Guides for every part of PromoPilot

Getting Started 6

• Tours, hints and the help menu - Learn any page with a guided tour, a video, a hint or the AI assistant
• Creating Your Account - Sign up and verify your email
• Getting Started With Your Plan - Your first steps, the menu and adding modules
• Navigating the Portal - Understand the main sections of the app
• Quick Start: Your First Post - Go from zero to a scheduled post in 5 minutes
• Using the Create New page - Pick the right way to make a post, an ad or a video

Features 26

• Customizing your dashboard - Move, resize, add, remove and configure the widgets on your dashboard
• Content on Autopilot: Application Promotion - Point the autopilot at your product URL and it turns your features into daily promo content
• Application Promotion: editing features and the plan - Add, edit, exclude, or remove features and hand-tune the promotion plan before you approve it
• UGC Autopilot: market your app on its own - An autonomous engine that ideates, generates, quality-checks, and schedules posts in your brand voice
• Drop documents and paste into the editor AI chat - Attach PDFs, notes, screenshots, or a long pasted snippet and let Claude use them as context
• Create a product with PromoPilot AI - Let Claude draft your product name, descriptions, and price
• Previewing lead forms - See what your Meta lead form looks like before launch
• Team members and brand access - Invite people into your brands and choose exactly what each of them can do
• AI Knowledge Upload - Upload documents to auto-create knowledge entries
• Website Journeys and Reports - See how your website is doing and follow visitors through it with Google Analytics
• Staff Permissions - Control admin panel access for staff members
• Playbooks - Workflow automation for contacts, opportunities, payments, and more
• Playbook builder - Lay out, explain and test a playbook's steps
• A playbook's page - Triggers, AI settings, limits and runs of one playbook
• Publishing Stories (Instagram + Facebook) - Add a 9:16 story alongside your feed post in one action
• Connecting a sending domain - Use your own domain for playbook email and inbox replies
• Connect Your Meta Ad Account - Capture leads from Meta Lead Ads directly into your CRM
• Reading the ROAS dashboard - Join Meta ad spend with pipeline revenue
• Sending conversion events back to Meta (CAPI) - Optimise ad delivery with server-side events
• Fix Text in Campaign Images - Regenerate AI images with corrected text while preserving the original layout and style.
• Thumbnail Studio - Design YouTube thumbnails with AI
• Boost a Post (Promoted Posts) - Turn a published post into a real Meta ad
• Detailed targeting: interests, behaviours and job titles - Show a promoted post or ad to people like small business owners
• Page likes ads and ads shown in the EU - Grow your Facebook Page, and the names Meta needs on EU ads
• Custom Audiences - Build Meta audiences from contacts, engagers, visitors or lookalikes
• YouTube Comments - Answer YouTube comments from the inbox and with playbooks

Integrations 5

• Connecting Meta Conversions API (CRM Leads) - Send CRM stage changes to Meta so ad optimisation learns from real conversions
• Launch a Meta lead ad from PromoPilot - Add an ad set and ad to a draft campaign, pick a lead form, push to Meta without opening Ads Manager
• Create a Meta lead form in PromoPilot (full wizard + AI end-to-end) - Tabbed wizard for every Graph v25 field - cover photo, thank-you page, multi-choice questions, tracking UTMs - with a one-click AI draft that fills the whole thing
• AI Suggest on Meta ad wizard fields - Every advanced field in the campaign, ad set, and creative wizards has a Suggest button that asks our AI for a context-aware default
• AI Ads Specialist (pre-push review) - Let our AI review your Meta ad draft before you push, with one-click fixes for targeting, copy, policy and budget

Brand Kit 5

• Creating a Brand - Set up your brand identity
• AI Brand Scraping - Auto-detect brand guidelines from your website
• Brand Brief - AI-generated brand guidelines document
• Typography & Colors - Customize fonts and color palette
• Holiday Country - Set your holiday locale for the content calendar

Content Library 5

• Uploading Media - Add images and videos to your library
• Organizing with Folders - Create folders and manage your content
• Searching & Filtering - Find the right asset quickly
• Tags & Asset Actions - Tag, share, duplicate, archive, and delete
• Google Drive Import - Import images and videos from your Google Drive

AI Generation 5

• AI Post Generation - Generate captions and hashtags with AI
• LinkedIn Post Generation - Create professional LinkedIn content
• AI Image Generation - Create an image from a prompt in the Ad Workflow
• Special Day Content - Generate holiday and event-specific content
• YouTube Thumbnail Generation - Create eye-catching thumbnails

