Brand Kit, analytics, listening, and engagement

This guide covers the Social Media pages that help you decide what to post and learn from what you've posted: Brand Kit, Content Intelligence, Analytics, Reports, Listening, Competitors, Automations, and Audience. It is for marketers and owners who want to keep posts on-brand and understand results.

Before you begin

• Connect accounts in Social Media → Connections. Analytics, listening, and reply automations need a connected account with the matching readiness turned on.
• You need edit access to change settings. View-only users can read everything.
• Most of these pages are free. A few actions, such as refreshing listening or competitor data, can be paid. They always show Confirm paid refresh with the cost before running.

Brand Kit

Your Brand Kit is the single place that says how your brand looks and sounds. Publisher, Research, and AI tools use it.

Create and activate a Brand Kit

1. Open Social Media → Brand Kit and select Create your first Brand Kit (or New Brand Kit).
2. Start manually for free, or extract a draft from your public website. Extracting shows an AI credit quote first.
3. Work through the sections:
   • Foundation: Overview, Guidelines (brand story, logo usage, photography).
   • Creative system: Colors, Typography, Voice, Assets, Templates.
   • Governance: Content rules and Platforms.
4. Select Save changes, then Activate. You'll see Brand Kit activated for this workspace.

Decide how strict it should be

In Content rules, set Publishing enforcement:

• Advisory only – warns you, but lets you publish.
• Require review – sends posts that break a rule to review.
• Block publishing – stops posts with clear conflicts.

Add Words to use, Words to avoid, Prohibited claims, Required disclaimers, Approved CTAs, and Approved HTTPS links. Publisher checks posts against these in Publisher preflight.

Other controls: Duplicate creates a draft copy, History shows revisions, and Archive retires a kit. Add assets in Media Library first, then classify them under Assets.

To improve a Brand Kit from a founder interview or talk, see recording review and Brand Kit refinement.

Content Intelligence

Content Intelligence collects ideas from sources you trust.

1. Open Social Media → Content Intelligence and select Add source.
2. In Add a trusted source, choose a Source type (RSS or Atom feed or Public website page), a Source name, and an HTTPS URL.
3. Select Refresh sources to pull in new ideas.
4. Open an idea to use AI brief, Platform variants, or Research, or select Create post to write it yourself.
5. Dismiss ideas you won't use. Select Add idea to save your own.

Treat ideas as starting points. Check facts, rights, and tone before posting.

Analytics

Open Social Media → Analytics (Social Analytics) to see how your posts perform.

• Performance trend, Platform comparison, and Platform performance show reach, impressions, views, engagements, engagement rate (Eng. rate), and clicks.
• Top posts by engagement and Published content list individual posts. Select Open original post, or Reuse content to make new drafts from a strong post.
• Campaign performance, Follower growth, and Format mix break results down further.
• Audience activity heatmap and Recommended windows suggest good times to post. Select Schedule a post to use one.
• Channel health shows whether each connection and its numbers are up to date.

Tips for reading numbers:

• Compare the same date range and the same accounts.
• Networks define metrics differently. "Views" on one isn't the same as on another.
• Networks can revise older numbers, and small post counts make percentages jump around.

Reports

Open Social Media → Reports (Social Reports Studio) to make a client-ready report.

1. Under 1. Choose a report, pick the report type.
2. Add a Report title, Client name (optional), Brand name, and Accent color.
3. Under 3. Reporting period, set the dates.
4. Select Export CSV, Print / Save PDF, or Share.
5. For Share report securely, choose when the Link expires, then Copy link.

Anyone with the link can see the report until it expires. Select Revoke under Existing links to stop it early.

Listening

Listening tracks public conversations that match words you choose.

1. Open Social Media → Listening and select New topic.
2. Enter a Topic name, Include terms, Exclude terms, and the Platform.
3. Select Create topic.
4. Select Refresh intelligence to collect mentions. If the refresh is paid, check Confirm paid refresh and select Confirm and refresh.

You'll see Mention trend, Sentiment mix, Top topics, and Recent mentions. Sentiment is labelled Rule-based: it uses fixed word rules, not AI, so check anything important yourself. Listening won't find every mention. Spelling, language, privacy settings, and deleted posts all leave gaps.

Competitors

1. Open Social Media → Competitors and add the public accounts you want to compare.
2. Select Refresh competitors. If a cost is shown, confirm with Confirm and refresh.
3. Compare their public activity with yours and look for gaps you can act on.

Stored competitor data can be older than today. Check when it was last refreshed before you rely on it.

Automations (Instagram and Facebook replies)

Social Media → Automations (Engagement Automations) replies to comments and messages on connected Instagram and Facebook accounts.

1. Check the account's Reply automations readiness in Connections. If it says Verify the connection to finish reply webhook setup., select Verify connection.
2. Select New automation, or Browse templates to start from an example.
3. Set the trigger (for example, a keyword in a comment) and the reply.
4. Save it as a draft, test it on a post you control, then select Activate.
5. Check Run history to see what happened. Select Pause to stop it.

Keywords and rules have their own pages under Automations. New rules start as drafts (Rule created as a draft.).

Audience

Social Media → Audience (Social Audience) lists people who interacted with your automations. You'll see their Status, Last interaction, and Messaging window. Select CRM person to link someone to an existing CRM record. Confirm it's the same person first; similar names and shared business accounts are easy to mix up.

If something goes wrong

FAQ

Can analytics tell me why results changed?

They show what changed, not why. Compare the posts, timing, audience, and anything else that happened before drawing conclusions.

Can automations publish replies without review?

Only if you activate them. Start with a small, low-risk trigger and watch Run history.

Where did Campaigns, queues, and ROI go?

They're under Social Media → Campaigns. See Plan campaigns, weekly queues, and reusable content.

Next step

Use your best-performing posts as the starting point for new drafts in Research and playbooks.