Getting Started
Quick Start for Agency Content Workflows
Follow the Max Socials setup guide, from creating an account and brand kit to preparing a first content batch.
This guide takes you from a blank account to your first published content batch.
Step 1. Create your account (~2 minutes)
Go to maxsocials.com and click Get early access. You'll enter:
- Your name and work email
- Your agency or company name
- A password (8+ characters, no other constraints)
After confirming your email, you land in the Max Socials dashboard. Your account starts with one workspace. All client brands you add live inside this workspace.
Step 2. Connect a brand (~3 minutes)
A brand is the unit Max Socials uses to scope content, discovery topics, and publishing channels. Each client you manage gets its own brand.
From the dashboard, click Add Brand. You'll fill in:
- Brand name, displayed in reports and the dashboard sidebar
- Industry, describes the client's market
- Primary language, defaults to English (US)
- Time zone, controls when scheduled posts go out
- Logo (optional), appears in white-label client reports
Click Create Brand. Max Socials provisions the brand and drops you into its settings screen.
Step 3. Give Discovery topics to watch (~3 minutes)
Discovery has no sources to configure: every scan reads Google Trends and Google News, plus DataForSEO where it is enabled, for the brand's topics. The Intelligence Loop scores every signal by velocity, brand relevance, and competition gap before surfacing it to you.
Discovery takes its topics from the brand's Buckets and Personas. Add both before your first scan:
- Content buckets, each bucket name is a topic Discovery searches for (e.g. remote work culture).
- Persona interests, the interests listed on each persona become topics too.
Then open Discovery and click Scan for opportunities. Scored opportunities appear when the scan completes; the Intelligence Loop starts learning from your feedback after the first batch.
Step 4. Run your first content batch (~2 minutes to trigger)
A batch is a set of content pieces generated from the highest-scoring discovery opportunities. You trigger it manually the first time, then set a recurring schedule once you've reviewed the output.
From the brand dashboard, click New Batch. Choose:
- Channels, select the social platforms you want content for (Instagram, LinkedIn, X, etc.)
- Piece count, start with 5–10 pieces for your first run
- Content types, short-form post, long-form post, video script, or image prompt
Click Generate. The AI engine drafts each piece, applies your brand voice settings, and formats content per channel. Generation takes 30–90 seconds depending on piece count and content type. Once complete, every piece lands in the Review queue for your approval before anything goes out.
What next
You now have a brand configured, discovery running, and your first batch in review. Three places to go from here:
- Platform Overview, understand how discovery, production, and distribution connect into a closed loop.
- Content Pipeline Setup, configure templates, approval workflows, and brand voice constraints for a client account.
- Distribution Scheduling, connect your social channels and set up AI-optimized posting schedules.
Ready to get started?
Join the early access list and get priority onboarding with your dedicated Max Socials implementation team.