Signing in
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. 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.If you see a “User not registered” error after signing in, your account may not have been provisioned. Contact support for assistance.
Workspace setup wizard
The primary onboarding flow creates your workspace and walks you through your first key actions.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.
Connect a social account
Link at least one social account (Instagram, Facebook, TikTok, X, LinkedIn, or Telegram). The wizard opens the Connections page where you authorize your platform account. You need at least one connection to continue.
Set up your brand profile (optional)
Configure your brand voice and tone so the AI assistant generates on-brand content. You can set your brand name, industry, tone of voice, and target audience. This step is optional — you can skip it and configure your brand profile later from workspace settings.
Create your first post (optional)
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.
You're all set
Setup is complete. You are taken to the workspace overview to start managing your social presence.
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.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.
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: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
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
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.
Page guides
After onboarding, guided walkthroughs appear the first time you visit key pages. Each guide is a multi-step dialog with tips specific to that page. Guides are available on:- Home (workspace overview)
- AI chat
- Connections
- Composer
- Published posts
- Analytics
- Campaigns
Contextual tooltips
In addition to page guides, 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.After onboarding
Once setup is complete, you can:- Visit Connections to link additional social accounts
- Open the composer to create and publish posts
- Browse the schedule to plan content ahead
- Use the AI chat to get help with captions, images, or campaign ideas
- Configure your brand profile for better AI-generated content
Troubleshooting
| Problem | Resolution |
|---|---|
| Onboarding wizard keeps reappearing | The wizard shows until you complete step 5. If you navigated away before finishing, return to the wizard and click Enter Workspace on the final step to mark onboarding as complete. |
| Cannot proceed past step 2 | You need at least one connected social account. Click Open Connections to link an account, then return to the wizard and click Refresh to update the account list. |
| Redirected to onboarding but I already have a workspace | Clear your browser cache and refresh the page. The wizard checks for existing workspaces on load and should skip automatically. If the issue persists, contact support. |
| ”User not registered” error on sign-in | Your account may not be provisioned yet. Contact support with the email you used to sign up. |
| Workspace name cannot be changed later | You can rename your workspace from workspace settings. The name you chose during onboarding is not permanent. |

