attractive Personality Fits Every Product: Not Every Attractive Personality Fits Every Product A playful, humorous, or overly casual interface may work for an entertainment application. ​ But the same characteristics would create a complete mismatch in software used for disaster man

Not Every Attractive Personality Fits Every Product

Not Every Attractive Personality Fits Every Product

A playful, humorous, or overly casual interface may work for an entertainment application.

​

But the same characteristics would create a complete mismatch in software used for disaster management and emergency response.

Playful

Enjoying

Casual

Entertain

Humorous

Joyful

Cool

Not Every Attractive Personality Fits Every Product: Not Every Attractive Personality Fits Every Product A playful, humorous, or overly casual interface may work for an entertainment application. ​ But the same characteristics would create a complete mismatch in software used for disaster man

Translate Personality Into the UI

The persona should be visible across the complete product—not limited to one screen.

Translate Personality Into the UI: Iconography Illustrations UI components Interaction states Layout and composition Typography Colour system UX copy Overall visual style

Iconography

Translate Personality Into the UI: Iconography Illustrations UI components Interaction states Layout and composition Typography Colour system UX copy Overall visual style

Illustrations

Translate Personality Into the UI: Iconography Illustrations UI components Interaction states Layout and composition Typography Colour system UX copy Overall visual style

UI components

Translate Personality Into the UI: Iconography Illustrations UI components Interaction states Layout and composition Typography Colour system UX copy Overall visual style

Interaction states

Translate Personality Into the UI: Iconography Illustrations UI components Interaction states Layout and composition Typography Colour system UX copy Overall visual style

Layout and composition

Translate Personality Into the UI: Iconography Illustrations UI components Interaction states Layout and composition Typography Colour system UX copy Overall visual style

Typography

Translate Personality Into the UI: Iconography Illustrations UI components Interaction states Layout and composition Typography Colour system UX copy Overall visual style

Colour system

Translate Personality Into the UI: Iconography Illustrations UI components Interaction states Layout and composition Typography Colour system UX copy Overall visual style

UX copy

Translate Personality Into the UI: Iconography Illustrations UI components Interaction states Layout and composition Typography Colour system UX copy Overall visual style

Overall visual style

The selected traits should influence:

Translate Personality Into the UI

The persona should be visible across the complete product—not limited to one screen.

The selected traits should influence:

Translate Personality Into the UI: Iconography Illustrations UI components Interaction states Layout and composition Typography Colour system UX copy Overall visual style

Iconography

Translate Personality Into the UI: Iconography Illustrations UI components Interaction states Layout and composition Typography Colour system UX copy Overall visual style

Illustrations

Translate Personality Into the UI: Iconography Illustrations UI components Interaction states Layout and composition Typography Colour system UX copy Overall visual style

UI components

Translate Personality Into the UI: Iconography Illustrations UI components Interaction states Layout and composition Typography Colour system UX copy Overall visual style

Interaction states

Translate Personality Into the UI: Iconography Illustrations UI components Interaction states Layout and composition Typography Colour system UX copy Overall visual style

Layout and composition

Translate Personality Into the UI: Iconography Illustrations UI components Interaction states Layout and composition Typography Colour system UX copy Overall visual style

Typography

Translate Personality Into the UI: Iconography Illustrations UI components Interaction states Layout and composition Typography Colour system UX copy Overall visual style

Colour system

Translate Personality Into the UI: Iconography Illustrations UI components Interaction states Layout and composition Typography Colour system UX copy Overall visual style

UX copy

Translate Personality Into the UI: Iconography Illustrations UI components Interaction states Layout and composition Typography Colour system UX copy Overall visual style

Overall visual style

Define the Brand Voice and Tone

Personality Is Not Only Visual

The brand persona also influences how the product communicates.

Personality Is Not Only Visual: Warnings Instructions UX Copy System responses Errors Notifications Brand persona responses should feel consistent with the visual experience.
Personality Is Not Only Visual: Warnings Instructions UX Copy System responses Errors Notifications Brand persona responses should feel consistent with the visual experience.
Personality Is Not Only Visual: Warnings Instructions UX Copy System responses Errors Notifications Brand persona responses should feel consistent with the visual experience.

Warnings

Personality Is Not Only Visual: Warnings Instructions UX Copy System responses Errors Notifications Brand persona responses should feel consistent with the visual experience.

Instructions

Personality Is Not Only Visual: Warnings Instructions UX Copy System responses Errors Notifications Brand persona responses should feel consistent with the visual experience.

UX Copy

Personality Is Not Only Visual: Warnings Instructions UX Copy System responses Errors Notifications Brand persona responses should feel consistent with the visual experience.

System responses

Personality Is Not Only Visual: Warnings Instructions UX Copy System responses Errors Notifications Brand persona responses should feel consistent with the visual experience.

Errors

Notifications

Brand persona responses should feel consistent with the visual experience.

Personality Is Not Only Visual

The brand persona also influences how the product communicates.

Personality Is Not Only Visual: Warnings Instructions UX Copy System responses Errors Notifications Brand persona responses should feel consistent with the visual experience.

