Setting Up Content AI

Content AI generates social media posts, email copy, blog articles, website headlines, and custom images directly inside the platform. This guide walks you through enabling the feature, configuring your brand voice, and generating your first AI-powered content.

Prerequisites

Before you begin, make sure you have:

Agency administrator access if you need to enable Content AI at the agency level
Sub-account administrator or user access with Content AI permissions enabled
Brand guidelines, tone preferences, and messaging pillars documented for your business (recommended for brand voice configuration)
A clear understanding of your usage needs to manage costs, since Content AI operates on a consumption-based pricing model
Rebilling configuration completed if you plan to pass AI usage costs to sub-accounts (agencies on the $497 plan only)

Enable Content AI at the Agency Level

Content AI must be activated at the agency level before it becomes available to any sub-accounts. This is a one-time setup performed by an agency administrator.

Log in to your agency account and navigate to Agency Settings from the main dashboard. Click the AI section in the left-hand settings menu. The AI settings panel displays toggles for Content AI and other AI-powered features.

Toggle Content AI to the enabled position. This activates the feature for your entire agency, making it available to be enabled on individual sub-accounts. Save the settings and proceed to the next step.

If you are on the $497 agency plan and want to rebill Content AI usage to your clients, navigate to Agency Settings > Rebilling. Locate the Content AI line item and configure your markup percentage. This setting ensures that any AI generation costs incurred by sub-accounts are passed through to their billing at your specified markup rate.

Enable Content AI for Sub-Accounts

After enabling Content AI at the agency level, you must activate it for each sub-account that needs access. This gives you granular control over which clients or projects can use the feature.

Switch to the sub-account where you want to enable Content AI. Navigate to Settings in the left-hand menu and select Business Profile. Scroll down to the Features section and locate the Content AI toggle. Enable it and save the settings.

Repeat this process for each sub-account that should have Content AI access. Sub-accounts without the feature enabled will not see the Content AI option in their post composers, email editors, or other content tools.

Set User Permissions

Content AI access is controlled at the user level, allowing you to grant or restrict access for individual team members within a sub-account.

Navigate to Settings > My Staff in the sub-account dashboard. Click on the user whose permissions you want to adjust. Scroll to the User Permissions section and locate the Content AI toggle. Enable it to grant access, or disable it to restrict access. Save the user settings.

Users without Content AI permissions will not see the AI generation options even if the feature is enabled at the account level. This is useful for controlling costs and ensuring only trained team members use the AI tools.

Configure Brand Voice Settings

Brand Voice ensures that every piece of AI-generated content aligns with your business identity and messaging framework. This is the most important configuration step for producing high-quality, on-brand content from the first generation.

From your sub-account dashboard, navigate to Settings > Brand Voice. The Brand Voice configuration panel displays fields for defining your business identity, tone, and style guidelines.

Fill in the Business Name field with your company or client name. Enter your Industry to help the AI understand your market context and target audience. Examples include “Real Estate,” “Home Services,” “E-commerce,” “Health and Wellness,” or “Professional Services.”

Define your Brand Tone by describing how you want the AI to sound. Be specific. Instead of “professional,” write “professional, approachable, and educational.” Instead of “friendly,” write “friendly, enthusiastic, and conversational with a touch of humor.” The more descriptive you are, the better the AI matches your voice.

Add Style Guidelines that include preferred vocabulary, phrases to avoid, and messaging pillars. For example:

“Always use ‘client’ instead of ‘customer’”
“Avoid industry jargon and acronyms unless explaining them first”
“Emphasize speed, transparency, and results in every message”
“Use active voice and short sentences”
“Include a call-to-action in every post”

Save your Brand Voice settings. These preferences now auto-populate whenever you use Content AI in the Social Planner, Email Builder, Funnel Builder, or Blog editor. You can override them on a per-generation basis without changing the saved defaults, giving you consistency by default with flexibility when you need it.

Content AI is deeply integrated into the Social Planner, making it easy to generate platform-optimized social media posts.

