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Socializioz keeps first-run setup intentionally small. The only blocking requirement for an eligible new user is to establish a valid workspace. Brand context, channel connections, discovery questions, and work-surface preferences do not block entry to the product.

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1. Create or choose your workspace

On first sign-in, Socializioz checks your real workspace memberships.
  • If you have no workspace, create one.
  • If more than one accepted workspace needs an explicit choice, choose the workspace you want to use.
  • If the workspace was created but the browser lost the response, Socializioz re-reads membership instead of creating a duplicate.
The workspace is the authorization and data boundary for posts, campaigns, media, brand context, and social connections. Once the workspace is verified, you can enter Socializioz immediately.

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2. Enter the product

Once the workspace is verified, onboarding is complete for eligible Activation V2 users. The backend grants the activation reward from verified workspace evidence:
  • one additional social-account slot;
  • granted once;
  • tied to backend-owned workspace activation evidence;
  • independent of Agent usage, brand setup, connected channels, discovery answers, or preferred work surfaces.
If workspace creation committed but the confirmation response was interrupted, Socializioz re-reads membership and explicitly re-confirms that workspace before settling the reward. Normal setup reads and normal Agent chat do not grant activation entitlements.

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Optional setup after entry

You can configure these whenever they are useful:
  • Brand Command — add or analyze brand context.
  • Connections — connect the social destinations you want to operate.
  • Create — draft your first real piece of content with the Agent or Composer.
  • Other preferences and product surfaces.
A new-workspace guide can suggest Channel → Create, but it is dismissible and does not gate the workspace. Brand setup remains available separately and is never a prerequisite for the activation reward.

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Existing and grandfathered accounts

Existing/grandfathered users are not forced into Activation V2 merely because they sign in, open Chat, or send an Agent message. Activation eligibility is decided by the backend and becomes immutable once a V2 enrollment exists. Connecting a social account later cannot revoke an already-valid activation enrollment, and an explicitly ineligible row cannot add reward capacity.

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Recovery behavior

Socializioz treats partial writes conservatively:
  • workspace membership is re-read after ambiguous creation failures;
  • an onboarding workspace request establishes durable V2 enrollment before the workspace write;
  • multiple workspaces require an explicit choice when the activation row is not already bound;
  • the backend-bound activation workspace takes priority over stale browser workspace state;
  • temporary setup-status failures do not silently fall back to creating an untracked workspace.

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What onboarding does not do

Activation does not automatically:
  • require or create a brand profile;
  • connect a social account;
  • publish content;
  • bypass workspace membership or plan rules;
  • enable unreleased integrations.
  1. Open Connections when you are ready to connect channels.
  2. Add Brand Command context if it will improve the Agent’s work.
  3. Continue with the Socializioz Agent or Composer.
  4. Use Create your first post for a direct Composer walkthrough.

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Troubleshooting

Last modified on October 3, 2026