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AI Social Media Manager: Setup & Optimization Workforce Plan

Requirements

Social AI Premium must be active on your account.

The AI Social Media Manager Setup is a done-with-you service where our experts configure, train, and launch the AI Social Media Manager for your business. Our team handles the branding, trains the AI on your voice and content, connects your social accounts, and sets up an autonomous content calendar that drafts, schedules, or publishes posts across your networks.

Two ways to get the AI Social Media Manager

Choose one or the other:

  • Setup: a one-time fee. Our experts configure, train, and launch your AI Social Media Manager.
  • AI Workforce Optimization Plan: an ongoing monthly fee that includes the same setup plus continued optimization (monthly check-ins, unlimited change requests, and a live training session).

Setup​

Setup runs through a short series of calls where our experts configure, train, and launch your AI Social Media Manager. Here's how it works and what we set up along the way.

1. Onboarding call​

Our experts lead an onboarding call to understand your business's social media goals and content strategy. We come to the call with your AI Social Media Manager already pre-configured in your branding, so we can refine it together — posting cadence, content mix, target networks, and your preferred approval workflow.

  • Timeline: An onboarding call can be booked in as little as 1 business day, depending on availability.

2. Configuration and launch​

Using the refinements from the onboarding call, we configure and launch your AI Social Media Manager. This is where everything gets set up:

  • Branding: we set the AI's name and profile photo to match your brand, and select the generative AI model used to draft your content.

  • Brand training: we train the AI so your posts sound authentic and on-brand, using:

    • Your website content and business profile, so posts reflect your services, messaging, and voice
    • Any additional documentation about your products, services, FAQs, or promotions
    • Your brand voice, tone, and persona — including preferred hashtags, emoji use, and calls to action
    • Wording, phrases, or topics that should be included or explicitly avoided

  • Connecting your accounts: we connect each platform you want the AI to publish to — Facebook, Instagram, LinkedIn, X (Twitter), YouTube, TikTok, and Google Business Profile — using your credentials, or we walk you through connecting them yourself.

  • Your content calendar: we set up the autonomous calendar that generates and drafts, schedules, or publishes your posts (see Your social content calendar below).

  • Timeline: Your AI Social Media Manager will be complete 1 business day after the onboarding call.

3. Walkthrough and training call​

We walk you through the new workflow: where to find your generated calendar and individual posts, how drafts, scheduled posts, and published posts are managed in your dashboard, and how to chat with your AI Social Media Manager directly to generate posts, pull performance insights, or adjust content conversationally.

4. 30-day review​

At your 30-day check-in, we review how your calendar is performing — highlighting top-performing posts surfaced by the AI — and confirm whether your posting cadence, content split, and approval setting still make sense as your business evolves.

Your social content calendar​

Your AI Social Media Manager runs on a recurring trigger — daily, weekly, or monthly — that generates a fresh content calendar. Each time it runs, we configure:

  • Goal: what the posts should achieve (for example, boosting brand awareness or driving leads).
  • Total posts: how many unique post topics are generated per run (each topic becomes one post per connected network).
  • Content split: the mix of Business, Engagement, and Industry content (default 40% / 30% / 30%).
  • Post length and structure: by default, a short hook → value → call-to-action format, adapted per network.
  • Images: AI-generated or stock (royalty-free from Pexels and Pixabay).
  • Networks: which connected platforms receive posts.

Choosing your approval workflow​

You choose how much oversight you want before content goes live:

  • Draft (recommended for new setups): the AI writes each post, but nothing goes live until you review and approve it in your dashboard.
  • Schedule: the AI writes and queues each post to publish at the optimal time per network, without requiring manual approval.
  • Publish: the AI writes and publishes each post immediately; best for businesses that want fully hands-off execution.

Your approval preference is confirmed during the onboarding call and can be changed at any time as you become more comfortable with the AI's output.

