# Convia Pro Docs: full text

> Convia Pro turns recorded conversations (podcasts, video shows, interviews) into posts, clips, articles and campaigns for every platform you publish on, in your own voice. These docs cover using the product, planning and publishing, analytics, billing, and connecting AI agents to a workspace through MCP.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

---

# What is Convia Pro

> Convia Pro turns recorded conversations into clips, social posts, articles and campaigns. See who it is for, how it works and where to start.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Convia Pro is a content repurposing and publishing app for podcasters, video creators and content teams. You start from a recorded conversation, such as a podcast episode, a video interview or a webinar, and Convia helps you turn it into clips, social posts, articles and campaigns, then schedule and publish them to your connected accounts. The short version: record once, publish everywhere.

## Who uses Convia

- **Podcast hosts and video creators** who want each episode to keep working long after release day.
- **Content and marketing teams** who plan, review and publish together, with team roles and an approval queue.
- **Agencies** that produce shows for clients, with a separate workspace for each show or client and an optional Client Portal.
- **Guests** on a show, who get their own portal to see their appearances and download media from their episodes.

You don't need a podcast to start. Guided setup can learn your voice from a short form, and a campaign can be planned from a set of topics, or from nothing more than what you want to say, even when your library is empty.

## The content lifecycle

Everything in Convia flows from your source material:

```text
Episode → Clips → Posts → Articles → Campaigns
```

| Stage | What it is |
|---|---|
| **Episode** | Your source recording: a podcast, video or webinar, with its transcript, insights, chapter markers and descriptions |
| **Clips** | Short excerpts for social media, uploaded by you or created with OpusClip or Descript |
| **Posts** | Social posts written for one account each, from a clip, an episode, an idea or a blank page |
| **Articles** | Long-form writing such as show notes, blog posts, newsletters and LinkedIn articles |
| **Campaigns** | A story told across several platforms over a date range, where each post is one beat |

Every piece keeps a link to where it came from. Articles and posts link back to their episode, posts show which campaign they belong to, an article's **Related Content** panel lists the posts made from it, and an idea's **Content Created** section lists everything made from that idea.

## How Convia uses AI

Convia uses AI to draft. You decide what goes out.

- **Brand Brain** is what Convia knows about your show: your brand characteristics, audience, content rules and hosts. The AI reads it whenever it writes for you. See [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md) and [How AI uses your brand](https://docs.conviapro.com/docs/how-ai-uses-your-brand.md).
- **Drafts wait for you.** Content the AI writes arrives as a draft or in the approval queue for you to review and edit. Automations can draft posts in the background, but nothing they create publishes on its own: a person approves or schedules it first. See [Content Automations](https://docs.conviapro.com/docs/content-automations.md) and [Clip Autopilot](https://docs.conviapro.com/docs/autopilot.md).
- **AI features use AI credits.** Some tools, such as OpusClip, Descript, ElevenLabs and HeyGen, run on your own provider account instead. See [AI & credits](https://docs.conviapro.com/docs/ai-credits.md) and [Connect your AI accounts](https://docs.conviapro.com/docs/connect-ai-accounts.md).

## The main areas of Convia

| Area | What you do there | Start with |
|---|---|---|
| Episodes and clips | Upload recordings, transcribe them, make clips, import your back catalog, run Magic Repurpose | [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md), [Magic Repurpose](https://docs.conviapro.com/docs/magic-repurpose.md), [Import your back catalog](https://docs.conviapro.com/docs/import-back-catalog.md), [Bring in clips from other tools](https://docs.conviapro.com/docs/clip-imports.md) |
| Posts and articles | Write and edit social posts and long-form pieces, tag people and organizations, make thumbnails | [Posts](https://docs.conviapro.com/docs/posts.md), [Articles](https://docs.conviapro.com/docs/articles.md), [Mentions & tagging](https://docs.conviapro.com/docs/mentions-and-tagging.md), [AI thumbnails](https://docs.conviapro.com/docs/thumbnails.md) |
| Planning | Capture ideas, write scripts, follow trends, generate images, voiceovers and avatar videos | [Ideas & scripts](https://docs.conviapro.com/docs/ideas-and-scripts.md), [Trend Discovery](https://docs.conviapro.com/docs/trend-discovery.md), [Content Generation Lab](https://docs.conviapro.com/docs/content-generation-lab.md) |
| Campaigns | Plan a multi-post story around an episode, a launch or an event | [Campaigns](https://docs.conviapro.com/docs/campaigns.md), [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md) |
| Scheduling and publishing | Put posts on the calendar, review them and publish to each platform | [Calendar & scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md), [Approval & review](https://docs.conviapro.com/docs/approval-and-review.md), [Publishing to each platform](https://docs.conviapro.com/docs/publishing-to-platforms.md), [YouTube publishing](https://docs.conviapro.com/docs/youtube-publishing.md) |
| Automation | Keep your calendar topped up with drafts from your clips or from trends | [Clip Autopilot](https://docs.conviapro.com/docs/autopilot.md), [Content Automations](https://docs.conviapro.com/docs/content-automations.md) |
| Analytics | See how posts perform and which ones send people to your website | [Analytics](https://docs.conviapro.com/docs/analytics.md), [Website analytics](https://docs.conviapro.com/docs/website-analytics.md) |
| People | Work with your team, your guests and your clients | [Workspaces, teams & roles](https://docs.conviapro.com/docs/workspaces-and-teams.md), [Guest Portal](https://docs.conviapro.com/docs/guest-portal.md), [Client Portal](https://docs.conviapro.com/docs/client-portal.md), [Agencies & managed accounts](https://docs.conviapro.com/docs/agencies-and-managed-accounts.md) |
| AI assistants | Connect Claude or another assistant to your workspace through MCP | [Convia for AI agents](https://docs.conviapro.com/docs/ai-agents-overview.md), [Connect an AI assistant](https://docs.conviapro.com/docs/mcp-quickstart.md) |

Some areas depend on your plan. A page your plan doesn't include is either hidden or shows a lock with a **View plans** button. See [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md).

## Where Convia publishes

Convia publishes directly to eight platforms, through each platform's own connection:

- LinkedIn (personal profiles, and Company Pages where your plan includes them)
- X (Twitter)
- YouTube
- TikTok
- Instagram
- Threads
- Facebook (Pages)
- Bluesky

Which platforms you can connect, and how many accounts, depends on your plan. See [Connect your social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md).

## What Convia doesn't do

Knowing the edges saves time:

- Convia doesn't read or reply to comments, and has no inbox or direct messages. Where your plan includes first comments, it can post one on your own post, and it counts comments in analytics.
- Convia doesn't edit a post after it has gone live. Change a published post on the platform itself.
- Analytics cover your organic posts, not paid ads.

## Where to go next

- **New here?** Follow the [Quickstart](https://docs.conviapro.com/docs/quickstart.md) from sign-up to your first post.
- **Just recorded an episode?** Follow [Get the most from a new episode](https://docs.conviapro.com/docs/maximize-an-episode.md).
- **Planning a launch or event?** See [Plan a promotional campaign](https://docs.conviapro.com/docs/plan-a-launch-campaign.md).
- **Want drafts made for you?** See [Get draft posts created for you](https://docs.conviapro.com/docs/automate-your-drafts.md).
- **Setting up a team?** Read [Workspaces, teams & roles](https://docs.conviapro.com/docs/workspaces-and-teams.md).
- **Looking for something on screen?** [Finding your way around](https://docs.conviapro.com/docs/navigating-convia.md) explains the layout.
- **Stuck?** Check the [FAQ](https://docs.conviapro.com/docs/faq.md), [Troubleshooting](https://docs.conviapro.com/docs/troubleshooting.md) or [Get support](https://docs.conviapro.com/docs/get-support.md).
- **Unsure what a term means?** See the [Glossary](https://docs.conviapro.com/docs/glossary.md).

## Related

- [Quickstart](https://docs.conviapro.com/docs/quickstart.md): create your account and publish your first post.
- [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md): teach Convia your voice before you generate anything.
- [Connect your social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md): link the platforms you publish to.
- [Finding your way around](https://docs.conviapro.com/docs/navigating-convia.md): learn the menus and the controls you'll see on most pages.

---

Source: https://docs.conviapro.com/docs/introduction · Section: Getting started · Last updated: 2026-10-03


---

# Quickstart

> Create your account, build your Brand Brain in guided setup, choose a plan, connect a channel and publish your first post.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

This page takes you from a new account to your first published post in Convia Pro. Most of the setup happens in guided setup, which saves your progress as you go, so you can stop and pick up again later on any device.

## Before you start

Have these ready if you can:

- **A computer.** Guided setup opens full screen in a desktop browser. It doesn't open on a phone-sized screen.
- **Your podcast's RSS feed URL**, if you have a podcast. Convia uses it to learn about your show and to import your back catalog.
- **Links to things you've made**, such as your LinkedIn profile, a past post or your website.
- **Sign-in details for the social accounts you want to connect**, with the right account type for each, for example a Facebook Page rather than a personal profile. See [Connect your social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md).

## Step 1: Create your account

1. Open the [Convia sign-up page](https://app.conviapro.com/register).
2. Enter your **Full name** and **Work email**, then choose a **Password** and type it again in **Confirm password**.
3. If you came from a link that carries a signup code, the page shows the code so you know it was applied. You can't type a code here: enter it in the plan picker before checkout, under **Have a signup code?** (see [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md)).
4. Tick the box to agree to the Terms of Service and Privacy Policy, then click **Create account**.
5. Open the confirmation email and click the link.

You should land in guided setup (sign in if asked). You don't need payment details to create an account, and every new workspace starts with 75 AI credits to pay for guided setup.

## Step 2: Build your Brand Brain (Milestone 1)

Guided setup is the first milestone, **Configure your brand brain**. It has four steps:

1. **Let's get to know you.** If you have a podcast, turn on **I already have a podcast**, paste your **Podcast RSS feed URL** and click **Import and continue**. Convia imports your existing episodes as drafts while you keep going. Otherwise, click **Continue**.
2. **How should we learn about you?** Pick a source, then click **Build my brand brain**:
   - **Brain dump**: choose the AI assistant you already use, click **Copy prompt**, run the prompt there and paste the answer back.
   - **From your content**: point Convia at your podcast feed, other links (one per line) or documents you upload.
   - **Answer a few questions**: a short form, best if you're starting fresh.

   You can add more sources to sharpen the result, or continue.
3. **Here are the hosts we found.** Convia lists the hosts it found in your feed. Add anyone it missed, remove anything that isn't a host (such as a company name), fix the details and star your primary host. Leave **Attach these hosts to my imported episodes** ticked to link them to your imported episodes, then click **Looks good, continue**.
4. **Here's what we've learned about you.** Check your show identity (logo, name, website and description), your brand characteristics, who it's for and your content rules. Edit anything that doesn't sound right, then click **Looks good, continue**.

You should see **Your brand brain is ready**, and Convia adds bonus credits to your workspace for finishing. Only owners and managers can run guided setup. Anyone else who opens it sees **Manager permission required**.

To change any of this later, see [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md).

## Step 3: Choose a plan and start your trial

On the **Your brand brain is ready** screen, click **Choose your plan**. If your signup link included a plan, the button reads **Continue with** that plan instead.

- Plans are listed side by side with monthly and yearly prices. Yearly plans also show the annual amount you'll be billed. Featured plans come first, and others sit behind **View other plans**.
- If a free plan is offered, you can choose it without a card.
- Paid plans start with a free trial of 14 days, unless a signup code gives you more. Where it's available, the trial needs no card, and the plan picker says exactly what will and will not be charged.
- During the trial, a days-remaining badge sits in the header. Click it to open Billing. It turns red when 3 or fewer days remain.

Until you choose a plan, publishing and AI features are paused, but nothing you've made is lost. If you click **Go to dashboard** first, Convia asks you to pick a plan before you can publish or use AI features. For prices, see https://conviapro.com/pricing.

> [!IMPORTANT]
> If a trial ends without a card, your workspace pauses instead of charging you, and you get an email saying so. Nothing is deleted. To restart, add a card with **Update Payment Method**, then choose **I've added a card, restart my subscription**. The price is shown above that button before you press it. See [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md).

## Step 4: Get ready to publish (Milestone 2)

The **Getting started** card on your Dashboard shows which milestone you're on. Click **Start** beside **Get ready to publish**:

1. **When do you publish?** Pick the days your show releases and how often, or choose **I publish ad-hoc**. Then set your posting window: the earliest and latest hours your posts may go out.
2. **Your publishing workflow.** Rename, reorder, add or remove the stages an episode moves through.
3. **Connect your channels.** Connect the platforms you publish to. Once a platform is connected, you can set its default posting times so scheduling picks a sensible time for you. Connecting is optional here, and if you connect an account, Convia brings you back to this step afterwards.
4. Click **Finish, claim your 50 credits**.

You should see **You're ready to publish**, with 50 credits added to your workspace. Connecting a brand new TikTok account? Read the warning in [Connect your social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md#add-and-connect-an-account) first.

## Step 5: Upload your content (Milestone 3)

1. Click **Start** beside **Upload your content** on the **Getting started** card.
2. Choose **Upload everything at once** to drop your whole library in one go, or **Organize by episode** to pick or create an episode first.
3. Drop your files. Video becomes clips you can generate posts from. Images, documents and audio files go to your Media Library.
4. On **Your content is in Convia**, check what landed. Under **Transcribe your video**, review the credit estimate and start transcription. It runs in the background, and Convia notifies you as each video finishes.
5. Click **Done**.

A transcript is what lets Convia write posts, find clip-worthy moments and build campaigns from your videos. In this step, audio-only files and documents are stored in your Media Library rather than transcribed or turned into articles.

## Step 6: Publish your first post

1. Click **New** (the plus button) in the header, then **New Post**.
2. In **Select Platform**, pick the platform. Then, in the editor, choose a connected account under **Select Account**.
3. Give the post an **Internal name**. Only your team sees it. On YouTube and Facebook, the **Published title** is the public title.
4. Write in **Post Content**, or click **Write for me**, describe what you want, and let the AI draft the title and text in your brand voice, sized for the platform.
5. Check the preview and the character counter, which turns red if you go over the platform's limit.
6. To publish straight away, open the arrow beside **Schedule** and choose **Publish Now**. To publish later, set the **Schedule Date** and click **Schedule**.

The post shows **Published** or **Scheduled**, or goes to the approval queue first if your workspace requires approval. A channel you added offline can't be scheduled until you connect it.

Want a full content set from one recording? Open an episode and click **Magic Repurpose**, or follow [Get the most from a new episode](https://docs.conviapro.com/docs/maximize-an-episode.md).

## The Getting started card

The **Getting started** card on the Dashboard tracks three milestones: **Configure your brand brain**, **Get ready to publish** and **Upload your content**, each with a **Start** or **Continue** button. Owners and managers see it, and it disappears once all three are done.

To hide it, click the **X** on the card and confirm. It hides for everyone in the workspace. To bring it back, open the launcher (the button with your workspace name at the bottom left) and choose **Getting Started** under **Support**.

## Related

- [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md): refine what guided setup learned about your show.
- [Connect your social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md): account types, offline channels and reconnecting.
- [Get the most from a new episode](https://docs.conviapro.com/docs/maximize-an-episode.md): turn one recording into clips, posts and a campaign.
- [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md): trials, plans and payment in detail.

---

Source: https://docs.conviapro.com/docs/quickstart · Section: Getting started · Last updated: 2026-10-03


---

# Brand Brain

> Set up what Convia knows about your show, voice, audience and rules, and see how it shapes every draft the AI writes for you.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Brand Brain is everything Convia Pro knows about your show and how it sounds: your show details, brand voice, audience, content rules, hosts and the material you reuse. Convia's AI reads it whenever it writes for you, so a well-filled Brand Brain means drafts that need less editing. Guided setup builds the first version, and you refine it here.

## Where Brand Brain lives

Open the launcher (the button with your workspace name at the bottom left) and choose **Brand Brain** under **Show**. The **Brand Brain** page lists every part, and while you're on one of its pages the sidebar groups them:

| Sidebar group | Page | What it holds | Who can open it |
|---|---|---|---|
| Voice & Tone | **Show Details** | Show name, description, website, logo and the Brand Kit | Everyone in the workspace |
| Voice & Tone | **Voice & Tone** | Brand characteristics, audience, content rules, advanced fields and your websites | Owners and managers |
| Templates | **Guest Emails** | The messages guests receive at each step, in your words | Owners and managers |
| Templates | **Text Snippets** | Blocks of text you reuse instead of retyping | Everyone in the workspace |
| Templates | **Tags & Hashtags** | Your tag vocabulary and reusable tag and hashtag groups | Everyone in the workspace |
| Prompts | **AI Prompts** | The instructions behind each kind of generated content, including thumbnail styles | Owners and managers |
| Prompts | **Social Platform Prompts** | Per-platform guidance for how posts should read | Owners and managers |

Your hosts live under **Collaboration → Hosts**, and owners and managers edit host profiles. Viewers can look at the pages they can open but change nothing.

## What Brand Brain holds

### Show details

On **Show Details**, set your **Show Name**, **Show Description**, **Website** and **Show Logo** (a PNG or JPG of 400×400 px or larger is recommended), then click **Save Brand Profile**. Your show description is part of what the AI reads.

### Voice & Tone

The core of Brand Brain is three fields on **Voice & Tone**:

| Field | What to write | Example |
|---|---|---|
| **Brand Characteristics** | Your brand's personality and key attributes | "Professional yet approachable, uses industry terminology, avoids jargon" |
| **Audience Profile** | Who you're speaking to, your ideal customer. Guided setup calls this "Who it's for" | "B2B marketing leaders at mid-size companies" |
| **Content Rules** | Guidelines the AI must follow | "Never use ALL CAPS, always include a call-to-action" |

Below them on the same page:

- **Clipping guidance (optional)** holds **Clipping priorities** and **Clipping avoidances**, used when Convia writes prompts for OpusClip's ClipAnything model. Leave them blank if you don't use OpusClip.
- **Advanced** holds structured fields that improve generation when you fill them in: **Point of view** (the core argument your brand returns to), **Topic space** (primary topic, adjacent topics, named entities and vocabulary), **Goals** (growth target, primary platform, timeframe and success definition) and **Audience tags** (roles, industries, pain points and platforms).
- **Your websites** lists the websites you own, with a switch that adds tracking tags to links to them when Convia publishes, and your branded search terms where your plan includes website analytics. See [Website analytics](https://docs.conviapro.com/docs/website-analytics.md).

Click **Save Brand Settings** at the bottom of the page to keep your changes.

### Hosts

Each host profile under **Collaboration → Hosts** holds the host's identity (name, title or role, bio, email, LinkedIn and website, and photos) and their voice: a **Point of view layer**, **Voice anchors** (recurring phrases, sentence patterns, openers and rhetorical moves) and a **Track record** (publications, talks and notable appearances). Guided setup creates your hosts from your podcast feed and marks one as the primary host.

### Brand Kit

The **Brand Kit** sits on **Show Details** and appears only if your plan includes it. It stores:

- **Logos**: brand logos and wordmarks
- **Templates**: layout templates for AI thumbnails, quote cards and infographics
- **Backgrounds**: custom background images
- **Music**: intro and outro music, stingers and background tracks
- **Video**: intro and outro videos, b-roll and brand stingers

Thumbnail Studio and the image generator in the post composer can use these assets. Overlays, Icons, Fonts and Guidelines are temporarily hidden, and anything you uploaded to them earlier is kept. See [AI thumbnails](https://docs.conviapro.com/docs/thumbnails.md).

### Reusable material and prompts

- **Text Snippets** and **Tags & Hashtags** are shared across the workspace, so anything a teammate saves is available to everyone, in every editor.
- **AI Prompts** holds the prompt templates for generated content and your **Thumbnail Styles**. Owners and managers can set the **Default style** Thumbnail Studio starts on, and use **Draft a brand look**, which writes a thumbnail style from your Brand Brain and Brand Kit for free.
- **Social Platform Prompts** change how the AI writes for one platform. Text you add there for one platform, such as a sign-off, links or a promo code, appears only on that platform's posts.

## Set up your Brand Brain

### In guided setup

Guided setup builds your first Brand Brain from your podcast feed, a brain dump from an AI assistant you already use, your links and documents, or a short form, then asks you to review it. See [Quickstart](https://docs.conviapro.com/docs/quickstart.md#step-2-build-your-brand-brain-milestone-1).

### Edit it by hand

1. Open **Voice & Tone**.
2. Change any field.
3. Click **Save Brand Settings**.

The change is saved as a new version in the history below the form.

### Rebuild it from new material

1. On **Voice & Tone**, click **Rebuild brand brain**.
2. Choose **Refine my current brand brain** to blend new material with what you already have (recommended), or **Start fresh from this paste** to build only from the new source.
3. Add sources the same way as in guided setup: a brain dump, your content or a short form.
4. Review the result, edit anything, and confirm.

You should see **Brand brain rebuilt**. Your previous version is saved to history either way. Rebuilding reads your sources with AI, so it uses AI credits, and only owners and managers can do it.

### Restore an earlier version

The version history on **Voice & Tone** lists every saved version with its source: **Onboarding**, **Manual edit** or **Rebuild**. Open a version to see which fields changed, add a label to remember it by, and click **Restore** to make it the active version again.

## How Brand Brain shapes what Convia writes

- When the AI writes for you, it reads your **Brand Characteristics**, **Audience Profile** and **Content Rules**, along with your show description.
- Campaign planning and Magic Campaign also read the **Advanced** fields and your host's voice (bio, point of view, voice anchors and track record), so campaign posts can sound like the person speaking.
- **Write for me** in the post composer drafts in your brand voice, for your audience, following your content rules, sized for the platform.
- Thumbnail ideas are told what your show is about and who watches, so the scene fits your world.
- Some generation dialogs include a **Brand Identity Settings** section with checkboxes, so you can leave part of your brand out of a single generation.

For example, if your Brand Characteristics say "Professional but approachable. Uses first-person 'we'. Avoids jargon unless explaining it. Always includes a question to drive engagement", generated posts speak as "we" and end on a question. For the full picture, see [How AI uses your brand](https://docs.conviapro.com/docs/how-ai-uses-your-brand.md).

> [!TIP]
> Set up your Brand Brain before you use AI features. Every output is more on-brand once it knows your voice, so you spend fewer credits redoing work.

## Related

- [How AI uses your brand](https://docs.conviapro.com/docs/how-ai-uses-your-brand.md): exactly which settings each kind of generation reads.
- [AI thumbnails](https://docs.conviapro.com/docs/thumbnails.md): styles, the Brand Kit and Draft a brand look in practice.
- [Website analytics](https://docs.conviapro.com/docs/website-analytics.md): set up Your websites, link tagging and branded search terms.
- [Quickstart](https://docs.conviapro.com/docs/quickstart.md): the guided setup that builds your first Brand Brain.

---

Source: https://docs.conviapro.com/docs/brand-brain · Section: Getting started · Last updated: 2026-10-03


---

# Connect your social accounts

> Connect LinkedIn, X, YouTube, TikTok, Instagram, Threads, Facebook and Bluesky so Convia can publish for you, and fix connection problems.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Connect your social accounts so Convia Pro can publish your posts automatically. You manage every connection on the **Social Channels** page, where you can also add a channel offline, set default publishing settings for each account, and reconnect an account when its access lapses.

## Supported platforms

Convia publishes to eight platforms. Some support only certain account types, so check yours before you sign in:

| Platform | Supported account types | How it connects |
|---|---|---|
| LinkedIn | Personal profiles and Company Pages | Sign in with LinkedIn. Company Pages connect through the **LinkedIn Company** option where your plan includes it |
| X (Twitter) | Any account | Sign in with X |
| YouTube | Any channel | Sign in with Google |
| TikTok | Creator or Business accounts | Sign in with TikTok |
| Instagram | Professional or Business accounts | Sign in with Instagram |
| Threads | Professional or Business accounts | Sign in with Threads |
| Facebook | Pages only, not personal profiles | Sign in with Facebook and connect a Page |
| Bluesky | Any account | Your Bluesky handle and an app password |

Every platform connects without an approval step. Which platforms you can connect, and how many accounts, depends on your plan:

- A platform your plan doesn't include shows **(Upgrade required)** in the platform list.
- On plans with one account per platform, a platform you've already connected shows **(Upgrade to add more)**.
- At your plan's connected-account limit, Convia says so. Upgrade, or disconnect an account, to connect another. Offline channels don't count toward the limit.

To see what each platform supports, such as tagging, first comments and importing existing posts, expand **Supported Account Types & Features** on the **Social Channels** page. Convia doesn't connect to platforms outside this list, such as Pinterest.

## Open Social Channels

Open the launcher (the button with your workspace name at the bottom left) and choose **Social Channels** under **Show**. Owners and managers connect, disconnect and remove accounts. If your plan includes the Client Portal, you can also let clients connect their own channels from their portal; see [Client Portal](https://docs.conviapro.com/docs/client-portal.md).

## Add and connect an account

1. On **Social Channels**, click **Add Account**.
2. Choose the **Platform**.
3. Click **Add and connect**. The **Handle** field is optional here, because connecting fills in the real account details.
4. Sign in to the platform with the account you want to publish from, and allow every permission it asks for.
5. You return to **Social Channels**, where the new card shows **Active**.

If you connect an account from the **Get ready to publish** milestone on your Dashboard, Convia brings you back to that step afterwards. See [Quickstart](https://docs.conviapro.com/docs/quickstart.md#step-4-get-ready-to-publish-milestone-2).

> [!WARNING]
> TikTok can treat a brand new account that starts publishing through a scheduling tool as a bot, and the usual result is a permanent ban rather than a warning. Before any new TikTok connection starts, Convia asks you to tick a warning, on **Social Channels** and in the **Get ready to publish** milestone. Post from a new TikTok account by hand for a while first. Reconnecting an account you already use doesn't show the warning.

### Connect Bluesky

Bluesky doesn't use a redirect sign-in.

1. In your Bluesky settings, create an app password.
2. In Convia, click **Add Account**, choose **Bluesky** and click **Add and connect**.
3. Enter your Bluesky handle and the app password.

The connection keeps working until you revoke that app password in Bluesky. If you do, Convia asks you to enter a new one.

## Add a channel offline

Add a channel with just its handle when you want to plan before connecting, or when you don't have the login yet.

1. Click **Add Account** and choose the **Platform**.
2. Enter the **Handle**.
3. Click **Add offline**.

You can draft posts for an offline channel and record posts you published yourself with **Mark as Published**, but you can't schedule to it: the **Schedule** button prompts you to connect first. When you're ready, click **Connect to account** on its card and sign in as that same handle, which Convia checks. Connecting upgrades the same channel rather than creating a second one, and everything already attached to it comes along.

## Account states

Each card shows its state and the next step:

| Card shows | What it means | What to do |
|---|---|---|
| **Active** | Connected. Posts publish automatically | Nothing |
| **Offline** | Added by handle, or disconnected. You can draft but not schedule | Click **Connect to account** |
| **Reconnect required** | Access expired or was revoked. Posting to this account pauses until you reconnect | Click **Reconnect** and sign in with the same account |
| **Analytics off** | The connection predates analytics access. Publishing and scheduled posts are unaffected | Click **Enable analytics** or **Update permissions** |
| **Upgrade to connect** | Your plan doesn't include this platform | Upgrade your plan |

### Reconnect an account

Sign in with the same account the card belongs to. If you sign in with a different one, the card and its posts stay exactly as they were, and Convia tells you which account to use.

- Reconnecting a Facebook Page or an Instagram account keeps the card on that same Page or account.
- Any admin of a LinkedIn company page can reconnect it.
- To publish from a second account on the same platform, connect it as its own account, if your plan allows more than one per platform.

### Disconnect or remove an account

- **Disconnect** turns a connected account back into an offline one. It stays in your list, so you can keep drafting or reconnect later. Posts that were scheduled to it go back to draft.
- **Remove** deletes an offline account. Your drafts are kept, just no longer linked to an account.

## Default publishing settings

On Instagram, TikTok and YouTube cards, expand **Default publishing settings**, choose what new posts for that account start with, and click **Save defaults**. Existing drafts and scheduled posts keep their own values, and posts your automations create start from these defaults too.

| Platform | Defaults you can set |
|---|---|
| Instagram | **Publish as** (Reel or Story), **Also show in feed** and **Trial reel** |
| TikTok | Who can see the post (only the privacy levels TikTok offers your account), whether people can comment, duet or stitch, and branded content disclosure |
| YouTube | **Finish on YouTube** (upload new videos privately so you can finish them in YouTube Studio), **Visibility**, **Made for Kids**, **Category**, **Tags** and **Default audio language** |

Posting times aren't set per account. Your posting window and default posting times live in **Settings → Publishing** and belong to the workspace, so disconnecting and reconnecting a channel never loses them. See [Calendar & scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md).

## More actions on a card

The card's menu also offers these, where they apply:

- **Add existing post** brings in posts you published directly on YouTube, Facebook, TikTok, Instagram, Threads, Bluesky or a LinkedIn company page, so their performance shows in [Analytics](https://docs.conviapro.com/docs/analytics.md).
- **Enable analytics** reconnects the account with analytics access, without removing and re-adding it.
- **Allow changing videos**, on YouTube channels in the preview, lets Convia change the publish time of videos it uploaded. Google shows a notice that this permission isn't verified yet, which you can continue past from **Advanced**. See [YouTube publishing](https://docs.conviapro.com/docs/youtube-publishing.md).

