Projects, companies, brand profile and channel groups

If you manage more than one brand, or run social media for clients, keep each of them apart from day one. AI SMM has three levels for this: projects, companies with a brand profile, and channel groups.

Projects: separate workspaces

A project keeps one client or business separate: its own apps, channels, data and team. Every account starts with a Personal project. An agency usually creates one project per client, so a client invited to their project sees only their own accounts.

1. Open the account menu and go to Projects and team.
2. Click Create a project, enter the Project name, for example the client’s brand, and create it.
3. Switch to the project with the project menu in the header, then connect its channels in Channels.

An account that is already connected can be moved with Move to project in Channels. The number of projects depends on your plan; when you reach it, you see a message with the limit.

Companies and the brand profile

A company describes the business AI writes for. Its brand profile is used by the AI tools, so texts, images and replies sound like the brand.

1. In the Social media management app, open Company wizard. It shows My companies.
2. Click New company, enter a name if you like, and click Create.
3. Go through the steps. The wizard connects your accounts, studies the business and its audience, looks at your photos, sets the visual style and strategy, builds a content plan and prepares the launch.

You can stop at any step and continue later.

Edit the brand profile

Open Brand profile on the company to check and correct what AI will rely on:

• Main details: brand name, business area, company description, tone of voice;
• brand voices, theses and messages;
• advantages and keywords;
• content types;
• who your audience is, their pains, audience personas and the real audience.

Specific facts work better than general words. “Nail studio near the metro, open until 22:00, gel polish that lasts three weeks” gives AI more to work with than “high quality and care”. The Agency plan allows up to 10 companies.

Channel groups: publish to several accounts at once

A channel group is a saved set of accounts. For example: “Video” = Instagram, TikTok and YouTube; “News” = Telegram, Facebook and LinkedIn.

1. Open Channel groups in the Connections section of the Social media management app.
2. Click Create Group, enter the Group name and choose the accounts.
3. In the post composer, pick the group in the Channel field instead of ticking accounts one by one.

How the levels fit together

Tips

• Fill in the brand profile before generating content: five minutes here saves hours of editing.
• Name groups by purpose (“Promo”, “Video”): the channels change, the purpose does not.

See also: AI SMM for agencies and AI content studio.