Warnings

Personality Is Not Only Visual: Warnings Instructions UX Copy System responses Errors Notifications Brand persona responses should feel consistent with the visual experience.

Instructions

Personality Is Not Only Visual: Warnings Instructions UX Copy System responses Errors Notifications Brand persona responses should feel consistent with the visual experience.

UX Copy

Personality Is Not Only Visual: Warnings Instructions UX Copy System responses Errors Notifications Brand persona responses should feel consistent with the visual experience.

System responses

Personality Is Not Only Visual: Warnings Instructions UX Copy System responses Errors Notifications Brand persona responses should feel consistent with the visual experience.

Errors

Notifications

Brand persona responses should feel consistent with the visual experience.

Voice and Tone Are Different

Brand voice stays consistent across the product, while brand tone adapts to the situation, context, and audience.

Brand Voice

The consistent personality and communication style the brand uses throughout the product.

Voice and Tone Are Different: Brand Voice The consistent personality and communication style the brand uses throughout the product. Brand Tone How that voice changes depending on the situation, context, or audience.

Brand Tone

Voice and Tone Are Different: Brand Voice The consistent personality and communication style the brand uses throughout the product. Brand Tone How that voice changes depending on the situation, context, or audience.

How that voice changes depending on the situation, context, or audience.

Voice and Tone Are Different

Brand voice stays consistent across the product, while brand tone adapts to the situation, context, and audience.

Brand Voice

The consistent personality and communication style the brand uses throughout the product.

Voice and Tone Are Different: Brand Voice The consistent personality and communication style the brand uses throughout the product. Brand Tone How that voice changes depending on the situation, context, or audience.

Brand Tone

Voice and Tone Are Different: Brand Voice The consistent personality and communication style the brand uses throughout the product. Brand Tone How that voice changes depending on the situation, context, or audience.

How that voice changes depending on the situation, context, or audience.

FlytBase Brand Voice

The Brand Voice Should Feel:

  • Precise
  • Professional
  • Knowledgeable
  • Calm

​

It should communicate with confidence rather than urgency, and with clarity rather than complexity.

Illustration accompanying FlytBase Brand Voice

FlytBase Brand Voice

The Brand Voice Should Feel:

  • Precise
  • Professional
  • Knowledgeable
  • Calm

It should communicate with confidence rather than urgency, and with clarity rather than complexity.

Illustration accompanying FlytBase Brand Voice

FlytBase Brand Tone

The tone should adapt based on the situation.

​

It may need to be:

  • Directive
  • Reassuring
  • Supportive
  • Neutral

​

The voice remains consistent, while the tone changes according to what the user is experiencing.

Illustration accompanying FlytBase Brand Tone

FlytBase Brand Tone

The tone should adapt based on the situation.

It may need to be:

  • Directive
  • Reassuring
  • Supportive
  • Neutral

The voice remains consistent, while the tone changes according to what the user is experiencing.

Illustration accompanying FlytBase Brand Tone

Why Voice and Tone Matter

Communication Is Part of the Product Experience

​

Poorly written copy can create confusion even when the interface is visually clear.

Why Voice and Tone Matter: What has happened How serious the situation is What action is required Whether the software is stable What users should do next Voice and tone help users understand:

What has happened

Why Voice and Tone Matter: What has happened How serious the situation is What action is required Whether the software is stable What users should do next Voice and tone help users understand:

How serious the situation is

Why Voice and Tone Matter: What has happened How serious the situation is What action is required Whether the software is stable What users should do next Voice and tone help users understand:

What action is required

Why Voice and Tone Matter: What has happened How serious the situation is What action is required Whether the software is stable What users should do next Voice and tone help users understand:

Whether the software is stable

Why Voice and Tone Matter: What has happened How serious the situation is What action is required Whether the software is stable What users should do next Voice and tone help users understand:

What users should do next

Voice and tone help users understand:

Why Voice and Tone Matter

Communication Is Part of the Product Experience

Poorly written copy can create confusion even when the interface is visually clear.

Voice and tone help users understand:

Why Voice and Tone Matter: What has happened How serious the situation is What action is required Whether the software is stable What users should do next Voice and tone help users understand:

What has happened

Why Voice and Tone Matter: What has happened How serious the situation is What action is required Whether the software is stable What users should do next Voice and tone help users understand:

How serious the situation is

Why Voice and Tone Matter: What has happened How serious the situation is What action is required Whether the software is stable What users should do next Voice and tone help users understand:

What action is required

Why Voice and Tone Matter: What has happened How serious the situation is What action is required Whether the software is stable What users should do next Voice and tone help users understand:

Whether the software is stable

Why Voice and Tone Matter: What has happened How serious the situation is What action is required Whether the software is stable What users should do next Voice and tone help users understand:

What users should do next

Example

IoT Casa Smart-Home Application

Example

IoT Casa Smart-Home Application

Understand the Product Context

IoT Casa helps people set up, connect, and manage smart devices inside their homes.

