For the complete documentation index, see llms.txt.
Documentation
53 pages across 9 topics. Start with the Quickstart if you are new, or jump to a topic below.
Getting started
Set up your workspace, Brand Brain and social accounts, and publish your first post.
- What is Convia ProConvia Pro turns recorded conversations into clips, social posts, articles and campaigns. See who it is for, how it works and where to start.
- QuickstartCreate your account, build your Brand Brain in guided setup, choose a plan, connect a channel and publish your first post.
- Brand BrainSet up what Convia knows about your show, voice, audience and rules, and see how it shapes every draft the AI writes for you.
- Connect your social accountsConnect LinkedIn, X, YouTube, TikTok, Instagram, Threads, Facebook and Bluesky so Convia can publish for you, and fix connection problems.
- Workspaces, teams & rolesKeep shows, brands and clients in separate workspaces, switch between them, invite teammates and choose what each role can do.
- Finding your way aroundLearn Convia's layout, including the header, the launcher at the bottom left, the sidebar, episode pages and the controls you see on most pages.
Guides
Goal-led walkthroughs that string features together, from a new episode to a full campaign.
- Get the most from a new episodeTake a freshly recorded episode from upload to a reviewed, scheduled launch with clips, Magic Repurpose, approvals and a release-day push.
- Turn one piece of content into manyRepurpose an episode step by step, cutting clips, writing posts from each clip, turning the transcript into articles and spinning articles into more posts.
- Plan a promotional campaignPlan a campaign around an episode, a launch or an idea, build the story beat by beat, then generate and review the posts before they go out.
- Write about what's trendingFind trends that fit your brand in Trend Monitor, decide which are worth acting on, and turn them into ideas, scripts and short trend-response campaigns.
- From idea to script to recordingCapture an idea, develop it into a script, create the episode from that script, prepare your guest and record, with every step tracked in one place.
- Promote an episode with your guestWork with your guest from booking to release, with a profile, scheduling email, Guest Portal invite, promotion posts and a Guest Spotlight campaign.
- Get draft posts created for youSet up Autopilot to keep your calendar filled from your clips, or a trend automation to draft daily posts, with every draft waiting for your approval.
- Bring people to your websiteUse website analytics to see which posts send visitors to your site, link the right posts, and turn near-page-one searches into new content.
Episodes & content
Episodes, clips, posts, articles, thumbnails, ideas and scripts, and your guests.
- Episodes & clipsCreate episodes, upload recordings, get transcripts and manage the short clips that every post, article and campaign is built from.
- Import your back catalogPull your existing podcast episodes in from your RSS feed, keep the feed in sync daily, and import past YouTube videos for analytics.
- Bring in clips from other toolsGenerate short clips with OpusClip or Descript, review them, and import the ones you keep onto an episode with their transcripts.
- PostsWrite, edit and schedule social posts for each connected account, attach media, bring in posts you published elsewhere, and restore deleted ones.
- ArticlesTurn an episode or an idea into show notes, blog posts, newsletters and LinkedIn articles, then edit, review and record where each one is published.
- AI thumbnailsGenerate episode thumbnails in Thumbnail Studio, sized for YouTube, podcast apps, Substack and social links, then edit, download or set them.
- Ideas & scriptsCapture content ideas, develop them into production scripts, and turn a script into an episode so every piece traces back to where it started.
- Mentions & taggingTag accounts with @ in your posts, keep track of teammates who mention you, and organize content with shared tags, tag groups and hashtags.
- Guest PortalKeep a profile for every guest, invite them to the Guest Portal to see and share their episodes, and understand what guests control about their data.
Creating with AI
Repurpose episodes, generate content, follow trends and set up automations.
- Magic RepurposeTurn one finished episode into a transcript, chapters, insights, titles, descriptions and an optional campaign, all as drafts you review first.
- Content Generation LabGenerate AI images, voiceovers and talking-avatar videos in one studio, then download them or attach them to posts from a shared asset library.
- Trend DiscoveryFind timely topics for your show from your RSS feeds and on-demand searches, then turn a trend alert into an idea, script, post or campaign.
