Client Documentation

Use this section to set up a new workspace, run daily content workflows, and resolve common issues.

Recommended Workflow

Follow this order in the app sidebar for fastest onboarding:

Brand Identity (/brand-identity) — define company profile, voice, and defaults.
Campaigns (/campaigns) — create campaign containers and planning context.
Calendar (/calendar) — review and reschedule planned content.
Content (/posts, /blog, /video-studio, /media, /link-in-bio) — produce and publish assets.
Operations (/queues, /approvals, /inbox) — approvals, queue scheduling, and response workflow.
Insights (/analytics, /reports) — performance monitoring and report cadence.
Settings (/settings/company, /settings/user, /settings/platform) — workspace/user/admin configuration.

Manual social posting is the default production path via Copy & Post from /posts.
Direct auto-publish for social platforms is tracked as future work: Issue #210.
Blog publishing is available directly from the Blog screen when destination settings are configured.