## Common connection problems

- **Wrong account type.** Facebook connects a Page, Instagram and Threads need a professional account, and TikTok needs a creator or business account.
- **Signed in as someone else.** Make sure you're signed in to the correct account on the platform before you connect.
- **Missing permissions.** Allow everything the platform asks for. If a platform refuses a permission, Convia remembers and stops asking you to reconnect for it.
- **LinkedIn company pages** need admin access to the page.
- **First comments** sometimes need an updated connection. The composer's **First Comment** card says so, and reconnecting the account fixes it.

For more fixes, see [Troubleshooting](https://docs.conviapro.com/docs/troubleshooting.md#connecting-social-accounts).

## Related

- [Publishing to each platform](https://docs.conviapro.com/docs/publishing-to-platforms.md): formats, limits and what each platform accepts.
- [Calendar & scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md): posting windows, default posting times and the calendar.
- [YouTube publishing](https://docs.conviapro.com/docs/youtube-publishing.md): Finish on YouTube and working in YouTube Studio.
- [Troubleshooting](https://docs.conviapro.com/docs/troubleshooting.md): fixes for connection, publishing and analytics problems.

---

Source: https://docs.conviapro.com/docs/connect-social-accounts · Section: Getting started · Last updated: 2026-10-03


---

# Workspaces, teams & roles

> Keep shows, brands and clients in separate workspaces, switch between them, invite teammates and choose what each role can do.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

A workspace holds one show, brand or client in Convia Pro, with its own Brand Brain, content, social channels, settings and team. This page explains how workspaces work, how to switch between them, how to invite teammates, and what each role can do.

## How workspaces work

- Each workspace has its own brand settings, content, connected social accounts, settings and members. Content doesn't mix between workspaces.
- You get your first workspace when you sign up, and guided setup runs the first time an owner or manager opens it.
- You can't create another workspace yourself. If you need one for another show, the workspace switcher says **Need another show? Contact your workspace admin.** Agencies that run several client workspaces should read [Agencies & managed accounts](https://docs.conviapro.com/docs/agencies-and-managed-accounts.md).
- A guest on someone else's show can create their own workspace from the Guest Portal. It goes through the same guided setup and plan choice as any other signup.

## Switch between workspaces

1. Click your show's name at the top of the page. It has a down arrow when you belong to more than one workspace.
2. Pick a workspace from the list, which is sorted alphabetically.
3. Convia opens that workspace's Dashboard, with its own content and settings.

Each browser tab keeps its own workspace. Refreshing a tab keeps it on the workspace it was showing, and a new tab opens on the workspace you picked most recently. So you can work in two workspaces side by side in two tabs, and anything you save stays in the workspace it belongs to. The launcher button at the bottom left shows the current workspace and the email you're signed in with.

## Roles at a glance

Every member of a workspace has one of four roles:

| Role | In short |
|---|---|
| **Owner** | Full control over the workspace |
| **Manager** | Everything an owner can do day to day: settings, members, approvals and publishing |
| **Contributor** | Creates and edits content, and submits it for approval when the workspace requires it |
| **Viewer** | Sees everything in the workspace and changes nothing |

**Contributor** was previously called Member, and clients hold Contributor too. If you see "Member" anywhere, it means Contributor.

## What each role can do

| Action | Owner | Manager | Contributor | Viewer |
|---|---|---|---|---|
| See episodes, posts, campaigns and analytics | Yes | Yes | Yes | Yes |
| Create and edit content, and use AI features | Yes | Yes | Yes | No |
| Use Tags & Hashtags and Text Snippets | Yes | Yes | Yes | View only |
| Approve or return posts in the approval queue | Yes | Yes | No | No |
| Schedule or publish when approval is required | Yes | Yes | Submits for approval | No |
| Open workspace settings, Voice & Tone, AI Prompts and Social Channels | Yes | Yes | No | No |
| Connect social accounts and integrations | Yes | Yes | No | No |
| Invite members and change roles | Yes | Yes | No | No |
| Open Billing and buy add-ons or credits | Yes | Yes | No | No |
| Run guided setup, Content Automations and bulk clip scheduling | Yes | Yes | No | No |
| Edit host profiles and email guests on the show's behalf | Yes | Yes | No | No |

A few more details:

- Receipts, trial reminders and payment failure notices go to every workspace owner.
- The **Owner** role can't be given from the Members page or the invite form.
- Anyone without write access sees a notice at the top of the app: **View-only access. You can browse everything in this workspace, including episodes, posts and analytics. Making changes needs a contributor or manager role, which a workspace manager can grant.**
- Controls a role can't use are hidden rather than shown and refused, so a viewer doesn't see the **New** button, and contributors don't see settings pages in the menu.

## Invite a teammate

1. Open **Settings → Members**. The page shows your plan's seat limit.
2. Click **Invite Member**.
3. Enter the **Email Address**, choose the **Workspace** and pick a **Workspace Role**. A short description of the role appears below the picker.
4. Click **Send Invitation**.

You should see **Invitation Sent**. The invitation appears under **Pending Invitations** with its status and expiry date. If it expires, or the person can't find the email, use **Resend Invitation**.

When the person opens the link, Convia shows a sign-in form if their email already has an account, or a sign-up form if it doesn't. New users agree to the Terms of Service as they sign up. Once they're in, the workspace appears in their workspace switcher straight away.

### Seat limits and role choices on your plan

- When you reach your plan's seat limit, the **Invite Member** button is disabled with the message **You've reached the maximum number of members of this workspace.** Upgrade your plan to add more seats.
- On plans that don't include role assignment, the role picker is locked and the invite form says **Your plan adds new members as Workspace Managers. Upgrade to the Professional plan or higher to assign roles.** Existing members show their role as a locked badge.

See [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md) for what each plan includes.

## Change a role or remove someone

1. Open **Settings → Members**.
2. To change a role, pick **Manager**, **Contributor** or **Viewer** from the member's role menu. The change takes effect everywhere at once, across publishing, guest emails and workspace settings.
3. To remove someone, click the trash icon on their row, then click **Remove** in the **Remove Member** dialog.

Owners can't be changed or removed from this list.

## Roles and approvals

When a manager turns on **Require approval for social posts** in **Settings → Publishing**, social posts must be approved before they schedule or publish. Contributors submit posts, and owners and managers approve, return or flag them in the Approval Queue. Anyone on the team can flag a post for review. Articles go through review too, but approval never blocks them from publishing. See [Approval & review](https://docs.conviapro.com/docs/approval-and-review.md).

## Clients and guests

- **Clients** you invite to the Client Portal hold the Contributor role. Their portal access follows their client record, so you can give a client normal workspace access without losing their portal. See [Client Portal](https://docs.conviapro.com/docs/client-portal.md).
- **Guests** on your show aren't workspace members. They use the Guest Portal to see their appearances, download media and update their profile. See [Guest Portal](https://docs.conviapro.com/docs/guest-portal.md).

## Related

- [Approval & review](https://docs.conviapro.com/docs/approval-and-review.md): how the approval queue works for your team.
- [Client Portal](https://docs.conviapro.com/docs/client-portal.md): give clients their own view of the workspace.
- [Agencies & managed accounts](https://docs.conviapro.com/docs/agencies-and-managed-accounts.md): run many client workspaces.
- [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md): seats, role assignment and what each plan includes.

---

Source: https://docs.conviapro.com/docs/workspaces-and-teams · Section: Getting started · Last updated: 2026-10-03


---

# Finding your way around

> Learn Convia's layout, including the header, the launcher at the bottom left, the sidebar, episode pages and the controls you see on most pages.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Convia Pro's layout has four parts you use every day: the header across the top, the launcher at the bottom left, the sidebar, and the page itself. This page explains each one, where every area lives, and the controls you'll see on most pages.

## The header

From left to right, the header holds:

- **The Convia logo**, which takes you to your Dashboard.
- **Your show's name.** If you belong to more than one workspace it has a down arrow; click it to switch. See [Workspaces, teams & roles](https://docs.conviapro.com/docs/workspaces-and-teams.md).
- **The trial badge**, during a free trial, showing the days left. Click it to open Billing.
- **New** (the plus button), with **New Episode**, **New Post**, **New Article** and **New Campaign**.
- **The notifications bell.** Notifications about comments that mention you open your **My Mentions** page.
- **Your avatar menu**, with your plan, your AI credit balance, **Top up credits** and **My Tasks**.

What you see depends on your role. Viewers don't get the **New** button, and only owners and managers see the trial badge, the plan and **Top up credits**.

## The launcher

The launcher is the button at the bottom left showing your workspace name and the email you're signed in with. Click it to open a menu of every area:

| Launcher section | What's in it |
|---|---|
| Across the top | **Dashboard**, **Calendar**, **Campaigns** and **Analytics** |
| **My Content** | **Episodes**, **Clips Library**, **Posts**, **Articles** and **Media Library** |
| **In Motion** | **Ideas**, **Scripts**, **Content Lab**, **Content Automations** and **Trend Monitor**, which also holds **Feed Manager** |
| **Show** | **Brand Brain**, **Collaboration** (Hosts and Guests) and **Social Channels** |
| **Workspace** | **Integrations**, **Settings** and **Billing** |
| **Support** | **Report Bugs**, **What's New**, **Help & Guide**, and **Getting Started** if the setup card has been hidden |
| **Account** | **My Account**, **View My Appearances** if you've been a guest on a show, and **Sign Out** |

Entries depend on your role and plan. **Content Automations**, **Social Channels**, **Integrations**, **Settings** and **Billing** appear for owners and managers. A page your plan doesn't include is either hidden or, like **Analytics**, shows a lock with a **View plans** button.

**Brand Brain**, **Collaboration**, **Integrations** and **Settings** each open a page listing what's inside them. For example, **Settings** lists **Members**, **Client Portal**, **Publishing**, **Publishing history**, **Workflow & Tasks**, **AI Settings** and **Trash**, and **Integrations** lists your connected services, such as OpusClip, Descript, ElevenLabs, HeyGen, **Website analytics**, **RSS Feed** and **MCP Connections**.

## The sidebar

The sidebar shows the pages of the area you're in. Open **Episodes** and it lists the **My Content** pages. Open **Voice & Tone** and it lists Brand Brain's pages under **Voice & Tone**, **Templates** and **Prompts**. On the Dashboard it lists **Dashboard**, **Calendar**, **My Tasks**, **Campaigns** and **Analytics**.

Two links stay at the bottom of the sidebar on every page:

- **Approvals**, with a live count of items that need attention, opens the Approval Queue. See [Approval & review](https://docs.conviapro.com/docs/approval-and-review.md).
- **Refer and Earn**. See [Refer and earn](https://docs.conviapro.com/docs/refer-and-earn.md).

On a tablet, the sidebar collapses to a rail of icons.

## Where things moved

Help topics and some guides name five tabs: Home, Content, Planning, Brand Brain and Settings. The page names haven't changed, so **Settings → Publishing** or **Voice & Tone** still mean the same pages. Here's where each older area is now:

| Older name | Where it is now |
|---|---|
| Home | **Dashboard**, **Calendar**, **Campaigns** and **Analytics** across the top of the launcher. **Approval Queue** is **Approvals** at the bottom of the sidebar, and **My Tasks** is in your avatar menu |
| Content | **My Content** in the launcher. **Tags & Hashtags** and **Text Snippets** moved into Brand Brain |
| Planning | **In Motion** in the launcher |
| Brand Brain → Social Channels | **Social Channels**, its own entry under **Show** in the launcher |
| Brand Brain → Hosts, Guests (My Network) | **Collaboration → Hosts** and **Collaboration → Guests**, under **Show** |
| Brand Brain → RSS Feed | **Integrations → RSS Feed**, under **Workspace** in the launcher |
| Settings → OpusClip, Descript, Website analytics, MCP Connections | **Integrations**, under **Workspace** in the launcher |
| Settings → Billing | **Billing**, under **Workspace** in the launcher |
| Content → Trash | **Settings → Trash** |
| Settings → Refer and Earn | **Refer and Earn** at the bottom of the sidebar |

## The Dashboard

The Dashboard is your starting page. It shows:

- **Getting started**, the setup milestones card, for owners and managers until setup is done. See [Quickstart](https://docs.conviapro.com/docs/quickstart.md#the-getting-started-card).
- **Channel consistency**, with every connected channel across the last week, today and the next two weeks, and a state for each such as **Healthy**, **Slowing**, **No queue** or **Dormant**. It measures against your publishing cadence or your Autopilot setup where you have one. Hover or click a day with posts to see them and open one.
- Recent content and quick stats.

## Episode pages

An episode has its own sidebar listing its pages, in this order:

| Page | What it holds |
|---|---|
| **Overview** | Title, description, guests and status |
| **Episode Prep** | Planning before you record |
| **Recording** | Original recording, final edit and audio, with upload and Descript actions |
| **Clips** | The episode's clips and the **Add clips** menu |
| **Images** | The Thumbnail Studio launcher |
| **Transcript** | The episode transcript |
| **Insights** | Themes, takeaways and tags |
| **Distribution** | YouTube details, podcast description, chapter markers and thumbnail selection |
| **Social Content** | Articles, posts and campaigns linked to the episode |
| **Analytics** | Performance of the episode's published posts across platforms |

The header above every episode page carries **Magic Repurpose**, **Notify Guests** and **Comments**. See [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md).

## Common interface patterns

### Status badges

Badges are color-coded by status:

| Color | Status |
|---|---|
| Blue | Draft |
| Yellow | Pending Approval |
| Green | Scheduled or Active |
| Dark green | Published or Complete |
| Red | Failed or Error |

### Lists, filters and search

Most content lists offer a **Grid** view of cards and a **Table** view of compact rows; toggle them with the icons at the top right of the list. Use the status and platform filters to narrow a list, sort by date, and search by title or description.

### Side panels

Many pages have side panels: **Comments** for team discussion and, on an article, **Version History** for its earlier versions and **Related Content** (open it with **Repurpose → View Related Content**) for the posts made from it. An idea lists what was made from it under **Content Created**.

### Modals and detail pages

Posts open in a modal for quick editing. Close one with the **X** at the top right; Convia asks before discarding unsaved changes. Articles and episodes open as full pages.

### Times and time zones

Every time in Convia shows in your workspace's time zone, not your computer's, with a small badge such as **EDT** beside it. Set the time zone in **Settings → Publishing**. See [Calendar & scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md).

### Open several pages at once

Cmd-click or Ctrl-click an item in the sidebar or a menu to open it in a new browser tab. Each tab keeps its own workspace.

## Help inside Convia

Open the launcher and look under **Support**:

- **Help & Guide** opens a help panel you can search.
- **What's New** lists recent releases by date.
- **Report Bugs** opens **Reports & Feedback**, where you can send a bug report, a feature request or feedback.

See [Get support](https://docs.conviapro.com/docs/get-support.md) for every way to get help.

## On a phone

Convia is built for a desktop browser. On a phone-sized screen, workspaces with the mobile view switched on get a smaller app for approving posts, capturing ideas and creating posts. Other workspaces see **Mobile is coming soon** and are asked to use a desktop browser, with the option to try a different workspace.

## Related

- [Workspaces, teams & roles](https://docs.conviapro.com/docs/workspaces-and-teams.md): switch workspaces and see what each role can open.
- [Quickstart](https://docs.conviapro.com/docs/quickstart.md): the setup milestones on your Dashboard.
- [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md): everything on an episode's pages.
- [Get support](https://docs.conviapro.com/docs/get-support.md): Help, bug reports and the status page.

---

Source: https://docs.conviapro.com/docs/navigating-convia · Section: Getting started · Last updated: 2026-10-03


---

# Get the most from a new episode

> Take a freshly recorded episode from upload to a reviewed, scheduled launch with clips, Magic Repurpose, approvals and a release-day push.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

You just recorded an episode and want it to reach as many people as possible without writing every post by hand. This guide is for hosts and producers using Convia Pro. It sets out the order that gets the most from one recording: media first, clips next, then a Magic Repurpose run, then review, scheduling and a release-day push.

## Before you start

- **Your Brand Brain is set up.** Every AI step reads your **Brand Characteristics**, **Audience Profile** and **Content Rules** under **Brand Brain → Voice & Tone**. See [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md).
- **Your social accounts are connected** on **Social Channels** (under **Show** in the launcher). You can draft against an Offline account, but you cannot schedule to it. See [Connect social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md).
- **You have AI credits.** A full Magic Repurpose run on a new episode is roughly 100 to 150 credits, and the pre-flight check shows the exact cost before anything runs. See [AI credits](https://docs.conviapro.com/docs/ai-credits.md).
- **Magic Campaign is on your plan**, if you want Magic Repurpose to prepare the social campaign. Without it, the campaign switch shows an **Add-on** badge. See [Plans and billing](https://docs.conviapro.com/docs/plans-and-billing.md).

## Stage 1: Create the episode and add the final edit

Magic Repurpose needs the episode's final edit. It transcribes the final edit, and every text step after that (chapters, insights, titles, descriptions, posts) is written from the transcript. Get the media in first.

1. Go to **My Content → Episodes** and click **New Episode**.
2. Give the episode its title and set its publish date if you know it. Magic Repurpose plans the campaign around that date.
3. On the **Overview** page, add the guests who appear in the episode, so promotion posts can name them.
4. Open the **Recording** page, choose **Final edit** and upload the finished video. If you edit in Descript, start from **Original recording** and bring the edit back with **Import from Descript** on **Final edit**.

The episode now has a final edit, which is the one thing Magic Repurpose cannot start without. For more on the episode pages, see [Episodes and clips](https://docs.conviapro.com/docs/episodes-and-clips.md).

## Stage 2: Make clips before you repurpose

Clips are optional for Magic Repurpose, but make them first. A run transcribes the clips that already exist, and video-only platforms such as YouTube and TikTok need a clip to post. If you pick those platforms for an episode with no clips, Convia warns you during setup, and those campaign posts are held as needing an asset.

1. Open the episode's **Clips** page and open the **Add clips** menu.
2. Choose how to make them: **Upload video files** (or drop files anywhere on the clip list), **Add a clip with details**, **Create clips with OpusClip**, **Import clips from Descript** or **Create clips with Descript**.
3. For OpusClip clips, review each one, reject the ones you do not want or open them with **Edit in OpusClip**, then import the rest.

The OpusClip and Descript options are shown to owners and managers, and need your own API key or the Managed Clipping add-on. See [Clip imports](https://docs.conviapro.com/docs/clip-imports.md).

## Stage 3: Run Magic Repurpose

Magic Repurpose turns the episode into a content package in one run. Run it at least two days before the release date: the campaign it prepares runs from two days before release to three days after, and Convia cannot place posts at times that have already passed.

1. Click **Magic Repurpose** in the episode header. If a checklist of **Recording**, **Final edit** and **Clips** opens, finish the steps it links to. **Repurpose now** becomes available once the final edit is in.
2. On the pre-flight check, leave **Skip steps where content already exists** ticked so you only pay for what is missing. Check **Steps to Process** and **Estimated Cost**, then click **Continue to Setup**.
3. Check the **Publish Date**. It starts on the episode's release date, and the campaign's posts are planned around the date shown.
4. If transcription will run, set **Expected Speaker Count**.
5. Turn on **Prepare a social campaign?** Then choose a **Campaign Type** (it defaults to **Promote a Specific Idea**; pick **Guest/Partnership Spotlight** for a guest-led episode), your **Social Platforms**, and any **Newsletter Articles (Optional)**.
6. Review the **Workflow Summary** and **Total Cost**, and start the run.

You can close the tab or leave the page, and the run keeps going. When it finishes, a summary links to everything it made. See [Magic Repurpose](https://docs.conviapro.com/docs/magic-repurpose.md).

> [!IMPORTANT]
> Magic Repurpose creates everything as drafts. Nothing schedules or publishes until someone on your team acts on it.

## Stage 4: Review what Magic Repurpose made

Work through the episode's pages in this order, editing as you go:

| What it made | Where to find it |
|---|---|
| Transcript | **Transcript** |
| Themes, takeaways and tags | **Insights** |
| YouTube title options, YouTube and podcast descriptions, chapter markers | **Distribution** |
| The campaign, host and guest promotion posts, and any articles | **Social Content** |

Then check the campaign for gaps. A campaign page shows a banner when posts still need a clip, and each held post carries a **Held · needs asset** chip. Open a held post to attach a clip from your library or generate its visual in the composer.

On YouTube and Facebook posts, fill in the **Published title**. Convia's internal names are descriptive labels for your team, and if the published title is blank, the internal name is used as the public title.

For a custom thumbnail, open the episode's **Images** page and launch Thumbnail Studio. See [Thumbnails](https://docs.conviapro.com/docs/thumbnails.md).

## Stage 5: Approve and schedule the campaign

Each draft already carries a planned date. Open each post, make your edits, and schedule it. If your workspace requires approval, the post waits in the **Approval Queue** until a manager approves it, and an approved post with a date moves to **Scheduled** on its own.

- A post dated before the episode's release carries a **Before release** badge, and approving it asks you to confirm. That is expected for teasers.
- On the campaign page, drag a post on its **Calendar** to move it. Times show in your workspace's time zone.

See [Approval and review](https://docs.conviapro.com/docs/approval-and-review.md) and [Campaigns](https://docs.conviapro.com/docs/campaigns.md).

## Stage 6: Schedule the rest of your clips

The campaign uses some of your clips. To post the rest, where your plan includes bulk scheduling, click **Schedule clips** on the episode's **Social Content** page, or select clips on the **Clips** page and choose **Schedule selected**. In **Bulk schedule clips**, **Simple** spreads posts over a window, and **Advanced** lets you pick posting days per channel. **Generate** writes one caption per clip per platform for the credits shown. **Launch Campaign** then sends every post for approval, or **Save as Draft** keeps them as drafts.

For YouTube Shorts, a reliable routine is: **Schedule clips**, select the Shorts and choose **Finish on YouTube**, set each Short's Related video through its **Studio** link, then click **Space them out**. See [YouTube publishing](https://docs.conviapro.com/docs/youtube-publishing.md).

Bulk scheduling is one pass over one episode. To keep posting clips from every episode, see [Get draft posts created for you](https://docs.conviapro.com/docs/automate-your-drafts.md).

## Stage 7: Tell your guests and watch the results

When the episode is ready to go out, open **Notify Guests** in the episode header and choose **Notify episode is ready**. See [Promote an episode with your guest](https://docs.conviapro.com/docs/promote-with-your-guest.md).

After release, the episode's **Analytics** page rolls up every published post across platforms, and each post shows how it compares with your usual. See [Analytics](https://docs.conviapro.com/docs/analytics.md).

## What a good result looks like

- The transcript, insights, chapter markers, YouTube title options and descriptions are filled in and edited.
- The campaign covers lead-up, release day and follow-up, with no held posts left unresolved.
- Every campaign post is **Scheduled** or **Pending Approval**, and none is still a draft by accident.
- The remaining clips are scheduled and spaced out, and your guests have been notified.

## Common pitfalls

- **Repurposing before clips exist.** Video posts come back held, waiting for a clip. Make clips in Stage 2 first.
- **Running Magic Repurpose late.** The closer to release you run it, the less room there is for lead-up teasers.
- **Not checking the Publish Date.** The campaign is planned around the date on screen, so a wrong date shifts every post.
- **Expecting a re-run to rewrite everything.** With **Skip steps where content already exists** ticked, only missing items are made. To redo one item, delete it or regenerate it from its own page first.
- **Starting a second run while one is going.** Convia allows one Magic Repurpose run per episode at a time.

## Related

- [Magic Repurpose](https://docs.conviapro.com/docs/magic-repurpose.md): every option in the wizard and what each step costs.
- [Turn one piece of content into many](https://docs.conviapro.com/docs/repurpose-one-piece.md): repurpose step by step when you want more control.
- [Promote an episode with your guest](https://docs.conviapro.com/docs/promote-with-your-guest.md): get your guest sharing on release day.
- [Calendar and scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md): move posts and space out clips.

---

Source: https://docs.conviapro.com/docs/maximize-an-episode · Section: Guides · Last updated: 2026-10-03


---

# Turn one piece of content into many

> Repurpose an episode step by step, cutting clips, writing posts from each clip, turning the transcript into articles and spinning articles into more posts.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Magic Repurpose makes a whole content package in one run. When you want to choose each piece yourself, or you are working from one clip or one article rather than a fresh episode, repurpose step by step instead. This guide is for producers in Convia Pro who want control over what gets made, in what order, and for which platforms.

## When to repurpose by hand

Use this path when:

- The episode already has some content and you only want a few more pieces.
- You want posts from particular clips, not a full campaign.
- You are repurposing an article or an older episode rather than a new recording.

For a brand-new episode where you want everything at once, start with [Get the most from a new episode](https://docs.conviapro.com/docs/maximize-an-episode.md) instead.

## Before you start

- **The episode has a final edit and a transcript.** Articles and clip posts are written from transcripts. Transcribe from the top of the episode's **Transcript** page. See [Episodes and clips](https://docs.conviapro.com/docs/episodes-and-clips.md).
- **Your Brand Brain is set up**, so every draft starts in your voice. See [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md).
- **You have AI credits.** Each AI action has a set cost; writing by hand and editing are free. See [AI credits](https://docs.conviapro.com/docs/ai-credits.md).

## Stage 1: Cut the episode into clips

Clips are the raw material for most social posts, so make them first.

1. Open the episode's **Clips** page and open the **Add clips** menu.
2. Choose **Upload video files**, **Add a clip with details**, **Create clips with OpusClip**, or one of the Descript options.
3. Check that each clip has a transcript. If one does not, open it and use **Transcribe** under the video.

Each clip gets its own entry in **My Content → Clips Library**, linked to its episode. The OpusClip and Descript options are shown to owners and managers. See [Clip imports](https://docs.conviapro.com/docs/clip-imports.md).

## Stage 2: Turn clips into posts

Work clip by clip when the wording matters, or in bulk when you want coverage.

**One clip at a time**

1. Open a clip from **My Content → Clips Library**.
2. Click **Generate Posts** and pick the platforms you want.
3. Review each draft in the post editor. Posts made from a clip can also write a new caption from your own instruction plus the clip's transcript.

**Many clips at once** (where your plan includes bulk scheduling)

1. On the episode's **Social Content** page, click **Schedule clips**, or select clips on the **Clips** page and choose **Schedule selected**.
2. In **Bulk schedule clips**, pick **Simple** to spread posts across a window, or **Advanced** to choose posting days per channel.
3. Click **Generate**, review the preview, then choose **Launch Campaign** to send every post for approval, or **Save as Draft**.

See [Posts](https://docs.conviapro.com/docs/posts.md) and [Calendar and scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md).

## Stage 3: Turn the episode into an article

1. On the episode's **Social Content** page, find **Articles** and click **Generate with AI**.
2. The article editor opens linked to the episode and writes the article from its transcript. Its AI settings let you pick a template: **Show Notes**, **Blog Post**, **Newsletter** or **LinkedIn Article**.
3. Edit the article, including its subtitle and SEO fields.

Articles move through Draft, Pending Approval, Approved and Published. Approving an article does not publish it: **Mark as Published** is a separate step. See [Articles](https://docs.conviapro.com/docs/articles.md).

## Stage 4: Turn the article into more content

An article is a second source you can repurpose again.

1. Open the article from **My Content → Articles** and click **Repurpose**.
2. Choose **Article** to open **Repurpose as Article** and rewrite it with a different template, for example a newsletter version of a blog post.
3. Or choose **Social Post** to open **Repurpose as Social Posts** and write posts that promote the article.

## Stage 5: Add host and guest promotion posts

On the episode's **Social Content** page, the **Promotion Posts** card holds posts that promote the episode through your hosts and guests. Click **Generate with AI** to write a host post plus one for each guest, or **Create Promo Post** to write one yourself. Guests can copy their posts from the Guest Portal. See [Promote an episode with your guest](https://docs.conviapro.com/docs/promote-with-your-guest.md).

## Stage 6: Group the pieces into a campaign

Loose posts are hard to schedule as a story. Put them in a campaign so they share a calendar and a report.

1. On the episode's **Social Content** page, click **Create Campaign**, or open **Campaigns** from the top of the launcher and click **New Campaign**.
2. Choose **I will pick the content myself**, then search for and pick the posts and articles you made. Nothing is generated and nothing is charged.
3. Continue through scheduling and launch.

A clip joins a campaign as a post. If you pick a bare clip in the builder, Convia tells you it was not added and where to add it, so generate a post from the clip first (Stage 2).

On an existing campaign, **Link Existing** adds posts you have already written. See [Campaigns](https://docs.conviapro.com/docs/campaigns.md).

## Stage 7: Keep track of what came from what

Convia records where each piece came from:

- Articles and posts link back to their source episode, and the episode's **Social Content** page lists its articles, posts and campaigns.
- Posts show which campaign they belong to.
- An idea lists everything made from it under **Content Created**.

## What a good result looks like

- Each strong moment in the episode has a clip with a transcript.
- Every target platform has posts written for it, not copied across.
- At least one article exists, and it has its own promotional posts.
- Everything sits in one campaign with dates spread out, so one episode does not crowd your calendar.