- Content AutomationsSet up background automations that draft posts from your trend feeds or your clip library and leave every draft for a person to approve or schedule.
- Clip AutopilotKeep each channel's calendar filled from your clip library on the days you choose, with every draft waiting for approval before it goes out.
- How AI uses your brandSee which Brand Brain settings, platform prompts and templates shape every AI draft, what you can change, and where you review drafts before they publish.
Planning & publishing
Campaigns, the calendar, approvals, and how posting works on each platform.
- CampaignsGroup posts around an episode, a launch, a trend or an idea, plan the story beat by beat, and manage every campaign post and date from one page.
- Magic CampaignHave Convia plan a multi-platform campaign from an episode, review the plan for free, then generate the posts and send them for approval.
- Calendar & schedulingSee every episode, post and article on one calendar, set when posts go out, reschedule by dragging, and space out an episode's clips.
- Approval & reviewRequire a manager to approve social posts before they schedule or publish, and review, edit, approve or return posts in the Approval Queue.
- Publishing to each platformWhat Convia can post to X, LinkedIn, Facebook, Instagram, Threads, TikTok, YouTube and Bluesky, the limits on each, and what to do when a post fails.
- YouTube publishingUpload Shorts and full episodes to YouTube, finish them in YouTube Studio before they go public, and keep their public times in step with Convia.
- Client PortalGive the people whose shows you produce a branded portal to view finished episodes, leave comments, submit recordings and connect their own channels.
Analytics
Read how your posts perform on each platform and what your content does for your website.
- AnalyticsTrack how your posts, episodes, clips, campaigns and automations perform across your connected platforms, how often numbers refresh, and what gaps mean.
- Website analyticsConnect Google Analytics, Search Console and Bing to see which posts send visitors to your site, what people search for, and which topics to post next.
Account & billing
Plans, trials, AI credits, your own AI accounts, agencies and referrals.
- Plans, trials & billingCompare Convia Pro plans, start a free trial, change or cancel your plan, add extras, and manage your card and invoices.
- AI & creditsHow AI credits work in Convia Pro, what each AI action costs, how to buy top-up packs, and what happens when you run out.
- Connect your AI accountsConnect your own OpusClip, Descript, ElevenLabs or HeyGen account so Convia can use those tools, with the provider billing you directly.
- Agencies & managed accountsRun several client shows under one agency contract, see every workspace on the Agency Board, sync your team, and understand contract billing.
- Refer and earnJoin the waiting list for the Convia Pro referral program, and once approved, share your link and track your signups and earnings.
AI agents & MCP
Connect Claude and other AI assistants to your workspace, and read these docs from an agent.
- Convia for AI agentsThe two ways AI agents work with Convia, reading these docs and acting on a workspace through MCP, plus what an agent can and cannot do and where to start.
- Connect an AI assistant (MCP)Connect Claude, Claude Code or another MCP client to a Convia workspace, using a claude.ai connector or a workspace token, and check it works.
- MCP tool referenceEvery tool the Convia MCP server exposes, with exact parameters, limits, return shapes, side effects, errors and the instructions it sends clients.
- Agent workflowsStep-by-step tool sequences an AI agent can follow in Convia, from drafting an on-brand post to building a campaign, revising drafts and taking posts back.
- MCP access, permissions & auditWho can connect an AI client to a Convia workspace, how tokens and OAuth sign-in work, what each request is checked against, and how to audit activity.
- Machine-readable docsRead the Convia docs as markdown, through llms.txt, llms-full.txt, a .md version of every page, content negotiation and the Copy page menu.
- GlossaryDefinitions of the Convia terms customers and AI agents meet, from Brand Brain and beats to Autopilot, AI credits and MCP tokens, each linked to its page.
Help & troubleshooting
Answers to common questions, fixes for common problems, and how to reach us.
- Frequently asked questionsQuick answers about signing up, trials, workspaces and roles, creating and scheduling content, campaigns, AI credits, approvals and integrations.
- TroubleshootingFix common problems with signing in, connecting social accounts, publishing, AI generation, analytics, imports and billing in Convia Pro.
- Get supportFind answers in Help and these docs, report a bug or send feedback from inside Convia, check service status, and reach the right contact.