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When you sign up for Socializioz, a guided onboarding wizard walks you through initial setup. The wizard appears automatically when you do not yet have a workspace. The process takes about two minutes and gets you ready to manage social media from chat with the Socializioz Agent.

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Signing in

Image Socializioz uses a hosted authentication page. When you visit the app for the first time or when your session expires, you are redirected to the sign-in page where you can create an account or log in. The sign-in page supports two authentication methods:
  • Email and password — create an account with your email address and a password, or sign in to an existing account.
  • Google — sign in with your Google account for faster access. If you do not already have a Socializioz account, one is created automatically using your Google profile.
After successful authentication, the app redirects you back to the page you were trying to access. If you arrived from a marketing page CTA (like “Get Started”), you land on the workspace overview or the onboarding wizard if you have not set up a workspace yet.

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Sign-in troubleshooting

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Workspace setup wizard

The primary onboarding flow creates your workspace and walks you through your first key actions. Image
1

Create your workspace

Enter a name for your workspace. This becomes the shared space where all your posts, campaigns, media, and connected accounts live. You are assigned the Owner role automatically.
2

Connect a social account

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3

Set up your brand profile (optional)

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4

Create your first post with Socializioz Agent

Draft a quick post to see how the composer works. The post is saved as a draft so you can edit and publish it when you are ready. This step is optional.
5

You're all set

Setup is complete. You are taken to the workspace overview to start managing your social presence.

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Skipping optional steps

Steps 3 (brand profile) and 4 (first post) each have a Skip for now button. Skipping advances to the next step without saving anything. You can configure your brand profile later from workspace settings and create posts from the composer at any time. Steps 1 (workspace) and 2 (connect an account) are required. You cannot skip them — the Continue button on step 2 stays disabled until at least one social account is connected.

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Resuming the wizard

If you navigate away from the onboarding wizard (for example, to connect accounts on the connections page), the wizard remembers your progress. When you return, it picks up at the step you left off. The current step is stored in the URL as a ?step= parameter, so you can also resume by navigating directly to a specific step. If you already have a workspace from a previous session, the wizard detects it and skips onboarding entirely, taking you straight to the workspace overview.

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Personalization survey

In addition to the workspace setup, a personalization survey may appear as a modal overlay. This helps Socializioz tailor the experience to your workflow:
1

Choose your business type

Select the category that best describes you:
  • Creator / Influencer — personal brand or content creator
  • Agency / Marketer — managing multiple clients
  • Business / Brand — company social presence
  • Personal Use — managing your own accounts
2

Set your goals

Pick one or more goals you want to achieve:
  • Grow followers
  • Save time on content
  • Increase engagement
  • Track performance
  • AI-generated content
  • Multi-platform posting
You can select as many as apply. These preferences are saved to your profile.
3

Select platforms

Choose which social platforms you plan to manage: Instagram, Facebook, TikTok, X (Twitter), LinkedIn, or Telegram. This pre-selects platforms for you on the Connections page.
4

Quick tour

A brief overview shows how Socializioz works: connect your accounts, create content with AI, and schedule posts. You can skip this step if you prefer to explore on your own.

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Interactive guided tours

After onboarding, interactive guided tours appear the first time you visit key pages. Each tour spotlights specific UI elements one at a time with a highlighted overlay, so you can see exactly where each feature lives. A tooltip next to the highlighted element explains what it does and how to use it. Tours are available on:

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Tour controls

Each tour step includes:
  • Next and Back buttons to move between steps
  • A Skip button to dismiss the tour entirely
  • A step counter showing your progress (for example, “2 of 5”)
You can click anywhere on the overlay backdrop to advance to the next step. Tours run once per page and are dismissed permanently after you complete or skip them.
If you accidentally skip a tour, clearing your browser’s local storage for the Socializioz domain resets all tour progress so they appear again on your next visit.

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Contextual tooltips

In addition to full-page tours, contextual tooltips appear on specific features the first time you encounter them. Tooltips are available on the composer, connections page, analytics dashboard, AI chat, and media library. Each tooltip highlights a key capability and dismisses permanently after you close it.

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After onboarding

Once setup is complete, you can:
  • Open the AI chat and ask the Socializioz Agent to plan, create, schedule, publish (with your approval), or analyze content
  • Visit Connections to link additional social accounts
  • Open the composer to create and publish posts yourself
  • Browse the schedule to plan content ahead
  • Configure your brand profile for better AI-generated content

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Troubleshooting

Last modified on July 5, 2026