## Common pitfalls

- **Generating posts from a clip with no transcript.** A post cannot be generated from a clip that has not been transcribed. Transcribe it first.
- **Picking YouTube or TikTok without a clip.** Those platforms post video, so the post needs a clip attached.
- **Generating the same thing twice.** Each run costs credits and makes another set of drafts. Check the episode's **Social Content** page before you generate.
- **Thinking an approved article is live.** It stays **Approved** until someone clicks **Mark as Published**.
- **Stacking one episode's clips on the same days.** Spread the dates as you schedule, or use **Advanced** in **Bulk schedule clips**, which skips days that are already full. **Spread out**, under **Declutter** on the Calendar, can re-space clips you bulk scheduled. See [Calendar and scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md).

## Related

- [Magic Repurpose](https://docs.conviapro.com/docs/magic-repurpose.md): make the whole package in one run instead.
- [Episodes and clips](https://docs.conviapro.com/docs/episodes-and-clips.md): every page of an episode and every way to add clips.
- [Articles](https://docs.conviapro.com/docs/articles.md): templates, review and publishing for long-form content.
- [Plan a promotional campaign](https://docs.conviapro.com/docs/plan-a-launch-campaign.md): turn the pieces into a planned story.

---

Source: https://docs.conviapro.com/docs/repurpose-one-piece · Section: Guides · Last updated: 2026-10-03


---

# Plan a promotional campaign

> Plan 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.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

A campaign is a story told across several platforms over a period of time. Instead of writing posts one by one, you decide what the campaign is saying, and each post becomes one beat of it. This guide is for anyone in Convia Pro planning a launch, an event, an episode release or a push behind one idea. A campaign does not need an episode: it can draw on your whole library, or start from nothing but what you want to say.

## Before you start

- **At least one social channel is connected.** The campaign builder asks you to connect one if the workspace has none. See [Connect social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md).
- **Your Brand Brain is set up**, because the plan and the posts are written in your voice. See [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md).
- **Magic Campaign is on your plan**, if you want Convia to plan and write the campaign. Picking content yourself works without it. If it is not included, Convia explains what it does and how to add it. See [Plans and billing](https://docs.conviapro.com/docs/plans-and-billing.md).
- **Optional: your posting times** under **Settings → Publishing**. Campaign posts use the times you set there.

## Stage 1: Choose the campaign type

The type shapes how the story is paced. Pick the one that matches why you are posting.

| Type | Best for | Suggested duration and frequency | Posting pattern |
|---|---|---|---|
| **Promote a Specific Idea** | Reinforcing a concept through repetition | 21 days, weekly | Spread evenly |
| **Capitalize on a Trend** | Reacting to news with your existing content | 7 days, daily | Front-loaded |
| **Seasonal/Recurring Theme** | Holidays, events, launches or recurring topics | 14 days, 2x per week | Build-up, event and follow-up |
| **Guest/Partnership Spotlight** | Featuring a guest or partner | 10 days, 3x per week | Coordinated around release |

The setup step shows these suggestions under **What does this mean for your campaign?** You can change the dates and frequency for any type. A campaign started from a trend alert takes its length from how urgent the trend is. See [Campaigns](https://docs.conviapro.com/docs/campaigns.md#campaign-types).

## Stage 2: Choose where to start

Where you start decides what the campaign is built from.

- **From an episode:** open the episode's **Social Content** page and click **Magic Campaign**. The dates default to two days before the episode's release through three days after. Move the start date earlier to get more lead-up teasers.
- **From scratch, your library or a theme:** open **Campaigns** from the top of the launcher and click **New Campaign**.
- **From an idea or a trend:** **Act on Idea → Campaign** on an idea, or **Create Campaign** on a trend alert, opens the campaign builder already filled in from it. See [Write about what's trending](https://docs.conviapro.com/docs/write-about-trends.md).

## Stage 3: Set up the campaign

In the campaign builder, fill in the setup step:

1. Give the campaign a name, and choose its type under **What kind of campaign?**
2. Under **What are you trying to accomplish?**, say what the campaign is for in your own words. Convia uses this to ground the story.
3. Under **How do you want to build it?**, choose **Build the story for me** (the default) or **I will pick the content myself**.
4. Use **Campaign Brief** to describe the main idea the campaign reinforces.
5. Pick the platforms and dates, and a **Posting Frequency**: **Daily**, **3x per week**, **2x per week**, **Weekly** or **Bi-weekly**. Picking a type fills in its suggested frequency and, once you set a start date, an end date that matches its suggested duration. In **Magic Campaign**, the frequency applies to each platform and starts at **3x per week**.
6. Optionally link an episode under **Linked Episode (Optional)**.

Dates are required to build a story, because the plan is laid out across the campaign window. Picking content yourself does not need dates.

In **Magic Campaign**, the **Campaign Brief** works as instructions for every post: a call to action, a link or a phrase to include. Its chips insert the episode's video or podcast link, where the episode has one.

> [!TIP]
> Text that should appear on only one platform's posts, such as a sign-off or a promo code, belongs in **Brand Brain → Social Platform Prompts**. When Convia writes a campaign, each platform's instructions stay on that platform's posts.

## Stage 4: Build and refine the story

With **Build the story for me**, Convia lays out an arc split by platform, where each beat says what it needs and when. Every beat is checked against what you already have: a beat that names a clip, post or article is covered, and a flagged beat is something you still need to make.

Planning and re-planning are free, so shape the plan before you spend anything:

1. **Pin** the beats you like. Pinned beats come back word for word when you re-plan, with anything attached to them.
2. Type what you want changed in the box at the bottom, in plain language, for example "Too LinkedIn-heavy. More contrarian, less teaching."
3. Re-plan, and repeat until the arc reads right.

Once you pin something, the plan is saved as you go, so closing the tab does not lose it. It stays out of your campaigns list until you launch or save it.

In **Magic Campaign** from an episode, the same idea applies: **Create Plan (free)** shows the planned arc, and you review it before anything is written.

## Stage 5: Fill the gaps

A flagged beat is a to-do item, not an error. In a new workspace with no content, every beat may be flagged, and the arc still tells you what to make and in what order. For each flagged beat:

- Make the clip, post or article it asks for, then re-plan so the beat picks it up.
- In Magic Campaign's plan review, search the episode's clips for one that fits.
- Or leave it: when posts are written, a beat with nothing to carry it becomes a held post with a brief for the asset it needs.

## Stage 6: Generate the posts, or save the plan

- **Generate posts** on the last step writes the posts for the credits shown. Above the button, Convia says how many posts it will write, across how many platforms, and how many are waiting on an asset. The posts go to the approval queue for review.
- **Save plan only** keeps the arc on the campaign with no posts and no charge. The campaign waits as a draft, and its page offers **Generate posts** when you are ready, which is also how you retry a failed generation.
- In **Magic Campaign**, **Generate Campaign** writes the posts. Then **Launch Campaign** sends every post for approval, or **Save as Draft** keeps them as drafts.

A post still waiting on its visual shows **Held · needs asset** in the campaign's post list. See [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md) and [Campaigns](https://docs.conviapro.com/docs/campaigns.md).

> [!IMPORTANT]
> Nothing a campaign writes publishes on its own. Every post waits for a person to review it.

## Stage 7: Review, approve and adjust

1. Click **Approvals** at the bottom of the sidebar to open the Approval Queue, then **Approve** or **Return** each post. To raise a concern instead, open the post and choose **Flag / Report problem** under **More actions**. An approved post with a scheduled date moves to **Scheduled**.
2. On the campaign's page, **Campaign Posts** lists every post with its status, and the **Calendar** below shows them by date. Drag a post to reschedule it.
3. **Open full calendar** opens the main Calendar in focus mode for this campaign, with tools to shift or spread its posts.

Convia will not schedule a post for a time that has already passed. If a campaign's **Shift** would push any post into the past, nothing moves. See [Approval and review](https://docs.conviapro.com/docs/approval-and-review.md) and [Calendar and scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md).

## Stage 8: Measure the campaign

After posts go out, **Analytics → By Campaign** rolls up performance per campaign across platforms. With website analytics connected, the campaign page also shows a **Website** row with the visits the campaign sent. See [Analytics](https://docs.conviapro.com/docs/analytics.md) and [Bring people to your website](https://docs.conviapro.com/docs/grow-website-traffic.md).

## What a good result looks like

- The campaign has one clear message, and every beat is a different angle on it.
- Each platform gets posts written for it, at a frequency you can sustain.
- No held posts are left without an asset by the time they are due.
- Every post is approved or scheduled before the campaign starts.

## Common pitfalls

- **A window that has already started.** An older episode's default dates can fall in the past. Magic Campaign refuses a start in the past and offers **Start tomorrow instead**, which keeps the window's length.
- **No dates when building a story.** The story cannot be laid out without them.
- **Generating before the plan is right.** Planning is free and generating is not, so re-plan first.
- **Putting per-platform text in a Magic Campaign's Campaign Brief.** The brief applies to every platform's posts.
- **Too many platforms for the content you have.** More platforms means more beats to fill and more held posts.

## Related

- [Campaigns](https://docs.conviapro.com/docs/campaigns.md): the campaign page, its calendar and managing posts.
- [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md): planning and generating a campaign from an episode.
- [Approval and review](https://docs.conviapro.com/docs/approval-and-review.md): how the approval queue works.
- [Get the most from a new episode](https://docs.conviapro.com/docs/maximize-an-episode.md): a campaign as part of an episode launch.

---

Source: https://docs.conviapro.com/docs/plan-a-launch-campaign · Section: Guides · Last updated: 2026-10-03


---

# Write about what's trending

> Find 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.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Timely content works when you say something about a trend while people are still talking about it, and when what you say connects to your own expertise. This guide is for creators and marketers using Convia Pro who want to find trends that fit their brand, decide quickly which ones are worth a response, and get from a trend to a reviewed post, script or short campaign.

## Before you start

- **Trend Rider is on your plan.** Trend Monitor and Feed Manager are part of Trend Rider, which is included only on some plans. If you do not see **Trend Monitor** under **In Motion** in the launcher, your plan does not include Trend Rider. See [Plans and billing](https://docs.conviapro.com/docs/plans-and-billing.md).
- **Your Brand Brain is set up.** Each trend's relevance score is based on your brand settings, so thin settings give vague scores. See [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md).
- **You have AI credits.** Discovering trends and the AI actions on a trend cost credits. Saving a trend as a basic idea is free. See [AI credits](https://docs.conviapro.com/docs/ai-credits.md).
- **Optional: RSS feeds** for the sources you already follow, added in **In Motion → Trend Monitor → Feed Manager** with **Add Feed**.

## Stage 1: Point Convia at your subject

Trend Monitor finds trends two ways. Use both if you can: searches for breadth, feeds for the sources you trust.

1. Go to **In Motion → Trend Monitor** and click **Discover Trends**.
2. Enter up to five topics, for example "AI in marketing" or "podcast growth". More topics cost more credits.
3. Run the search. Results appear as trend alerts on the **Active Alerts** tab.

If you have feeds in Feed Manager, **Refresh from RSS** on the same page scores their latest items into alerts too. See [Trend Discovery](https://docs.conviapro.com/docs/trend-discovery.md).

## Stage 2: Triage the alerts

Each alert shows what is trending, a relevance score for your brand, an urgency (**High Urgency**, **Medium Urgency** or **Low Urgency**) and its source. Sort and filter before you spend anything:

- Use **Urgency**, **Source** and **Min Relevance** to narrow the list.
- Act first on alerts that are both relevant and urgent. A low-urgency alert can wait as a saved idea.
- **Dismiss** anything that does not fit, and say why. Dismissed alerts move to the **Dismissed** tab, where **Restore** brings one back.

## Stage 3: Choose the action that matches your time

Each alert has a **Create Campaign** button and a menu of other actions. Pick by how soon you will use the result:

| Action | Cost | What you get | Use it when |
|---|---|---|---|
| **Quick Idea (Basic)** | Free | A basic idea in your Ideas list, linked to the trend | You want to park it for later |
| **Create Idea (AI)** | 10 credits | A full idea with a description | You will write about it soon |
| **Create Script (AI)** | 15 credits | A production-ready script | You will record a segment on it |
| **Create Campaign** | Varies | A campaign built from the trend | It is urgent and you have something to say now |

Everything these actions create lands as a draft for you to review.

## Stage 4: Turn the idea into content

1. Open the idea from **In Motion → Ideas**.
2. Under **Act on Idea**, choose what to make: **Social Post**, **Article**, **Script** or **Campaign**.
3. For a quick post, choose **Social Post**, pick the platform, and use **Generate with AI**. The draft opens in the composer in your brand voice, ready to edit.

Move the idea's status along as you go (**New**, **Researching**, **Ready**, **In Progress**, **Completed**) so the team knows what is taken. See [Ideas and scripts](https://docs.conviapro.com/docs/ideas-and-scripts.md).

## Stage 5: Respond with a trend campaign

For a trend worth more than one post, click **Create Campaign** on the alert. The campaign builder opens already filled in:

- Named **Trend Response:** followed by the topic, with the type locked to **Capitalize on a Trend**.
- Starting today, with a length and frequency set by the alert's urgency.

| Alert urgency | Campaign length | Posting frequency |
|---|---|---|
| High | 5 days | Daily |
| Medium | 10 days | 3x per week |
| Low | 14 days | 2x per week |

Pick your platforms, then build the story. **Build the story for me** checks every beat against your library, so a trend response can point to your own clips and posts on the subject. See [Plan a promotional campaign](https://docs.conviapro.com/docs/plan-a-launch-campaign.md).

> [!TIP]
> Front-load a trend response. **Capitalize on a Trend** campaigns put more posts early, because interest fades fast. Approve the first posts the same day you create them.

## Stage 6: Review before anything goes out

Posts a campaign writes go to the approval queue, and a post drafted from an idea opens in the composer as a draft. Check each one for facts that may have moved since the trend was found before you schedule or approve it. An approved post with a date moves to **Scheduled**. See [Approval and review](https://docs.conviapro.com/docs/approval-and-review.md).

## Stage 7: Automate the routine (optional)

If you check the same feeds every day, a **Trend automation** can draft a post a day from the freshest trend your feeds pick up, and drop it into your approval queue. Its **Corpus-grounded** mode only drafts when a trend matches your own episodes. See [Get draft posts created for you](https://docs.conviapro.com/docs/automate-your-drafts.md).

## What a good result looks like

- Your alerts list is short: relevant trends acted on, the rest dismissed or parked as ideas.
- Each trend you respond to connects to something you know or have already published.
- Urgent responses are approved and scheduled within the trend's window, not days later.

## Common pitfalls

- **Acting too late.** A high-urgency trend loses value quickly. Respond while it is current, or park it and move on.
- **Spending credits on every alert.** Use **Quick Idea (Basic)** to save alerts you are unsure about, and spend credits only on the ones you will use.
- **Commentary with no link to your work.** Tie the response to your own episodes or expertise, or skip it.
- **Trend Monitor is missing.** Your plan does not include Trend Rider.
- **Running out of credits.** On the Trends pages, Convia opens the option to buy credits or upgrade. See [AI credits](https://docs.conviapro.com/docs/ai-credits.md).

## Related

- [Trend Discovery](https://docs.conviapro.com/docs/trend-discovery.md): everything Trend Monitor and Feed Manager do.
- [Ideas and scripts](https://docs.conviapro.com/docs/ideas-and-scripts.md): develop a parked trend into content.
- [From idea to script to recording](https://docs.conviapro.com/docs/idea-to-recording.md): record a segment on a trend.
- [Content Automations](https://docs.conviapro.com/docs/content-automations.md): draft trend posts every day.

---

Source: https://docs.conviapro.com/docs/write-about-trends · Section: Guides · Last updated: 2026-10-03


---

# From idea to script to recording

> Capture 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.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Good episodes usually start as a rough idea that gets sharper before anyone presses record. This guide is for hosts and producers who want to plan in Convia Pro: capture ideas as they come, develop the best ones into scripts, turn a finished script into an episode, and prepare your guest, so that by recording day everyone knows the shape of the conversation.

## Before you start

- **Your Brand Brain is set up**, especially Brand Voice. AI drafts of ideas and scripts come out closer to how you sound. See [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md).
- **You have AI credits** if you want Convia to draft scripts. Writing ideas and scripts by hand is free. See [AI credits](https://docs.conviapro.com/docs/ai-credits.md).
- **Your guest has a profile**, if the episode has one. Add guests under **Collaboration → Guests**. See [Guest Portal](https://docs.conviapro.com/docs/guest-portal.md).
- **A scheduling email template**, if you want to email guests the recording-day details. Set it up under **Brand Brain → Guest Emails**.

## Stage 1: Capture ideas as they come

Ideas live under **In Motion → Ideas**. Get every idea in, whatever its source, so you choose from the whole list rather than whatever you remember.

- **By hand:** click **New Idea** and enter a title, description, notes and tags. Set a priority.
- **From a trend:** on a trend alert, choose **Quick Idea (Basic)** or **Create Idea (AI)**. The idea links back to the trend. See [Write about what's trending](https://docs.conviapro.com/docs/write-about-trends.md).
- **From search data:** with website analytics connected, **Create idea** on a near-page-one query starts an idea prefilled with the query and page. See [Bring people to your website](https://docs.conviapro.com/docs/grow-website-traffic.md).
- **From feeds:** items from the sources in **In Motion → Trend Monitor → Feed Manager** can become ideas.

## Stage 2: Develop the idea

Use the idea's status to show where it stands:

| Status | Meaning |
|---|---|
| **New** | Just captured, not yet evaluated |
| **Researching** | Gathering more information |
| **Ready** | Fully developed, ready to create |
| **In Progress** | Being produced |
| **Completed** | Content created and published |

Add research to the idea's notes while it is **Researching**. Move it to **Ready** once you know the angle, because the script is only as clear as the idea behind it.

## Stage 3: Write the script

Convia has four script types: **Podcast** for audio episodes, **Video** for YouTube and webinars, **Short** for TikTok, Reels and Shorts, and **Presentation** for slide-based content.

**From the idea (AI draft)**

1. Open the idea and, under **Act on Idea**, choose **Script**.
2. Pick the **Script Type**.
3. Click **Generate with AI**. Convia writes the script from the idea in your brand voice.

**By hand**

1. Go to **In Motion → Scripts** and click **New Script**.
2. Choose the type, then write or paste the script.

Either way, the script page shows a live word count and an estimated length, so you can see whether it fits your format. See [Ideas and scripts](https://docs.conviapro.com/docs/ideas-and-scripts.md).

## Stage 4: Sharpen the script

On the script's page, the **Develop Script with AI** button opens a chat to brainstorm, work on the outline and refine the concept. Edit the text directly, click **Save Changes**, and update the script's status as it moves toward recording.

Script chat uses AI credits per message. Writing and editing by hand stays free.

## Stage 5: Create the episode from the script

When the script is ready, turn it into an episode so recording, guests and repurposing all hang off one record.

1. On the script's page, click **Create Episode from Script**.
2. Convia creates a draft episode with the script's title, description and tags, saves any unsaved script edits first, and opens the new episode.
3. The script text becomes the episode's **Conversation Outline** on its **Episode Prep** page.

The script now shows an **Episode Created** badge and a **View Episode** button. A blank script cannot become an episode, so add the content first.

## Stage 6: Prepare your guest

1. On the episode's **Overview** page, add the guest so they are linked to the episode.
2. In the episode header, open **Notify Guests** and choose **Send scheduling email** to email the recording-day details. It needs the scheduling template from **Before you start** and at least one guest on the episode.
3. Invite the guest to the Guest Portal with **Send Portal Invite**. Once they have access, they can read the episode's **Conversation Outline** there before you record.

If you held a prep call instead of writing a script, paste its transcript into **Prep Call Transcript** on **Episode Prep** and use **Generate Conversation Outline** to draft the outline from it. See [Promote an episode with your guest](https://docs.conviapro.com/docs/promote-with-your-guest.md).

## Stage 7: Record and upload

After the session, open the episode's **Recording** page. Upload the raw file under **Original recording** and the finished video under **Final edit**, or start editing in Descript from **Original recording** and bring the edit back with **Import from Descript**. Once the final edit is in, Magic Repurpose is ready to run. Continue with [Get the most from a new episode](https://docs.conviapro.com/docs/maximize-an-episode.md).

## Stage 8: Close the loop on the idea

Set the idea to **Completed** once the content is out. The idea's **Content Created** section lists everything made from it, including scripts, articles and campaigns, so you can see what each idea produced.

## What a good result looks like

- Your Ideas list is current, with statuses that tell the team what is taken and what is ready.
- Every recorded episode traces back to a script and an idea.
- Your guest saw the outline before recording day and got the scheduling email.
- The episode has its final edit uploaded and is ready to repurpose.

## Common pitfalls

- **Skipping the Ready stage.** A script written from a half-formed idea usually needs rewriting. Develop the idea first.
- **Choosing the wrong script type.** The type shapes length and structure. You can change it on the script's page if you picked wrong.
- **Creating the episode from a blank script.** Convia asks you to add content first.
- **No scheduling template.** **Send scheduling email** stays unavailable until the template is set.
- **Inviting a guest with no email.** A portal invite needs the guest's email address.

## Related

- [Ideas and scripts](https://docs.conviapro.com/docs/ideas-and-scripts.md): every option for ideas, scripts and feeds.
- [Episodes and clips](https://docs.conviapro.com/docs/episodes-and-clips.md): the episode pages, including Episode Prep and Recording.
- [Guest Portal](https://docs.conviapro.com/docs/guest-portal.md): what guests can see and do.
- [Get the most from a new episode](https://docs.conviapro.com/docs/maximize-an-episode.md): what to do once the recording is in.

---

Source: https://docs.conviapro.com/docs/idea-to-recording · Section: Guides · Last updated: 2026-10-03


---

# Promote an episode with your guest

> Work with your guest from booking to release, with a profile, scheduling email, Guest Portal invite, promotion posts and a Guest Spotlight campaign.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

A guest who shares the episode takes it to an audience you do not reach yourself, but only if sharing is easy for them. This guide is for hosts and producers using Convia Pro who want their guests involved from booking to release: a complete guest profile, recording-day details, access to the Guest Portal, posts written for them to share, and a campaign that puts them at the center.

## Before you start

- **You are an owner or manager**, or your role has guest access. Workspace roles control who can see guest email addresses and who can email guests on your show's behalf. See [Workspaces and teams](https://docs.conviapro.com/docs/workspaces-and-teams.md).
- **Guest email templates are set up** under **Brand Brain → Guest Emails**, if you want to send the scheduling email.
- **Your social accounts are connected**, so promotion posts can be scheduled. See [Connect social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md).
- **Magic Campaign is on your plan**, if you want a **Guest/Partnership Spotlight** campaign written for you. See [Plans and billing](https://docs.conviapro.com/docs/plans-and-billing.md).

## Stage 1: Add the guest and link them to the episode

A full profile is what every later step draws on: promotion posts use the guest's name, title and links, and thumbnails can use their photos.

1. Go to **Collaboration → Guests** and click **Add Guest**.
2. Enter their name, email, company, title, bio, photo and social links. The email is what lets you invite them to the portal.
3. Link the guest to the episodes they appear in, or add them from the episode's **Overview** page.

If the guest already has a Convia profile, you can request their details instead of typing them. Nothing is shared until they agree, and approving fills in their name, bio, photo and links without overwriting anything you typed. A guest who declines shows a **Declined to share** badge and is not offered a portal invite for that show.

## Stage 2: Send the recording-day details

Before recording, open **Notify Guests** in the episode header and choose **Send scheduling email**. It emails every guest on the episode the recording-day details, using your scheduling template, and includes each guest's personal profile link so they can update their own details.

If you prepared an outline, the guest can read it in the Guest Portal once they have access. See [From idea to script to recording](https://docs.conviapro.com/docs/idea-to-recording.md).

## Stage 3: Invite the guest to the Guest Portal

The Guest Portal is where your guest sees their appearances, downloads clips and copies the posts you wrote for them.

1. Open the guest's profile and click **Save & invite to portal**. Managers also see **Send Portal Invite** beside each guest on the episode's guest list.
2. The guest gets an email with a secure link. The link expires after 30 days.
3. From the link, the guest can update their profile and photos, and create an account in one place.

In the portal, guests can view the episodes they appear in, download media from them, update their own profile, and claim their profile as a full account. See [Guest Portal](https://docs.conviapro.com/docs/guest-portal.md).

## Stage 4: Write promotion posts for host and guest

Promotion posts are social posts that promote the episode through your hosts and guests, separate from the episode's own content posts.

1. Open the episode's **Social Content** page and find the **Promotion Posts** card.
2. Click **Generate with AI** to write a host post plus a tailored post for each guest, or **Create Promo Post** to write one yourself.
3. Edit each post. In the composer, the guest and host insert buttons drop in a linked person's details, and typing **@** tags LinkedIn organizations, X accounts or Bluesky accounts.

Magic Repurpose and a launched Magic Campaign also create these posts, and Magic Repurpose skips any host or guest who already has one, so you do not get duplicates. See [Mentions and tagging](https://docs.conviapro.com/docs/mentions-and-tagging.md).

> [!NOTE]
> Whether the **@** tagging picker is available depends on your plan. On Instagram, Threads and TikTok there is no picker, but a plain @handle still links. On Facebook and YouTube, an @ does not link at all.

## Stage 5: Run a Guest/Partnership Spotlight campaign

A **Guest/Partnership Spotlight** campaign makes the guest the hero: it draws on their quotes and expertise, mentions them, and builds posts they will want to share.

- **From the episode:** on the **Social Content** page, click **Magic Campaign**, choose the **Guest/Partnership Spotlight** type, and plan and generate as usual.
- **During Magic Repurpose:** turn on **Prepare a social campaign?** and set **Campaign Type** to **Guest/Partnership Spotlight**.

A Magic Campaign from an episode runs from two days before the release to three days after unless you change the dates. In the campaign builder, this type suggests 10 days at 3x per week, coordinated around the release. Posts dated before the release are written as teasers, and each one carries a **Before release** badge in the approval queue so going out early is a deliberate choice. See [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md) and [Plan a promotional campaign](https://docs.conviapro.com/docs/plan-a-launch-campaign.md).

## Stage 6: Tell the guest the episode is ready

When the episode is about to go out, open **Notify Guests** in the episode header and choose **Notify episode is ready**. It lets every guest on the episode know the episode is publishing soon. If your workspace marks a status as **Ready to publish**, this option waits until the episode reaches that status.

The email links each guest straight to the episode in the portal. A guest without an account lands on a page where they can create one first. To nudge one guest later, managers can use **Notify of New Content** beside that guest on the episode's guest list.

In the portal, the guest sees the episode's posts and promotion posts, with their own marked **Assigned to you**, and copies the text with **Copy** to post from their own accounts.

## Stage 7: Share the results

After release, the episode's **Analytics** page shows cross-platform performance for its posts, and guests see the same analytics for their episodes in the Guest Portal. A guest who can see the episode doing well is more likely to share it again. See [Analytics](https://docs.conviapro.com/docs/analytics.md).

## What a good result looks like

- The guest's profile is complete, with a primary photo and current links.
- The guest received the scheduling email, a portal invite and the episode-ready notice.
- A promotion post written for the guest is waiting for them in the portal, marked **Assigned to you**.
- Your own posts tag the guest where the platform supports it.

## Common pitfalls

- **No email on the guest's profile.** You cannot send a portal invite without one.
- **An expired invite.** Links last 30 days. Send a new invite if the guest did not use it in time.
- **A guest who has unsubscribed.** Convia tells you when an invitation was not sent for that reason.
- **Notifying too early.** **Notify episode is ready** is for when the episode is about to publish, so the guest arrives to finished posts.
- **Mentions that do not link.** On LinkedIn, only organizations can be tagged, and only through the **@** picker; a plain-text name does not link. Tag your guest's company there, and their own account on X or Bluesky.

## Related

- [Guest Portal](https://docs.conviapro.com/docs/guest-portal.md): everything guests can see and do.
- [Mentions and tagging](https://docs.conviapro.com/docs/mentions-and-tagging.md): tagging people and organizations per platform.
- [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md): plan and generate a Guest/Partnership Spotlight campaign.
- [Get the most from a new episode](https://docs.conviapro.com/docs/maximize-an-episode.md): the full launch sequence for an episode.

---

Source: https://docs.conviapro.com/docs/promote-with-your-guest · Section: Guides · Last updated: 2026-10-03


---

# Get draft posts created for you

> Set 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.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Content Automations write draft posts in the background and drop them into your approval queue, so your calendar stays full without you writing every post. This guide is for workspace owners and managers in Convia Pro who already have a library of clips, or a set of trend feeds, and want a steady flow of drafts to review rather than a blank calendar to fill.

## How the two automation types differ

| Type | What it does | Where the content comes from |
|---|---|---|
| **Autopilot** | Keeps your calendar topped up on the days you choose | Clips you have already made |
| **Trend automation** | Drafts a post a day from the freshest trend | Your RSS feeds in **In Motion → Trend Monitor → Feed Manager** |

Start with Autopilot if you have a back catalog of clips. Add a trend automation if you also want timely posts about news in your field.

