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👋 Welcome, Agency: Initial setup guide

Essential settings to get your clients started in StoryChief

Carmen Villanueva avatar
Written by Carmen Villanueva
Updated today

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:


Start setting up your agency account

1. 📋 Clients' overview:

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.

🔔 Note: Each new workspace includes a 7-day free trial, but to add it permanently to your agency plan, please contact your account manager or email us at success@storychief.io.


2. ⚙️ Workspace settings

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

Here you can:

  • Upload your client’s logo

  • Adjust time zone, date, and number formats

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

Branding Settings:

Under Settings > Agency, you can:

  • Hide billing details from your clients

  • Disable the weekly digest email for all workspace users

  • Add custom branding, so emails (approval requests, comment notifications, shared calendars, etc.) show your agency’s or your client’s name and logo.


3. 🤖 Train William AI for each client

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:

  • Click on 'Generate Content Strategy' to run the AI wizard: By doing this, William will pull data from the client’s website and pre-fill the fields for you. Note that you can tweak and fine-tune all these fields at any time.

  • Fill it in manually: Manually type or copy/paste details from other sources.

💡 Tip: Be as clear and specific as possible. The better the input, the better the AI’s output for ideas and content.
You can update this page anytime, especially if the company’s direction changes or you identify new competitors, content pillars or target audiences.


4. 🔗 Connect publishing channels:

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:


5. 🎮 Connect Google Search Console:

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.


6. 💼 Invite your team:

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.


7. 👥 Invite your clients to their workspace (optional):

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:

  • Review content

  • Approve or comment on articles and posts

  • Access shared calendars

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

The Client role:

  • They can create new content drafts

  • They can see only the content or campaigns they’re invited to

  • They can’t see analytics, workspace settings or publish anything

  • They can see and add public comments only — internal team comments remain private

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.

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