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Quick Start

Follow the shortest path to get your workspace ready, and establish a basic loop that runs from content creation to lead follow-up.

First-Time Setup Order​

  1. Sign in and confirm that the current workspace is the right one.
  2. Fill in the company, brand, and video branding information in the brand profile.
  3. Import reviewed product and business materials into the knowledge base.
  4. Connect the third-party accounts you want to operate under Platform Accounts.
  5. Create one test piece of content and save it as a draft to confirm that generation works.
  6. Run one internal publishing check with non-sensitive assets before you schedule a real publish.

Daily Workflow​

Each day, content operators can work in this order: check the dashboard for open items, research topics, generate content, review and publish, handle engagement, and follow up on leads. Administrators regularly check account status, failed tasks, usage, and member permissions.

Completion Checklist​

  • Brand information and external messaging are accurate.
  • At least one platform account shows as online or normal.
  • Knowledge materials can be searched and cited.
  • The test draft saves successfully, and the publishing page lets you select accounts and assets.
  • The comments, direct messages, and leads modules open normally.