Content sources
The one place that decides what Social Posting and Newsletter Autopilot may write from — the sources each autopilot reads, the ideas waiting to be written, and everything already written from them.
What this page is for
Brand → Content sources, in the brand's Content band after Knowledge and Products.
Two kinds of marketing autopilot can write for a brand: Social Posting's Autopilot (one per brand) and Newsletter Autopilot (a brand can have several). This page is the one place that decides what they may write from. They read the sources you tick here, turn what they read into ideas, and write posts and newsletter campaigns from those ideas. The page follows that order in three steps.
The three steps
A stepper at the top shows one step at a time, each with a count under it:
- Sources they can use — every source of the brand, with a tick per autopilot ("8 sources").
- Ideas waiting to be written — the ideas queue ("13 ideas").
- Ideas already written — every post and campaign that came out of an idea ("88 pieces").
Click a step to open it, or use Previous: … and Next: … under each table. The open step is part of the page address, so a link or bookmark reopens the same step.
Looking at one autopilot
When the brand has two or more autopilots, Show the page for in the header switches the whole page between All autopilots and one autopilot: Social posts under Social Posting, or a newsletter autopilot by name under Newsletter autopilots. With one autopilot chosen:
- step 1 has a single May read column instead of one tick column per autopilot,
- step 2 is numbered in the exact order that autopilot will take the ideas,
- step 3 lists only what that autopilot wrote.
The step titles follow, for example Sources Social Posting can use. Your browser remembers the last choice for each brand. The Open content sources button on an autopilot's own page opens this page on that autopilot's view.
Step 1: Sources they can use
One table lists every source the brand has: one row per knowledge base and per documentation set, then Website pages and Files, text & FAQs (what is attached under Knowledge), Products, and finally every source you added yourself. The line under each name says what kind of source it is.
| Column | What it tells you |
|---|---|
| Source | The name, the kind of source and, for an added source, its address. |
| Available | Items no autopilot has written about yet in this round, out of all items of the source — e.g. 12 / 40. |
| Last synced | When the list of items was last refreshed. |
| One column per autopilot (or May read) | The tick: may this autopilot write from this source? |
Ticks
- A tick saves the moment you click it. An autopilot writes only from the sources ticked for it — with nothing ticked, it writes nothing.
- Products can't be ticked for Social Posting ("Products are not used for social posts"). Newsletter autopilots may use them.
- Nothing new is ticked automatically. A knowledge base or documentation set you add to the brand later stays unticked for every autopilot until someone ticks it here.
- A brand with no autopilot yet shows "Ticks appear once the brand has an autopilot", with buttons to create one.
Adding a blog, news page or feed
Add source opens a dialog:
- Kind — Detect from the URL, Sitemap, RSS / Atom feed or URL list. Sitemap indexes work too.
- URL, or for a URL list, URLs — one address per line, up to 200.
- Name — optional, shown in the tables.
- Who may write from it — nothing is ticked unless you tick it. In one autopilot's view, that autopilot starts ticked.
Only the address, title and date of each entry are stored; the page itself is read when an autopilot writes from it. That is the difference from a sitemap added on the Knowledge page, which is read and stored so the AI can answer from it.
Limits: up to 10 added sources per brand and 2,000 entries per source. A source in which nothing is found is not kept, and the same address can't be added twice.
Syncing
- Sync now above the table refreshes the whole brand — its own content and every added source. Hover it to see when it last ran.
- Lists also refresh by themselves: a sitemap at most once a day, a feed at most once an hour. A URL list never changes — it is exactly the list you pasted.
- After 3 failed syncs in a row an added source is switched off and its row says "Disabled after 3 failed syncs — fix the URL and re-enable". No autopilot draws from a disabled source, and its ticks are locked until you enable it again.
- "No dates in this source — its items cannot be drawn newest-first" means the source gives no dates. Its items are still used, but they are the least likely to be picked.
The row menu
Every row offers Make all items available again. Sources you added also have Sync now, Rename, Enable or Disable, and Remove. Removing asks first; posts and campaigns already written from the source are kept.
Show items
Show items opens the source's items in a side panel, headed with how many are available. You can search it and filter it by State (All, Available, Used).
| State | What it means |
|---|---|
| Available | No autopilot has written about it yet in this round. |
| Used | An autopilot wrote from it — the Idea button next to it opens the idea it became. With the hint "Covered by a post or campaign you wrote", your own piece used it. |
| Set aside | You set it aside. No autopilot writes about it until the next round. |
| Skipped | Nothing readable was found on the page. |
Select rows, then use Make N available again or Set N aside. Each row's menu has the same two actions, plus Open the page (web pages) or Open the article (knowledge base articles), and See the idea it became. The button at the bottom, Make all N used items available again, frees the whole source.
How items get used, and when they come back
- "Used" counts for the whole brand. Once an autopilot has picked an item and turned it into an idea, the item is used for every autopilot of the brand. That idea is offered to every autopilot that has the same source ticked, so each of them can still write its own piece from that idea.
- A new round starts only when an autopilot runs out. Sources don't start over one at a time. When every item in all the sources ticked for an autopilot is used, all items of those sources become available again — including the items you set aside — and a new round begins. Sources that autopilot doesn't have ticked are left as they are.
- Newer items come up more often. An autopilot picks among the available items at random, but newer items are more likely to be picked — it is not strictly newest first.
- You can free items yourself at any time — one item, a selection, or a whole source.
Step 2: Ideas waiting to be written
Every piece an autopilot writes starts from an idea: a title and a short brief.
The order. In one autopilot's view the numbered list is the exact order it takes them: your own ideas first, oldest first, then the ideas the autopilots made, newest first. An idea whose page has disappeared goes to the end and is skipped ("The page behind this idea is gone — it is skipped"). The All view lists every waiting idea newest first, with a tick column per autopilot.
From shows who made each idea — Yours, Your post, Your campaign, the autopilot's name, or Removed autopilot — next to the source it came from.
When nothing is waiting, the autopilot picks a fresh item from its ticked sources and AI turns it into an idea, which is offered to every autopilot that ticks the same source. Repeats are caught right here: if the new idea is nearly the same as one already made in this round, the autopilot writes from the existing idea instead (if it hasn't yet) or drops the new one and picks another item.
Add your own idea with Add idea: a Title (up to 120 characters) and a Brief (up to 500) — what the piece should say, who it helps, which facts to include. Every autopilot is ticked by default. Your ideas go to the front of the queue, and a brand can have up to 200 of your own ideas waiting at once. Write time-sensitive announcements by hand — the queue is not a calendar.
Offer, or don't offer. In the All view, the ticks decide which autopilots may write from an idea. Once an autopilot has written from it, its tick turns into the date — a link to the post or campaign — and can't be removed. In one autopilot's view, Don't offer to … in the row menu takes an idea out of its queue; ideas it isn't offered sit folded under the list ("N more ideas not offered to …"), each with Offer to ….
Edit or delete. Click an idea, or choose Show the idea, to see all of it: where it came from, the pages behind it, who it is offered to and who wrote from it. You can change the text of your own ideas until something has been written from them. Delete works on every idea; posts and campaigns already written from it are kept.
Step 3: Ideas already written
One row per post or campaign written from an idea, newest first: Idea, Written by, Type (Campaign or Post), Date and From. A campaign opens in the campaign editor. A post opens on the Social Posting page for team members with Social Posting access; for everyone else it is plain text. Pieces you wrote by hand ("By hand · post", "By hand · campaign") appear only in the All view.
Who can open this page
Anyone with the Brands & chat widgets or the Content sources permission — either one is enough.