Step 1

Open Content Engine Projects

• In the left sidebar, expand Content Engine and click Projects
• You'll see a list of all existing projects with their status, themes, and content counts
• Click the "+ New Project" button (top right, highlighted) to create a new project

Step 2

Enter Project Details

• 1) Project Name — enter your brand or campaign name (e.g. "Skincare Company")
• 2) Industry/Category — select from the dropdown to help the AI target relevant research
• 3) Default Connection (optional) — link a CMS like WordPress to publish directly

Step 3

Create the Project

• Verify all your project details are filled in correctly
• Click the "Create Project" button (top right, highlighted) to save and continue
• You'll be taken to the Research Plan where AI-powered content creation begins

Step 4

Set Your Research Focus

• Click a Suggested Content Topic (e.g. "Market trends and opportunities") or type your own
• 1) Content Topic or Focus — describe what you want to create content about, be as specific as possible
• 2) Additional Context (optional) — add goals, competitors, or specific angles to consider

Step 4a

Start the Research Plan

• Once your topic and context are filled in, the "Surface New Insights" section will show as Completed
• Click the "Start Plan" button (bottom right, highlighted) to begin AI-powered research
• The AI will analyze your topic and generate targeted clarification questions

Step 5

Answer Clarifications

• The AI asks targeted questions to refine your research — type your answer in the text field (1)
• Use the dot indicators at the bottom to track your progress through all questions
• Click "Next" (bottom right, highlighted) to proceed, or "Previous" to go back

Step 6

Confirm the Research Plan

• The AI generates a Research Report Plan with numbered sections, each targeting a specific content angle
• Click "Edit" (top right of the plan) to modify any section before proceeding
• Click "Continue Research" (bottom right, highlighted) to execute the research plan

Step 7

Review Collected Research

• The AI has gathered multiple research items — click "Show all" to expand the full list
• Remove items with the X button, or click "Re-run Research" / "+ Add more" for additional data
• Click "Continue to Report" (highlighted) to generate a report, or "Continue to Themes" to skip ahead

Step 7a

Add More Research (Optional)

• If you clicked "+ Add more", a dialog appears asking what else you'd like to research
• Type a new research topic in the text field (e.g. "Analyze TikTok trends for skincare")
• Click "+ Start Research" to add it to your existing research, or "Cancel" to go back

Step 8

Browse Content Themes

• Each card shows a Content Gap score, Relevance, Market Gap, target audience, and competition level
• Review suggested keywords and formats (e.g. Blog Posts, TikTok Videos, Infographics) for each theme
• Click on a theme card to select it — you can select up to 5 themes, or click "Regenerate" for new options

Step 9

Confirm Selected Themes

• Your selected themes appear in the left sidebar with their priority order and content gap tags
• Drag to reorder theme priority — the first theme will be generated first
• Click "Continue to Generation" (bottom left, highlighted) to start creating content for your themes

Step 10

Choose Research Depth

• Select your research depth: Quick (5 sources), Standard (10 sources), or Deep (20 sources)
• Deeper research takes longer but produces more comprehensive, data-backed content
• Click "Start Research" (highlighted) to gather insights specific to this blog post

Step 10a

Review Research & Configure

• Review the AI research summary with Key Insights, Key Statistics, and cited Sources
• Configure your content: choose Type (Blog Post, Newsletter, etc.), Tone, Length, and Focus (SEO/Engagement)
• Click "Generate Blog Post" (bottom, highlighted) to create your content

Step 11

Preview Generated Content

• Your blog post is ready with a title, structured headings and content, word count, and read time
• Review the alternative headlines, hashtags, and call to action suggestions below the content
• Use the "Copy" button to copy the content, or navigate to the pipeline to continue editing

Step 12

View the Content Pipeline

• Navigate to Content Pipeline in the sidebar to see the Kanban board
• Content flows through 5 stages: Incoming → Awaiting Approval → Approved → Scheduled → Published
• Click on any content card (highlighted) to open the detail panel for editing and review

Step 13

Preview & Open Editor

• Clicking a content card opens a side panel with the full content preview, word count, and read time
• Use "Submit for Approval" directly, or click "Copy" to copy the content
• Click "Open Full Editor" (highlighted) for detailed editing with SEO and publishing controls

Step 14

Edit & Submit for Approval

• Edit the title, slug, excerpt, and full content using the rich text editor with live preview
• Configure Publishing Options, Categories, Tags, and WordPress connection on the right panel
• Click "Submit for Approval" (top right, highlighted) when the content is ready for review

Step 15

Awaiting Approval

• After submission, your content automatically moves to the "Awaiting Approval" column (highlighted)
• Team members with approval permissions will be notified to review the content
• You can click the card at any time to check its status or make further edits

Step 16

Content Approved

• Once a team member approves the content, it automatically moves to the "Approved" column (highlighted)
• Approved content is ready to be published immediately or scheduled for a future date
• Click the content card to open the publishing options

Step 17

Publish or Schedule

• A "Publish to WordPress" dialog appears with two options
• Select "Publish immediately" to go live now, or "Schedule for later" to set a future date
• Click "Publish Now" to publish right away, or continue to the scheduling step

Step 18

Set Schedule Date & Time

• Select "Schedule for later" and pick your preferred date and time using the pickers
• The time is set in your local timezone — the post will go live automatically at that time
• Click the "Schedule" button (highlighted) to confirm and queue the post

Step 19

Content Scheduled

• Your content moves to the "Scheduled" column in the pipeline (highlighted)
• The card shows the scheduled publish date — it will go live automatically at the set time
• You can click the card to view details, unschedule, or sync changes to WordPress

Step 20

View Scheduled Post Details

• Click a scheduled post to open the detail panel with the "Scheduled" badge and publish time
• Use "Sync to WordPress" to push any edits, or "Unschedule" to cancel the scheduled publish
• Click "Preview on WordPress", "Edit in WordPress", or "Open Full Editor" for further changes

Step 21

Track Activity History

• Switch to the "Activity" tab to see a complete audit trail for each content piece
• Every action is logged: created, submitted for approval, approved, slug updated, scheduled
• Each entry shows who performed the action and when, with precise timestamps

Step 22

Calendar View

• Use the view toggle (top right of the pipeline) to switch to the calendar view
• See all scheduled and published content laid out across the month at a glance
• Click any entry (highlighted) to view its details, or use the arrows to navigate between months

Step 23

Content Published

• Your content is now live on your website — fully researched, SEO-optimized, and published on schedule
• The blog post includes structured headings, internal links, and keyword-rich content for maximum visibility
• Head back to the Content Pipeline to monitor performance and start planning your next piece