Publishing with your agent

Your agent publishes only when you ask it to, in the workspace you chose, and only if your role allows it: Contributors prepare drafts, while Managers, Admins and the Owner schedule and publish. This page explains what happens next. The tools themselves are listed in What your agent can do.

Your agent confirms first

Before it schedules or publishes, Contenttosocial asks your agent to confirm three things with you:

• the copy;
• the accounts, for example your LinkedIn company page rather than your personal profile;
• the publication date and time.

Read that summary before you say yes. If the workspace or the client is unclear, your agent is asked to check with you rather than guess. Depending on its settings, your agent may also ask your permission each time it uses a tool that changes something.

A clear request names everything:

Schedule the “Spring launch” draft for Tuesday at 9:00 Paris time
on our LinkedIn company page and our Instagram account.
Show me the caption and the accounts before scheduling.

Draft, scheduled or published now

A post your agent creates from a template without a time is published at once. To prepare a post without publishing it, ask for a draft.

A scheduled post is handed over for publication as soon as it is scheduled, then goes out at its time. A problem such as an account that needs reconnecting therefore shows up within seconds, not at publication time. After the post’s time, ask your agent for its status.

Timing

• Schedule at least 5 minutes ahead and at most 12 months ahead. Publishing now has no minimum.
• Unless you name another timezone, your agent uses the workspace’s timezone, which it sees in the workspace list. Naming one, such as “9:00 New York time” or “9:00 UTC”, applies to that post only: the workspace’s timezone does not change.
• A post has one time for all its accounts. To publish at different times, create one post per time.
• When the clocks change, a time given without a UTC offset that falls in the skipped hour is refused, and one in the repeated hour is read as its first occurrence.

What each network needs

Contenttosocial checks these rules before a post is scheduled or published, and before it is submitted for approval or approved. Networks can add their own restrictions on your accounts.

Each template has a fixed format, which decides the networks it can go to:

• A design has 1 to 10 slides. A story is a single image, published without a caption.
• Without a design, a post can go to LinkedIn, Facebook and X. Such a text-only post starts as a draft, which your agent then schedules or publishes.
• On X, a post with a design carries its slides as images, four per post in order. Your agent can choose other slides for each post, or none.
• Accounts on the same network share the post’s text. For different text per account, create separate posts.
• These checks also draw the design: text too long for its box, even in smaller type, is refused.
• A preview applies none of these rules: it only draws the slides. To see everything scheduling will verify, ask your agent to check the post.

Scheduled posts are locked

Once a post is scheduled, its content and accounts are locked. You can still:

• move it to another time, at least 5 minutes ahead: it stays scheduled;
• cancel its schedule: it becomes a draft again at the same date, which you can edit and schedule again;
• delete it.

Once sending has started, the post can no longer be moved, edited, cancelled or deleted. To remove a post that is already live, delete it on the social network itself.

A scheduled post is taken off the schedule, with the reason, when an Admin or the Owner disconnects one of its accounts, or when the workspace’s plan ends. It then shows Needs attention: fix the cause and schedule it again. Disconnecting your agent changes nothing for posts already scheduled.

If one account refuses the post when it is handed over, the other accounts stay scheduled and the post can no longer be moved or cancelled. The refused account can be retried once the others have gone out.

Follow the result

A post has an overall status and a separate result for each account. Ask your agent for the post’s status: it reads both. Agents sometimes show the technical name.

Never assume every account succeeded from the overall status alone. In the app’s calendar, failed, needs-attention and unknown results all show as Failed: ask your agent for the exact status.

When an account fails

If a post fails on one account, the other accounts keep their result. To fix it:

1. Ask your agent which account failed and why. Each account’s result carries the network’s message.
2. Fix the cause: reconnect the account in Social accounts (Admins and the Owner), or correct the text or slides the network refused.
3. Ask your agent to retry (Manager and above). Only the failed accounts are sent again, once no account is still scheduled, being sent or of unknown outcome. Your agent can correct the text or slides in the same step; the correction applies only to the accounts sent again. Accounts where the post was published are never posted to twice.

A post taken off the schedule before it was sent is not retried: correct it and schedule it again.

On X, a post that failed after it was sent cannot be retried, because part of it, such as the beginning of a thread, may already be live. Check it on X.

When the outcome is unknown

Sometimes a network does not confirm whether a post went out. The post may already be live.

• Check the social account itself before doing anything.
• Do not ask your agent to retry or to create the post again: it could be published twice. Retrying is not available while any account’s outcome is unknown.
• The status updates on its own once the outcome is confirmed. If it stays unknown, contact support.

If the conversation is interrupted

If the connection drops or an answer is cut off while your agent is creating or scheduling a post, ask it to look the post up before trying again.

• A post created from a template carries a request identifier, which Contenttosocial asks your agent to send. Repeating the same request returns the existing post instead of creating a duplicate; the same identifier with different content is refused.
• Scheduling, moving, cancelling and deleting apply to the post’s current version. Once one of them has gone through, repeating it is refused rather than applied twice.
• Drafts, library images and templates have no such protection: repeating the request creates a second one. Check the calendar, the image library or the template list first.

Client approval

Client approval needs the Freelance & Agencies plan: see Plans. It is a request you make to your clients, never a lock.

• Submitting. Your agent submits the current version of a post (Manager and above). Every client with access to the workspace sees it at once in their client space, unless your agent names specific clients. The workspace needs at least one client. A scheduled post cannot be submitted: cancel its schedule first. A post with something left to fix cannot be submitted either: ask your agent to check it.
• No email. Submitting sends no email. To notify a client, use Notify the client in the app.
• What clients see. The posts submitted to them, and every post of the workspace that is scheduled or has been sent, submitted or not. Drafts that were never submitted stay private.
• What clients do. In their client space, clients comment, approve or request changes. Approve and schedule schedules the post at its date; when that date has already passed, the button reads Approve and publish and publishes it at once. Clients can also cancel the schedule of any post not yet sent. Changing the date and time, the captions or the texts on the visual needs the matching client permission, each off by default. A client’s edit creates a new version and cancels earlier approvals.
• Your side. You can schedule or publish a post whether or not it was approved. Scheduling or publishing a post that is waiting for approval, or whose client requested changes, records the approval of that version in the name of the person who scheduled it. An approval you give through your agent schedules nothing: ask your agent to schedule the post afterwards. A post with something left to fix cannot be approved.
• Changes after submission. If the post’s text, design or accounts change after you submit it, your clients keep seeing the version they were sent and can no longer approve it: submit it again. Changing only the date keeps the request as it is.
• Following up. Your agent sees which posts are waiting for approval, which have a change request, and whether a client is waiting for a reply. When a client acts on a post, the member who submitted it, or else the Owner, receives an email, grouped as set under Client activity emails in their profile.