> [!IMPORTANT]
> Nothing an automation creates publishes on its own. Autopilot posts always land as **Pending Approval**, even if your workspace has approval switched off. Trend automation posts land as **Pending Approval** or as drafts, depending on the automation's **Approval** setting. Nothing goes live until a person acts.

## Before you start

- **Content Automations is on your plan.** The page is for owners and managers and only appears if your plan includes it. Autopilot is included separately from trend automations. See [Plans and billing](https://docs.conviapro.com/docs/plans-and-billing.md).
- **Your channels are connected** on **Social Channels** (under **Show** in the launcher). See [Connect social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md).
- **For Autopilot: you have clips, and your episodes have release dates.** Autopilot waits for a clip's episode to be out. An episode counts as out once its **Publish Date** has passed or, with no date, once its status is one you marked **Ready to publish** under **Settings → Workflow & Tasks**. Mark at least one status there.
- **For a trend automation: your feeds are set up** in **In Motion → Trend Monitor → Feed Manager**, which needs Trend Rider on your plan. See [Trend Discovery](https://docs.conviapro.com/docs/trend-discovery.md).
- **You have AI credits.** An Autopilot fill costs about 5 credits per post, plus a base charge each time a channel is filled. A trend draft costs credits for the text, plus the image if you turn images on. See [AI credits](https://docs.conviapro.com/docs/ai-credits.md).

## Stage 1: Create an Autopilot automation

1. Open the launcher, go to **In Motion → Content Automations** and click **New automation**.
2. Choose **Your clip library**, the Autopilot type, and give the automation a name.
3. Pick the connected accounts it posts to. For each one, choose the **days of the week** it posts on and how many posts **per day** (1 by default, up to 10). A day you leave out is never used, which is how you keep a release day or a weekend clear.
4. Set **Keep filled this far ahead** (14 days by default, 1 to 90) and **Wait before reusing a clip**.
5. Choose **Which clips go first**: **Breadth** (the default) rotates through your whole library, putting the episodes with the fewest recent or upcoming posts first. **Newest first** favors your latest clips.
6. Leave **Skip days that already have a post**, **Keep breathing room** and **Only clips from released episodes** on. Set **Days between clips from one episode** (3 by default).
7. Under **How each post ends**, choose what closes each caption: **Link to the full episode**, **Link to the podcast episode** and **Your own closing line**. Where your plan includes first comments, write a **First comment** once with links such as `{episode_url}`, and every post gets its own episode's links.
8. For an Instagram channel, set **Publish as**, **Also show in feed** and **Trial reel** for this automation. A Story channel only picks clips of 60 seconds or less.
9. Save the automation.

See [Clip Autopilot](https://docs.conviapro.com/docs/autopilot.md) for every setting in detail.

## Stage 2: Run the first fill

Click **Run now** to queue a fill straight away instead of waiting for the nightly run. The work happens on the server, so you can close the tab.

The first fill only looks 7 days ahead. Once a fill has produced posts, Autopilot widens to your full **Keep filled this far ahead** horizon over the following nights. One fill adds at most 25 posts per channel, so a long horizon fills up over a few nights.

Every night after that, Autopilot compares your calendar to the days you picked and fills only the gap. It counts every post already scheduled on that channel, including ones you made by hand, so scheduling a week yourself means Autopilot correctly does nothing.

## Stage 3: Review the drafts on a regular rhythm

Autopilot drafts wait in the **Approval Queue** until someone approves them. Pick a regular time, such as once a week, to clear them.

1. Click **Approvals** at the bottom of the sidebar to open the Approval Queue. Automation posts show **Automation** as their author.
2. Read each caption, then click **Approve** or **Return**. To raise a concern instead, open the post and choose **Flag / Report problem** under **More actions**. An approved post with a scheduled date moves to **Scheduled**.
3. Clear overdue items first. Approving a post whose time has passed asks you to pick a new time or choose **Approve and publish now**.

See [Approval and review](https://docs.conviapro.com/docs/approval-and-review.md).

## Stage 4: Add a trend automation (optional)

1. Click **New automation** and choose **Fresh trends**, the trend automation type.
2. Under **Trend feeds**, pick the RSS feeds it watches, and choose the **Target channel**.
3. Add **Prompt guidance (optional)** and **Tone (optional)** to steer the writing.
4. Choose the **Substance mode**. **Synthetic** writes a new post from the trend itself. **Corpus-grounded** drafts only when the trend matches your own episodes, and skips a trend that matches none.
5. Optionally turn on an image for each draft (an infographic, quote card or graphic), and set **Max posts per day** to keep spending predictable.
6. Under **Approval**, keep **Always send to approval queue** (the default), or choose **Use workspace default** to leave posts as drafts when your workspace does not require approval.

Once a day, the automation takes the freshest trend from those feeds and drafts a post in your brand voice. See [Content Automations](https://docs.conviapro.com/docs/content-automations.md).

## Stage 5: Check what your automations did

Every automation post is tagged with the automation that made it:

- **On the post:** a badge in the **Posts** list opens the automation, and the **Automation** filter shows everything one automation drafted.
- **On the calendar:** filter the **Calendar** by automation.
- **On the automation:** click **Details** on its card to see its configuration, recent runs, every post it created and how they performed.
- **In analytics:** **Analytics → By Automation** compares automations over any date range.

When a fill comes up short, the run history says why by name.

## What a good result looks like

- Every posting day you chose has a draft waiting in the approval queue, a week or more ahead.
- Clips rotate across episodes, and no two clips from one episode land on neighboring days on a platform.
- Release days and other days you kept clear stay clear.
- You clear the approval queue on a set rhythm, and nothing reaches a channel unread.

## Common pitfalls

- **"waiting for episodes to release" in the run history.** Every clip belongs to an episode that is not out yet. Set publish dates, or wait for the release.
- **"no status marked Ready to publish".** Your episodes have no Publish Date and no status is marked **Ready to publish**. Fix it under **Settings → Workflow & Tasks**.
- **A short fill.** Autopilot stops when your AI credits, scheduled post queue or monthly posts run out, and the run history names which.
- **Days that look crowded after a campaign.** A campaign or a bulk clip schedule can land on a day Autopilot already filled. With **Keep breathing room** on, the next fill moves Autopilot and bulk clip posts to the next day with room. To do it now, click **Declutter** on the **Calendar** and choose **Keep breathing room**. Posts you scheduled yourself and campaign posts never move.
- **No first comment on TikTok or YouTube.** Those platforms do not allow scheduled first comments, and the editor names any of your channels affected.
- **Two Autopilot automations on one platform.** They share one set of rules there: the higher per-day count, all of their posting days and the longer gap.

## Related

- [Clip Autopilot](https://docs.conviapro.com/docs/autopilot.md): every Autopilot setting and how fills work.
- [Content Automations](https://docs.conviapro.com/docs/content-automations.md): trend automations in detail.
- [Approval and review](https://docs.conviapro.com/docs/approval-and-review.md): working through the approval queue.
- [Calendar and scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md): Declutter, Spread out and the calendar filters.

---

Source: https://docs.conviapro.com/docs/automate-your-drafts · Section: Guides · Last updated: 2026-10-03


---

# Bring people to your website

> Use website analytics to see which posts send visitors to your site, link the right posts, and turn near-page-one searches into new content.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Social reach is only half the job if you also want visits, sign-ups and bookings on your own website. This guide is for owners and managers who have connected website analytics in Convia Pro, or are about to, and want to put it to work: decide which posts should send people to the site, read what happens each week, and turn what people search for into your next pieces of content.

## Before you start

- **Your plan includes Advanced Analytics and website analytics.** See [Plans and billing](https://docs.conviapro.com/docs/plans-and-billing.md).
- **You have a website you own.** Your podcast host's pages cannot be connected.
- **Website analytics is set up.** Your website is listed under **Brand Brain → Voice & Tone → Your websites**, Google Analytics and Search Console (and optionally Bing Webmaster Tools) are connected under **Integrations → Website analytics** (under **Workspace** in the launcher), and your properties are selected. See [Website analytics](https://docs.conviapro.com/docs/website-analytics.md).
- **You picked at least one key event**, such as a sign-up or a booking, so you can see outcomes and not only visits.
- **You added branded search terms** under **Your websites**: your show, your company and your hosts, in every spelling people use.
- **Tag links to your websites is on.** It turns on when you save your first website property. It adds tracking tags to links to your own sites when Convia publishes, which is how a visit is credited to the post that sent it.

## Stage 1: Give posts somewhere to send people

A post can only send visitors to your site if it links there. Decide which posts should, and what they link to: an episode page on your site, a newsletter sign-up, a booking page or a resource. Posts that link only to YouTube grow your YouTube channel, which is fine, but they do not show up as website visits.

Ways to get the link into posts without adding it by hand every time:

| Where the posts come from | How to add your link |
|---|---|
| Any post | Put the link in the text, or, where your plan includes first comments, in the **First Comment** on platforms that support one to keep the caption clean |
| A Magic Campaign | Add the link to the **Campaign Brief**, which applies to every post the campaign writes |
| Generated campaigns, one platform only | Add it to that platform's prompt under **Brand Brain → Social Platform Prompts**. When Convia writes a campaign, it stays on that platform's posts |
| Autopilot | Use **Your own closing line** under **How each post ends**, which ends every caption with the text you write |

See [Plan a promotional campaign](https://docs.conviapro.com/docs/plan-a-launch-campaign.md) and [Get draft posts created for you](https://docs.conviapro.com/docs/automate-your-drafts.md).

## Stage 2: Give the data time to arrive

Visits from your posts start at zero when you first connect, because only posts published after tagging is on, and that link to your site, can be credited. Until then, the **Search** card and **Share of site traffic** already show how your site is found.

| Source | How current it is |
|---|---|
| Google Analytics | Through yesterday |
| Search Console | About three days behind |
| Bing Webmaster Tools | Updates about once a week |

Convia collects every hour, and a property that has not finished its first collection says **Waiting on first sync**, never 0. Give it a few weeks before you judge a channel.

## Stage 3: Read the Web tab every week

Once a week, open **Analytics** from the top of the launcher, choose the **Web** tab and read **From your Convia posts**:

1. **Platform:** which channels send visitors and engaged visitors. Put more of your website links on the channels that convert, and use the others for reach.
2. **Post:** the posts that sent the most visits or key events. Make more like them, and repost the winners to other platforms.
3. **Share of site traffic:** how much of your site's traffic your content is responsible for. It should climb as you add links.

**Campaign** compares your campaigns the same way. Every published post and every campaign also shows a **Website** row with the visits it sent. See [Website analytics](https://docs.conviapro.com/docs/website-analytics.md).

## Stage 4: Turn searches into content

The **Search** card shows what people type to find you, and where you are close to being found more.

1. Open **Near page one**, sorted by impressions. Each row is a query where your page ranks 8 to 20, just off the first page of results.
2. Click **Create idea** on the two or three with the most impressions. Each idea arrives prefilled with the query and the page.
3. Make something on exactly that topic, such as a clip, a post, an article or an episode segment, and link it to the page that ranks. New content and links pointing at a page help it climb.
4. Check **Top queries by clicks** for topics people already find you for, and build a series around the strongest one.

See [From idea to script to recording](https://docs.conviapro.com/docs/idea-to-recording.md) to develop those ideas.

> [!TIP]
> Repeat the near-page-one step every week. It is the quickest search win the Web tab offers, because those pages are already close.

## Stage 5: Track recognition month over month

**Branded search** counts searches that include your names, week by week. It moves slowly, so compare month over month, not day to day. A rise after a campaign, a guest appearance or a launch is the clearest sign your content is building a name people look up.

## Stage 6: Ask your AI assistant (optional)

Assistants connected through **Integrations → MCP Connections** can ask for your website traffic and search queries, including the near-page-one list, and get the same numbers as the Web tab. See [AI agents overview](https://docs.conviapro.com/docs/ai-agents-overview.md).

## What a good result looks like

- The posts meant to drive visits all link to a page on your own site.
- **Share of site traffic** rises over the weeks you add links.
- You know which one or two platforms send engaged visitors and key events, and you put your website links there.
- Each week, a few near-page-one queries become ideas, and the content you make from them links to the ranking page.

## Common pitfalls

- **Posts that link only to YouTube.** They send visits to YouTube, not to your site.
- **Judging results too soon.** Only posts published after tagging was turned on are credited, and visits start at zero.
- **YouTube videos uploaded before tagging.** They keep the description they were uploaded with, so their links are not tagged.
- **Links that already carry tracking tags.** Convia leaves them exactly as you wrote them.
- **Tags pushing a post over the limit.** If adding tags would put a post past the platform's character limit, it goes out untagged rather than shortened.
- **Links on Instagram and TikTok.** Those platforms show caption links as plain text, and Instagram does the same in comments. Put your website links on platforms where people can click them.
- **A greyed-out property.** Add its domain under **Voice & Tone → Your websites** and save.
- **Branded terms that are too short.** A short or common term can match other companies with a similar name. Prefer your full name.

## Related

- [Website analytics](https://docs.conviapro.com/docs/website-analytics.md): setup, link tagging and every number on the Web tab.
- [Analytics](https://docs.conviapro.com/docs/analytics.md): social performance alongside website visits.
- [Plan a promotional campaign](https://docs.conviapro.com/docs/plan-a-launch-campaign.md): plan campaigns that point people to your site.
- [Ideas and scripts](https://docs.conviapro.com/docs/ideas-and-scripts.md): work the ideas you create from search queries.

---

Source: https://docs.conviapro.com/docs/grow-website-traffic · Section: Guides · Last updated: 2026-10-03


---

# Episodes & clips

> Create episodes, upload recordings, get transcripts and manage the short clips that every post, article and campaign is built from.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Episodes are your source content in Convia Pro: a podcast, video or webinar recording that clips, posts, articles and campaigns are built from. Clips are the short excerpts you cut from an episode for social media. You manage both from the **My Content** column of the menu: **Episodes** for full recordings and **Clips Library** for clips across all episodes.

## Create an episode

1. Go to **My Content → Episodes** and click **New Episode**.
2. Enter an **Episode Name**. It is the only required field.
3. Optionally add a **Season Number**, an **Episode Number** and one or more **Guest(s)**.
4. Click **Create Episode**. The new episode opens so you can add details and media.

Your plan sets how many episodes you can create each month. If you have used your allowance, Convia tells you when you try to create one. See [Plans & billing](https://docs.conviapro.com/docs/plans-and-billing.md).

You can also bring in existing episodes from your podcast feed ([Import your back catalog](https://docs.conviapro.com/docs/import-back-catalog.md)) or create an episode from a script ([Ideas & scripts](https://docs.conviapro.com/docs/ideas-and-scripts.md)).

## Find and filter episodes

The **Episodes** list shows each episode's season and has a **Filter by season** control. Sorting by season keeps episodes in episode order within each season, with episodes that have no season last. The filter lists only the seasons in the tab you are viewing, plus **No season** when some episodes have none. Use **Search episodes...** to find one by name.

## Set episode details

An episode's **Overview** page holds its basic information:

| Field | What it does |
|---|---|
| **Episode Name** | The name used throughout Convia |
| **Season #** and **Episode #** | Used for sorting and the season filter |
| **Record Date** | The day you record |
| **Publish Date** | The release day. It must be on or after the Record Date. Magic Repurpose plans a campaign around it |
| **Status** | Where the episode is in your workflow |
| Guests and Hosts | The people on the episode. See [Guest Portal](https://docs.conviapro.com/docs/guest-portal.md) |

Record and publish dates are days in your workspace time zone, so teammates, guests and clients in other time zones see the same day you picked.

### Episode statuses

Episode statuses are your workspace's own workflow stages, so the list differs from one workspace to the next. You set them in the **Get ready to publish** milestone ([Quickstart](https://docs.conviapro.com/docs/quickstart.md#step-4-get-ready-to-publish-milestone-2)), and owners and managers can change them under **Settings → Workflow & Tasks**. A typical set looks like this:

| Status | Meaning |
|---|---|
| **Planned** | Scheduled but not recorded |
| **Recording** | In production |
| **Post-Production** | Editing and generating content |
| **Published** | Live on platforms |
| **Archived** | No longer promoted |

Statuses you mark **Ready to publish** under **Settings → Workflow & Tasks** matter elsewhere: **Notify episode is ready** becomes available once an episode reaches one, and Autopilot can wait for released episodes before posting their clips.

## The episode page

An episode's pages are listed in its sidebar. The header above every page carries **Magic Repurpose**, **Notify Guests** and **Comments**.

| Page | What it holds |
|---|---|
| **Overview** | Basic info, guests, hosts and status |
| **Episode Prep** | Planning before you record, including a prep call transcript and a **Conversation Outline** |
| **Recording** | The original recording, final edit and audio, one at a time |
| **Clips** | The episode's clips and the **Add clips** menu |
| **Images** | The Thumbnail Studio launcher. See [AI thumbnails](https://docs.conviapro.com/docs/thumbnails.md) |
| **Transcript** | The transcript and speaker names |
| **Insights** | AI themes, takeaways and tags |
| **Distribution** | YouTube details, podcast description, chapters and thumbnails |
| **Social Content** | Articles, posts and campaigns, with **Magic Campaign**, **Create Campaign** and **Schedule clips** |
| **Analytics** | Cross-platform performance for the episode's posts |

> [!TIP]
> Until an episode is ready, **Magic Repurpose** opens a checklist of Recording, Final edit and Clips with a link to each step. **Repurpose now** becomes available once the final edit is in. See [Magic Repurpose](https://docs.conviapro.com/docs/magic-repurpose.md).

## Upload the recording and final edit

The **Recording** page shows one item at a time. Choose **Original recording**, **Final edit** or **Audio** from the list beside it to see that item's video, its length, and its upload and Descript actions.

- **Original recording** is the raw, unedited capture.
- **Final edit** is the finished episode. Transcription, Magic Repurpose and the audio export all work from it.
- Drop a file on the item, or use its upload control. Accepted formats are MP4, MOV, WebM, MP3, WAV and M4A.
- The largest file you can upload depends on your plan.

The **Episode length** card shows how long the episode is and where that figure came from. If Convia cannot measure it, set it yourself as MM:SS or HH:MM:SS. Managed clipping needs a known length to price a job.

### Export the episode audio

**Export audio** on the **Episode Audio** card creates an audio-only MP3 of the episode for podcast distribution. It is free and takes a couple of minutes for a full episode. It uses the final edit, or the original recording if there is no final edit. Use **Re-export** after you replace the video, or **Delete** to move the MP3 to the Trash.

### Edit the episode in Descript

With a connected Descript account (**Integrations → Descript**, under **Workspace** in the launcher), start editing from **Original recording** with your own instructions or ready-made prompts that fill in your episode's details. Bring the edit back with **Import from Descript** on **Final edit**. Descript's transcript comes back with the edit at no credit cost, and Convia asks before it replaces a transcript you pasted. Editing is billed to your Descript account.

If Descript finishes a render but the download into Convia fails, **Retry download** fetches the finished render again without starting a new one, so Descript does not bill you twice. **Start a new render** sits beside it. To bring Descript compositions back as clips, see [Bring in clips from other tools](https://docs.conviapro.com/docs/clip-imports.md).

## Transcribe an episode

1. Upload the final edit.
2. Open the **Transcript** page and click **Transcribe**.
3. Under **People in the conversation**, enter how many people are speaking so Convia can detect their voices, or choose **Skip and transcribe anyway**.
4. When the transcript is ready, click **Name speakers** to match each voice to a host or guest.

| Fact | Detail |
|---|---|
| Cost | 1 credit per minute of audio or video, rounded up. A 45-minute episode costs 45 credits |
| When you are charged | When the transcript finishes |
| **Re-transcribe** | Replaces the existing transcript and costs credits again |
| **Identify speakers** | Re-detects speakers from the existing transcript. Free, and the text does not change |
| Pasted transcripts | Free. A transcript with timings (SRT, WebVTT or bracketed plain text) also fills in the episode length |
| Descript transcripts | Free, returned with a Descript edit |
| Export | Copy or download a transcript as plain text or a Word document |

If speakers are missing or attributed to the wrong person, report it from the transcript view.

## Work with clips

Clips are short excerpts from an episode. Each clip has its own entry in **My Content → Clips Library**, with its duration, parent episode, transcription status and the posts made from it.

### Add clips to an episode

On an episode's **Clips** page, the **Add clips** menu offers:

- **Upload video files...**, or drop video files anywhere on the clip list. Each file becomes its own clip.
- **Add a clip with details...**, a form for a single clip.
- **Create clips with OpusClip**, **Import clips from Descript** and **Create clips with Descript**, shown to owners and managers. See [Bring in clips from other tools](https://docs.conviapro.com/docs/clip-imports.md).

You can also upload from **Clips Library** with **Upload New Clips**, and link the clips to an episode now or later.

### Manage clips in the Clips Library

- Search by title, description or tags, filter by episode, or show **Unlinked clips only**.
- Use **Multi-Select** to transcribe, trim or move several clips at once.
- **Move to Trash** removes a clip. You can restore it from **Settings → Trash**.

Open a clip to edit its title, description and tags, and see its **Linked Social Posts**. Click **Transcribe** under the video to transcribe a clip. A clip needs a transcript before Convia can generate posts from it, and clips are tagged automatically when they are transcribed.

### Trim the end of a clip

**Trim the end** sets a new end point. Nudge it in hundredths of a second or type the exact number of seconds to remove. You can apply the same trim to several selected clips and undo it later. Trimming does not re-encode, so quality is unchanged.

### Turn clips into posts

1. Open a clip from **My Content → Clips Library**.
2. Click **Generate Posts**.
3. Pick your target platforms.
4. Review the drafts Convia writes for each platform.

To schedule many clips at once, use **Schedule clips** on the episode's **Social Content** page, or select clips on the **Clips** page and choose **Schedule selected**. See [Calendar & scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md) for **Bulk schedule clips** and **Spread out**.

## Related

- [Import your back catalog](https://docs.conviapro.com/docs/import-back-catalog.md): bring existing episodes in from your RSS feed or YouTube channel.
- [Bring in clips from other tools](https://docs.conviapro.com/docs/clip-imports.md): generate and import clips with OpusClip or Descript.
- [Magic Repurpose](https://docs.conviapro.com/docs/magic-repurpose.md): turn a finished episode into a full content package.
- [Posts](https://docs.conviapro.com/docs/posts.md): edit and schedule the posts you make from clips.
- [AI credits](https://docs.conviapro.com/docs/ai-credits.md): what transcription and other AI actions cost.

---

Source: https://docs.conviapro.com/docs/episodes-and-clips · Section: Episodes & content · Last updated: 2026-10-03


---

# Import your back catalog

> Pull your existing podcast episodes in from your RSS feed, keep the feed in sync daily, and import past YouTube videos for analytics.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

If you already publish a show, you don't have to recreate it by hand. Convia Pro can import your existing podcast episodes from your RSS feed, keep that feed in sync, and bring in your past YouTube videos so their performance shows up in Convia. Imported episodes are ready to repurpose straight away.

## Who can import

- **During guided setup**, every new workspace can import its back catalog in the first step, **Let's get to know you**. See [Quickstart](https://docs.conviapro.com/docs/quickstart.md#step-2-build-your-brand-brain-milestone-1).
- **After onboarding**, the **RSS Import** and **YouTube Import** pages are available on plans that include historical import. On other plans they say content import isn't on your plan. See [Plans & billing](https://docs.conviapro.com/docs/plans-and-billing.md).
- Only workspace owners and managers can change the feed URL or switch the daily sync on and off.

## Import episodes from your RSS feed

RSS import works with any podcast host that publishes a public RSS feed, such as Anchor, Buzzsprout, Libsyn or RSS.com.

### Add and test your feed

1. Open the launcher and go to **Integrations → RSS Feed** (under **Workspace**).
2. Paste your show's feed into **RSS feed URL** and click **Save**.
3. Click **Test feed**. Convia confirms the feed is valid and shows the show title and how many episodes it found.

### Run the import

1. On the **RSS Feed** page, under **Import your episodes**, click **Go to Content Import**. This opens the **RSS Import** page.
2. Click **Import shows from RSS feed**. The status badge reads **Importing…** while it runs.
3. When it finishes, the badge reads **Completed** and Convia shows how many episodes it imported, with a link to **View episodes**.

If you import the same feed again, Convia asks you to confirm with **Import again**. Episodes you already have are matched rather than duplicated.

### What comes in from the feed

| Comes in | Does not come in |
|---|---|
| Episode title | Audio and video files (upload them to any episode yourself) |
| Summary and show notes | |
| Episode link and artwork | |
| Tags from the feed's keywords | |
| Season and episode numbers | |
| Duration and publish date | |

Importing an episode does not publish or post anything. Nothing goes out until you create content from it and schedule it.

The onboarding import also fills in your show's name, description, website and logo from the feed, but only where those fields are empty. It never overwrites what you entered. An import from the **RSS Import** page brings in episodes only. Hosts are not created by the import; onboarding offers a separate step to review the hosts it detects in your feed.

## Keep your feed in sync

The import is a one-off unless you switch on the daily sync.

1. Go to **Integrations → RSS Feed**. (Onboarding also offers the sync after a successful import.)
2. Under **Keep this feed in sync**, switch on **Automatic sync**.
3. Convia checks the feed once a day and adds new episodes on its own. The card shows **Last synced** with the time of the last run.

Click **Sync now** to check right away. If you press it again within a few minutes, Convia says **Synced recently** and tells you when you can try again.

| Sync rule | What it means for you |
|---|---|
| Episodes and details only | New episodes arrive without audio or video files |
| Existing episodes are left alone | Sync never changes an episode you already have, so your edits are kept |
| Matched, not duplicated | An episode you already have, including one you created yourself, is matched when its season and episode numbers line up |
| Deleted stays deleted | Episodes you deleted, including ones you permanently delete from the Trash, are never imported again |
| Safety stop | If one daily run finds more than 10 episodes it doesn't recognize, it adds none of them and shows why on the page |
| Repeated failures | If the feed can't be read run after run, the daily sync switches itself off and the page shows the error. Fix the URL and switch it back on |

> [!WARNING]
> The safety stop usually means your feed's episode IDs changed, which happens when a show moves to a new podcast host. Check what changed before you click **Sync now**, so you don't bring your whole catalog in a second time.

## Import videos from your YouTube channel

YouTube import brings a connected channel's past videos into Convia for analytics, and lets you link each one to an episode or clip.

### Start a YouTube import

1. Connect your channel under **Social Channels**. See [Connect social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md).
2. Open the [YouTube Import page](https://app.conviapro.com/settings/content-import/youtube) directly. It has no entry in the menu. With one channel connected, it opens that channel straight away; otherwise pick a channel.
3. Click **Import historical content**.
4. The import runs in the background. You can leave the page; Convia sends a notification in the workspace when it finishes.

How far back the import reaches depends on your plan. When it starts, the message says how many days back it is importing, or that it is importing your full channel history. A full-history import reaches back at most five years.

### Review imported videos

Imported videos wait for your decision on the **Pending Action** tab. Other tabs show **Imported**, **Dismissed** and **All** videos. For each video you can:

- **Accept suggested match**: import the video and link it to the episode or clip Convia matched, shown with a match percentage.
- **View matches**: compare up to three suggested matches.
- **Import without link**: import the video on its own.
- **Link manually**: pick the episode or clip yourself.
- **Dismiss**: skip the video.

Sort by published date or match percentage. **Select matches above threshold** selects every strong match on the current page. The **All** tab adds visibility and state filters, and **Live VODs only** narrows the list to past live streams.

### What an imported video becomes

- **A post in Convia.** Its status follows YouTube: a public or unlisted video with a publish date is **Published**, a video set to go public later is **Scheduled**, and anything else is a **Draft**.
- **Tracked and on the calendar.** Published imports appear on the calendar on their publish date and are included in analytics. Linked videos count toward their episode's analytics.
- **No duplicates.** Videos Convia already published for you are recognized and not imported twice.
- **Blank fields filled, nothing overwritten.** Linking fills only empty episode fields: publish date, video link, and status (set to published when the video is already out). It never changes the episode's title, description, thumbnail or guests.

### Run the YouTube import again

Click **Import historical content** again and choose **Run again** to pick up new videos and refresh existing entries. Your earlier decisions are kept, so dismissed videos stay dismissed.

Change an imported video's title, description or publish time in YouTube Studio, not in Convia. Deleting an imported post in Convia leaves the video on YouTube.

## Bring in single posts

To track individual posts you published directly on a platform, use **Add existing post** instead. See [Posts](https://docs.conviapro.com/docs/posts.md).

## Related

- [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md): add media and transcripts to the episodes you imported.
- [Magic Repurpose](https://docs.conviapro.com/docs/magic-repurpose.md): turn an imported episode into a content package.
- [Connect social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md): connect the YouTube channel you want to import.
- [Analytics](https://docs.conviapro.com/docs/analytics.md): see how imported videos and posts perform.
- [Plans & billing](https://docs.conviapro.com/docs/plans-and-billing.md): check whether your plan includes historical import.