Navigate to Marketing > Social Planner and click the New Post button in the top-right corner. Instead of selecting Create New Post, choose Content AI from the dropdown menu. The guided content creation form opens.

Select your target social media platform from the dropdown. Options include Facebook, Instagram, LinkedIn, Google Business Profile, and TikTok. Each platform displays different guided questions tailored to its format and audience.

Choose the content type for that platform. For example, if you selected Instagram, you can choose between a Feed Post, Reel, or Story. The guided questions adapt based on your selection.

Fill out the mandatory fields that appear. These typically include:

Core message or topic: What is this post about?
Content goal: What do you want to achieve? (e.g., drive traffic, increase engagement, promote an offer)
Call to action: What should the audience do next?

Expand the additional questions section to fine-tune audience targeting, hashtag preferences, and tone adjustments. While optional, answering these fields significantly improves the quality and relevance of the generated content.

Review the Brand Voice fields, which auto-populate from your saved settings. Adjust them if this specific post requires a different tone or style.

Click Generate Content. The AI produces a draft post optimized for your selected platform. Review the output, make any edits, and then proceed to select your target social accounts and schedule the post as usual.

Generate an AI Image

Content AI can generate custom images directly inside the Social Planner, eliminating the need for external design tools or stock photo subscriptions.

From the Social Planner, click New Post and select the social account you want to publish to. In the post composer, click the image upload icon and select Generate Image with AI from the dropdown.

Enter a description of the image you want in natural language. Focus on describing scenes realistically rather than using promotional language. For example, write “A stylish pair of running shoes placed next to a gym bag on a hardwood floor” instead of “20% off running shoes.” Be specific about important details like color scheme, lighting, and composition.

Choose the number of variations (1 to 5) to see multiple interpretations of your description. Select an image style from the available categories: Photography, Digital Art, Fine Art, 3D Model, Sketch, Watercolor, Pastel Art, Vector, Poster, Colorful, Color Pencils, Dreamlike, or Film.

Click Generate and wait for the AI to produce your images. Review the results, select the image that best fits your post, and click Continue to attach it to your post. The image is automatically saved to your Media Library for reuse in future content.

Generate Email Subject Lines and Body Copy

Content AI integrates into the email campaign builder to help you write compelling subject lines and body copy.

Navigate to Marketing > Emails and open the campaign builder or workflow email editor. Click the Content AI icon in the toolbar. Describe the purpose of your email and select the desired tone (formal, casual, urgent, friendly, or custom).

The AI generates multiple subject line options optimized for open rates. Review the variations and select the one that best matches your campaign goal. For body copy, provide a brief description of what the email should communicate and the AI produces a full draft you can drop into the editor.

Edit the generated content as needed, add your images and links, and proceed with sending or scheduling the campaign.

Test Your Setup

Verify that Content AI is configured correctly by checking these items:

Content AI is enabled in your Agency Settings > AI panel
The sub-account shows Content AI as enabled in Settings > Business Profile > Features
Your user has Content AI permission enabled in Settings > My Staff
Your Brand Voice settings are saved and appear in Settings > Brand Voice
When you open Marketing > Social Planner > New Post, the Content AI option appears in the dropdown menu
Generating a test post produces content that matches your brand tone and style guidelines
The Content AI icon appears in the toolbar when composing emails, editing funnel pages, and writing blog posts

If the Content AI option does not appear, verify that all three enablement steps are complete: agency-level activation, sub-account activation, and user-level permissions.

Next Steps

Now that Content AI is set up, explore these advanced use cases:

Learn about AI image generation best practices and style options in the Content AI guide
Use Content AI to generate blog post outlines and full article drafts in the Blog editor
Generate funnel and website headlines directly in the Funnel Builder and Website Builder
Track your AI content history and usage in Automation > Content AI
Combine AI-generated posts with scheduling workflows in the Social Planner for efficient batch content creation

Content AI Setup