Support

Working with clients

Welcome to AI Social Med, the only all-in-one social media management platform designed for agencies to manage professionals at scale!

Keep communication lines streamlined with approval workflows, organise your clients into dashboards for easy tracking, and show your ROI with in-depth and automated reporting. Protect your clients by using our Client Connect widget to securely connect their social media accounts to AI Social Med, no spreadsheets necessary.

From content planning to scheduling, learn how to use AI Social Med to wow your clients by using the following resources.

A few helpful hints as you get started working with your clients in AI Social Med
Don’t forget to switch to your client’s dashboard when scheduling their messages so they can see them when they are in their dashboard.
Dashboard switching streamlines your approval and scheduling process.
Report data – Be aware that LinkedIn monthly data doesn’t become completely available until a few days after the end of the month. Schedule your monthly reports for the 3rd, not the 1st.

We also have a handy Facebook Business Manager guide that will assist you in understanding how to set up Facebook Business Manager so your accounts are set up in an optimal way. You can download this here: Facebook Business Manager Agency Guide.

Working with teams

Welcome to AI Social Med, the ONLY all-in-one social media management platform that keeps you in sync with your team.

If it is part of your yearly subscription you will have the ability for custom approval workflows to shared content libraries to scheduling months of content in advance. You’ll have all the tools you need to plan, launch, and monitor social media campaigns.

We will keep every post-on-brand and streamline collaboration across your entire team by getting started with the following list of resources!

A few helpful hints as you get started working with your team in AI Social Med
The person who owns the social account (has the login credentials) should be the one to connect that social profile to AI Social Med. They can share it with other team members, but they will be responsible for keeping the social profile connected.

Reporting

Everything related to reporting and data and how to use it.

Reporting

Managing Reports

Report FAQs