---

Source: https://docs.conviapro.com/docs/import-back-catalog · Section: Episodes & content · Last updated: 2026-10-03


---

# Bring in clips from other tools

> Generate short clips with OpusClip or Descript, review them, and import the ones you keep onto an episode with their transcripts.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Convia Pro connects to two clipping tools, OpusClip and Descript, so clips made there land on your episode without downloading and re-uploading files. Both live in the **Add clips** menu on an episode's **Clips** page. Imported clips arrive with their transcripts, ready for posts, campaigns and scheduling.

The OpusClip and Descript options are shown to workspace owners and managers. While clips are being made, progress appears under the **Clips** heading.

## Choose a tool

| | OpusClip | Descript |
|---|---|---|
| What it does | Generates short clips from the episode's long-form video for you to review and import | Brings back compositions from the episode's Descript project as clips, or asks Descript's agent to make them |
| Who pays | Your own OpusClip account, or Convia AI credits with the Managed Clipping add-on | Your own Descript account and its credits |
| What you need | The OpusClip integration on your plan, or the Managed Clipping add-on | The Descript integration on your plan and a connected Descript account |
| Transcripts | Kept on every imported clip | Included on every imported clip, at no credit cost |

To bring in clips from any other tool, upload the video files with **Add clips → Upload video files...** or **Clips Library → Upload New Clips**. See [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md).

## OpusClip

> [!NOTE]
> OpusClip is available only where your plan includes the OpusClip integration or your workspace holds the Managed Clipping add-on. If neither applies, choosing OpusClip in **Add clips** offers both options instead.

### Set up OpusClip

There are two ways to run OpusClip. If a workspace has both, its own key is used.

- **Managed Clipping (add-on).** Clipping runs through Convia and is paid from your AI credits, with no OpusClip subscription or API key of your own. Buy it from **Billing** (under **Workspace** in the launcher), where the exact amount is shown before you confirm. Cancel any time and keep access until the end of the period you paid for.
- **Your own OpusClip API key.** Enter it at **Integrations → OpusClip** and click **Validate**, which saves and checks the key in one step. Clipping then runs on your OpusClip account, and Convia does not resell OpusClip credits. To change the key, click **Disconnect** first.

If your workspace has not added its key yet, choosing OpusClip in **Add clips** asks for it right there. On the **Integrations → OpusClip** page you can also set defaults for brand template, curation model (**ClipBasic** or **ClipAnything**) and virality threshold, then click **Save defaults**.

### Create clips with OpusClip

1. Open the episode's **Clips** page and choose **Add clips → OpusClip → Create new clips...**. Until OpusClip is set up, the menu item reads **Create clips with OpusClip** or **Connect OpusClip** instead.
2. Under **Source video**, choose **Raw recording** or **Final edit video**.
3. Optionally tick **Use AI prompt with ClipAnything**. Convia writes a custom prompt from your brand voice and this episode for you to edit, regenerate or use. Each prompt costs 3 credits. If the episode has no insights yet, or your brand voice is empty, the dialog points you to fix that first.
4. Optionally pick a **Brand template**, a start and end range of the episode, and a **Clip duration** in seconds.
5. Click **Submit to OpusClip**. Convia notifies you when clips are ready to review.

Managed Clipping costs 2 credits per minute of source video, with a 20-credit minimum per job, so a 6-minute episode still costs 20 credits. The dialog shows the cost before you submit, and failed jobs are refunded automatically. Your monthly minutes allowance appears under **Usage & Quotas** on **Billing**. Managed Clipping needs to know the episode's length; set it on the **Episode length** card if Convia could not measure it.

### Review and import OpusClip clips

The review page shows every clip OpusClip generated, with its virality score.

- Sort by virality, filter by keyword or minimum duration, and use **Select all visible** or auto-select everything above a virality threshold.
- Preview a clip, or open it to see its transcript, source timestamps and hashtags.
- **Edit in OpusClip** opens the clip in OpusClip's editor in a new tab. Clips you edit there import in their edited version, and **Refresh from OpusClip** pulls the latest titles, transcripts and edits.
- **Reject** one clip, or select several and reject them together. Rejected clips leave the review page.
- Click **Import** to bring in the clips you picked. The button shows how many you selected.

Imports run in the background, with a progress panel at the bottom right that follows you between pages and survives a reload. Convia imports each clip in full quality. A clip that OpusClip is still rendering is left out and named in the message, so you can import it again in a few minutes. Imported clips carry an OpusClip badge and keep their transcript and tags, so **Generate Posts** and search work on them right away.

> [!IMPORTANT]
> OpusClip projects expire 30 days after they are created. The review page warns you as the date approaches. After it passes, clips can no longer be previewed or imported, only rejected.

### Import an existing OpusClip project

If you made clips in OpusClip yourself, choose **Add clips → OpusClip → Import an existing project...** and paste the project or editor link, or the project ID. Its clips arrive as review candidates with no new clipping job and nothing spent. This option needs your own OpusClip key.

### Discard OpusClip clips and start over

If a batch comes back with the wrong look or from the wrong part of the episode, a manager can choose **Discard clips and start over** on the **Clips** page or the review page. Clips you already imported stay in your library. Nothing is refunded, so creating clips again is priced like any other job.

## Descript

Descript runs on your own Descript account. Connect it at **Integrations → Descript** by entering your API token and clicking **Validate**. The same page sets a default render resolution and whether to include brand assets by default. To edit a full episode in Descript, see [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md).

### Import clips from Descript

1. Open the episode's **Clips** page and choose **Add clips → Descript → Import clips from Descript...**.
2. If no Descript project is attached to the episode, the menu offers **Attach a Descript project** instead. Pick the project from the list or paste its link, and the list of compositions opens as soon as it is attached.
3. Descript can't preview a composition before it is rendered, so each row has a **Transcript** button that shows the opening lines of what the clip says. It is free.
4. Tick up to five compositions and confirm. They render at the same time, each succeeds or fails on its own, and you can cancel any single render while the others carry on.

Each composition lands in your clip library with its transcript, at no credit cost. A composition that is already rendering is skipped. Each workspace can start up to 30 Descript renders in any 24 hours.

### Create clips with Descript

1. Choose **Add clips → Descript → Create clips with Descript...**.
2. Pick the composition to clip from.
3. Choose **How many** clips (3, 5, 8 or 10) and a length (**Under 30s**, **30 to 60s**, **60 to 90s** or **Up to 3 min**).
4. Under **What should it make?**, write your instructions or start from a ready-made prompt. Saved prompt templates fill in details such as your episode title, guest name and key themes.
5. Click **Start**. Descript's agent builds the clips inside your Descript project, which can take a few minutes.
6. When it finishes, Convia tells you how many clips it made and opens the list with those clips already ticked. Nothing comes into Convia until you choose.

The run uses your Descript account's AI credits. Each episode can have one Descript run at a time.

## Related

- [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md): manage, trim and transcribe the clips you imported.
- [Connect AI accounts](https://docs.conviapro.com/docs/connect-ai-accounts.md): how bring-your-own-key integrations work.
- [AI credits](https://docs.conviapro.com/docs/ai-credits.md): what Managed Clipping and prompt generation cost.
- [Posts](https://docs.conviapro.com/docs/posts.md): turn imported clips into posts.
- [Plans & billing](https://docs.conviapro.com/docs/plans-and-billing.md): check which integrations and add-ons your plan includes.

---

Source: https://docs.conviapro.com/docs/clip-imports · Section: Episodes & content · Last updated: 2026-10-03


---

# Posts

> Write, edit and schedule social posts for each connected account, attach media, bring in posts you published elsewhere, and restore deleted ones.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Posts are the social media content Convia Pro publishes to your connected accounts on LinkedIn, X (Twitter), Instagram, TikTok, Threads, Facebook, Bluesky and YouTube. Every post targets one account. Find all of them under **My Content → Posts**, where you can filter by status, platform, account, campaign, automation and episode.

## Create a post

1. Go to **My Content → Posts** and click **Create Post**.
2. Pick the platform from the list. In the editor, choose the account under **Select Account**.
3. Fill in the **Internal name** and **Post Content**. On YouTube and Facebook, also fill in the **Published title**.
4. Add media if the post needs it.
5. Click **Save Draft**, or set a schedule date and click **Schedule**.

On an episode's **Social Content** page, **Create Post** makes a post linked to that episode, and **Generate with AI** opens the editor with **Write for me** ready. Posts are also created for you when you generate posts from a clip, an idea or an article, and by [campaigns](https://docs.conviapro.com/docs/campaigns.md), [Magic Repurpose](https://docs.conviapro.com/docs/magic-repurpose.md) and [Content Automations](https://docs.conviapro.com/docs/content-automations.md). AI-written posts land as drafts or in the approval queue, and none of them goes live until a person acts.

## Write the post

### Internal name and published title

A post has two names:

- **Internal name** is what the post is called inside Convia, in lists, on the calendar and in search. Nobody outside your workspace sees it.
- **Published title** is the public title. On YouTube and Facebook it is the video title viewers read. Other platforms ignore it.

Leave the published title blank and the internal name is used as the public title. Fill it in on YouTube and Facebook posts, because names that Convia generates are descriptive labels, not good public titles.

### Write faster

- **Write for me**: describe what you want, and AI drafts the title and text in your brand voice, sized for the platform.
- **Insert buttons** above the text drop content exactly where your cursor is: saved tag groups (inserted as hashtags), text snippets, the linked episode's YouTube, podcast or playlist link, and a linked guest's or host's details.
- **@ mentions**: type **@** to tag accounts on supported platforms, where your plan includes mentions. See [Mentions & tagging](https://docs.conviapro.com/docs/mentions-and-tagging.md).
- **Caption from clip**: posts made from a clip can generate a caption from your instruction plus the clip's transcript. It is hidden on YouTube and TikTok posts.
- **Suggest tags**: proposes tags from your workspace's existing vocabulary for 3 credits.

Tag groups and text snippets are shared with your whole workspace.

### Character limits

The editor shows a counter that turns red when you go over the limit.

| Platform | Limit |
|---|---|
| X (Twitter) | 280 characters |
| LinkedIn | 3,000 characters |
| Instagram | 2,200 characters |
| TikTok | 2,200 characters |
| Threads | 500 characters |
| Facebook | 63,206 characters |
| Bluesky | 300 characters |
| YouTube | 5,000 characters |

- A YouTube **Published title** can be up to 100 characters, and a Facebook video title up to 255.
- A YouTube post with a title over 100 characters or a description over 5,000 stops with a message saying which is too long, instead of uploading cut short. A YouTube post with no title takes one from the start of its text.
- X counts every link as 23 characters, and so does Convia.

## Add media

A post carries one kind of media:

- **A clip** from the linked episode, chosen under **Select a video clip**.
- **Images**, uploaded or picked from your Media Library. You can attach several and reorder them.
- **A video** file.
- **A PDF document**, which appears as a swipeable carousel on LinkedIn. Give it a **Carousel Title**.

You can't mix kinds. Attaching media to a post that has a clip, or a clip to a post that has media, asks before it replaces what is there. You can also generate the post's image in the editor: pick an image type, refine it and attach it. Media is sent to the platform when the post publishes, not before.

## Schedule and options

- **Schedule Date** is required to schedule. Pick a date without a time and Convia uses your default posting times. A post can't be scheduled for a time that has already passed. See [Calendar & scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md).
- **Link to Episode** connects the post to an episode, so it shows on the episode's **Social Content** and **Analytics** pages.
- **Assign to Guest** shows the post to that guest in the [Guest Portal](https://docs.conviapro.com/docs/guest-portal.md) as assigned to them.
- **Post URL** records where the post was published.
- **Privacy & additional settings** holds each platform's publishing options, such as YouTube visibility or an Instagram post's format. Set defaults per account under **Default publishing settings** on its card in **Social Channels**.
- **First Comment** posts a comment automatically after your post publishes, with a delay you choose of up to a minute. It works on LinkedIn Company Pages, X (Twitter), Bluesky, Threads, Facebook and Instagram, not on personal LinkedIn profiles, TikTok, YouTube or Instagram stories. Whether first comments are available depends on your plan; see [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md).

### Instagram reels and stories

Each Instagram post has three controls under **Privacy & additional settings**:

- **Publish as**: **Reel**, or **Story (24 hours)**, which takes no caption and no first comment. Story videos can be up to 60 seconds and 100MB.
- **Also show in feed**: on by default. Turn it off to keep a reel in the Reels tab only.
- **Trial reel**: shows the reel to people who don't follow you first. Instagram requires around 1,000 followers; otherwise the reel publishes as normal.

## Post statuses

| Status | Meaning |
|---|---|
| **Draft** | Still being edited |
| **Pending Approval** | Waiting for a manager to review |
| **Approved** | Cleared by a reviewer. A post with a schedule date moves to Scheduled instead |
| **Scheduled** | Approved and waiting to publish |
| **Published** | Live on the platform |
| **Failed** | Publishing failed. Open the post to see why |

When a manager turns on approval, social posts must be approved before they schedule or publish. A rejected post returns to draft with a **Rejected** badge until it is resubmitted. See [Approval & review](https://docs.conviapro.com/docs/approval-and-review.md).

## The editor footer

- **Save Draft**, **Schedule** (or **Update** on a scheduled post), and the arrow beside it with **Publish Now**, **Mark as Published** and, on YouTube posts, **Finish on YouTube**.
- **More actions** (**⋯**, bottom left) holds **Duplicate**, **Flag / Report problem**, **Delete post** and, on YouTube posts, **View on YouTube**.
- A published post shows **Revert to Draft** only if you marked it as published yourself.
- Close a post with the **X** at the top right. It asks before discarding unsaved changes.

A published post opens on its **Analytics** tab; drafts and scheduled posts show the **Live Preview**. Saving edits to a published post keeps its exact published time. Accounts that are offline support **Save Draft** and **Mark as Published** only; connect them to schedule. For YouTube-only actions, see [YouTube publishing](https://docs.conviapro.com/docs/youtube-publishing.md).

### Reuse a post on another platform

Each post targets one account. To make a version for another platform, open **More actions → Duplicate**, pick the target under **Duplicate this post to...** and click **Create duplicate**. Convia creates a new draft with its own copy of the media. When you save a post that matches another on the same platform and day, Convia warns you but never blocks the save.

## Bring in posts you already published

**Add existing post** pulls in posts you published directly on a platform, so their performance is tracked alongside everything else.

1. Open **Add existing post** from the account's card menu in **Social Channels**, or from an episode's **Distribution** page to link the imports to that episode automatically.
2. Choose **Browse posts** to pick from the account's posts, or **Paste URL** (YouTube and Facebook only).
3. Optionally link the posts to an episode, then import.

| Detail | Rule |
|---|---|
| Platforms | YouTube, Facebook, TikTok, Instagram, Threads, Bluesky and LinkedIn Company Pages |
| Instagram | Feed posts and reels, not stories |
| Other people's posts | Reposts and posts made by someone else are left out |
| Live videos | YouTube and Facebook can filter to past live videos |
| Private or undated videos | Arrive as drafts, which don't collect performance. The confirmation says so |
| Bluesky | Reports likes, replies and reposts, but no views or impressions |

## Delete and restore posts

**Delete post** moves a post to **Settings → Trash**. On the **Posts** tab there, **Restore** brings a post back, and **Delete Forever** removes it permanently. Select several to use **Restore All**.

> [!WARNING]
> Deleting a YouTube post in Convia leaves the video on YouTube; the message gives you the link to remove it yourself. A scheduled post restored after its time has passed comes back as a draft. Pick a new time to schedule it again.

## Related

- [Approval & review](https://docs.conviapro.com/docs/approval-and-review.md): how posts get approved before they publish.
- [Calendar & scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md): pick times and reschedule posts.
- [Publishing to platforms](https://docs.conviapro.com/docs/publishing-to-platforms.md): what each platform supports and why a post fails.
- [Mentions & tagging](https://docs.conviapro.com/docs/mentions-and-tagging.md): tag accounts and manage tags and hashtags.
- [YouTube publishing](https://docs.conviapro.com/docs/youtube-publishing.md): Finish on YouTube and YouTube Studio.

---

Source: https://docs.conviapro.com/docs/posts · Section: Episodes & content · Last updated: 2026-10-03


---

# Articles

> Turn an episode or an idea into show notes, blog posts, newsletters and LinkedIn articles, then edit, review and record where each one is published.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Articles are long-form written content in Convia Pro: show notes, blog posts, newsletters and LinkedIn articles. You can have AI write one from an episode's transcript or from your ideas, or write it yourself, then edit it in a full editor and take it through review. Find them under **My Content → Articles**.

Convia does not publish articles to a website or platform for you. When an article is ready, you copy it to your blog, newsletter tool or LinkedIn, then mark it as published in Convia.

## Article templates

Templates set the structure and style of an AI-written article.

| Template | Best for |
|---|---|
| **Show Notes** | Episode summaries |
| **Blog Post** | Search-friendly content |
| **Newsletter** | Email format |
| **LinkedIn Article** | Professional long-form |

## Create an article

### Generate an article from an episode

1. Open the episode and go to its **Social Content** page.
2. In the **Articles** card, click **Generate with AI**.
3. A new article opens, linked to the episode, and Convia starts writing it from the transcript.
4. Review the draft. To try a different template, pick it in the article's AI settings and generate again.

The episode needs a transcript first. Generating an article costs 25 credits. [Magic Repurpose](https://docs.conviapro.com/docs/magic-repurpose.md) and [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md) can also create articles as part of a run.

### Write an article from the Articles page

1. Go to **My Content → Articles** and click **New Article**.
2. Enter a **Title**. It is the only required field.
3. To have AI write the content, choose an episode under **Linked Episode (Optional)**, then use **Generate with AI** with the template and brand settings you want. The linked episode needs a transcript.
4. Or write the content yourself in **Article Content**.
5. Save the article.

### Write an article from your ideas

- From an idea: open it under **In Motion → Ideas**, choose **Act on Idea**, then **Create Article**. See [Ideas & scripts](https://docs.conviapro.com/docs/ideas-and-scripts.md).
- From linked ideas: in a saved article, link one or more ideas with **Link Ideas to Article**, then generate the article from them with the prompt template you choose.

Unlinking an idea asks you to confirm. The idea itself is not deleted, and you can link it again later.

## Edit an article

An article opens on its own page with these parts:

| Part | What it holds |
|---|---|
| **Title** and **Subtitle** | The article's headline and subheading |
| **Article Content** | A rich text editor with formatting, images and links. Open it full screen, or use find and replace |
| **Tags** | Library tags. **Suggest tags** proposes them from your workspace vocabulary |
| **Publish Date** and **Published URL** | When and where the article went live |
| **Linked Episode (Optional)** | The episode the article comes from |
| **SEO Options & Featured Image** | **SEO Title**, **SEO Description** and the featured image |

In **SEO Options & Featured Image** you can generate the SEO title and description from the article. For the featured image, upload one, choose one from your Media Library, or generate one with AI from your own prompt or a prompt drafted from the article. Generated images are saved to your Media Library so you can reuse them.

The same hashtag, snippet and guest or host insert buttons as the post editor appear here. Preview the article as readers and search engines will see it. **Version History** keeps earlier versions; choose **Restore Version** to go back to one. **Repurpose → View Related Content** opens the **Related Content** panel, which lists the articles and social posts made from this article.

## Review and publish an article

Articles move through four statuses:

| Status | How it gets there |
|---|---|
| **Draft** | Still being written |
| **Pending Approval** | Someone clicked **Submit for Review** |
| **Approved** | A reviewer clicked **Approve** |
| **Published** | Someone clicked **Mark as Published** |

1. When the draft is ready, click **Submit for Review**.
2. A reviewer clicks **Approve**.
3. Publish the article yourself on your blog, newsletter or LinkedIn, and paste its address into **Published URL**.
4. Click **Mark as Published**. This stamps the article's published date.

> [!NOTE]
> Approving an article does not publish it. The workspace setting that requires approval for social posts does not block articles either; articles always follow their own review flow in the editor.

## Repurpose an article

From an article, click **Repurpose**:

- **Article** opens **Repurpose as Article**. **Generate Article** creates a new article from the current content, with a new title and an optional different template. It is saved as a draft.
- **Social Post** opens **Repurpose as Social Posts**. **Generate Posts** writes social posts promoting the article for the platforms you select.

## Delete and restore articles

Deleting an article moves it to **Settings → Trash**, where the **Articles** tab lets you restore it or delete it forever. Trashed articles don't appear in episode, campaign or post-linking lists.

## Related

- [Posts](https://docs.conviapro.com/docs/posts.md): edit and schedule the social posts that promote your article.
- [Magic Repurpose](https://docs.conviapro.com/docs/magic-repurpose.md): create articles and posts from an episode in one run.
- [Ideas & scripts](https://docs.conviapro.com/docs/ideas-and-scripts.md): capture the ideas you write articles from.
- [Approval & review](https://docs.conviapro.com/docs/approval-and-review.md): how reviews work across your workspace.
- [AI credits](https://docs.conviapro.com/docs/ai-credits.md): what article generation costs.

---

Source: https://docs.conviapro.com/docs/articles · Section: Episodes & content · Last updated: 2026-10-03


---

# AI thumbnails

> Generate episode thumbnails in Thumbnail Studio, sized for YouTube, podcast apps, Substack and social links, then edit, download or set them.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Thumbnail Studio is where Convia Pro generates AI thumbnails for an episode. You choose where the thumbnail will be used, a style, the people and brand assets to include, an idea and the exact text, and Convia composes the image for that platform. Open an episode, go to **Images**, and click **Open Thumbnail Studio**.

Thumbnail Studio is plan-gated. On the current plans it comes with Professional and Business; see [Plans & billing](https://docs.conviapro.com/docs/plans-and-billing.md). Contributors, managers and owners can generate thumbnails; viewers can't. You can also make episode thumbnails in the [Content Generation Lab](https://docs.conviapro.com/docs/content-generation-lab.md).

## Make a thumbnail

1. Open the episode, go to **Images** and click **Open Thumbnail Studio**.
2. Pick a platform and a style.
3. Choose the guest and host photos and the brand assets to include. Any photo a guest uploaded can be used, not only their primary one.
4. Write an **Idea**, or click **Draft an idea** (free). **Try another idea** gives a different concept, and **Expand my idea** turns a rough note into a full description.
5. Set the **Text on the thumbnail** exactly as it should appear, or tick **No text**.
6. Click **Generate** (25 credits).

How Thumbnail Studio treats your input:

- **The Idea comes first.** What the Idea says is followed ahead of the style. When you expand a note, your original note is still sent and followed first.
- **The text is printed exactly as you type it.** The Studio points out text that reads like an instruction, since it would end up on the image. A drafted headline adds to your episode title instead of repeating it.
- **People look like their photos.** Guests and hosts keep the face, expression, hair, glasses and clothes from the photo you picked, unless your Idea asks for a change. Only the Illustrated style draws them as illustrations.
- **Ideas know your show.** Drafted ideas use what Brand Brain says your show is about and who watches.
- **Up to five reference images go with each request.** A brand template goes first, then photos in the order you picked them, then backgrounds and logos.

## Platforms and sizes

Each thumbnail is composed for where you will use it, keeping text and faces clear of what the platform covers and readable at the size it is shown. **Download** gives you the platform's exact size.

| Platform | Download size | Composed for |
|---|---|---|
| YouTube | 1280×720 | Keeps the bottom-right corner clear, where YouTube shows the video length |
| Spotify video | 1920×1080 | Small views in the Spotify app |
| Podcast cover | 3000×3000 | Icon-sized views in podcast apps, so a few large words or none |
| Substack | 1456×1048 | Email, the Substack app and the archive |
| LinkedIn link | 1200×627 | A link card in the LinkedIn feed |
| LinkedIn article cover | 1920×1080 | A LinkedIn newsletter edition or article cover |
| Facebook link | 1200×630 | A link card in the Facebook feed |
| X | 1200×675 | A card in the X timeline |
| Instagram | 1080×1080 | The square profile grid and the feed |

When a platform needs a different shape from the image, such as Substack or a LinkedIn link, **Download** opens a crop window. Drag the frame to choose what shows and zoom in for a tighter crop. If the download has to be enlarged to reach the platform's size, the crop window says so. Downloads are PNG files, except the podcast cover, which is a JPEG.

If you change the platform after generating, Convia tells you the image on screen was made for a different one, so you know to generate again before you set it.

## Styles

A style sets the look: palette, type, composition and mood. Thumbnail Studio starts on **Cinematic** unless your workspace has chosen another default. Open **What this style tells the AI** under the style picker to read exactly what a style asks for.

| Style | Look |
|---|---|
| **Cinematic** | A still from a film. A photographic scene, dramatic light and movie-poster type |
| **Professional** | Editorial and credible. Calm colour and clean type; the safe choice for interview and business shows |
| **Bold** | Built to win the feed. Huge type, hard contrast and big, close-cropped faces |
| **Minimal** | One idea and a lot of space. Fewer elements, quieter colour, refined type |
| **Energetic** | Motion and momentum. Saturated colour, dynamic angles and an upbeat feel |
| **Illustrated** | Warm and hand-made. Flat or painterly illustration; great for kids, lifestyle and storytelling |
| **Concept** | One visual metaphor that makes the argument. Symbolic, clever and instantly readable |

### Save your own styles

- **Customize as a new style** saves your own version of a style. Saved styles appear for everyone in the workspace, in Thumbnail Studio and the Lab.
- Manage saved styles in **Brand Brain → AI Prompts → Thumbnail Styles**. Owners and managers choose the **Default style** there, which Thumbnail Studio and the Lab start on. Anyone can still pick another style for a single thumbnail.
- **Draft a brand look**, under Thumbnail Styles, writes a style from your Brand Brain (topics, audience, voice) and your brand kit (logo, template). Review it, edit anything, and save it. It is free, and it can be your default.

## Automatic checks

Convia reads every finished thumbnail before you see it. If the headline is not spelled exactly as you set it, or something sits where the platform covers it (such as YouTube's video length), Convia makes the thumbnail once more, free. It also flags text that may be too small to read in a feed, or a person who may not look like their photo, and never hides the image. Each result lists its **Automatic checks**.

## Edit a thumbnail and see the prompt

- **Edit this thumbnail** takes one change in plain language, for example "make the headline yellow". Each edit costs 10 credits and is saved as a new version, so the original stays under **Previous thumbnails**.
- **Prompt sent to the image model** shows the exact text behind the thumbnail on screen: your idea, your text, the style and the references attached. Use **Copy prompt** to reuse it.

## Use your thumbnail

- **YouTube:** fills the first empty thumbnail slot on the episode, or you choose which slot to replace. When you publish the episode to YouTube, the first slot is the one uploaded. See [YouTube publishing](https://docs.conviapro.com/docs/youtube-publishing.md).
- **Podcast cover:** set as the episode's square **Cover Art**. A **Spotify video** thumbnail is set as the **Episode Thumbnail**.
- **Substack:** set as the episode's featured image.
- **Episode media:** add the thumbnail to the episode's media.
- **Download:** at the platform's exact size, for everywhere else. Convia uploads only YouTube thumbnails for you; you upload the others yourself.

## Use your Brand Kit

Brand assets you mark as default in the **Brand Kit** (**Brand Brain → Show Details**) are selected for you in Thumbnail Studio, and you can deselect any you don't want. A brand template sets the layout, a background is used as the background, and a logo is placed as a small mark in a corner the platform leaves free. The Brand Kit shows up only if your plan includes it.

## Credits

| Action | Cost |
|---|---|
| Generate a thumbnail | 25 credits |
| Edit a thumbnail | 10 credits |
| **Draft an idea**, **Try another idea**, **Expand my idea** | Free |
| **Draft a brand look** | Free |
| Automatic re-make after a failed check | Free |
| A generation or edit that fails | Credits returned |

## Related

- [Content Generation Lab](https://docs.conviapro.com/docs/content-generation-lab.md): make thumbnails and other images outside an episode.
- [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md): the show details, brand kit and voice thumbnails draw on.
- [YouTube publishing](https://docs.conviapro.com/docs/youtube-publishing.md): upload the episode with its thumbnail.
- [AI credits](https://docs.conviapro.com/docs/ai-credits.md): check your balance and top up.
- [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md): the episode pages thumbnails belong to.

---

Source: https://docs.conviapro.com/docs/thumbnails · Section: Episodes & content · Last updated: 2026-10-03


---

# Ideas & scripts

> Capture content ideas, develop them into production scripts, and turn a script into an episode so every piece traces back to where it started.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Ideas and scripts are the planning side of Convia Pro. **Ideas** is your backlog of things to make; **Scripts** is where you plan an episode or video before you record. An idea can become a script, a post, an article or a campaign, and a script can become an episode, with each step linked to the one before it.

## Ideas

Find your backlog under **In Motion → Ideas**. View it as a grid or a table, search it, and filter by status and priority.

### Add an idea

1. Go to **In Motion → Ideas** and click **New Idea**.
2. Enter a **Title**. It is the only required field.
3. Optionally add a **Description**, **Notes** (research, links), **Priority** (**Low**, **Medium** or **High**) and **Status**.
4. Add tags, or apply a saved group under **Quick apply from groups**. **Suggest tags** proposes tags from your workspace vocabulary.
5. Click **Create Idea**.