How we handle edits and refinements​

If you'd like something changed — tone, structure, topic focus, hashtag use, or anything else — let our team know. Rather than editing a single post after the fact, we update the underlying prompts so all future posts reflect the change going forward, keeping your calendar consistent and on-brand over time.

Performance insights​

Once your calendar is live, the AI Social Media Manager pulls engagement metrics — likes, comments, shares, and link clicks — from your connected networks and feeds those insights back into future calendar generation, so performance improves over time.

AI Workforce Optimization Plan​

The AI Workforce Optimization Plan is a monthly subscription that keeps your AI employee performing after launch. Setting up an AI employee is only the beginning — real value comes from the steady tuning that follows. This plan gives your team a direct line to our experts so prompts, automations, and settings can evolve as your business does, without you having to do the technical work yourself.

Setup is included

The Optimization Plan includes a full AI employee setup (the same scope as a one-time Setup) in Month 1 — you don't purchase Setup separately. Choose the one-time Setup or the monthly Optimization Plan, not both.

What's included​

  • 1 AI employee setup: Choose your AI employee at purchase. Setup is delivered in Month 1 and follows our standard setup scope: tasking, prompts, automations, and settings.
  • Monthly AI employee check-in: A proactive touchpoint each month where our team reaches out to ask for business updates and confirm the accuracy and overall performance of the AI employee.
  • Coverage for AI employees set up by our team: Ongoing optimization coverage applies to AI employees configured by our services team within the standard setup scope: tasking, prompts, automations, and settings.
  • Unlimited changes: Request as many changes as you need to prompts, automations, and AI employee settings.
  • Email access to our expert team: Submit requests by email and receive a same-day acknowledgment. Our target is to fully resolve standard requests within 2 business days.
  • Live training session for your team: A live, guided training session so your team understands how the AI employee works, how to spot issues, and how to make the most of the optimization plan.

What's not included​

The AI Workforce Optimization Plan is focused on tuning and operating AI employees within the platform. It is not a custom development engagement. The following are out of scope:

  • Sophisticated automations and integrations beyond the platform: Work that goes beyond what can be configured within the platform in a reasonable amount of time.
  • Custom software development: Writing, hosting, or maintaining custom code, scripts, or APIs on your behalf.
  • Third-party tool buildouts and administration: Configuring, administering, or paying for third-party tools and accounts that sit outside the platform.
  • Strategic consulting and business process design: Designing your overall go-to-market strategy, sales process, or operational workflows.
  • Content creation and creative production: Producing long-form marketing content, brand assets, or creative deliverables.
  • Net-new AI employees beyond the one included: Additional AI employees can be added through a separate setup engagement.
  • Coverage for AI employees you configured yourself: Self-configured AI employees can be brought into scope through a setup engagement.
  • Guaranteed business outcomes: We commit to expert configuration and ongoing optimization, not to specific revenue, lead, or conversion outcomes.
Need something out of scope?

If a request falls outside the optimization plan, we'll let you know. We can scope your request to see if it's something we can set up and support, and let you know if additional charges apply.

What to expect: response times, check-ins, and change requests

Response and resolution

  • Same-day acknowledgment. Every request you email in is acknowledged the same business day so you know it has been received and is queued.
  • 2-business-day resolution target. Most standard requests — prompt edits, small automation tweaks, settings updates — are resolved within two business days. Larger or more complex requests may take longer, or not be included; if so, we'll set expectations up front.
  • Business hours. Requests are handled during standard business hours, Monday to Friday. Requests received outside of business hours are picked up on the next business day.

Monthly check-ins

  • Each month, we proactively reach out to ensure your AI employee is performing as expected or to identify any necessary updates.
  • If you know of upcoming changes to your business, please notify us during these meetings so we can make proactive adjustments.