The software should feel intelligent without becoming overly technical, complex, or intimidating.

Illustration accompanying Understand the Product Context
Illustration accompanying Understand the Product Context
Illustration accompanying Understand the Product Context
Illustration accompanying Understand the Product Context
Illustration accompanying Understand the Product Context
Illustration accompanying Understand the Product Context

IOT CASA

Understand the Product Context

IoT Casa helps people set up, connect, and manage smart devices inside their homes.

The software should feel intelligent without becoming overly technical, complex, or intimidating.

Illustration accompanying Understand the Product Context
Illustration accompanying Understand the Product Context
Illustration accompanying Understand the Product Context
Illustration accompanying Understand the Product Context
Illustration accompanying Understand the Product Context
Illustration accompanying Understand the Product Context

IOT CASA

IoT Casa Brand Persona

The Product Should Feel:

  • Trustworthy
  • Smart and intelligent
  • Approachable
  • Helpful
  • Innovative
  • Professional

​

These traits help technical smart-home interactions feel simpler and more comfortable for everyday users.

Trustworthy

Creative

Smart and Interlligent

Bold

Approachable

Caring

Helpful

Funny

Innovative

Powerful

Professional

Simple

IOT Casa

IoT Casa Brand Persona

The Product Should Feel:

  • Trustworthy
  • Smart and intelligent
  • Approachable
  • Helpful
  • Innovative
  • Professional

These traits help technical smart-home interactions feel simpler and more comfortable for everyday users.

Trustworthy

Creative

Smart and Interlligent

Bold

Approachable

Caring

Helpful

Funny

Innovative

Powerful

Professional

Simple

IOT Casa

IoT Casa Brand Voice

The Brand Voice Should Feel:

  • Expressive
  • Clear
  • Friendly
  • Reliable

​

This makes smart-home interactions feel engaging while maintaining trust and professionalism.

Illustration accompanying IoT Casa Brand Voice

IoT Casa Brand Voice

The Brand Voice Should Feel:

  • Expressive
  • Clear
  • Friendly
  • Reliable

This makes smart-home interactions feel engaging while maintaining trust and professionalism.

Illustration accompanying IoT Casa Brand Voice

IoT Casa Brand Tone

The tone can be:

​

  • Enthusiastic
  • Supportive
  • Formal
  • Reassuring

​

This makes setup feel guided and engaging while keeping technical instructions clear and trustworthy.

Illustration accompanying IoT Casa Brand Tone

IoT Casa Brand Tone

The tone can be:

  • Enthusiastic
  • Supportive
  • Formal
  • Reassuring

This makes setup feel guided and engaging while keeping technical instructions clear and trustworthy.

Illustration accompanying IoT Casa Brand Tone

Same Process, Different Persona

Both products may use advanced technology, but their users, environments, and emotional requirements are different.

IoT Casa

Friendly

Expressive

Approachable

Reassuring

FlytBase

Calm

Precise

Professional

Directive

Same Process, Different Persona

Both products may use advanced technology, but their users, environments, and emotional requirements are different.

IoT Casa

FlytBase

Friendly

Expressive

Precise

Approachable

Professional

Reassuring

Directive

Calm

Brand Persona Checklist

The Final Check Before moving to next process

If the answer is no for even one or if there is even the tiniest bit ambiguity, the team should not proceed. Understand the context before moving further.

Illustration accompanying The Final Check Before moving to next process

Have the brand guidelines been studied?

Is the product context understood?

Have a maximum of six relevant traits been selected?

Do the traits match the users and context of use?

Is the brand voice clearly defined?

Are the required tones documented?

Have you understood:

Have you understood:

  • Have the brand guidelines been studied?

  • Is the product context understood?

  • Have a maximum of six relevant traits been selected?

  • Do the traits match the users and context of use?

  • Is the brand voice clearly defined?

  • Are the required tones documented?

Have you understood:

The Final Check Before moving to next process

If the answer is no for even one or if there is even the tiniest bit ambiguity, the team should not proceed. Understand the context before moving further.

Have the brand guidelines been studied?

Is the product context understood?

Have a maximum of six relevant traits been selected?

Do the traits match the users and context of use?

Is the brand voice clearly defined?

Are the required tones documented?

Illustration accompanying The Final Check Before moving to next process

Step 2 Takeaway

A Clear Brand Persona Keeps the Product Recognisable and Consistent

​

It ensures that every visual and communication decision reflects the company, supports the product’s purpose, and creates the right experience for its users.

Illustration accompanying Step 2 Takeaway
Illustration accompanying Step 2 Takeaway
Illustration accompanying Step 2 Takeaway
Illustration accompanying Step 2 Takeaway

Step 2 Takeaway

A Clear Brand Persona Keeps the Product Recognisable and Consistent

It ensures that every visual and communication decision reflects the company, supports the product’s purpose, and creates the right experience for its users.

Illustration accompanying Step 2 Takeaway
Illustration accompanying Step 2 Takeaway
Illustration accompanying Step 2 Takeaway
Illustration accompanying Step 2 Takeaway

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