Ideas also come from other places:

- **Trends**: create a quick idea or an AI idea from a trend alert, with a link back to the trend. See [Trend discovery](https://docs.conviapro.com/docs/trend-discovery.md).
- **Feeds**: watch outside sources in **In Motion → Trend Monitor → Feed Manager**, and turn relevant items into ideas. Trend Monitor and Feed Manager need a plan that includes them.
- **Website searches**: **Create idea** on a search query in the Analytics **Web** tab starts an idea prefilled with it. See [Website analytics](https://docs.conviapro.com/docs/website-analytics.md).
- **AI assistants**: an assistant connected through MCP can create and update ideas. See [MCP tools](https://docs.conviapro.com/docs/mcp-tools.md).

### Idea statuses

| Status | Meaning |
|---|---|
| **New** | Just captured, not yet evaluated |
| **Researching** | Gathering more information |
| **Ready** | Fully developed, ready to create |
| **In Progress** | Being produced |
| **Completed** | Content created |
| **Archived** | Set aside |

### Act on an idea

Open an idea and click **Act on Idea**:

| Option | What it does |
|---|---|
| **Create Script** | Generates a podcast or video script from the idea. Choose the **Script Type** |
| **Create Social Post** | Choose a platform, then **Generate with AI** to draft the post in your brand voice and open it in the editor, or create it by hand |
| **Create Article** | Generates a long-form article from the idea. See [Articles](https://docs.conviapro.com/docs/articles.md) |
| **Create Campaign** | Starts a campaign from the idea, with the campaign builder prefilled. See [Campaigns](https://docs.conviapro.com/docs/campaigns.md) |

The idea's **Content Created** section lists everything made from it. Items you delete drop off the list, and items you restore from the Trash reappear.

> [!TIP]
> Set up your brand voice in [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md) first. Every AI draft from an idea then sounds more like you.

## Scripts

Find scripts under **In Motion → Scripts**. View them as a grid or a table, search them, and filter by status and type.

### Create a script

**By hand**

1. Go to **In Motion → Scripts** and click **New Script**.
2. Enter a **Title**, and optionally a **Description**, **Script Type** and **Status**.
3. Click **Create Script**, then write or paste the script under **Script Content**.

**From an idea**

1. Open the idea under **In Motion → Ideas** and click **Act on Idea**.
2. Choose **Create Script** and pick the **Script Type**.
3. Click **Generate with AI**. Convia writes the script and saves it.

You can also generate a script from a trend alert. See [Trend discovery](https://docs.conviapro.com/docs/trend-discovery.md).

### Script types

| Type | Best for |
|---|---|
| **Video** | YouTube videos, webinars |
| **Podcast** | Audio episodes |
| **Short** | TikTok, Reels, Shorts |
| **Presentation** | Slide-based content |

You can change a script's type from its page.

### Work on a script

The script page holds:

- **Script Content**, with **Generate with AI** for template-based drafting.
- An **AI Assistant** to develop the script with you, opened with **Develop Script with AI**.
- **Notes** for rough ideas, talking points, research and context.
- A live **word count** and a **duration estimate** based on speaking pace.
- **Tags**, **Description**, and **Distribution Links** for the YouTube and Spotify addresses once it is out.
- Media attached from your Media Library, such as reference images or b-roll.

Click **Save Changes** to save your edits.

### Script statuses

Scripts use these statuses: **Draft**, **In Review**, **Approved**, **In Production**, **Recorded**, **Editing**, **Published** and **Archived**. Change the status from the script page or its edit dialog.

## From idea to episode

Each step keeps a link to the one before it, so you can always see where a piece of content came from.

1. **Idea to script.** **Act on Idea → Create Script** creates the script. The script inherits the idea's tags, and the idea's **Content Created** lists it.
2. **Script to episode.** On the script page, click **Create Episode from Script**. Convia creates a new episode in the script's workspace and opens it. The script needs some content first.
3. **Episode to content.** Record, upload and repurpose the episode as usual. See [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md).

What carries over when you create an episode from a script:

| From the script | Becomes on the episode |
|---|---|
| Title | Episode name |
| Description | Episode description |
| Script content | The **Conversation Outline** on the episode's **Episode Prep** page |
| Tags | Episode tags |

After that, the script shows an **Episode Created** badge, and **View Episode** takes you to it.

> [!NOTE]
> Guests you invite to the episode can read the conversation outline on the **Prep** tab of the [Guest Portal](https://docs.conviapro.com/docs/guest-portal.md). Keep anything you don't want a guest to see out of the script content, or edit the outline on the episode before you invite them.

## Credits

| Action | Cost |
|---|---|
| Creating and editing ideas and scripts by hand | Free |
| Quick idea from a trend | Free |
| AI idea from a trend | 10 credits |
| Script from an idea | 20 credits |
| Script from a trend | 15 credits |
| Developing a script with the AI Assistant | 5 credits |

## Related

- [From idea to recording](https://docs.conviapro.com/docs/idea-to-recording.md): a walkthrough of this whole path.
- [Trend discovery](https://docs.conviapro.com/docs/trend-discovery.md): find timely topics to turn into ideas.
- [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md): what to do with the episode once it exists.
- [Articles](https://docs.conviapro.com/docs/articles.md): write long-form pieces from your ideas.
- [AI credits](https://docs.conviapro.com/docs/ai-credits.md): check your balance and costs.

---

Source: https://docs.conviapro.com/docs/ideas-and-scripts · Section: Episodes & content · Last updated: 2026-10-03


---

# Mentions & tagging

> Tag accounts with @ in your posts, keep track of teammates who mention you, and organize content with shared tags, tag groups and hashtags.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Convia Pro has two kinds of mentions and two kinds of tags, and they do different jobs. **@ mentions** tag accounts in a published post. Your **Mentions** inbox collects comments where a teammate mentioned you. **Content tags** label your library so you can find and reuse things, and **hashtags** are published in the post itself.

## Tag accounts in a post with @

1. In the post editor, type **@** followed by a name.
2. Pick the account or organization from the list that appears.
3. A chip for the tag appears under the editor. When the post publishes, the mention becomes a real, tappable link.

What you can tag depends on the platform:

| Platform | Picker | How mentions work |
|---|---|---|
| LinkedIn and LinkedIn Company Pages | Organizations | Pick the organization from the list. Plain text alone won't link. People can't be tagged |
| X (Twitter) | Accounts | Pick the account, or type the handle; it links either way |
| Bluesky | Accounts | Pick the account, or type the handle; it links either way |
| Instagram, Threads and TikTok | None | Type the exact @handle and it links when published. Convia can't check that the handle exists, and on TikTok the account may not be notified |
| Facebook and YouTube | None | An @ in a post or description doesn't link |

- A chip turns **amber** if you edit the @Name text so it no longer matches. The tag won't link until you fix the text or remove the chip.
- LinkedIn allows up to 25 mentions in a post.
- On LinkedIn Company Pages you can also tag organizations inside the automatic first comment.
- Whether the @ picker is available depends on your plan; see [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md). Without it, typing a plain @handle still works on platforms that link it on their own.

For an at-a-glance view of what each platform supports, open **Social Channels** and expand **Supported Account Types & Features**.

## Your Mentions inbox

When a teammate @-mentions you in a comment on a post, article, episode or script, Convia sends you a notification. Open it from the bell menu to reach **My Mentions**, which lists every comment that mentions you.

- Filter to unresolved mentions to see what still needs you.
- Click **Mark as resolved** when you've handled one, or **Mark as unresolved** to bring it back.

This is separate from tagging accounts in a published post.

## Content tags

Tags are labels on episodes, clips, posts, articles, ideas and scripts. They power search, help campaign planning find the right content, and keep your library organized as it grows.

Tags are not private. They can reach your published YouTube videos, your client and guest portals, and AI assistants connected through MCP. Treat a tag as something your audience or clients may read.

### One shared vocabulary

Each workspace has one tag vocabulary. "AI", "ai" and "A.I." are one tag, and the casing you chose first is kept. Junk such as month names, quarters and dates is never added automatically.

To see the vocabulary, open **Brand Brain → Tags & Hashtags** and choose the **Vocabulary** tab. It lists every tag with how often it is used, and you can filter by kind: tags, hashtags or content tags. Select several tags and choose **Create group** to turn them into a reusable group.

### Tags Convia adds for you

Most tagging happens without you asking, and none of these paths costs credits:

| Content | When it is tagged |
|---|---|
| Clips | When they are transcribed |
| New posts and articles | Shortly after you save them, if you left the tags empty |
| Posts made from a clip | They inherit the clip's tags |
| Scripts written from an idea | They inherit the idea's tags |
| AI-written articles | As part of writing them |
| Episodes | When you generate insights, including industry, content type and audience tags |

Anything you set yourself is left alone, and tags you remove stay removed.

### Suggest tags

**Suggest tags** sits in the post editor, on a clip's detail page, in the article editor and in the idea dialog. It reads what you wrote and proposes tags from your existing vocabulary, for 3 credits.

- It adds to the tags you already have and never replaces them.
- Nothing is saved until you save, so you can edit or remove suggestions first.
- If there is too little text to tag well, it says so instead of charging you.

### Tags on YouTube

A YouTube post's tags go to YouTube with the upload. If you add or change tags in YouTube Studio, the post shows them under your own tags with **Use YouTube's tags**; nothing is copied across until you click it. A post whose tags you cleared publishes with none. YouTube limits a video's tags to 500 characters in total, so Convia drops tags from the end of the list if needed.

## Tag groups and hashtags

A tag group is a reusable bundle of tags you build once and apply anywhere. Manage groups in **Brand Brain → Tags & Hashtags**. Groups and text snippets (**Brand Brain → Text Snippets**) are shared with your whole workspace, so the team uses the same sets.

Apply a group with **Apply group**, and Convia renders it for where you put it:

| Where you apply it | How it appears |
|---|---|
| Post body copy | Hashtags, joined with spaces. "AI strategy" becomes #AIStrategy |
| A hashtag list | Flat hashtags without the # |
| Tags on an episode, clip, post or YouTube video | The tag labels as written |

In the editor, the **Hashtags** insert button drops a group into your text exactly where your cursor is. Hashtags that contain a space or hyphen are published as one word with your casing kept, so "for you" goes out as #ForYou.

When Convia writes posts for you, it uses hashtags as terms someone would actually search, not your show name or branding. How many hashtags each platform gets is set per platform in **Brand Brain → Social Platform Prompts**, and anything you customized there is kept.

> [!TIP]
> Build tag groups for your recurring topics. Applying a group as tags keeps your library consistent, and inserting it as hashtags saves retyping the same set on every post.

## Related

- [Posts](https://docs.conviapro.com/docs/posts.md): the editor where you tag accounts and insert hashtags.
- [Connect social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md): the account types each platform supports.
- [Publishing to platforms](https://docs.conviapro.com/docs/publishing-to-platforms.md): what each platform does with your post.
- [YouTube publishing](https://docs.conviapro.com/docs/youtube-publishing.md): tags and other settings for YouTube uploads.
- [Campaigns](https://docs.conviapro.com/docs/campaigns.md): how campaign planning uses your tags.

---

Source: https://docs.conviapro.com/docs/mentions-and-tagging · Section: Episodes & content · Last updated: 2026-10-03


---

# Guest Portal

> Keep 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.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Convia Pro keeps a profile for every guest on your show and gives each guest their own **Guest Portal**. In the portal, guests see the episodes they appear in, download clips and artwork, copy the promotion posts you wrote for them, and keep their own profile up to date. The Guest Portal is included on every plan.

## Add a guest

1. Go to **Collaboration → Guests** and click **Add Guest**.
2. Enter the guest's name. Add their email, company, title, bio, LinkedIn and website links, and social links if you have them. The email is optional, but you need it to invite the guest.
3. Upload photos. The photo marked **Set as primary** is the one shown everywhere, including the episode guest picker. A guest can have up to 10 photos.
4. Click **Add Guest**, or **Add & invite to portal** to send the invitation at the same time.
5. Link the guest to the episodes they appear in, from the episode's guest list or when you create the episode.

### When the guest already has a Convia profile

If the email you enter belongs to someone who already has a Convia profile, the form says so. What happens next depends on the guest's sharing choice:

- **They ask each time** (the default): choose **Add & request their profile**. The guest gets a request and decides. Nothing is shared until they say yes, and approving fills in their name, bio, photo and links without overwriting anything you typed.
- **They share automatically**: their profile is linked straight away.
- **They declined your show**: the form says they declined to share with this show. Enter their details yourself.
- **They chose not to be found**: you aren't told a profile exists, and you can enter their details yourself.

If the guest has unsubscribed from guest emails, the form says so and you enter their details manually.

### Profiles guests manage themselves

Once a guest creates their portal account, they manage their own profile and it is read-only in your workspace. You can still add them to episodes, view their details, and view and download their photos.

## Invite a guest to the portal

You can invite a guest in three ways:

- **From the guest form**: **Save & invite to portal** (or **Add & invite to portal** for a new guest).
- **From the episode**: **Send Portal Invite** in the episode's guest list. Workspace managers see this button.
- **With a link you send yourself**: **Share Profile Link** on the Guests page opens a dialog where you can **Send profile link email**, or copy the link to share manually. The dialog shows when the link expires.

The guest gets a secure link to a page where they can update their profile without an account, or create an account. The link works for 30 days, and the guest can use it as many times as they like until they create an account.

Convia won't send an invitation to a guest who has unsubscribed or who declined to share with your show, and it tells you when an invitation was not sent. A guest who declined your show can still be invited by your other shows.

## What guests see and do

A guest who follows the link can update their photos, name, title, company, bio and links straight away. To create an account, they set a password; the account email is fixed to the address you invited. Creating the account links every show that added them with that email, and from then on they sign in with email and password on the normal sign-in page.

In the portal, guests have:

- **My Appearances**: every episode they appear in, across shows, with search.
- **Media Library**: clips and promotion posts from all their episodes in one place.
- **Profile**: one profile that updates every show they appear on, their sharing choice and their achievements.

Each episode has these tabs:

| Tab | What the guest can do |
|---|---|
| **Overview** | See the episode's details and watch the full episode |
| **Prep** | Read the episode's conversation outline |
| **Transcript** | Read the transcript, and copy or download it as plain text or a Word document |
| **Clips** | Watch and download clips. Opening a clip shows its transcript and can generate a post for the guest's own channels |
| **Media** | Download thumbnails, podcast artwork and gallery files |
| **Posts** | See the promotion posts, including those assigned to them, and copy the text |
| **Analytics** | See how the episode's published posts are performing |
| **Calendar** | See scheduled and published posts and recordings |

Episode dates show in your show's time zone, so a guest sees the same day you picked. Episodes and posts you move to the Trash disappear from the portal, and restoring them brings them back. A guest can also create their own workspace from the portal, with the same guided setup and plan choice as any other signup.

> [!NOTE]
> Guests read the **Conversation Outline** from **Episode Prep** and the episode transcript. Check both before you invite a guest.

## Email your guests

The **Notify Guests** button in the episode header sends templated emails to the episode's guests who have an email on file:

- **Send scheduling email** helps you arrange the recording.
- **Notify episode is ready** becomes available once the episode reaches a status your workspace marks as ready to publish.

In the episode's guest list, **Notify of New Content** tells a guest that new content is waiting; the guest needs a portal account. Edit the templates under **Brand Brain → Guest Emails**. Links in these emails take a guest without an account to their profile page. Workspace roles control who can email guests on your show's behalf.

## Promote episodes with your guests

- The **Promotion Posts** card on an episode writes a host post and a tailored post for each guest in one click, for 10 credits each.
- **Assign to Guest** on a post shows it to that guest in the portal as assigned to them.
- A **Guest/Partnership Spotlight** campaign coordinates cross-promotion around publish day. See [Promote with your guest](https://docs.conviapro.com/docs/promote-with-your-guest.md).

## Guest achievements

A guest's profile shows an **Achievements** card with a progress bar and badges they earn by using the portal, such as:

| Badge | Earned by |
|---|---|
| **First Appearance**, **Rising Star**, **Podcast Pro** | Appearing on 1, 5 and 10 episodes |
| **Clip Collector** | Downloading a first clip |
| **Social Butterfly** | Sharing a first post |
| **Profile Complete** | Filling in name, bio, photo, title, company, and LinkedIn or website |
| **Photo Ready** | Adding a profile photo |
| **Connected** | Adding LinkedIn or social links |
| **Quick Learner** | Completing the welcome tour |
| **Ambassador** | Inviting a podcast producer to join |

Badges are saved to the guest's account, so they follow the guest across devices, and an earned badge stays earned even if an episode is later removed.

## Guest privacy

Guests decide how their profile is shared, and can change their mind:

- **Sharing choice**: **Ask me each time** (the default), **Share automatically, without asking me**, or **Do not tell other shows I have a profile**. Guests change it on their portal profile at any time.
- **Decisions are per show**: declining one show's request doesn't affect the others.
- **Leaving a show**: from the portal, a guest can disconnect from a show, or remove their details from that show's copy entirely. The episode record stays, and other shows are untouched.
- **Email addresses**: guest email addresses are visible only to the workspace roles you have given guest access. Guests can't change their account email from their profile.
- **Every guest email** carries a privacy notice explaining why they received it, with a link to what is held about them and how to change or delete it.

## Related

- [Promote with your guest](https://docs.conviapro.com/docs/promote-with-your-guest.md): a walkthrough for cross-promoting an episode with your guest.
- [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md): add guests to episodes and prepare what they will see.
- [Campaigns](https://docs.conviapro.com/docs/campaigns.md): set up a Guest/Partnership Spotlight campaign.
- [Client Portal](https://docs.conviapro.com/docs/client-portal.md): the separate portal for your clients.
- [Workspaces & teams](https://docs.conviapro.com/docs/workspaces-and-teams.md): the roles that control who can email guests.

---

Source: https://docs.conviapro.com/docs/guest-portal · Section: Episodes & content · Last updated: 2026-10-03


---

# Magic Repurpose

> Turn one finished episode into a transcript, chapters, insights, titles, descriptions and an optional campaign, all as drafts you review first.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Magic Repurpose turns one episode into a full content package in a single guided run in Convia Pro. Producers use it once the final edit of an episode is in, before publish week. Everything it creates lands as drafts, so nothing is scheduled or published until a person acts.

## What Magic Repurpose creates

Magic Repurpose runs a fixed set of steps on the episode. It skips any step whose output already exists, unless you choose otherwise in the pre-flight check.

| Output | What you get |
|---|---|
| Transcript | The full text of the episode, with speaker names if you confirm them |
| Chapter markers | YouTube-ready timestamps so viewers can jump between topics |
| Episode insights | Themes, key takeaways, topics, a summary and suggested tags |
| YouTube titles | Several title options to choose from |
| YouTube description | A description with the chapter markers included |
| Podcast title and description | A podcast description, plus a podcast episode title when the episode has none |
| Clip transcripts | Any clips on the episode that have no transcript are transcribed, so the campaign can quote them |
| Social campaign (optional) | A promotional campaign of dated draft posts for the platforms you pick, optional newsletter articles, and a host post plus one promotion post per guest |

Articles created this way include a subtitle, SEO title and SEO description, like articles you write by hand.

## Before you run Magic Repurpose

The **Magic Repurpose** button sits in the episode header, next to **Notify Guests** and **Comments**, on every page of the episode. Until the episode is ready, the button opens a checklist instead of the wizard:

| Checklist step | Required | Link it offers |
|---|---|---|
| **Recording** | Yes | **Upload recording** |
| **Final edit** | Yes | **Add final edit** or **Import final edit** |
| **Clips** | Recommended | **Add clips** or **Review clips** |

**Repurpose now** becomes available once the final edit is in. Clips are not required, but adding them first means they get transcribed and can be used in the campaign. If you plan to generate posts for YouTube or TikTok and the episode has no clips, the setup screen warns you before you spend credits, because those posts will need a clip.

You also need enough AI credits for the steps that will run. The pre-flight check shows your available balance and will not let you continue if it is short.

## Run Magic Repurpose on an episode

1. Open the episode from **My Content → Episodes**.
2. Click **Magic Repurpose** in the episode header. If the checklist appears, finish the required steps, then click **Repurpose now**.
3. Review the pre-flight check. It lists the **Episode Status**, the **Steps to Process** with each step's credit cost, any **Skipped Steps** with the reason, and the **Estimated Cost** against your available credits.
4. Leave **Skip steps where content already exists** ticked to pay only for what is missing. Untick it to regenerate items the episode already has.
5. Click **Continue to Setup**.
6. Check the **Publish Date**. It starts on the episode's release date, and campaign posts are planned around it, from two days before to three days after.
7. If the transcript will be generated, set **Expected Speaker Count** (2 to 6 speakers), or choose **Unknown / skip diarization**.
8. To get social posts, turn on **Prepare a social campaign?**, then fill in the campaign fields described below.
9. Check the **Workflow Summary** and **Total Cost**, then click **Start Workflow**.
10. Watch the progress bar, or leave the page. The run continues on the server. When it ends you see **Workflow Complete!** with the steps completed, total time, credits used, what was generated and what was skipped because it already existed.

### Campaign settings

These fields appear only when **Prepare a social campaign?** is on.

| Setting | Default | Notes |
|---|---|---|
| **Campaign Name** | Blank | Optional. Leave it blank and the campaign is named for you |
| **Campaign Type** | **Promote a Specific Idea** | Change it if the episode calls for a different shape, such as **Guest/Partnership Spotlight** for a guest-led episode |
| **Social Platforms** | None | The platforms to write posts for |
| **Newsletter Articles (Optional)** | None | Article templates to generate with the campaign |

Select at least one platform or article, or the campaign step is skipped. Skipping the campaign loses nothing: you can build one later from the episode's Social Content page with [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md). If your plan does not include Magic Campaign, the switch shows an **Add-on** badge.

## Speaker names and waiting for the transcript

When Magic Repurpose has to generate the transcript, it pauses on **Transcription is running**. This usually takes 2 to 10 minutes, depending on the episode's length. Click **Close & notify me** and Convia sends you a notification when the run is ready to continue.

Once the transcript is ready, **Confirm speaker names** asks you to match each detected speaker to a host or guest, so chapter markers, insights, descriptions and posts use real names instead of "Speaker 1/2". Click **Review speakers & continue**, or **Skip and continue without speaker names**. If no distinct speakers were detected, the run carries on without speaker labels.

While a run is in progress, the header button shows its state:

| Button | Meaning |
|---|---|
| **Continue Repurpose** | The run is paused, for example waiting on speaker names |
| **Repurposing** | The run is in progress |
| **Repurposed** | The run finished. The checklist offers **Run again** |

## Review what Magic Repurpose made

Every item is created as a draft. Campaign posts stay in draft status, so they do not appear in the approval queue until someone submits them. Edit anything, then schedule or publish when you are ready. If your workspace requires approval for social posts, they go through [approval](https://docs.conviapro.com/docs/approval-and-review.md) first.

When the campaign plan includes a post that needs a clip or visual the episode does not have, Convia still writes the post but holds it. The post is flagged, a written brief for the missing asset is attached as a comment, and the campaign page shows a banner such as **N posts need a clip** with a shortcut to clip creation. You get one notification that links to the campaign page.

> [!TIP]
> Text you add for one platform under **Brand Brain → Social Platform Prompts**, such as a sign-off or a promo code, appears only on that platform's posts. See [How AI uses your brand](https://docs.conviapro.com/docs/how-ai-uses-your-brand.md).

## Credits for Magic Repurpose

A full run on a brand-new episode costs roughly 100 to 150 credits. The pre-flight check shows the exact cost before you start. Credits are charged per step, only when that step succeeds, so a run that stops early costs less than the estimate. Reviewing, editing, scheduling and publishing the drafts are free.

| Step | Credits |
|---|---|
| Transcript | 1 per minute of audio or video, rounded up. The exact figure is shown in the pre-flight check |
| Chapter markers | 20 |
| Episode insights | 30 |
| YouTube titles | 15 |
| YouTube description | 15 |
| Podcast title and description | 15 |
| Social campaign | 20, plus 5 per platform, plus 15 per article |

For example, a campaign for 3 platforms with 1 article costs 50 credits. Credit costs can change; the pre-flight check is always current. See [AI credits](https://docs.conviapro.com/docs/ai-credits.md).

## Run Magic Repurpose again

Running Magic Repurpose again on the same episode skips anything that already exists, so it is a cheap way to fill gaps, such as adding the campaign after the analysis steps. To redo one item, such as the insights, untick **Skip steps where content already exists**, or delete or regenerate that item on its own page first.

Only one run can be in progress on an episode at a time. If one step fails, the remaining steps still run. Steps that need a transcript are skipped without charge when there is none, and the summary says what ran.

## Related

- [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md): plan and review a campaign beat by beat instead of in one pass.
- [Episodes and clips](https://docs.conviapro.com/docs/episodes-and-clips.md): upload the recording, final edit and clips Magic Repurpose works from.
- [Approval and review](https://docs.conviapro.com/docs/approval-and-review.md): what happens to the drafts before they publish.
- [AI credits](https://docs.conviapro.com/docs/ai-credits.md): balances, top-ups and what each AI action costs.
- [Maximize an episode](https://docs.conviapro.com/docs/maximize-an-episode.md): a step-by-step guide that uses Magic Repurpose as its first stage.

---

Source: https://docs.conviapro.com/docs/magic-repurpose · Section: Creating with AI · Last updated: 2026-10-03


---

# Content Generation Lab

> Generate AI images, voiceovers and talking-avatar videos in one studio, then download them or attach them to posts from a shared asset library.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

The Content Generation Lab is the media studio in Convia Pro. Use it to generate images, voiceovers and talking-avatar videos for your show, and keep every result in one asset library. Open it from **In Motion → Content Lab** in the launcher.

The Lab is plan-gated, so it appears under **In Motion** in the launcher only if your plan includes it. Viewers cannot generate; contributors, managers and owners can.

## What the Content Generation Lab can make

| Capability | What it makes | Who bills it |
|---|---|---|
| **Image** | Episode and standalone thumbnails, infographics, quote cards and brand graphics | Convia credits |
| **Voice** | Text-to-speech audio in a voice you choose | Your connected ElevenLabs account. No Convia credits |
| **Avatar** | A talking-avatar video from a stock avatar or your own photo, plus a script | Your connected HeyGen account. No Convia credits |

The Lab's **Capabilities** list also shows **Video** as **Coming soon**. The **Connections** panel shows whether ElevenLabs and HeyGen are connected, with a link to connect each one.

### Image costs

| Image type | Credits |
|---|---|
| Episode or standalone thumbnail | 25 |
| Infographic | 20 |
| Quote card | 15 |
| Brand graphic | 20 |

If a generation fails, its credits are returned. Costs can change; the **Generate** button always shows the current cost. See [AI credits](https://docs.conviapro.com/docs/ai-credits.md).

## Generate an image in the Image Studio

The Image Studio lives at **In Motion → Content Lab → Images**. It has four tabs: **Episode Thumbnail**, **Infographic**, **Quote Card** and **Graphic**.

### Make an infographic, quote card or graphic

1. Open the **Infographic**, **Quote Card** or **Graphic** tab.
2. Write a **Prompt**: the title and key points for an infographic, the quote and attribution for a quote card, or a description of the graphic.
3. Optionally attach reference images and Brand Kit assets. Reference images must be files uploaded to your workspace.
4. Pick an **Aspect ratio**: 1:1, 4:5, 9:16 or 16:9.
5. Click **Generate**. The image appears under **Preview** and is saved to the asset library.

| Tab | Default aspect ratio |
|---|---|
| Infographic | 4:5 |
| Quote Card | 1:1 |
| Graphic | 1:1 |

Brand Kit assets are used according to their type: a template sets the layout to follow, a logo is placed as a corner mark, a background fills the background and an overlay acts as a frame. The Brand Kit is plan-gated, so this option appears only where your plan includes it.

If the image cannot be made, the message says why. A prompt blocked by safety filters says so. If the image model replies with text instead of an image, the message asks you to rephrase the prompt.

### Make a thumbnail in the Lab

Thumbnails in the Lab use the same styles as Thumbnail Studio and start on your workspace's default style. Thumbnail generation is plan-gated; without it, the tab says it is not on your plan.

1. Open the **Episode Thumbnail** tab.
2. Choose **From episode** and pick an **Episode**, then choose which guest and host photos to feature. Or choose **Generic (upload)**, add **Media to include (optional)** and type **Thumbnail text (optional)**.
3. Pick the **Platform** the thumbnail is for and a **Style**. Styles you saved for the workspace appear under **Your styles**.
4. Optionally add Brand Kit assets.
5. Click **Generate (25 credits)**.
6. Use **Download for** a platform to get its exact size, such as 1280×720 for YouTube.

For an episode, earlier thumbnails appear under **Previously generated for this episode**. For the full set of thumbnail controls, such as drafting an idea or editing a result, see [Thumbnails](https://docs.conviapro.com/docs/thumbnails.md).

## Generate a voiceover

Voiceovers run on your own ElevenLabs account. Connect it first under **Integrations → ElevenLabs**. See [Connect AI accounts](https://docs.conviapro.com/docs/connect-ai-accounts.md).