Ad Workflow 16

• Test audiences in one campaign, with one ad set per audience - One Meta campaign, one ad set per audience, iPhone-only and exact ages if you want
• Switching off Facebook in-stream video and Reels overlay ads - Keep an ad set out of two Facebook positions without Ads Manager
• Previewing Meta ads before you push - See every placement while you edit the creative
• Ad Workflow Overview - Create, resize, and publish ads in a 5-step wizard
• Platform Resizing & Focal Points - Smart crop your content for every placement
• AI Ad Image Generation - Generate ad images with DALL-E inside the workflow
• Connect Google Ads - See what your Google Ads campaigns spend and bring in, next to your Meta ads
• Promote a YouTube Video - Show one of your videos as a YouTube ad through Google Ads, created paused until you switch it on
• Campaign Wizard - Create Meta ad campaigns with AI assistance
• Auto-stop and end times for campaign ad sets - Flag or pause the ads that underperform, and end an ad set on a date
• Why did my ad stop? - Ads paused on Meta without PromoPilot, and who or what did it
• Placements Meta skips on a live ad - Where your ad shows, and Meta's reason where it does not
• Choose where an ad shows - Automatic placements, or only Feeds, Stories and Reels
• Run an ad set only at certain hours - Set the days and hours an ad set may deliver, for example weekdays 9 to 5
• New lead alerts and test leads - Hear about every Meta lead straight away, and send a test lead to check it works
• One ad account, several brands - Each brand sees its own campaigns, even when brands share a Meta or Google Ads account

Calendar & Scheduling 6

• Calendar Views - Monthly and weekly calendar layouts
• Scheduling a Post - Schedule content to go live at a specific time
• Posting to TikTok - The settings TikTok asks you to choose for every post
• Drag & Drop Rescheduling - Move posts between days by dragging
• Editing & Deleting Posts - Modify or remove scheduled content
• Running Low on Content Alerts - Get told before your calendar runs dry

Social Accounts 6

• Connecting Social Accounts - Link your Instagram, Facebook, TikTok, YouTube, and LinkedIn
• Default Social Accounts - Set a default account per platform
• Share or Transfer a Social Account - Use one connected account in several of your brands, or move it to another brand
• Disconnecting Social Accounts - Remove a connected social account
• Connect Google Analytics - See website visits, key events and revenue from your social posts and campaigns
• MCP Server Access - Included with every account: run PromoPilot from Claude, Claude Code, Cursor and other MCP clients

Links & UTM Builder 2

• UTM Builder - Add tracking parameters to your URLs
• Link Shortener - Create short, trackable links

Credits & Billing 5

• Understanding Credits - How the credit system works
• Viewing Your Usage - Track credit spending and balance
• Subscriptions & Payments - Manage your plan and billing
• Bring Your Own Key (BYOK) - Use your own AI API credentials
• Buying Credits - Top up your AI credits with one-time purchases

Billing & Subscriptions 5

• Modular Pricing - How per-brand subscriptions work
• Discount Codes - Money off your first months of a brand plan
• Cancelling Your Subscription - How cancelling works and what happens next
• Managing Your Subscription - Add modules, switch plans, view invoices
• AI Credits - How credits work per brand

Account & Settings 5

• Profile Management - Update your name, photo, and email
• Two-Factor Authentication (MFA) - Secure your account with email-based 2FA
• Cookies and Usage Analytics - Choose whether PromoPilot may use Google Analytics and the Meta pixel
• Password Management - Change or reset your password
• Notification Preferences - Control email and in-app notifications

Storage 3

• Default Storage (PromoPilot) - How your files are stored by default
• Free Up Space After Posting - Delete images and videos once their posts are live
• Connect Your Own S3 Bucket - Use your own AWS S3 for storage

Automations 1

• Engagement Automations - Automated DMs triggered by comments and followers

Campaigns 1

• Campaigns - Automated multi-day social media campaigns

Sites 11

• Get started with Sites - Build funnels, websites, and product pages in one place
• Connect your Stripe account - Accept payments on your funnels and websites
• Create your first funnel - Pick a template and start selling in minutes
• Build a website - Multi-page sites with a shared nav and footer
• Edit with AI chat - Describe your page in plain English and watch it change
• Sell digital products - Upload a file, set a price, and start taking orders
• Publish your funnel or site - Go live on a free PromoPilot subdomain in 60 seconds
• Design your pages: sections, layouts and theme - Backgrounds, layouts, colours, fonts and the selling blocks
• Build funnels and websites with your AI assistant - Create, connect, check and publish through the MCP server
• Refunds, downloads, and customer care - Handle refund requests and expired download links
• Generate SEO for your pages - Edit meta title, description, keywords, and og image manually or let PromoPilot AI draft them

Approvals 5

• Approvals Overview - Get a sign-off on content before it goes live
• Creating a Pipeline - Set up review stages and approvers
• Sending Content for Review - Submit content through an approval pipeline
• Reviewing in PromoPilot - Approve or reject from the Waiting on you tab
• Reviewing as a Guest - How external reviewers approve or reject content

CRM & Pipelines 6

• CRM Notification Preferences - Customize which pipeline events trigger notifications
• Inbox Notification Preferences - A notification bell for every brand: messages, emails and post comments
• Inbox: assign, clean up and summarize conversations - Hand threads to teammates, delete in bulk, get the gist
• Contacts: find, assign and tidy up contacts - Quick filters, owners and bulk actions on the Contacts page
• Email broadcasts to your contacts - Send one email to all your contacts, a tag, or people you pick
• Start a playbook for many contacts at once - Run one playbook for everyone you select, spread out over time

Support 1

• Live Support Chat - Get help from the AI assistant or a team member

Feedback 2

• Submitting Feedback - Report bugs, request features, or share suggestions
• Tracking Feedback Status - Follow the progress of your submissions

Affiliate Program 1

• Affiliate Program Overview - Earn commission by referring users