Dashboard
Start here to read workspace status, current billing posture, connected-channel health, AI prompts, and the next best actions for your team.
PostPilot
Social Operations
This documentation page is built as a fast orientation layer for the product. Instead of listing features in isolation, it explains how the main surfaces fit together, what each one is best for, and how a team should actually move through the workspace from first login to day-to-day execution.
Documentation map
Each area below explains not just what the page contains, but why it exists in the operating flow of the product and how teams are expected to use it in practice.
Start here to read workspace status, current billing posture, connected-channel health, AI prompts, and the next best actions for your team.
This is the operating core. Create drafts, target providers, attach media, review content, and move everything into a visible scheduling flow.
Connect social accounts, keep account state organized, and manage audience conversations without losing the context of your publishing workflow.
Manage profile details, team roles, workspace billing, passwords, terms, and privacy controls from one place with clearer ownership boundaries.
Workflow reading
Open the dashboard first. It gives the fastest read on billing state, approval pressure, connected platforms, and the health of current publishing momentum.
Use Posts and Calendar as the main working surfaces. Draft, refine, assign targets, and schedule content with much less switching between disconnected tools.
When accounts are connected, move into Integrations and Inbox to control publishing access and keep audience conversations close to the rest of the workflow.
Use Profile, Team, Billing, Terms, and Privacy pages to manage who can do what, how subscriptions behave, and how the workspace stays governed.
It is designed less like static help text and more like an orientation cockpit. The goal is to help users understand the logic of the workspace quickly, not just read isolated explanations.
It explains where to begin, which surfaces are operational, how governance pages support the product, and how to read the system in the same order a real team uses it.
Open the dashboard, move into Posts and Calendar, then review Integrations, Inbox, and the Settings surfaces once the workspace starts to behave like a real operation.
Helpful notes
Start on the dashboard, then move into Posts and Calendar. That path gives the fastest understanding of the workspace and the day-to-day publishing loop.
Posts, Calendar, Integrations, Inbox, Analytics, and PostStreak are the most active surfaces. Settings pages support governance and account management around them.
Think of them as a workflow map, not just a feature list. The strongest understanding comes from reading pages in the order teams actually work: orient, create, schedule, connect, review, govern.