1. In the Lab, open **Voice**.
2. Type or paste the script into **Text** (up to 5,000 characters).
3. Pick a **Voice** from your ElevenLabs account.
4. Pick a **Model**:
   - **Multilingual v2**: high quality, 29 languages.
   - **Flash v2.5**: low latency, cost-efficient.
   - **v3 (expressive)**: the most expressive, and supports delivery tags.
5. With v3, use **Delivery tags** to insert cues such as [laughs], [whispers], [sighs], [excited], [sarcastic] or [curious] at your cursor. You can also insert a timed pause.
6. Choose an **Output format**: MP3 at 128, 64 or 32 kbps.
7. Click **Generate voice**. Listen under **Preview**, then download it, or change a setting and click **Regenerate**. Each run is saved as its own asset.

## Generate an avatar video

Avatar videos run on your own HeyGen account. Connect it first under **Integrations → HeyGen**.

1. In the Lab, open **Avatar**.
2. Under **Avatar**, choose **HeyGen avatar** and pick one, or choose **Your photo** and upload a PNG, JPEG or WebP image. A clear, front-facing photo works best, up to 5 MB.
3. Write the **Script**: what the avatar should say (up to 5,000 characters).
4. Pick a **Voice**: a HeyGen voice, or an ElevenLabs voice if ElevenLabs is connected too.
5. Choose an **Aspect ratio** (9:16 vertical, 16:9 landscape or 1:1 square) and a **Resolution** (720p or 1080p). Optionally add a **Title**.
6. Click **Generate avatar**. Rendering usually takes 1 to 5 minutes. You can keep working: the video saves to the asset library when it finishes.

If you close the window during rendering, open the Lab again later. The asset library checks on any avatar still rendering when it loads.

## Use the asset library

Everything you generate lands in the **Asset library** on the Lab's main page. Filter it by **All types**, **Voice**, **Image**, **Video** or **Avatar**, then preview, download or delete any asset. Lab assets are private to your workspace.

Generated images can be attached to posts, so Lab work flows into publishing.

## Generate a visual from the post composer

You do not have to leave a post to make its image. Where your plan includes the Lab, the post composer has a **Generate a visual with AI** panel:

1. Write the **Prompt**, or click **Draft from post** to write one from your caption and then edit it. For a campaign post that is waiting on a visual, the prompt starts from the campaign's brief.
2. Pick a **Type** (**Graphic**, **Infographic** or **Quote card**) and an **Aspect ratio**.
3. Click **Generate**. To refine, edit the prompt and click **Regenerate**. Each result is kept as a variant you can switch between.
4. Select the variant you want and click **Use this**. The image attaches to the post. Save the post to keep it.

Drafting a prompt with **Draft from post** is free. Generating the image costs the same as in the Lab, and the panel shows the cost before you click. The article editor has the same panel, where **Draft from article** writes the prompt and the image becomes the article's featured image.

> [!NOTE]
> Trend automations can attach a Lab image to each draft they write. See [Content Automations](https://docs.conviapro.com/docs/content-automations.md).

## Related

- [Thumbnails](https://docs.conviapro.com/docs/thumbnails.md): Thumbnail Studio, styles, ideas and platform sizes in depth.
- [Connect AI accounts](https://docs.conviapro.com/docs/connect-ai-accounts.md): connect ElevenLabs and HeyGen for voice and avatar.
- [AI credits](https://docs.conviapro.com/docs/ai-credits.md): what images cost and how credits refresh.
- [How AI uses your brand](https://docs.conviapro.com/docs/how-ai-uses-your-brand.md): how your Brand Brain and styles shape what the Lab makes.
- [Posts](https://docs.conviapro.com/docs/posts.md): attach generated images and publish them.

---

Source: https://docs.conviapro.com/docs/content-generation-lab · Section: Creating with AI · Last updated: 2026-10-03


---

# Trend Discovery

> Find 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.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Trend Discovery helps you spot topics worth talking about while they are still fresh, and turn them into content. In Convia Pro it lives under **In Motion → Trend Monitor** in the launcher, which has two pages: **Trend Monitor**, where trends arrive as alerts you act on, and **Feed Manager**, where you choose the RSS feeds Convia reads for you.

Trend Monitor and Feed Manager are part of Trend Rider, which is plan-gated. If **Trend Monitor** is missing from the launcher, or the page says Trend Rider isn't enabled, your plan does not include it. See [Plans and billing](https://docs.conviapro.com/docs/plans-and-billing.md).

## How Trend Discovery finds trends

Trends reach Trend Monitor in two ways.

| Source | How it works | Cost |
|---|---|---|
| **Your RSS feeds** | Once a day, Convia reads the active feeds in Feed Manager, picks out topics relevant to your brand, and leaves them as trend alerts, each with a suggested campaign | The daily run is free. **Refresh from RSS** checks your feeds straight away for 10 credits |
| **Discover Trends** | You enter up to 5 topics and Convia searches recent sources for what is trending on them, using your brand settings and recent episodes to judge relevance. Each search saves its results as alerts | 15 credits for 1 topic, 25 for 2 to 3 topics, 35 for 4 to 5 topics |

Trends from your feeds come from the feeds you follow, not from the whole web. Choose feeds that cover your industry, and the alerts follow.

## Set up your feeds in Feed Manager

1. Go to **In Motion → Trend Monitor → Feed Manager**.
2. Click **Add Feed**, or add one from the suggested feeds, grouped by topic such as Podcasting Industry or Marketing & Business.
3. Enter a **Source name** and the feed's URL, then click **Test** to check that the feed is valid.
4. Optionally add **Keywords**. When a feed has keywords, only items that mention one of them are considered.
5. Click **Add Feed**. The feed appears under **Active Feeds**.

The feed list shows each feed's status (**Healthy**, **Warning** or **Error**), its keywords, an **Active** switch and when it was **Last Checked**. Switch a feed off to stop reading it without deleting it.

## Discover trends on demand

1. Go to **In Motion → Trend Monitor** and click **Discover Trends**.
2. Type a topic or keyword into **Add Topic or Keyword**, for example "podcast growth", and add it. Add up to 5 topics. Suggestions appear under **Your Topics** and **From Recent Episodes**; click one to add it.
3. Check the cost shown for the number of topics, then start the search.
4. When it finishes, the new trends appear as alerts on the **Active Alerts** tab.

If you run out of credits on the Trends pages, Convia offers to buy more or upgrade.

## Read a trend alert

Each alert on the **Active Alerts** tab shows:

| Field | Meaning |
|---|---|
| Topic | What is trending |
| Type | **Opportunity**, **Competitive** or **Informational** |
| Urgency | **High Urgency**, **Medium Urgency** or **Low Urgency**: how quickly you should act |
| Source | Where the trend was found |
| **AI Campaign Brief** | A suggested campaign: a **Suggested Name**, a **Description** and **Keywords** |
| **Matching Content** | Your episodes that relate to the trend, when there are any |
| Relevance | How relevant the trend is to your brand, as a percentage, based on your brand settings |
| Search Volume, Related Content | Shown when available. Related Content counts the content you have already made from the trend |

Use the filters above the tabs to narrow alerts by **Urgency**, **Source** and **Min Relevance**. A **Live** marker beside the page title means there are active alerts.

## Act on a trend alert

Click **Create Campaign** on an alert, or open its menu for the other actions.

| Action | What it creates | Credits |
|---|---|---|
| **Quick Idea (Basic)** | Saves the trend as an idea to develop later, with the trend's details in its notes | Free |
| **Create Idea (AI)** | A full idea with a title, a description of angles to take, research notes, suggested tags and a priority | 10 |
| **Create Script (AI)** | A production-ready script. Pick a **Script Type**: **Video Script**, **Podcast Episode**, **Short-Form Video** or **Presentation/Webinar** | 15 |
| **Create Campaign** | Opens the campaign builder with the trend loaded, to build a full campaign from it | Depends on what you generate |
| **Dismiss** | Moves the alert to the **Dismissed** tab and asks for a reason | Free |

Ideas and scripts made from a trend link back to it and appear under **In Motion → Ideas** and **In Motion → Scripts**. Everything the AI options create lands as a draft you review before anything is scheduled.

> [!TIP]
> Use **Quick Idea (Basic)** to park a trend you want to explore later. It costs nothing, and you can generate a script or post from the idea when you are ready.

## Browse trending topics

The **Trending Topics** tab shows every topic Convia has found, from the last 14 days by default. Turn on **Show expired** to see older ones. Sort by **Relevance**, **Newest** or **Oldest**, and click a source chip to filter.

Open a topic card to see its relevance, search volume, related content and a **View Source** link, plus **Quick Actions**:

- **Create Idea** saves the topic as an idea, free.
- **Create Script** writes a script with AI, at the script cost above.
- **Create Post** creates a draft post on the platform you pick, starting from the topic's text, and opens your posts. It does not use AI.

## Restore a dismissed alert

Dismissed alerts and topics move to the **Dismissed** tab, with the reason you gave. Click **Restore** to bring one back.

## Draft posts from trends automatically

A trend automation can turn the freshest trend from your feeds into a draft post every day. The drafts wait for a person before anything goes out. See [Content Automations](https://docs.conviapro.com/docs/content-automations.md).

## Related

- [Ideas and scripts](https://docs.conviapro.com/docs/ideas-and-scripts.md): develop the ideas and scripts you create from trends.
- [Campaigns](https://docs.conviapro.com/docs/campaigns.md): what happens after **Create Campaign**.
- [Content Automations](https://docs.conviapro.com/docs/content-automations.md): draft a post a day from your feeds.
- [Write about trends](https://docs.conviapro.com/docs/write-about-trends.md): a guide from trend alert to published post.
- [AI credits](https://docs.conviapro.com/docs/ai-credits.md): what searches and generations cost.

---

Source: https://docs.conviapro.com/docs/trend-discovery · Section: Creating with AI · Last updated: 2026-10-03


---

# Content Automations

> Set 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.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Content Automations draft posts for you in the background, so your channels have something ready to review without anyone starting from a blank page. Find them under **In Motion → Content Automations** in the Convia Pro launcher. No automation publishes on its own: a person approves or schedules every post an automation drafts.

Content Automations are for workspace owners and managers. They are plan-gated, so the page appears only if your plan includes them, and Autopilot is included separately from trend automations.

## Choose a type of automation

Click **New automation** and pick one of two cards. The type cannot be changed later; a different type means a new automation.

| | **Fresh trends** (trend automation) | **Your clip library** (Autopilot) |
|---|---|---|
| What it drafts | One post a day from the freshest trend your feeds picked up | Clip posts that keep each channel's calendar filled for the days ahead |
| Source | RSS feeds you set up in **In Motion → Trend Monitor → Feed Manager** | Clips you have already made |
| Channels | One target channel | Any connected channels, each with its own posting days |
| When it runs | Once a day, at 00:00 UTC | Every night |
| Dates on drafts | None. You choose when each post goes out | Each draft is dated on one of your posting days |
| Lands as | **Pending Approval**, or a draft when set to the workspace default and your workspace does not require approval | Always **Pending Approval** |
| Cost | AI credits for the text, plus the image if you add one | About 5 credits per post, plus a base charge per fill |

Autopilot has its own page with every setting: see [Clip Autopilot](https://docs.conviapro.com/docs/autopilot.md). The rest of this page covers trend automations and what both types share.

## Set up a trend automation

Before you start, add at least one RSS feed in **In Motion → Trend Monitor → Feed Manager** and connect the social account the posts are for. See [Trend Discovery](https://docs.conviapro.com/docs/trend-discovery.md).

1. Go to **In Motion → Content Automations** and click **New automation**.
2. Choose **Fresh trends**.
3. Give it a **Name**.
4. Under **Trend feeds**, tick the feeds it watches.
5. Set **Max posts per day**.
6. Pick the **Target channel**: the connected account the drafts are written for.
7. Choose the **Substance mode** (see below).
8. Optionally add **Prompt guidance**, such as "Sharp, skeptical take on AI news for busy founders. One clear insight per post", and a **Tone**, such as "punchy, wry".
9. Optionally turn on **Include an image** and pick an **Image type** and an **Image style**.
10. Choose the **Approval** setting.
11. Leave **Active (runs on schedule)** on, then click **Create automation**. The automation appears in the list with **Not run yet** until its first run.

### Trend automation settings and defaults

| Setting | Default | What it does |
|---|---|---|
| **Max posts per day** | 1 | Caps how many drafts the automation creates in a day. The scheduled run drafts one post a day; the cap also covers drafts from **Run now** |
| **Substance mode** | Synthetic | How the automation decides whether to write (see below) |
| **Prompt guidance** | Blank | Your instructions for every post, used alongside your Brand Brain |
| **Tone** | Blank | A short tone note for every post |
| **Include an image** | Off | Adds a generated image to each draft |
| **Image type** | Graphic | **Graphic**, **Infographic** or **Quote card** |
| **Approval** | Always send to approval queue | Where the drafts land (see below) |
| **Active (runs on schedule)** | On | Switch off to pause the automation without deleting it |

### Substance modes

- **Synthetic (generate net-new from the trend)** writes a new post from the trend itself and your brand voice. If the feeds you picked have nothing fresh, it can draft from the freshest trend in your workspace instead.
- **Corpus-grounded (skip if the trend does not match your content)** drafts only when the trend matches your own episodes, judged from the episodes matched to the trend or from your episode titles, descriptions and tags. A trend that matches none of them is skipped, and no post is created.

Use Corpus-grounded when every post must tie back to something you have said on the show.

### Images on trend drafts

With **Include an image** on, each draft gets an image made by the [Content Generation Lab](https://docs.conviapro.com/docs/content-generation-lab.md), in the type and style you choose. This needs the Lab on your plan. If the Lab is unavailable, or the image fails, the post is still created as text only and the image credits are returned.

## What a trend automation does each day

Once a day, at 00:00 UTC, each active trend automation:

1. Checks that it is under its **Max posts per day**.
2. Takes the freshest new trend alert from its feeds.
3. Applies its substance mode. Corpus-grounded skips the trend if it matches none of your episodes.
4. Writes the post for the target channel in your brand voice, with your prompt guidance and tone, keeping the caption within the platform's character limit.
5. Adds the image, if you asked for one.
6. Saves the post to the approval queue or as a draft, and marks the trend as used so it is not drafted again.

The draft carries no date. After it is approved, or if it lands as a draft, someone picks when it goes out.

## Run a trend automation now

Click **Run now** on an automation to run it straight away instead of waiting for the daily run. The result tells you what happened:

| Message | Meaning |
|---|---|
| Draft created and sent to the approval queue | A post was drafted |
| No matching trend right now, so nothing was generated | There was no fresh trend, or Corpus-grounded found no match |
| Daily generation limit reached for this automation | **Max posts per day** has been reached today |

The automation's card also shows its latest outcome, such as **Last run: created a draft**, **Last run: no matching trend**, **Last run: daily limit reached** or **Last run: not on your plan**.

## Nothing publishes on its own

Every automation leaves the last step to a person.

- **Autopilot** posts always land as **Pending Approval**, even if your workspace has approval switched off.
- **Trend automation** posts follow the **Approval** setting. **Always send to approval queue** puts every draft in the Approval Queue (**Approvals** at the bottom of the sidebar) as **Pending Approval**. **Use workspace default** leaves the post as a draft when your workspace does not require approval for social posts, and someone then schedules it.

In the approval queue, posts written by an automation show **Automation** as their author, with a robot icon. See [Approval and review](https://docs.conviapro.com/docs/approval-and-review.md).

> [!IMPORTANT]
> With **Use workspace default** and approval switched off, a trend draft skips the approval queue. It still does not publish until a person schedules it.

## Trace what an automation made

Every post an automation creates is tagged with the automation that made it:

- **A badge on the post** in the Posts list, naming the automation, such as "Trend automation" or "Autopilot". Click it to open the automation.
- **An Automation filter** on the Posts list and on the **Calendar**, to see only what one automation made.
- **A detail page**: click **Details** on an automation to see its configuration, the posts it created and how they performed. Autopilot automations also show their recent runs.
- **Analytics → By Automation**, which compares your automations over any date range. See [Analytics](https://docs.conviapro.com/docs/analytics.md).

## Credits for automations

A trend draft costs 10 credits for the text, plus the image if you add one: 20 for a graphic or infographic, 15 for a quote card. **Max posts per day** keeps the spend predictable. Credits are returned when a draft fails.

An Autopilot fill costs about 5 credits per post plus a base charge, and stops when your credits, your scheduled post queue or your monthly posts run out. See [Clip Autopilot](https://docs.conviapro.com/docs/autopilot.md#credits-and-plan-limits) and [AI credits](https://docs.conviapro.com/docs/ai-credits.md).

## Edit, pause or delete an automation

- Click the pencil icon on an automation to change its settings, then click **Save changes**.
- Use the switch on its card to move it between **Active** and **Paused**. A paused automation keeps its settings and stops running.
- Click the trash icon to delete it. This removes the automation, not any drafts it already created.

## Related

- [Clip Autopilot](https://docs.conviapro.com/docs/autopilot.md): keep your calendar filled from your clip library, with every setting explained.
- [Trend Discovery](https://docs.conviapro.com/docs/trend-discovery.md): set up the feeds trend automations draft from.
- [Approval and review](https://docs.conviapro.com/docs/approval-and-review.md): approve, return or flag automation drafts.
- [Automate your drafts](https://docs.conviapro.com/docs/automate-your-drafts.md): a guide to setting up automations end to end.
- [How AI uses your brand](https://docs.conviapro.com/docs/how-ai-uses-your-brand.md): how your Brand Brain shapes automated drafts.

---

Source: https://docs.conviapro.com/docs/content-automations · Section: Creating with AI · Last updated: 2026-10-03


---

# Clip Autopilot

> Keep each channel's calendar filled from your clip library on the days you choose, with every draft waiting for approval before it goes out.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Clip Autopilot keeps your social calendar topped up with posts made from clips you already have. You choose the days each channel posts on, and every night Autopilot drafts only what is missing to fill them. It is a type of Content Automation in Convia Pro, and every post it writes lands as **Pending Approval**, so nothing goes out until a person approves it.

Autopilot is for workspace owners and managers. It is plan-gated separately from trend automations and also needs bulk clip scheduling on your plan. If your plan does not include it, the **Your clip library** card shows **Not on your plan**. See [Plans and billing](https://docs.conviapro.com/docs/plans-and-billing.md).

## How Clip Autopilot works

Autopilot is not a "post daily" button. Every night it compares your calendar with the posting days you picked for each channel and fills only the gap. That has some useful consequences:

- A day you did not pick is never scheduled on, however empty the rest of the week is. Leaving a day off is how you keep an episode release day, a newsletter day or a weekend clear.
- On the days you did pick, it counts every post already scheduled on that channel, not just its own. Schedule a week by hand and Autopilot correctly does nothing.
- It fills the days that still have room. Running it again tops up the gaps instead of adding a second post to days it already filled. If the queue is full, running it again changes nothing.
- If a night is missed, the next night sees the same gap and catches up.
- Posts always start tomorrow. Autopilot never drafts a post for today.
- The first fill only looks 7 days ahead. It widens to your full horizon once one fill has produced posts.
- It never posts a clip before its episode is out, unless you turn that rule off.

Every post is written by AI from the clip and its own episode: the caption names that episode's guests, with hashtags written as single words, and it ends the way you choose under **How each post ends**.

## Set up Clip Autopilot

Before you start, connect the social accounts Autopilot will post to and make sure your clips are in the clips library. See [Connect social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md) and [Episodes and clips](https://docs.conviapro.com/docs/episodes-and-clips.md).

1. Open the launcher and go to **In Motion → Content Automations**, then click **New automation**.
2. Choose **Your clip library**, and give the automation a **Name**.
3. Set **Keep filled this far ahead**: how many days ahead you want kept full.
4. Under **Channels and posting days**, switch on each channel Autopilot should post to. For each one, pick the days of the week it posts on (or use **Weekdays** or **Every day**) and how many posts **per day**.
5. Check the **eligible** count beside each channel. If it turns red with **needs** and a number, your library cannot sustain that schedule over the horizon, and the channel will run short rather than invent content.
6. Leave **Only clips from released episodes** on, unless you want teasers ahead of a release.
7. Choose **Which clips go first**: **Breadth** or **Newest first**.
8. Set **Wait before reusing a clip**, and leave **Skip days that already have a post** on.
9. Leave **Keep breathing room** on and set **Days between clips from one episode**.
10. Under **How each post ends**, choose the closing link or line, and a first comment if you want one.
11. For each Instagram channel, set **Publish as**, **Also show in feed** and **Trial reel**.
12. Read the estimate at the bottom, for example "A full fill on these days is about 40 posts, roughly 220 credits".
13. Leave **Active (runs on schedule)** on and click **Create automation**. The first fill happens in the next nightly run, or click **Run now** on the automation to start it straight away.

## Clip Autopilot settings and defaults

| Setting | Default | Range | What it does |
|---|---|---|---|
| **Keep filled this far ahead** | 14 days | 1 to 90 days | How far ahead the calendar is kept full. A depth, not a schedule: the fill runs nightly whatever this is |
| Posting days | None | Any days of the week, per channel | The only days Autopilot schedules on for that channel |
| **per day** | 1 | 1 to 10 | Posts on each posting day for that channel |
| **Only clips from released episodes** | On | On or off | Holds a clip until its episode is out |
| **Which clips go first** | Breadth | Breadth or Newest first | How Autopilot orders the clips it can pick |
| **Wait before reusing a clip** | 90 days | 0 or more days | How long before a clip may repeat on a channel, once unposted clips run out |
| **Skip days that already have a post** | On | On or off | Counts anything already on a posting day toward its per-day count |
| **Keep breathing room** | On for new automations | On or off | Tidies the calendar before each fill |
| **Days between clips from one episode** | 3 | 0 to 30 days | Minimum gap between two clips of one episode on one platform. 0 turns it off. Applies only while **Keep breathing room** is on |
| **Link to the full episode** | On | | Closes each caption with the episode link |
| **Link to the podcast episode** | Off | | Closes each caption with the podcast episode link |
| **Your own closing line (optional)** | Blank | Up to 280 characters | Added word for word at the end of every post |
| **First comment (optional)** | Blank | Up to 600 characters | Posted as the first comment where the platform allows it |
| **Active (runs on schedule)** | On | | Switch off to pause the automation |

There is no "posts per run" setting. Autopilot fills to the cadence you set and stops only when a plan limit is reached. See [Credits and plan limits](#credits-and-plan-limits).

## How Clip Autopilot picks clips

Autopilot works per channel, in two tiers:

1. **New clips**: clips that have never gone out on that channel always go first.
2. **Recycling**: once those run out, clips whose last post on that channel is older than **Wait before reusing a clip** are offered.

A clip only counts as eligible if the platform can accept it. For example, an Instagram channel set to post stories only picks clips of 60 seconds or less. A LinkedIn company page and a personal LinkedIn profile are different audiences, so a clip posted to one is still new for the other.

Within a tier, **Which clips go first** decides the order:

| Option | What it does | Good for |
|---|---|---|
| **Breadth** (default) | Rotates through your whole library. The episodes with the fewest recent or upcoming posts, on any channel, go first, so one episode does not take over every channel | Keeping a varied feed from a deep back catalog |
| **Newest first** | Favors your most recent clips, so a new episode gets posted heavily on every channel until its clips run out | Pushing each new release hard |

Either way, a week of posts draws on several episodes, and a clip with no episode is treated as its own group. Autopilot does not rank clips by how well they performed.

## Wait for episodes to release

With **Only clips from released episodes** on (it is on unless you turn it off), Autopilot never posts a clip before its episode is out. This applies to automations you set up before the switch existed, too.

| Episode | Will Autopilot pick its clips? |
|---|---|
| The clip is not linked to any episode | Yes, always |
| The episode's **Publish Date** has passed | Yes. The release day counts from midnight in your workspace time zone |
| The **Publish Date** is in the future | Not until that date |
| No **Publish Date**, and its status is marked **Ready to publish** | Yes |
| No **Publish Date**, and its status is not marked, or it has no status | No |

The date decides when there is one. Episodes imported from your RSS feed or YouTube carry their publish date, so their clips flow without any setup.

### Mark a status as Ready to publish

Episodes without a Publish Date need a status marked **Ready to publish**. If none of your statuses is marked, the automation editor warns "No episode status is marked Ready to publish, so episodes without a Publish Date will be held back", with a link to fix it.

1. Go to **Settings → Workflow & Tasks**.
2. Tick **Ready to publish** on the status, or statuses, that mean an episode is out.
3. Return to the automation editor. The warning clears, and the eligible counts include those episodes' clips.

Clips being held are left out of the eligible counts, and the editor says how many are held and why. Turn the switch off only if you want Autopilot to post teasers ahead of a release.

## Choose posting days and times

Each channel has its own posting days and **per day** count. LinkedIn on Monday, Wednesday and Friday alongside TikTok every day is a normal shape.

Autopilot picks the time of day the same way the rest of Convia does: your default posting time for that platform and weekday under **Settings → Publishing**, then the platform's generally best hour, then the start of your posting window. Times are in your workspace time zone. When a day already holds a post, the next one goes to the channel's next posting time, so a channel with two times set uses both.

If a channel posts more than once a day but has fewer posting times set than that on some days, the editor warns you: the extra posts land 15 minutes after the first. Add another time under **Settings → Publishing** to space them out. See [Calendar and scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md).

The **Channel consistency** card on your dashboard measures each channel against its Autopilot setup.

## Choose how each post ends

**How each post ends** sets what closes every caption, so a clip post sends people to the full conversation.

- **Link to the full episode** and **Link to the podcast episode** add those links. Anything the episode does not have is skipped.
- **Your own closing line** is added word for word, for example "New episodes every Tuesday".
- Links are left off Instagram and TikTok captions, where they are not clickable.

### Add a first comment

Where your plan includes first comments, **First comment** lets you write a comment once and have every post fill it in with its own episode's details. Click a token to insert it:

| Token | Filled with |
|---|---|
| `{episode_url}` | The episode link |
| `{podcast_url}` | The podcast episode link |
| `{episode_title}` | The episode title |
| `{guest_name}` | The guest's name |

If a post has nothing to put in place of a token, that post gets no comment rather than a half-finished one. A comment too long for the platform is left off, never cut short.

The caption and the comment are set separately. Untick **Link to the full episode** and put `{episode_url}` in the comment to move the link out of the caption; leave both to have it in both places. On Instagram, a link in a comment is copyable text rather than a clickable link.

First comments work on LinkedIn company pages, Facebook, Instagram, Threads, X and Bluesky. TikTok and YouTube do not allow scheduled first comments, and the editor names any of your channels that are skipped. An Instagram, Facebook or Threads account may need reconnecting to allow comments; the editor names the account to reconnect.

## Set Instagram and TikTok options

Each Instagram channel on an Autopilot automation has its own options, shown under its row. They apply only to the posts this automation creates. The channel's defaults and posts you write by hand are unchanged.

| Option | Choices | Notes |
|---|---|---|
| **Publish as** | Reel or Story | A story takes clips of 60 seconds or less, carries no caption and disappears after 24 hours. The eligible count updates when you switch |
| **Also show in feed** | On or off | Off keeps a reel in the Reels tab but out of your profile grid and followers' feeds |
| **Trial reel** | On or off | A trial reel is shown to people who do not follow you first, and you decide in Instagram later whether to share it with followers. Instagram requires around 1,000 followers; if the account is not eligible, the reel publishes as normal |

One automation publishes one format per channel. To mix stories and reels on one account, use two automations.

Autopilot posts start from the default publishing settings you saved for each account. In the approval queue, each TikTok post shows its audience, including **Only me unless set** when no choice has been made yet, so you can set it before approving.

## Keep breathing room

Autopilot never doubles up a day itself. But a campaign you launch later, or a bulk clip schedule, can land on a day it already filled, and clips from one episode can end up on neighboring days. With **Keep breathing room** on, every fill first tidies its own channels:

- **Day cap.** On any day that holds more posts than the channel's per-day count, it moves its own posts and bulk clip posts to the next posting day with room. This part only applies while **Skip days that already have a post** is on.
- **Episode gap.** On one platform, two clips from the same episode are kept at least **Days between clips from one episode** apart. New Autopilot posts are placed with that spacing from the start.

What never moves:

- Posts you scheduled yourself, and Autopilot or bulk clip posts you moved to a new date yourself
- Campaign posts
- Anything published, and anything within the next 24 hours
- Posts from an Autopilot automation that has **Keep breathing room** off

Posts only ever move later, never earlier, to the earliest posting day that has room and keeps the episode gap. They keep their time of day, or move 15 minutes later if that time is taken. If no day works, the post stays where it is and the run says so. If a day is over its limit with only posts that cannot move, the run says so and leaves it.

If two Autopilot automations post to the same platform with **Keep breathing room** on, they share one set of rules there: the higher per-day count, all of their posting days and the longer gap.

When posts move, the run history shows how many, and the workspace is notified.

### Tidy the calendar now with Declutter

You do not have to wait for the nightly fill.

1. On the **Calendar**, click **Declutter**.
2. Choose **Keep breathing room**. Convia checks the next few weeks and lists the **Posts that will move**, with where each one goes.
3. Click **Move** (for example **Move 4 posts**), or close the dialog to change nothing.

If no Autopilot automation has **Keep breathing room** on, the dialog tells you which setting to turn on. **Declutter** appears on the Calendar when your plan includes either Autopilot or bulk clip scheduling.

