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The guided Content AI feature in your CRM's Social Planner helps you create effective social media posts tailored for specific platforms. By asking you focused questions based on the network and type of content you select, it streamlines the process of generating on-brand posts, reels, and other content.

How Guided Content AI Works

When you choose to create a post using Content AI, the system presents a dynamic form. The questions you see change automatically depending on which social platform (like Facebook, Instagram, or LinkedIn) and which content type (like a standard Post or a Reel) you select. This ensures you only provide information relevant to that specific channel and format, leading to more targeted content.

Benefits of the Guided Experience

Relevant Questions: The interface shows only the questions that matter for your chosen platform and post type, reducing clutter.
Brand Consistency: Your predefined Brand Voice information is automatically applied, though you can adjust it for each post.
Efficient Workflow: Required fields are always visible, while additional, optional questions are grouped in a collapsible section.
Clearer Intent: The guided process helps you define the post's goal, message, and call-to-action upfront.
Tailored Output: The final AI-generated content is customized for the selected platform, aiming for better engagement.

Steps to Use Guided Content AI

Navigate to the Marketing section of your CRM dashboard and select Social Planner.

Step 2: Start a New Post with AI

Click the + New Post button. From the dropdown menu that appears, select the Content AI option to begin the guided creation process.

Step 3: Select Platform and Content Type

Choose the target social media platform (e.g., Facebook, Instagram) and the type of content you wish to create (e.g., Post, Reel).

Step 4: Review Brand Voice

Fields related to your Brand Voice will be pre-filled. You can review and modify these details for the current post if desired.

Step 5: Answer the Guided Questions

Complete the mandatory fields presented on the main form. For more granular control, you can expand the collapsible section to answer optional questions about your post.

Step 6: Generate and Finalize Your Content

Click to generate the content. Review the AI-created post, reel caption, or other material. You can make edits, then proceed to schedule or publish it immediately.

Frequently Asked Questions

Is the guided experience available for all post creation methods?

No, it is only available when you specifically select the Content AI option from the New Post dropdown menu.

Can I change the Brand Voice for a single post?

Yes. While Brand Voice fields are auto-filled, you can override or edit them for each individual post you create.

What if I don't answer the optional questions?

Optional questions are not required. Skipping them will still generate content, but providing answers can help create more precise and effective posts.

Will the content be different for each platform?

Yes. Both the questions you answer and the final AI-generated content are adapted for the specific platform and content type you select.

Can I create one post for multiple platforms at once?

Content is generated individually for each platform. You can use the feature to create separate, optimized posts for different networks.

Are there extra costs for this feature?

The guided Content AI experience is part of the standard Content AI offering in your CRM. Any applicable usage limits or pricing for Content AI apply.

How do I give feedback on the generated content?

You can provide feedback through the Social Planner interface or via your CRM's standard support channels.

Can I use the old Content AI interface?

The guided experience is now the standard method when you choose Content AI. Other ways to create posts (without AI) remain unchanged.

Using Guided Content AI in Social Planner

Creating Platform-Specific Social Content