Getting Started

This guide reflects the current production UI and route structure.

Open the app and sign in with Google at /login.
Confirm you land in the protected app shell.
If your account is new, complete Brand Identity before relying on AI planning.

2. Complete Brand Identity First

Go to /brand-identity and save:

Company/brand name
Voice/tone baseline
Target audience notes
Core messaging and brand context

Campaign planning and content generation quality depends on this profile.

3. Create Your First Campaign

Go to /campaigns.

Use New Campaign for manual setup, or
Use Auto-Plan with AI to generate initial campaign structure.

In the selected campaign workspace, use:

Details: goal, dates, status/type, audience/message context
Planning: AI planning chat
Content: campaign-linked drafts
Performance: campaign metrics

4. Plan and Adjust in Calendar

Go to /calendar to:

View scheduled items
Drag and drop to reschedule
Verify spacing and conflicts before publishing

5. Produce Content

Posts (`/posts`)

Draft and schedule posts per platform
Use Copy & Post for manual publishing (default production workflow)
Save updates with Update Draft

Blog (`/blog`)

Draft/edit long-form posts
Publish from the blog workflow when destination config is ready

Video Scripts (`/video-studio`)

Generate and iterate script concepts
Store scripts for campaign use

Media (`/media`)

Manage asset metadata and URL imports
Full browser direct upload parity is tracked: Issue #209

Bulk Import (`/bulk-import`)

Current UI provides CSV parsing/validation workflow
Full backend ingestion pipeline is tracked: Issue #207

6. Operational Workflows

Queues (/queues): reusable schedule slots and queue behavior
Approvals (/approvals): approve/request changes on pending items
Inbox (/inbox): communication and response management

7. Configure Settings by Scope

Company: /settings/company
User: /settings/user
Platform (Super Admin): /settings/platform

Production Defaults and Future Work

Manual social posting remains the default while platform approvals are pending.
Direct social auto-publish rollout is tracked at Issue #210.
Reports currently support Manual/Weekly/Monthly cadence; custom schedule controls are tracked at Issue #208.

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