Welcome to StoryChief! If you’re reading this, you’re probably a content agency that has just joined StoryChief, so it's great to have you on board.

Whether you’ve activated one or multiple workspaces for your clients, this guide will walk you through everything you need to set them up quickly and start collaborating smoothly:

When you log in to your StoryChief account, you’ll see an overview of all your client workspaces by clicking your account name at the top left.

Just click any workspace to switch to it instantly, no need to log out and back in:

Next to this list, you’ll also see a handy overview of content statuses: pending approval, overdue, approved, or declined. You can collapse these details anytime by clicking 'Hide details':

Below your workspace list, you can create new workspaces for new clients.

Inside each client workspace, click your avatar at the top right and select 'Settings'.

Here you can:

These settings apply throughout the workspace, so they’re key for consistent scheduling and communication.

Branding Settings:

Under Settings > Agency, you can:

Each workspace has its own William AI Agent, which you can customize to match each client’s industry, tone of voice, mission, and more.

To do this, click William AI at the top right and go to the Company Intelligence page:

You have 2 options to set up this page:

One of StoryChief’s biggest strengths is publishing directly to all your clients’ channels — this saves you time and keeps messaging consistent.

Here’s what you can connect:

✅ Client’s website

✅ Social media channels

✅ (Optional) Email marketing platform

✅ (Optional) Ambassador list for employee or partner amplification

Connecting your client’s Google Search Console account gives you direct access to valuable data from Google search results, such as the keywords your client is ranking for, the number of clicks and clear insights into their visibility and brand awareness on Google.

On top of that, William AI uses this data to run weekly content audits on the client’s website. You’ll get clear, actionable suggestions for pages that are losing traffic, underperforming keywords, fresh content ideas, and opportunities to expand existing content.

It’s therefore a crucial connection to set up and it only takes a few clicks. Once connected, you’ll automatically pull in up to a year’s worth of search data to power your optimizations.

Whether you have an internal team of copywriters, SEO specialists, social media experts, or you work with external freelancers, everyone can join your clients’ workspaces and start collaborating toward each client’s goals.

Each client’s workspace includes a user list that you can define. This means you can invite each team member only to the workspaces they need access to — especially useful if you have account managers or content coordinators responsible for specific client portfolios.

To get started, go to the Users page inside each client’s workspace and invite everyone who needs access.
👉 In this help article you’ll find an overview of all the user roles available.

Once a workspace is set up with branding, AI and channels connected, you can choose whether to invite your client to join.

This is optional and depends on how involved they want to be.

Bear in mind that clients don’t need a login to:

However, if they’d like to log in and check progress themselves, you can invite them with the Client role.

The Client role:

If invited to a campaign, they can see all related content in one place and leave feedback.

👉 To help your clients get started, feel free to share this handy article with them: Welcome, client

You’re now ready to onboard your clients, streamline collaboration, and get the most out of StoryChief for your agency.

Alongside this, you can expect an onboarding success track from your dedicated account manager to help ensure that StoryChief supports you and your clients in reaching your long-term goals.

If you are looking for additional resources, here’s a handy guide you can share internally with your team, giving them a clear overview of StoryChief’s full potential ⬇️:

If you have any questions, don’t hesitate to reach out to your account manager or success@storychief.io. We’re here to help!

🎉 You're all set!

Check out the next steps below for more in-depth guides.