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Getting started with AI assistant

Written by Victor

AI assistant enables you to automatically fill out your content calendar with captivating campaigns, do keyword research, build complex projects, generate social posts and rich articles, as well as creating HD images and videos ready to be published.

Watch our Academy video 📹 for a step-by-step guide:

Let's see step by step how to configure your AI assistant Agent and learn everything William can help you with.

In this article:


Start leveraging AI marketing agent

1. Company Knowledge

This part of AI assistant used to be called Company Intelligence. It's William's beating heart and brains: it defines how content is created and shapes the output more than anything else. In the sidebar, look for 'AI' -> 'Company Knowledge' (library icon). When creating a new workspace, the creation flow helps with the initial setup.

Company Knowledge also powers Strategy and Content Audit: content pillars and audiences turn into ranked content opportunities, competitors surface gaps and emerging themes, and every new draft automatically inherits the full picture, no need to re-explain your brand each time.

a. Overview & setup progress

The Overview tab shows a setup progress checklist: how many of the 10 building blocks below are filled in, each with a direct link to whichever one still needs attention (Website, Company description, Brand voices, Writing style, Visual style, Competitor websites, Google Search Console, Content pillars, Target audiences, Knowledge files).

🔔 Note: Nothing needs to be finished before William can help. But the more boxes are checked, the more grounded every draft, strategy suggestion, and Content Audit finding will be.

b. Website

Add your website URL once, on the General tab. William uses it to make smart suggestions for relevant content and internal links, and it's the fastest starting point for generating a brand voice (see below).

c. Company description

A short summary of your mission, positioning, products, and value proposition, also on the General tab. William reads this as baseline context before generating any strategy, campaign, or individual piece of content.

When you create a new workspace, William can draft a first version automatically from your website URL. Edit it any time, for example after a rebrand, a new product launch, or a shift in positioning.

💡 Tip: Keep this description current. An outdated company description quietly skews every AI output that follows, from strategy suggestions to the tone of a single social post.

d. Languages

"Speaking the same language" is a typical expression in both sales and marketing to make sure the message reaches the correct audience. On the General tab, add any of the 135+ supported languages and mark one as your workspace default.

William uses the default as the output language for new content, and pairs with the editor's Translate option so one draft can become several localized versions without starting from scratch.

e. Competitor websites

Add your competitors' website URLs on the General tab. William treats them as ongoing research context, not a one-time input, there's no cap on how many you track.

Once added, competitors feed directly into:

  • Strategy: surfaces topics, content gaps, and rising themes your competitors cover that you don't.

  • Content Audit: flags where a competitor outranks you on a shared keyword or topic, so you know what to improve first.

  • Chat and content generation: ask William directly to "run a content gap analysis against our competitors" or "see what's working for [competitor]" and it searches the live web for the answer.

f. Google Search Console

Connect Google Search Console from the General tab (requires integration permissions) to unlock continuous Content Audit insights: pages losing traffic, content gaps, and underperforming click-through rates, measured against your real search performance instead of guesswork. Once connected, the same button opens Content Audit directly.

g. Custom instructions - Expert mode

The expert mode allows for very specific instructions that go further than a brand voice, writing style, or company description. It's global guidance William follows in every conversation, brand dos and don'ts, compliance notes, lingual rules that fit your company's communication.

Some examples from our own team:

  • Avoid using abbreviations

  • Use "smartphone" only when talking about phones specifically. When talking about phones and tablets, use "mobile device."

  • Avoid using the word "employee" instead use "Team member"

💡 Tip: We advice using English instructions for the AI model for more consistent results, yet it's not a restriction.

h. Target audiences

Target audiences have their own tab and now hold a full profile, not just a name. For each audience you can fill in a description, job titles (e.g. "VP of Marketing," "Head of Content"), industries, company size, goals, pain points, buying objections, and decision triggers.

Add as many audiences as you serve. Every time you generate a draft or review a strategy idea, you pick which audience it's meant for, and William adjusts vocabulary, examples, and depth accordingly.

i. Content pillars

A content pillar is a core theme your company wants to be known for, made up of interconnected topics that attract your target audience. Pillars have a significant positive impact on how Google, and increasingly AI answer engines, view your content and decide what to recommend.

Content pillars also have their own tab now, with a full profile beyond the name: description, the target audiences it serves, search intents to match, topics to cover, topics to explicitly avoid, key messages, and supporting evidence. Add as many pillars as your strategy needs, for example "Content ROI," "AI visibility," or "Team workflow." Each one gets its own scored pipeline of content ideas in Strategy, and is checked against real Search Console data so Content Audit can flag when a query cluster outside your defined pillars deserves to become a new one.

j. Brand voices

Make your assistant more personal with a unique brand voice.

Adding a brand voice is easy and can be achieved in three distinctive ways:

  1. (Fastest) URL: Simply provide a URL, and our assistant will analyze and offer you a brand voice based on the content it finds.

  2. Text: Copy and paste any text that embodies your desired tone of voice.

  3. Starting from scratch: If you're feeling adventurous, you can build your brand voice from the ground up!

Each option lets you further fine-tune your brand voice for precision. Once you've crafted the perfect tone, give your brand voice a name and decide if you'd like to set it as your workspace default.

Check out our help article on brand voices for more specifics.

