Social DigLab guides
77 guides for setting up, creating, scheduling, reviewing and measuring your social content.
Follow the save-and-reopen practice path before your first scheduled post. This help center is also the app’s configured Help destination.
Follow six current interface screenshots, choose the right workflow, or troubleshoot by symptom. Includes current composer controls, approval recovery and integration checks.

Practical instructions for the whole Social workflow, from your first draft to a managed content calendar.
See Social in action

Looking for customer conversations, AI agents or appointments? Visit the existing DigLab Inbox documentation.
Browse all 77 guides
Choose a feature below or search for a question. Each guide has its own link, practical steps and checks for the result.
Start here
- Before you begin
Prepare access, approved brand assets and a clear first task.
- Your first post, step by step
Set up your brand, connect an account, prepare a post and verify the result.
- Find your way around
Understand the workspace switcher, navigation, status cards and starting points.
- Follow the screenshot walkthrough
Use the approved screenshots and mascot callouts to find the important controls.
- Follow the Social workflow
Follow the written steps to create, review, schedule and check a post.
Workspace and setup
- Connect social accounts
Authorize the correct accounts, reconnect expired connections and avoid destination mistakes.
- Workspaces, roles and teammates
Manage brand spaces, member access and workspace preferences.
- Brand voice, documents and memory
Give writing and creative tools accurate context about your business.
- Your account, notifications and usage
Update your profile and understand personal settings, shared credits and usage limits.
- Languages and translated content
Choose interface and content languages independently, then review localized results.
- Warnings and notifications
Receive useful alerts for gaps, expiring connections and publishing problems.
- Present the workspace with Demo Mode
Hide supported account details for a presentation and verify what remains visible.
- Referral program, if enabled
Find current referral terms and track eligible activity without assuming program availability.
- Rewards, if enabled
Read eligibility and submit accurate evidence for an available program.
Create content
- The complete post composer
Write captions, attach media, configure each destination and publish with confidence.
- Create and work through Chat
Give clear briefs, use files, refine drafts and review proposed actions.
- Idea Board and drafts
Capture ideas, organize them and turn the right ones into prepared posts.
- Turn source material into new content
Adapt an article, transcript, document or existing draft into platform-specific outputs.
- Reusable prompt templates
Create structured briefs your team can run, revise and reuse.
- Turn an interview into ideas
Capture your expertise through guided questions and develop the results.
Images and video
- Generate and edit images
Use Image Studio, inspect results and attach the finished asset to a post.
- Layouts, templates and carousels
Prepare a complete visual layout and check every slide before publishing.
- Create and use a video
Generate a video, inspect the full result and prepare it for a specific channel.
- Upload and organize media
Store reusable images, videos and documents, then select the right version.
- Apply a brand watermark
Set workspace image branding and inspect the final result.
Planning and publishing
- Plan and manage the calendar
See your publishing schedule, move posts and check the correct timezone.
- Bulk planning and CSV imports
Generate a plan or import rows, review the preview and schedule a checked batch.
- Organize posts into campaigns
Group related content and review its publishing and performance together.
- Save destination presets
Reuse account selections and platform-specific settings without losing control of where posts go.
- Space posts with cooldowns
Set a minimum gap for an account and resolve schedule conflicts.
- Choose useful posting times
Interpret recommendations and their confidence without treating them as guarantees.
- Threads and first comments
Prepare connected posts and follow-on comments for supported destinations.
- Automatic post signatures
Add a recurring footer and review platform overrides and variables.
- Reusable snippets and shortcuts
Insert approved calls to action, disclosures and hashtag groups.
- Channel and media requirements
Know which settings to inspect for each social network.
- Publish to X
Prepare short posts or threads and handle usage limits carefully.
- Connect and publish to Mastodon
Use the correct instance and inspect visibility and server-specific limits.
Automation
- Set up publishing queues
Use recurring weekly slots and manage the content waiting for them.
- Recurring content rules
Define a recurring brief, inspect generated work and control when it can publish.
- Auto-Post from feeds and channels
Turn newly detected source items into drafts, approval batches or publications.
- Connect an RSS or Atom feed
Find the real public feed, test extraction and monitor new items.
- Repeat and remix a post
Schedule deliberate reshares and keep evergreen content accurate.
Team and client review
- Review generated content and actions
Inspect pending items and understand what approving each one will do.
- Require team approval
Hold member submissions for an owner or administrator to review.
- Discuss a draft with your team
Leave contextual feedback, mention teammates and resolve threads.
- Let clients review posts
Create a private review link and manage requests for changes.
- Assign and track work
Turn a content plan into owned tasks with due dates and linked drafts.
- Compare and restore draft versions
Recover earlier content without confusing it with publication history.
Analytics and research
- Understand social performance
Compare periods, inspect posts and interpret the data each network provides.
- PDFs, live reports and recurring reports
Create a useful report and control what a shared link exposes.
- Research competitors
Track public sources and turn observations into checked content ideas.
- Find and use relevant trends
Set focused topics, verify sources and develop original posts.
- Learn from creator patterns
Study public formats and build an original strategy for your brand.
- Inspect workspace activity
Trace actions, filter events and export a useful record.
Social engagement
- Comments and messages inside Social
Triage supported social activity; use the separate Inbox docs for DigLab Inbox.
- Social reply rules
Match incoming social activity and review automated responses before enabling automatic sends.
- Moderate social activity
Classify items and apply only the moderation actions supported by the destination.
Links and stores
- Build a link-in-bio page
Create a public destination page and check every block before sharing it.
- Short links and click tracking
Create a readable link, inspect its destination and understand click reports.
- Turn products into social posts
Connect a supported catalog and prepare accurate product content.
- Connect Shopify and test product content
Use the correct store identity and verify a draft before automating product posts.
Integrations
Agency features
- Agency overview
Monitor client workspaces and jump into the work that needs attention.
- Let clients connect their own accounts
Create a scoped authorization link without asking clients to share passwords.
- Brand a client experience
Configure available branding and verify client-facing pages and links.
- Managed client access
Understand sponsored workspace capacity and its billing owner before making changes.
Troubleshooting
- Publishing status and recovery
Distinguish drafts, approvals, scheduling and actual publication.
- A post will not schedule
Find the specific blocker before repeating the action.
- A publication failed
Preserve successful accounts while diagnosing a failed destination.
- The calendar time looks wrong
Compare actual scheduled time with workspace, browser and queue settings.
- A feature or metric is missing
Check workspace, role, account support and data availability.
- An image, video or document is rejected
Check the file against the exact destination and placement.
- The AI output does not fit the brand
Improve context and review factual and visual details.