Change requests

  • Submit change requests by emailing marketingservices@yourdigitalagents.com. Please include the AI employee, what you'd like changed, and the desired outcome.
  • There is no cap on the number of requests per month — but the more clearly you describe the desired outcome, the faster we can deliver it.
  • We will confirm changes once they are live so you can validate them in your environment.
Roles and responsibilities

We will

  • Set up your included AI employee within the standard setup scope in Month 1.
  • Reach out proactively each month to ensure AI employee accuracy and performance.
  • Action your change requests against the AI employee's prompts, automations, and settings.
  • Acknowledge requests the same business day and target 2-business-day resolution.
  • Deliver one live training session for your team.

You will

  • Provide accurate business information, processes, and content the AI employee should reflect.
  • Submit change requests with enough context for us to act: the AI employee, the change, and the desired outcome.
  • Validate changes in your environment after we confirm they are live.
  • Keep us informed of meaningful changes to your business — new services, hours, pricing, or processes — so the AI employee stays accurate.

Once your subscription is active, your services contact will reach out to schedule the Month 1 setup and onboarding, the live training session, and your first monthly check-in. From there, you can email change requests at any time.

What optimization covers for the AI Social Media Manager

Within the optimization plan, our team can:

  • Make small adjustments to the posts or images by chatting with your AI Social Media Manager.
  • Update the prompts that guide how content is written.
  • Change your setup, such as posting frequency, content split, or connected platforms.

Not included: manually reviewing and editing every social post and image the AI generates. We tune the prompts and settings so future content improves, rather than hand-editing each post.

What we'll need from you​

To set your business up for success, we will need the following:

Account access

  • Login credentials (or a walkthrough during onboarding) for each social account you want connected.

Content strategy

  • Your posting goal and overall content strategy.
  • How often you would like the AI to generate content (weekly or monthly).
  • How many posts you would like per week or month.
  • Your desired content split across Business, Engagement, and Industry posts.
  • Whether you would like to review everything before it is posted (Draft) or have it scheduled automatically.

Brand guidelines

  • Brand voice samples and tone preferences.
  • Any banned topics, words, or phrases, and compliance language that must be avoided.
  • Relevant holidays or current events specific to your business or industry.

Frequently asked questions (FAQs)​

What is the AI Social Media Manager Setup service?

It's a done-with-you service where our experts configure, train, and launch your AI Social Media Manager, including connecting your social accounts and building your autonomous content calendar.

Which platforms are supported?

Facebook, Instagram, LinkedIn, X, YouTube, TikTok, and Google Business Profile.

Can I review posts before they go live?

Yes. Choosing the Draft approval setting means every post is generated and held for your review before it's scheduled or published.

Can I change my content strategy later?

Yes. Posting cadence, content split, post length, networks, and your approval setting can all be updated at any time — many businesses revisit these during their 30-day review.

What kind of images does the AI use?

By default, the AI generates original images for each post, falling back to royalty-free stock photography from Pexels and Pixabay if needed. Visual brand guidelines can be applied to either option.

How does the AI learn my brand voice?

We train it using your website, business profile, and any brand documents you provide, along with the tone, wording, and topic preferences you share during onboarding.

What happens after the first 30 days?

We complete a 30-day review to walk through performance — including top-performing posts and engagement trends — and confirm whether your cadence, content split, or approval setting should be adjusted.

How many AI employees does the optimization plan cover?

The plan includes setup and ongoing optimization for one AI employee. Additional AI employees can be added by activating another instance of the same solution.

Is there a limit on change requests?

No. Changes to prompts, automations, and AI employee settings are unlimited. Larger or more complex requests may take additional time or charges to deliver — we'll always set expectations up front.

What counts as a "standard" request?

Standard requests include anything that we originally set up for the AI employee — prompt edits, small automation adjustments, and settings changes. Work that requires custom development or integrations beyond the platform is out of scope.

What if my AI employee was set up by someone other than our team?

Optimization coverage applies to AI employees set up by our team within the standard setup scope. If yours was self-configured, talk to your services contact about a setup engagement to bring it into scope.

How do I submit an optimization plan request?

Email marketingservices@yourdigitalagents.com with the AI employee in question, the change you'd like made, and the desired outcome. You'll receive a same-day acknowledgment and an expected resolution timeline.