Owner guide
Turn finished jobs into posts you approve
Most service businesses do good work that nobody sees. Here is a simple routine where an AI Social Manager drafts the posts from your job photos and you keep the final say.
The photos are already on your phone: the rotted deck board you replaced, the cleared gutter line, the before and after of a spring cleanup. Posting them is the part that slips when the day is full.
This guide walks through one routine for an AI employee that starts with those photos and ends with posts you have checked and scheduled yourself. It's a sensible first job to hand over, because the AI does the drafting and nothing goes out until you approve it. The business and the job below are illustrative. The steps describe how the product works.
- 1Brief it once
- 2Attach a finished job
- 3Drafts are saved
- 4You check the facts and schedule
- 5You review what worked
Step 1: Brief your Social Manager once
Treat it like briefing a new hire. Open the Social Manager's chat in Studio and tell it what a good post looks like for your business. You can copy this and change the details:
"We're a two-person lawn and landscape business in Maple Heights. Draft posts for the channels we've connected. A good post shows a before and after, the problem we found, and one practical tip. Keep it plain and friendly, with no hype. Never include customer names, house numbers, street signs, license plates or anyone's face. Don't mention prices. If a photo doesn't clearly show the result, tell me instead of using it."
That brief becomes the set of rules it drafts within. You can change it any time, and it's worth revisiting after the first few weeks.
Step 2: After a job, attach the photos and one line
Open the Social Manager's chat in Studio, attach the photos and add a short note about the job:
"Spring cleanup on a corner lot: cleared the beds, edged the walk, hauled away the leaves. Tip: edge before you mulch."
Only attach material you're comfortable sharing publicly. Ask the customer before you photograph their home or property, and crop out or leave out anything that identifies them, such as house numbers, cars or people, before you attach it.
Step 3: The Social Manager saves drafts, not posts
Its publishing tools save drafts in your social workspace, one for each channel you asked for, following that platform's requirements. They don't publish or schedule anything on their own.
Where a platform needs a decision only you can make, the draft waits for you. For example, Pinterest requires an image on every Pin, and you choose which of your own boards it goes to.
If you'd like a graphic for a tip or an explanation, the Social Manager can make an illustration. Use illustrations to explain things, never as a stand-in for a finished job. A before and after should always be your own photos.
Step 4: Check the facts, then schedule
Open Social from Studio to see the drafts. Before you schedule anything, read each one as if the customer were reading it over your shoulder:
- Is every fact right? The job, the town, what you actually did.
- Do you have permission for every photo?
- Is anything identifying still visible?
- Does it promise anything you don't offer, like a price, a time or a guarantee?
Edit what needs editing, delete what doesn't work, and schedule the rest. The decision to publish is yours, every time.
Step 5: Once a month, look at what worked
Look at the numbers your channels report in your social workspace (likes, comments, shares, and views or impressions where the platform provides them) alongside the inquiries that actually came in. A post that led to one real inquiry is worth more than one with a hundred likes.
Small accounts have small numbers, so look for patterns across a month rather than a single day. Then adjust your brief: more of what brought in work, less of what didn't.
What this routine doesn't do
- It doesn't publish without you. Drafts wait until you schedule them.
- It doesn't reply to comments for you.
- It doesn't guarantee reach or new customers.
- It doesn't replace your judgment about what's accurate and what's fair to share.
Getting started
The Social Manager comes with the optional Social package in AgentsFast, together with the social workspace. You connect your own accounts from Studio, under Social and then Add Channel. Some platforms require extra approval steps before posting is available, and the workspace shows which channels are connected.
The business and job in this guide are illustrative. The steps describe how the product is built; they aren't a customer's results.