Social & Content

Social & Content is your content command centre: write a post once, target one or more social channels, save it as a draft or schedule it for later, and track everything in one list. Find it under Marketing > Social & Content. LinkedIn is the one platform that publishes on its own, authorise the channel once and scheduled posts go out unattended. Every other platform is planning and tracking today: scheduled posts queue as your content calendar and you post them yourself when they come due. The composer says which of the two applies to each post, per channel.

• Compose: write your post, pick the channels to target, and either Save draft or Schedule it for a date and time.
• Edit a draft, scheduled or failed post in place: open it from the list and change the words or the time. Its channels and media are fixed once it is saved; to change those, write a new post. A post that has already gone out to any channel opens as a copy instead.
• Approvals: only an owner or admin can approve a post, and changing the words of an approved post withdraws the approval, so what goes out is always what was approved.
• Channels: register the accounts you post to (Facebook, Instagram, LinkedIn, X, YouTube, TikTok, Threads, Pinterest, Google Business). LinkedIn channels can then be connected (secure provider sign-in) for unattended publishing; the other platforms are planned and tracked here, and you post them yourself.
• One list for everything: drafts, scheduled, published, failed and cancelled posts in the shared list view, with search, filters, grouping by status and CSV export.
• Nothing waits forever: a scheduled post whose channel is no longer connected does not sit silently. Within a day of its scheduled time it is marked failed with a plain instruction (reconnect the channel on the Social page, then reschedule the post) - and rescheduling really retries: the failed sends go back into the queue fresh. An expired-but-connected channel is not treated as dead; tokens refresh automatically at publish time.
• Agents as your content team (coming next). Agents draft posts for you to approve before anything is scheduled; approve-first, never auto-posted.

1. 1

   Add a channel

   Marketing > Social & Content > Add channel. Pick the platform and the handle/page name. This registers it; connecting it for live posting comes later.

2. 2

   Compose a post

   Click Compose, write your content, tick the channels to target, and optionally set a schedule date/time.

3. 3

   Draft or schedule

   Save draft to keep it private, or Schedule to queue it. Scheduled posts show their send time in the list.

1. 1

   Send a client-ready report

   On Marketing > Social Analytics click Export report for a clean, branded one-page summary (KPIs, engagement trend, per-channel, top posts). Print or Save as PDF to share with clients. It carries your (or your reseller’s) logo and colours automatically.

2. 2

   Handle every reply in one inbox

   Open Marketing > Social Inbox for every comment, mention and DM across your channels in one stream. Reply, mark conversations open/pending/closed, and let an agent draft on-brand replies for you to approve.

3. 3

   Turn a conversation into a lead

   In Marketing > Social Inbox, open a conversation and press Make lead. The name comes from the person's handle and the source from the platform. If the conversation already has a lead, it shows Lead: and the name instead, and opens it.

4. 4

   Get messages and comments automatically

   Once an account is connected under Marketing > Social and its network is set up, the Social Inbox brings in its messages and comments about every five minutes, and Sync now fetches them straight away. This covers X (direct messages and mentions), Facebook Pages (Messenger and post comments), Instagram (direct messages and comments) and LinkedIn company pages (comments). You can reply from the inbox, including public replies to X mentions. Messenger and Instagram replies are only allowed within 24 hours of the person's last message. TikTok is not available, because its comments are only offered through TikTok API for Business. Replies show Sending, Sent or Not sent with the reason. X charges per message read and sent, so each workspace has a monthly spend limit (owners and admins set it in the Social Inbox; it starts at $20); Meta and LinkedIn calls are free but counted against a monthly call limit. Messages already there when you first connect come in without creating automatic leads.

5. 5

   Watch the competition

   Open Marketing > Competitor Watch, add the competitors you care about, then run the Competitor Watcher agent: it drafts competitive insights (trends, gaps, threats, opportunities) with recommendations for your team to review and action.

6. 6

   Plan on the calendar

   Open Marketing > Content Calendar for a month view of every scheduled and published post. Drag a post to another day to reschedule it, and drag an unscheduled draft onto a day to schedule it.

7. 7

   See what is working

   Open Marketing > Social Analytics for reach, impressions, engagement rate, per-channel breakdown, an engagement trend and your top posts. Pick a time range (7 / 30 / 90 days).

