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Socializioz uses a focused five-step activation journey for new users. Progress is verified by the Socializioz backend, so refreshing or returning later resumes from the first unfinished step instead of relying only on local browser flags. The goal is not to make you configure every feature before entering the product. It establishes the minimum context Socializioz needs to create the workspace, understand the brand, and hand you into the real Socializioz Agent.

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Step 1: Tell us how you discovered Socializioz

Choose the source that best describes how you found Socializioz. Current options include social media, a friend or colleague, search, ChatGPT or another AI, an MCP marketplace, Canva, or another source. This answer is used as onboarding/discovery context. It does not connect an external service or grant additional product access.

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Step 2: Create or confirm your workspace

Enter a workspace name and continue. The workspace is the authorization and data boundary for your Socializioz work, including posts, campaigns, media, brand context, and connected social accounts. If your account already belongs to more than one eligible workspace, Socializioz asks you to choose explicitly rather than silently selecting one for you. The selected workspace becomes the active workspace for the rest of onboarding. You can rename the workspace later from Workspace settings.

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Step 3: Choose where you expect to use Socializioz

Select one or more work surfaces that fit how you expect to operate Socializioz. This step records preferences only. Selecting a surface does not connect it, open it, or guarantee that every listed external surface is already publicly available for your account. Availability still depends on the current product rollout and the connection options shown in Socializioz. The preference can include the Socializioz workspace, mobile, ChatGPT, and supported or planned external AI/creative surfaces.

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Step 4: Set up your brand

Brand setup gives the Agent useful identity and audience context before the first real workflow. You can use one of three paths:
  • Use an existing workspace brand when Socializioz already has a verified brand profile for the workspace.
  • Analyze your website by entering a public website URL, reviewing the extracted brand details, then saving them.
  • Set up manually when you do not have a suitable website or prefer to enter the information yourself.
Brand fields can include:
  • Brand name.
  • Industry.
  • Audience or offer.
  • Tone of voice.
  • Tagline where available.
  • Website context.
  • Visual identity information such as a logo or brand colors when the website scan returns them.
Website analysis can take some time and can fail when a site cannot be read safely. If that happens, switch to manual setup instead of repeatedly scanning the same URL. See Brand Command for the full brand workflow after onboarding.

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Step 5: Start with your Agent

The final onboarding step asks what you want Socializioz to help with first. Current launch choices include workflows such as:
  • Reviewing your brand and recommending the highest-value next actions.
  • Explaining what Socializioz can manage for your brand.
  • Creating a simple first-week social media plan.
Choosing one does not run a separate onboarding chatbot. Socializioz hands the request into the real Socializioz Agent experience and sends it through the normal conversation workflow. On desktop, the handoff opens the Agent inside the Workspace experience. On mobile, it opens the mobile Agent/chat surface. Onboarding is only treated as complete after the backend verifies the real Agent handoff and persisted user message. A frontend click alone is not treated as proof of completion.

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Resuming onboarding safely

If onboarding is interrupted, Socializioz reads the verified journey state and returns you to the first unfinished step. This matters especially around the final Agent handoff: Socializioz reuses or verifies the existing onboarding conversation before sending again so a refresh does not intentionally create duplicate first messages. If setup is already complete, opening the onboarding route redirects you to the Workspace overview.

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What onboarding does not do

The activation journey does not automatically:
  • Connect every social platform you selected or mentioned.
  • Publish content.
  • Enable unreleased integrations.
  • Bypass workspace membership or plan rules.
  • Replace the full Brand Command, Connections, Composer, or Settings workflows.
After onboarding, connect the accounts and services that are actually available for the workspace from Connections.

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After onboarding

A practical next sequence is:
  1. Review the Workspace overview.
  2. Open Connections and connect the social destinations you want to operate.
  3. Review or expand your Brand Command.
  4. Continue with the Socializioz Agent, or create directly in the Composer.
  5. Use Create your first post when you want a guided direct-Composer walkthrough.

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Troubleshooting

Last modified on August 16, 2026