How to set up and use the Social Publishing Agent

The Social Publishing Agent helps you automate social media content creation and scheduling. You can use ready-to-use templates to generate social posts from your Media library, create weekly or monthly social calendars, incorporate business and holiday content, use top-performing posts as inspiration, and create localized images.

The agent can also generate video posts when suitable video content is available in your Media library.

Generates social posts using images and videos from your Media library.

Generates social posts based on your business services, offerings, and expertise.

Generates suggested or scheduled social posts for the upcoming week or month, with templates also available for workflows that include approval or localized images.

The Social Publishing Agent requires you to select a Brand Identity first. Once selected, the available locations associated with that Brand Identity are displayed. This helps keep generated content consistent with the selected brand.

To learn more about Brand Identity, refer to the article: How to Set Up Brand Identity in Birdeye

Using Use agent creates a personal copy that you can modify and test without changing the original library template.

Click Create posts from media library, then select the Brand identity that you want the agent to use from the right panel.

The available locations are populated based on the selected Brand identity. Select and click Save.

Click Run on schedule to choose whether the agent should run:

You can also specify the day and time when the agent should run. Click Save after selecting.

Click Configure content settings and click the edit button in the right panel.

Specify how many posts the agent should create for each run.

The available configuration supports 2–7 posts.

You can configure how far in advance posts should be planned.

By default, posts are planned one week ahead, giving approvers or administrators time to review and edit the content before it is published.

Choose the social channels where you want the agent to create content.

The available publishing formats depend on the channel. For example, some channels support video while others support images only. The agent uses eligible media formats when generating posts across multiple channels.

You can configure the agent to generate:

Video recommendations can use videos available in your Media library. The agent can generate a complete video post, including the caption and video media, when the selected channel supports the format.

You can configure whether the generated posts should include:

Business tokens can be used to personalize generated captions.

Choose where the agent should look for media.

Available sources shown in the recording include:

You can also prioritize the order in which media sources are considered. If your Media library uses folders, you can configure the agent to look at specific folders rather than your entire Media library.

Click Save after configuring content settings.

The Social Publishing Agent can scan your Media Library and generate social post themes based on your selected media and content criteria.

The agent uses the configured media and criteria to generate relevant post themes and captions.

You can then click Run task to generate the post themes and use Preview to review how the generated posts will appear in your social calendar.

For each post theme is a loop that repeats the configured steps for every theme generated by Generate media library post themes.

In this workflow, the agent processes each theme and generates the corresponding channel-ready posts based on the configured social channels and content-generation settings.

Open Generate channel-ready posts to review the task settings and the prompts used to generate posts for each social channel.

The agent generates posts based on the channels enabled for the workflow. Each channel has its own content-generation instructions, which determine how the post is written and formatted for that platform. For example, the prompts can define the tone, hook, length, CTA, and other channel-specific requirements.

You can review the prompts configured for each channel and update them as needed.

Once the task is configured, click Run task to generate the channel-ready posts based on the selected channels and their respective prompts.

The final publishing settings allow you to determine how generated posts should be handled.

Click Set publishing schedule and then click the edit button.

You can configure the agent to:

Click Run to run the agent.

The agent executes the tasks configured in the workflow, such as generating post themes and creating channel-ready posts based on the configured content settings and prompts.

After the run is complete:

After reviewing the generated posts and confirming that the workflow works as expected, click the dropdown next to Publish and select one of the following options:

Yes. Select Use agent from the template library to create your own copy, then modify the configuration and run the agent.

Yes. The agent can use images and videos from your Media Library when configuring media sources.

Yes. The agent supports video recommendations and can create full video posts when suitable video media is available and supported by the selected channel.

Yes. You can add an approval step to the agent workflow. Posts requiring approval will not be published until the required approval is completed.