You can create multiple brand voices in one workspace, for example one per product line, or one for formal content and another for social media, and choose the right one every time you generate something new.

k. Writing style

Writing style is a separate tab from brand voice. Where brand voice covers personality and tone, writing style covers the mechanical, house-style rules an editor would otherwise enforce by hand, grouped into sections:

  • Writing style: use contractions where possible, avoid hedging language, avoid filler words, use gender-neutral language.

  • Punctuation: avoid semicolons, use Oxford commas, prefer periods over exclamation marks, avoid em-dashes, and pick a quote style (straight, curly, or single).

  • Symbols and special characters: avoid ampersands, avoid using "+" to mean "and."

  • Titles and headings: set a heading case style (Title Case, Sentence case, or UPPERCASE).

Toggle only the rules that matter to you, save it as a named writing style, and set one as your workspace default, the same way brand voices work.

l. Visual style

Visual style also has its own tab now, with structured fields instead of freeform notes: written guidelines describing your visual identity, a primary and secondary brand color, up to 4 style reference images that show the look you want AI-generated visuals to match, and up to 4 logo files with a description for each (e.g. "Light version, use on dark backgrounds").

Create multiple visual styles and mark one as default. William applies it automatically to every AI-generated image, banner, or downloadable asset, no need to paste guidelines into a conversation each time.

m. Knowledge files

Knowledge files is the newest tab: upload internal documents such as pricing sheets, policies, product specs, research, or decks (any file type, up to 7 MB each, up to 1,000 files per workspace).

Each upload processes in the background, moving from Queued to Processing to Ready (or Failed, with an error you can hover to read). When a conversation or content generation task needs a company-specific fact, William searches across your ready files and pulls in only the handful of most relevant passages, instead of dumping entire documents into the conversation, so answers stay grounded without bloating the prompt.

🔔 Note: Files stay private to your workspace. They're only used to answer questions and generate content inside it, never shared across other customers.


2. AI Assistant chat

"Chat with AI Assistant" and imagine having an additional co-worker who's always available, aiding you on your content marketing journey. Whether it's brainstorming, doing keyword research, checking out your competitors or generating blog or social posts, William is prepared and eager to assist.

Find a step-by-step guide on how to chat with AI in this help article.

Understanding Context

Context can provide invaluable details for your assistant. When chatting with William, we offer three flexible ways to provide it:

  1. Text: Input any text, such as meeting notes or transcripts.

  2. URL: Attach any public URL, and our assistant will use its content as added context.

  3. Article: Use the articles from your workspace to inform William.

Once you've given context, you can pose questions like "What are the key insights?" and "What are the next steps?"

Where can I use the chat assistant?

  1. On "Strategy" at the top right → Chat with William

  2. Inside a campaign → Social posts/Article → "AI"

  3. Inside the article or social media editor, there are three ways to trigger your assistant:

    1. Click on ✨ Chat (perfect for side research)

    2. Press space on an empty line or click AI in the toolbar

    3. Select a piece of text and click AI in the toolbar

3. Content Generator

Content Generator enables you to effortlessly convert notes, URLs, and articles into engaging articles or social posts that you can schedule with ease.

Open the content generator through one of the many options:

Follow these three steps to create captivating content:

  1. Fill in the topic you want to ideate on.

  2. Add context to get more specific results.

  3. Select the correct brand voice for these content pieces

  4. Choose the target audience

  5. For articles: Add the focus keywords

  6. Click on 'Generate content.'

Your assistant will now generate a series of captivating content pieces.

4. Article AI Editor

Article AI editor is the most powerful editor in the industry. This unique editor combines SEO best practices and AI assistance, empowering you to create new content, draft writing, edit existing content, and generate additional content.

a. Starting a new Article with AI

When starting a new article, you can choose to:

  • Start from scratch

  • Write an article with AI

b. Editing Existing Content with AI

AI assistant helps you quickly enhance your writing by identifying typos, simplifying language, and much more.

  • Highlight text inside the editor.

  • Click on 'AI' in the menu bar and select one of the options like:

    • Translate

    • Improve

    • Fix spelling

    • Change tone

    • Simplify

    • or provide your own prompt

❌ Limitation: there is an input limit of 10476 characters, which will be increased in the future.

c. Generating Additional Content with AI

AI assistant can generate additional content based on your existing text.

  • Highlight text inside the editor.

  • Click on 'AI' in the menu bar and select one of the options like:

    • Continue writing

    • Summarize

    • Explain this

    • or provide your own prompt

💡 Pro tip: AI marketing agent is aware of the text you are writing. You can ask it to write an intro, table of content, outro, etc. Go to an empty line, hit the space bar, and ask away.

d. Autofill Your article Details with AI

Let AI assistant automatically fill certain fields in your articles, such as the excerpt, SEO title, SEO description, categories & tags.

Based on your article's language and content, William will choose the most relevant options and ensure everything fits standard parameters like character limits.

  • Create or open an article

  • Go to the Settings tab

  • Click Autofill next to the excerpt, SEO title, SEO description, categories & tags

Get ready to revolutionize your content creation process with our AI-powered tools! Whether it's crafting your brand voice, building a campaign or writing a compelling article, our AI assistant Agent is here to make it seamless and exciting! So why wait? Dive in and experience the magic of AI in content creation!


📚 Next Steps

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