Publishing controls & safety: outbound posting runs through a rate-limited, cost-capped dispatcher with a global kill-switch and daily caps (global + per-tenant), all on Platform ▸ Social Providers. Sends are claimed atomically (no double-post), retried up to 3 times with backoff, and a reaper releases anything stuck. A post is marked Published only once its channels resolve. This keeps posting safe and within provider rate limits at scale.

Live publishing (setup, LinkedIn): a platform admin registers LinkedIn’s OAuth app once under Platform ▸ Social Providers (client id/secret, redirect URI, scopes), secrets are write-only and never displayed. Once enabled, tenants authorise their own LinkedIn from their channels; each account’s access token is stored encrypted, isolated so no tenant user or admin console can read it, and used only by the publishing service. Other networks have no publish adapter yet, so their setup does not exist to describe, the picker says so per platform rather than implying nine adapters where there is one.

Social Inbox sync (setup, X): a platform admin creates an X developer app (OAuth 2.0, read and write plus direct messages), buys X pay-per-use credits, and enters the client id and secret under Platform ▸ Social Providers with the scopes tweet.read tweet.write users.read dm.read dm.write offline.access. Accounts connected before that must be reconnected so X grants the new permissions. The same page sets a platform-wide monthly ceiling for X spend (it starts at $50) and warns the platform team at 80%. The secrets are kept in the secure key store and are never shown again. The same is true of every other app secret in WorkBOS: social network apps, Connected Apps and MCP app clients are all stored encrypted in the secure key store (Vault).

Social Inbox sync (setup, Facebook): create a Business-type Meta app with Facebook Login for Business and Messenger added, request the scopes pages_show_list pages_manage_posts pages_read_engagement pages_manage_metadata pages_messaging pages_read_user_content pages_manage_engagement, pass Meta App Review for advanced access, and verify the business. Enter the app id and secret under Platform ▸ Social Providers.

Social Inbox, older posts and speed: comments on the newest posts are read on one run and an older window (up to 25 posts or 30 days back) on the next, so without webhooks a Facebook or Instagram comment can take up to 10 minutes. To make messages and comments arrive within seconds, open Platform ▸ Social Providers, press Show webhook setup, and paste the address and verify token into the Meta app under Webhooks (Page: messages and feed; Instagram: messages and comments). If you manage several Facebook Pages or LinkedIn company pages, pick the one to use on the Social page after connecting. Replies under comments on older LinkedIn posts are not read.

Social Inbox sync (setup, Instagram): add the Instagram product with Business Login to the Meta app and enter the Instagram app id and secret under Platform ▸ Social Providers. Scopes: instagram_business_basic instagram_business_content_publish instagram_business_manage_messages instagram_business_manage_comments. The account must be a Business or Creator account.

Social Inbox sync (setup, LinkedIn): the Community Management API must be approved for the app first. Scopes: openid profile w_member_social r_organization_social w_organization_social rw_organization_admin. Only add these after approval, or LinkedIn sign-in breaks. Company page comments are read; LinkedIn messages are not available.

For every network, use the redirect address shown for it under Platform ▸ Social Providers as the callback in the network's developer settings. Each network stays off until its app is set up, and the platform team can switch any provider off under Platform ▸ Social Providers.

Media Library: under Marketing > Social Media > Media Library, keep reusable images, video and GIFs. Add media three ways: Upload straight from your device (files are malware-scanned before they can be used), pick From Drive (any image/video already in your Drives: already scanned, so it is ready instantly), or Add by URL (a direct https link from a CDN or host). Uploaded and Drive media are stored privately in your workspace and shown via short-lived secure links. When composing a post, pick any media to attach it. Assets are org-scoped and RBAC-gated like every other list.

Content sources (RSS): under Marketing > Social Media > Content Sources, add the RSS or Atom feed URL of your blog, a newsletter, or a news site. Hit Fetch now and new articles are pulled in server-side (with safety limits) as items. Click Draft on any item to turn it into a ready-to-edit social post, it lands as a draft in Social & Content, so your brand voice, approval policy and scheduler all still apply before anything goes out. A great way to keep a steady content pipeline without starting from a blank page.

Bulk scheduling: select several draft posts in the list and choose Schedule from the bulk bar to spread them across a cadence (every day, weekdays only, every 2 days, or weekly) from a chosen first slot, a fast way to lay out a week or month of content at once. Bulk scheduling respects your approval policy: if approval is required, posts must be approved before they will move to scheduled.