الدليل/Setting up
درسAbout an hour

Your first hour

From signing in to a workspace that is ready to produce.

Setup is a one-time job in three parts: a short wizard, a brand form, and connecting your accounts. Nothing here spends credits.

  1. 1
    Sign in and run the wizard

    Three steps, once. Read the welcome and check the email address shown is the one you expect, tick the platforms you use, then go to the dashboard. It commits nothing.

  2. 2
    Fill in brand discovery

    This is the form that teaches the product your brand: who you are, how you sound, and what you avoid. Press Build my brand profile. A new workspace does not reach the dashboard until this is submitted, so it is worth doing properly rather than quickly.

  3. 3
    Connect your channels

    Two separate lists: data sources for reporting, and social accounts for publishing. Connect the required ones, and skip the rest for now.

  4. 4
    Load the knowledge base

    Add your existing writing so the drafts come out in your register rather than a generic one.

  5. 5
    Make one thing

    A long-form article is the cheapest way to see the whole loop, gates included, for a fraction of a credit.

Skipping is genuinely fine. Everything in onboarding stays available afterwards from the setup checklist in the sidebar, and nothing is lost by coming back to it.

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