## Spread out clips you scheduled in bulk

**Spread out** is the other mode in **Declutter**. It spaces one platform's clips over the days ahead, whether or not Autopilot made them. It is useful after scheduling a whole episode's clips at once, for example to finish YouTube Shorts in one sitting and space them afterwards. Spread out needs bulk clip scheduling on your plan.

1. On the **Calendar**, click **Declutter** and choose **Spread out**. You can also get here from **Space them out** after scheduling clips or finishing several Shorts on YouTube.
2. Pick the **Platform**. The count beside each one is how many clips can move there.
3. Tick **Which clips move**: **Bulk scheduled clips**, **Autopilot clips** and **Scheduled from a connected AI app** (clips an assistant scheduled outside a campaign). Each shows its count.
4. Set the spacing (see the table below).
5. Choose how to place the clips: **Only fix what's off** or **Mix new clips through the whole queue**. Both show how many clips they would move and the day the last one lands.
6. Check the list, grouped by day, with each clip's episode and why it moves. Click **Move**.

| Spread out setting | Default | What it does |
|---|---|---|
| **Start on** | | The first day clips may move to |
| Posting days | | The days clips may go out on |
| **Per day** | | Clips per posting day. Posts already on a day count toward it |
| **Time of day** | | Several clips on one day are staggered by 15 minutes |
| **Days between clips from one episode** | 3 | 0 turns it off |
| **Keep each episode within** | 60 days | How many days after its episode a clip may go out. Clear it for **No limit**. Applies to episodes not out yet or out within that many days |
| **Cool off big episodes** | Off | Spaces an episode's clips across its window instead of packing them, never closer than the gap above. Twenty clips over 60 days sit 3 days apart. Needs a window |

Convia remembers these choices for your workspace. Spread out always opens on **Only fix what's off**:

- **Only fix what's off** checks every clip first. A clip that already sits well keeps its day and time. Only clips that share a day, sit too close to another clip from the same episode, or would go out before their episode move, each to the nearest day that works. New clips wait behind the ones already scheduled.
- **Mix new clips through the whole queue** re-places every clip, shuffled across episodes. A new episode goes out sooner, but far more clips change.

A clip never goes out before its own episode. Posts you made by hand, campaign posts, full episodes, anything already public and anything within the next 24 hours stay where they are, and count toward their day. A clip that would land beyond **Keep each episode within** is not pushed out of sight: it stays where it is and is listed, so you can raise the per-day count, widen the window, archive some or accept the wait. When the queue is full, the summary says which day the last clip goes out, how far away that is, and what one more clip a day would do.

After you click **Move**, the dialog closes and the work carries on behind any page. A progress card at the bottom right shows how far it has got. **Stop after this clip** ends it early, and **Finish moving** moves the rest later. Closing or reloading Convia stops the run; the next time you open **Declutter**, choose **Finish moving** or **Forget the rest**. Only one set of clips moves at a time across your workspaces.

A clip Spread out places counts as placed by you, so **Keep breathing room** leaves it alone afterwards. Run Spread out again with **Mix new clips through the whole queue** to reshuffle.

### Spread out and YouTube Shorts

Clips already uploaded with **Finish on YouTube** get their new publish time on YouTube too, on a channel that has given Convia permission to change videos after upload. On any other channel, uploaded clips stay where they are and count toward their day, and you change their times in YouTube Studio. A video you made unlisted, or unscheduled in YouTube Studio, is left as it is, and a publish time you changed in YouTube Studio is kept.

> [!NOTE]
> Changing uploaded videos is in preview. A channel in the preview shows **Allow changing videos** on its card on **Social Channels**, and Google shows a notice that the app is not verified yet, which you can continue past from **Advanced**.

Changing a time on YouTube uses part of a daily allowance YouTube gives Convia. If a large spread runs out of it, Spread out finishes everything else, and **Finish moving** becomes available once the allowance resets at midnight Pacific time. If YouTube needs reconnecting, Spread out stops and says so; reconnect it on **Social Channels**, then choose **Finish moving**. See [YouTube publishing](https://docs.conviapro.com/docs/youtube-publishing.md).

## Run a fill now

**Run now** on an automation queues a fill and returns straight away. The work happens on the server, so you can close the tab or move to another page and it still finishes. New drafts appear in the approval queue as each channel is topped up.

| Message | Meaning |
|---|---|
| **Fill queued** | The fill has started in the background |
| **Nothing new to queue** | A fill may already be in progress. Open the automation to see its recent runs |
| **A fill is already running** | New drafts appear in the approval queue as each channel is topped up |
| **A fill is retrying** | The last attempt hit an error and is waiting to try again |
| **Nothing to queue** | Every channel either has no posting days set, has no connected account, or is not included in your plan |

## Read the run history

Click **Details** on an Autopilot automation to open its page. **Recent runs** lists each channel's fill, with a total of the posts created, the runs and the credits used. Run history is kept for 30 days.

Each run shows the platform, the outcome, and when it ran, plus:

- **New clips** or **Recycling**: which tier the clips came from. **Recycling** means every eligible clip has already gone out on that channel at least once.
- How many episodes the fill drew from, and how many clips were eligible.
- How many posts **Keep breathing room** moved, if any. **Breathing room check failed** means the tidy could not run.
- For a retry, the attempt number and when the next try is due.

| Outcome | What it means | What to do |
|---|---|---|
| A number of posts | The fill drafted that many posts | Review them in the approval queue |
| **Calendar already full** | Nothing was missing | Nothing |
| **Every posting day in the window is full** | Each posting day already holds its per-day count | Add a posting day, raise **per day** or widen the horizon |
| **No clips left to post** | No eligible clip remains for the channel | Add clips, or lower **Wait before reusing a clip** |
| **Every free day is too close to a clip from the same episode** | The episode gap left no valid day | Usually nothing: the next night has a day more of room. Or lower the gap |
| **Every clip belongs to an episode that has not released yet** | The release rule held every clip | Wait for the release, or set the Publish Date |
| **Episodes have no Publish Date, and no status is marked Ready to publish** | Dateless episodes can never pass the release rule | Click **Fix under Settings, Workflow & Tasks** |
| **Out of AI credits** | The fill could not pay for the posts | Top up credits |
| **Scheduled-post limit reached** | Your plan's limit on queued posts is reached | Wait for scheduled posts to publish, remove some, or upgrade |
| **Monthly post limit reached** | This month's post allowance is reached | Wait for the new month, or upgrade |
| **Channel paused** | The channel has no posting days, or is switched off | Turn it back on in the editor |
| **Not on your plan** | Autopilot or bulk clip scheduling is not included | See [Plans and billing](https://docs.conviapro.com/docs/plans-and-billing.md) |
| A "Couldn't read…" message, **Post generation failed** or **Couldn't save the drafts** | The fill failed after its retries | Click **Run now** to try again, or contact support |

The automation's card on the list shows the most serious recent outcome across its channels, such as **Last run: waiting for episodes to release** or **Fill in progress**.

## Credits and plan limits

An Autopilot fill costs about 5 credits per post, plus a base charge each time a channel is filled. The editor estimates the cost of a full fill before you save. Steady-state nights cost far less, because each only tops up what has gone out. If generation fails, the credits are returned.

A fill stops when one of your plan's limits runs out, and the run history names which:

| Limit | When it stops a fill |
|---|---|
| **AI credits** | Straight away, because writing the posts costs credits |
| **Scheduled post queue** | When your plan's limit on queued posts is reached. Drafts already waiting for approval count toward it |
| **Monthly posts** | When this calendar month's allowance is reached |

### Clip Autopilot limits

| Limit | Value |
|---|---|
| Posts per channel per fill | 25. A channel that needs more reaches a full queue over the next few nights |
| First fill | 7 days ahead, then your full horizon |
| Posts **Keep breathing room** moves per channel per run | 50 |
| How far **Keep breathing room** looks for a new day | Your horizon plus 30 days |
| Clips a fill considers | Your 5,000 most recent clips |
| Run history | 30 days |

## Review and approve Autopilot drafts

> [!IMPORTANT]
> Autopilot posts always land as **Pending Approval**, even if your workspace has approval switched off, so a post written in the background never reaches a channel unread. The automation's **Approval** setting does not change this.

In the Approval Queue (**Approvals** at the bottom of the sidebar), Autopilot drafts show **Automation** as their author, with a robot icon. Chips show an Instagram post's format and a YouTube post's visibility. Each draft already has a date, so approving it moves it to **Scheduled** on that date. A weekly pass works well: open the approval queue, review the coming week, and approve.

To see everything one automation made, filter the Posts list or the **Calendar** by automation, or click the **Autopilot** badge on a post. To compare automations, use **Analytics → By Automation**. See [Approval and review](https://docs.conviapro.com/docs/approval-and-review.md) and [Analytics](https://docs.conviapro.com/docs/analytics.md).

## Troubleshooting Clip Autopilot

### Why did Autopilot create nothing last night?

Open the automation's **Details** and read the latest outcome under **Recent runs**. The most common reasons are a full calendar, no eligible clips, episodes not yet released, or no status marked **Ready to publish**.

### Why are so many posts from the same episode?

Check **Which clips go first**. **Newest first** posts a new episode heavily until its clips run out. Switch to **Breadth** to rotate through your library, and turn on **Keep breathing room** to keep an episode's clips apart.

### Why did Autopilot leave my release day empty?

That day is not one of the channel's posting days. Autopilot never schedules on a day you did not pick.

### Why do two posts land 15 minutes apart?

The channel posts more than once a day but has only one posting time set for that day. Add another time under **Settings → Publishing**.

### Why did a clip go out before its episode?

**Only clips from released episodes** is off, or the episode looked released: its **Publish Date** was earlier than the real release, or it had no date and its status was marked **Ready to publish**. Turn the switch on and check the episode's date and status.

## Related

- [Content Automations](https://docs.conviapro.com/docs/content-automations.md): both automation types, and how trend automations work.
- [Calendar and scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md): posting times, the posting window and bulk clip scheduling.
- [Approval and review](https://docs.conviapro.com/docs/approval-and-review.md): approve the week's drafts.
- [Episodes and clips](https://docs.conviapro.com/docs/episodes-and-clips.md): build the clip library Autopilot draws from.
- [Automate your drafts](https://docs.conviapro.com/docs/automate-your-drafts.md): a guide to setting up Autopilot end to end.

---

Source: https://docs.conviapro.com/docs/autopilot · Section: Creating with AI · Last updated: 2026-10-03


---

# How AI uses your brand

> See which Brand Brain settings, platform prompts and templates shape every AI draft, what you can change, and where you review drafts before they publish.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Every AI feature in Convia Pro writes from the same source: your Brand Brain, the settings that describe your show, your voice and your audience. This page explains what the AI reads, where you can shape it, and how review keeps you in charge of what goes out. Read it before you set up Brand Brain, or when a draft does not sound like you.

## What the AI reads from your Brand Brain

| Setting | Where | How the AI uses it |
|---|---|---|
| Show name and description | **Brand Brain → Show Details** | Context about what your show is and who it is for |
| **Brand Characteristics** | **Brand Brain → Voice & Tone** | Your tone, style and personality |
| **Audience Profile** | **Brand Brain → Voice & Tone** | Who the content speaks to |
| **Content Rules** | **Brand Brain → Voice & Tone** | What to always include and what to avoid |
| **Advanced** fields: **Point of view**, **Topic space**, **Goals**, **Audience tags** | **Brand Brain → Voice & Tone** | Optional structured detail. Magic Campaign and campaign planning read them today |
| Host details | **Collaboration → Hosts** | Magic Campaign and campaign planning write with the speaking host's background and voice |
| **Clipping guidance (optional)**: **Clipping priorities** and **Clipping avoidances** | **Brand Brain → Voice & Tone** | Used only to draft the prompt for OpusClip clipping |

Alongside your brand, each generation reads the material it is working from: the episode transcript, insights and guests, a clip, an idea, a trend or the post you are writing. Each generation reads your Brand Brain when it runs, so a change to **Voice & Tone** applies to the next draft. Drafts already written do not change.

> [!TIP]
> Fill in **Brand Characteristics**, **Audience Profile** and **Content Rules** before you use AI features. Specific rules, such as "never use ALL CAPS, always include a call to action", work better than general ones.

### An example of brand context at work

With these **Brand Characteristics**: "Professional but approachable. Uses first-person 'we'. Avoids jargon unless explaining it. Always includes a question to drive engagement."

A generated LinkedIn post reads: "We just wrapped our latest episode on AI marketing trends, and honestly, we learned as much as our guest taught us. The key insight? AI isn't replacing marketers; it's freeing us to do the creative work we love. What's one task you'd love to automate so you can focus on strategy?"

## Where your brand shapes AI output

| Feature | What it takes from your brand |
|---|---|
| [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md), and the campaign step of [Magic Repurpose](https://docs.conviapro.com/docs/magic-repurpose.md) | Your full Brand Brain, host details and episode details, plus per-platform prompts for each post |
| Post composer (**Write for me**, **Generate**) | Brand voice, audience and content rules, sized for the platform you are posting to |
| **Generate with AI** from an idea | Platform-specific content in your brand voice |
| Articles and scripts | Your templates and brand settings |
| [Trend Discovery](https://docs.conviapro.com/docs/trend-discovery.md) | Your brand settings and recent episodes, to judge how relevant a trend is |
| [Content Automations](https://docs.conviapro.com/docs/content-automations.md) | Trend drafts use your brand voice plus the automation's prompt guidance and tone. Autopilot captions each clip from its own episode and guests |
| [Thumbnails](https://docs.conviapro.com/docs/thumbnails.md) | Drafted thumbnail ideas use what your show is about and who watches. **Draft a brand look** writes a style from your Brand Brain and Brand Kit |
| **Suggest tags** | Tags drawn from the vocabulary your workspace already uses |

## Turn brand settings on or off for one generation

Some **Generate with AI** buttons, such as those in the article editor, on scripts and when acting on an idea, open **AI Generation Settings** before they run:

1. Pick a **Prompt Template**. Your workspace default is marked **(Default)**.
2. Under **Brand Identity Settings**, choose what to include: **Use Brand Characteristics**, **Use Audience Profile** and **Use Content Rules**. All three are ticked by default.
3. Click **Generate**.

Untick a box when one generation should ignore part of your brand, for example a piece written for a different audience. The change applies only to that generation.

## Shape posts per platform with Social Platform Prompts

**Brand Brain → Social Platform Prompts** holds the instructions the AI follows for each platform, so a LinkedIn post can read differently from an X post. Each platform has:

- A **System Prompt**: the instructions for writing on that platform.
- **Best Practices**: platform-specific tips the AI follows.
- **Reset to platform default**, to undo your changes.

These prompts are used when Convia writes posts from clips, ideas and campaigns. Text you add for one platform, such as a sign-off, links or a promo code, appears only on that platform's posts. Anything you put in a campaign's **Campaign Brief** applies to every post in the campaign.

A system prompt can include variables that are filled in for each post:

| Variable | Filled with |
|---|---|
| `{episode_title}`, `{episode_number}` | The episode's title and number |
| `{guest_name}`, `{guest_title}`, `{guest_company}` | The guest's name, title or role, and company |
| `{brand_voice}` | Your **Brand Characteristics** |
| `{target_audience}` | Your **Audience Profile** |
| `{content_rules}` | Your **Content Rules** |
| `{key_themes}`, `{main_takeaways}` | The episode's key themes and takeaways |
| `{tags}`, `{hashtags}` | The content's tags and the platform's hashtags |

## Customize templates in AI Prompts

**Brand Brain → AI Prompts** holds the templates behind each kind of generated content:

| Group | Templates |
|---|---|
| Content Analysis | **Conversation Outline Prompts**, **Content Description Prompts**, **Chapter Markers Prompts** |
| Written Content | **Articles Prompts**, **Script Prompts** |
| Promotion | **Webcast Promotion Templates** |
| Visual | **Thumbnail Styles** |

You can keep several templates of one kind and mark one as the default. Generations use the default unless you pick another in **Prompt Template**. An AI assistant connected through MCP can add alternative templates, but it cannot make one the default, so it can never change what your generations use. See [MCP tools](https://docs.conviapro.com/docs/mcp-tools.md).

**Thumbnail Styles** lists the seven built-in styles and any you saved with **Customize**. Owners and managers can set a **Default style**, which Thumbnail Studio and the Content Generation Lab start on, and use **Draft a brand look** to write a style from your Brand Brain and Brand Kit, free, for you to review and save.

## Keep your Brand Brain current

- **Guided setup** drafts your Brand Brain from what you give it, such as a brain dump, links to content you have made, a short form or your RSS feed. You then review and edit your brand characteristics, audience and content rules.
- **Version history** shows how your Brand Brain has changed and where each version came from. You can also **rebuild it from scratch**; a rebuild starts clean rather than blending with what is there. Your websites under **Voice & Tone** are not part of these versions, so restoring a version leaves them alone.

See [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md) for setup.

## What you control, and what stays fixed

You decide:

- Everything in Brand Brain, the per-platform prompts and the templates.
- Which brand settings apply to a single generation.
- The prompt guidance and tone of each trend automation, and how each Autopilot post ends.
- Your thumbnail styles and default style.
- On Enterprise plans, which AI text model the workspace uses, under **Settings → AI Settings**. Other plans use the platform default.

Some things stay fixed whatever the prompt says. Automations and Magic Campaigns keep each caption within its platform's character limit as they write it. Text you type for a thumbnail is printed exactly as written.

## Review every AI draft before it publishes

AI output is a starting point. Everything Convia generates is created as a draft that you can edit freely before scheduling or publishing:

- Magic Repurpose and Magic Campaign create drafts. A campaign post that needs a clip or visual Convia could not supply is held, flagged and given a written brief.
- No automation publishes on its own. Autopilot drafts always wait in the approval queue, and trend automation drafts wait for a person to approve or schedule them.
- If your workspace requires approval for social posts, every post goes through the approval queue before it schedules.
- For a thumbnail, **Prompt sent to the image model** shows the exact text used.

> [!WARNING]
> Credits are spent when you generate, and deleting a draft you do not want does not return them. Thumbnails, Lab images, trend ideas and scripts, and automation drafts return their credits automatically if the generation itself fails.

## Related

- [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md): set up your show details, voice and audience.
- [Approval and review](https://docs.conviapro.com/docs/approval-and-review.md): the review step every draft can pass through.
- [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md): campaign planning, which reads your full Brand Brain.
- [Thumbnails](https://docs.conviapro.com/docs/thumbnails.md): styles, ideas and brand looks for thumbnails.
- [AI credits](https://docs.conviapro.com/docs/ai-credits.md): what each AI action costs.

---

Source: https://docs.conviapro.com/docs/how-ai-uses-your-brand · Section: Creating with AI · Last updated: 2026-10-03


---

# Campaigns

> Group 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.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

A campaign in Convia Pro coordinates several posts across platforms over a set period, around an episode, a guest, a trend, an event or an idea. Use one when a single post is not enough, such as an episode release or a product launch. Open **Campaigns** from the top of the launcher, or from the sidebar on your Dashboard.

## What a campaign is

A campaign is a story told across several platforms over a period of time. Instead of writing posts one by one, you decide what the campaign is saying, and each post becomes one beat of it.

Each campaign has:

- A name, a **Campaign Brief** and optional **Related Keywords**
- A campaign type (see [Campaign types](#campaign-types))
- Platforms, a start and end date, and a **Posting Frequency**
- An optional linked episode
- Its posts, each with its own status, platform and date

**A campaign does not need an episode.** It can be built around one, or from your whole library, a set of topics, or nothing more than what you want to say. If your library is empty you can still plan the campaign, and the plan tells you what to make.

Campaign posts are ordinary posts. They go through the same approval and publishing steps as any other post, and a campaign never publishes anything on its own. A post can belong to an episode and a campaign at the same time.

Campaigns are visible to your workspace members only. Clients in the [Client Portal](https://docs.conviapro.com/docs/client-portal.md) see the episodes and posts you share, not the campaigns behind them.

## Campaign types

The campaign type sets the suggested length, how often to post, and how posts are paced across the window. When Convia plans the campaign for you, the type also shapes the story. The setup step shows these values under **What does this mean for your campaign?**

| Type in the app | Also called | Suggested duration | Posting frequency | Pacing |
|---|---|---|---|---|
| **Promote a Specific Idea** | Idea Promotion | 21 days | Weekly | Steady: posts spread evenly |
| **Capitalize on a Trend** | Trend Response | 7 days | Daily | Front-loaded: half the posts in the first third, then tapering |
| **Seasonal/Recurring Theme** | Seasonal/Event | 14 days | 2x per week | Event-centered: about 40% before the event, 20% around it, 40% after |
| **Guest/Partnership Spotlight** | Guest Spotlight | 10 days | 3x per week | Release-centered: about 30% teasers, 20% on release day, 50% follow-up |

A campaign created from a trend alert is locked to **Capitalize on a Trend**, and its length and frequency come from how urgent the trend is:

| Trend urgency | Duration | Frequency |
|---|---|---|
| High | 5 days | Daily |
| Medium | 10 days | 3x per week |
| Low | 14 days | 2x per week |

The **Posting Frequency** options are **Daily**, **3x per week**, **2x per week**, **Weekly** and **Bi-weekly**. You can change the dates and frequency for any type.

## Where campaigns start

| Start from | What happens |
|---|---|
| **Campaigns → New Campaign** | Opens the campaign builder, described below |
| An episode's **Social Content** page → **Create Campaign** | Opens the builder with that episode linked |
| An episode's **Social Content** page → **Magic Campaign** | Convia plans and writes a campaign from the episode. See [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md) |
| An episode's **Social Content** page → **Schedule clips** | Turns the episode's clips into scheduled posts and lists the campaign it creates on that page. See [Calendar & scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md) |
| A trend alert in **Trend Monitor** → **Create Campaign** | Opens the builder as a trend campaign, with keywords from the trend. See [Trend discovery](https://docs.conviapro.com/docs/trend-discovery.md) |
| An idea on the **Ideas** page | Starts a campaign seeded from the idea, and lists it under the idea's content. See [Ideas & scripts](https://docs.conviapro.com/docs/ideas-and-scripts.md) |
| [Magic Repurpose](https://docs.conviapro.com/docs/magic-repurpose.md) | Plans a campaign as part of repurposing an episode |
| An AI assistant connected through MCP | Can create a campaign and all its posts from a plan it writes. Everything lands as a draft, and it needs Magic Campaign on your plan. See [MCP tools](https://docs.conviapro.com/docs/mcp-tools.md) |

## Create a campaign in the builder

The campaign builder has four steps: setup, content or story, schedule, and review.

1. Open **Campaigns** from the top of the launcher and click **New Campaign**.
2. Under **What kind of campaign?**, pick a type.
3. Enter a **Campaign Name**, and fill in the **Campaign Brief**, **Related Keywords**, **Posting Frequency**, **Primary Platforms** and, if it applies, **Linked Episode (Optional)**.
4. Under **How do you want to build it?**, choose **Build the story for me** (the default for a new campaign) or **I will pick the content myself**.
5. Set the **Start Date** and **End Date**. They are required to build a story, because the plan is laid out across the window. The start date cannot be earlier than today in your workspace time zone.
6. Click **Next** and work through the story or content step, then **Schedule**, then review.
7. Finish with the button on the last step. The builder closes and the campaign appears in your campaigns list.

If **Next** is greyed out, the reason is shown beside it, for example when the workspace has no connected channel to pick.

### Build the story for me

Convia works out what the campaign should say, beat by beat, over the dates you set. Describe what the campaign is for under **What are you trying to accomplish?** and the plan uses it.

You get an arc split by platform, where each beat says what it needs and when. Each beat is checked against your library:

| What you see | What it means |
|---|---|
| The beat names a clip, post or article | You already have what this beat needs |
| The beat is flagged | You do not have it yet. It stays in the plan and says what to make |

If every beat is flagged, nothing has gone wrong. That is normal in a new workspace, and the arc tells you what to make and in what order.

**Planning and re-planning are free.** Two controls shape the plan:

- **Pin this beat** keeps a beat. Pinned beats come back word for word when you re-plan, with anything attached to them.
- Type what you want changed in the box at the bottom, in plain language, then re-plan. For example: "Too LinkedIn-heavy. More contrarian, less teaching."

Once you pin something, the plan is saved as you go, so closing the tab does not lose it. It stays out of your campaigns list until you generate or save it.

On the last step you have two choices:

- **Generate posts** writes the posts, for the credit cost shown on the button. Above it, Convia says how many posts it will write, across how many platforms, and how many are waiting on an asset you have not made yet. The posts go to the approval queue for review.
- **Save plan only** saves the arc onto the campaign with no posts and no charge. The campaign is kept as a draft.

If you are short of credits, the step says so with a **Get credits** link, and you can still save the plan for free.

Building the story is part of Magic Campaign. If your plan does not include it, the option shows an add-on offer and the builder uses **I will pick the content myself** instead.

### I will pick the content myself

Search your existing clips, posts and articles, choose what goes in, and schedule each piece on the **Schedule** step. Nothing is generated and nothing is charged, and the campaign itself does not need a start or end date. Finish with **Launch Campaign** or **Save as Draft**.

## The campaign page

Open any campaign from the **Campaigns** page, where you can search, filter by status and type, and switch between grid and table views. The campaign page has:

- **Campaign Details**: the description, duration, frequency, keywords, platforms and linked episode.
- **Campaign Posts**: every post on the campaign with its status and platform. Use **New Post** to add one (a title and platform, and optionally a clip and description), **Link Existing** to add posts you already wrote, and **View in Calendar** to see them on the main Calendar. Unlinking a post removes it from the campaign and leaves the post itself as it was.
- **Calendar**: drag a post to reschedule it, in your workspace time zone. Month view keeps the post's time and changes the day, and the day and week views focus on your posting window. **Open full calendar** opens the main Calendar focused on this campaign.
- **Generate posts**: shown on a campaign that has a plan and no posts, with its credit cost. Use it to finish a plan you saved, or to retry one where generation failed. The plan stays on the campaign either way.

A post still waiting on its visual shows a **Held · needs asset** chip, and the flag beside its title names the brief. When any posts are held, a banner says how many need a clip before they can publish, with a **Create clips** shortcut.

Uploaded YouTube posts carry a **Studio** link. On a YouTube channel in the preview, dragging a Short that is waiting to go public changes its time on YouTube too. See [YouTube publishing](https://docs.conviapro.com/docs/youtube-publishing.md).

To see how a campaign performed, use **By Campaign** on [Analytics](https://docs.conviapro.com/docs/analytics.md).

## Shift or spread a campaign's posts

**Open full calendar** on a campaign page opens the main Calendar in focus mode. A banner names the campaign, how many posts it has and how many can be rescheduled. Other posts stay visible but dimmed, and cannot be dragged.

The banner's tools act on every post in the campaign, not only the ones on screen:

- **Spread evenly** spreads the posts evenly across the campaign's dates, then puts each one at its platform's best posting time. It asks you to confirm first.
- **Snap to best times** keeps each post's day and moves only its time to the platform's best posting time.
- **Shift** with **-7d**, **-1d**, **+1d** or **+7d** moves every post by whole days and keeps each post's time of day.

Published posts never move, and posts with no date are skipped. No tool puts a post on a time that has passed: if any post would land in the past, nothing moves and Convia tells you how many would have. When the campaign's dates are already over, Convia suggests changing the end date or using **Shift**. After each run, a message reports how many posts moved, were skipped or failed.

How the best posting time is chosen is explained in [Calendar & scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md). **Back to full calendar** leaves focus mode. Picking a campaign in the Calendar's **Campaign** filter only hides other posts and does not offer these tools.

## Campaign statuses

| Status | Meaning | Actions on the campaign page |
|---|---|---|
| **Draft** | Being planned. A campaign saved from a story plan starts here | **Activate**, **Archive** |
| **Active** | Running | **Stop**, **Complete** |
| **Stopped** | Ended early. Cannot be resumed | **Archive** |
| **Completed** | Finished | **Archive** |
| **Archived** | Put away | **Reactivate**, which returns it to Draft |

An active campaign is marked Completed once its end date has passed. Some older campaigns may show **Paused**; they can only be archived.

**Stop** asks you to confirm, then sets every post that has not been published back to draft and removes its account, so nothing publishes. Each post keeps its date. Posts already published or failed are left alone. A stopped campaign cannot be restarted: to use its posts again, reschedule them, pick the account, and send them through approval again, or start a new campaign.

**Complete** opens a summary of the campaign's posts. Any social post still in draft, scheduled or pending approval is marked as published without being sent to the platform, so it leaves your queues. Articles are not affected.

> [!WARNING]
> **Stop** and **Complete** both take posts out of the publishing queue. Check the post list first if anything should still go out.

**Delete** removes the campaign. Its posts stay in your workspace, no longer linked to a campaign.

## Credits

Building a campaign by hand, editing drafts and planning a story are free. You spend credits only when Convia writes posts for you, with **Generate posts** or a [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md). The cost grows with the number of platforms and articles. See [AI credits](https://docs.conviapro.com/docs/ai-credits.md).

> [!TIP]
> Nothing Convia writes publishes on its own. Generated posts wait for review in the [approval queue](https://docs.conviapro.com/docs/approval-and-review.md) before they can be scheduled.

## Related

- [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md): have Convia plan and write a campaign from an episode.
- [Plan a launch campaign](https://docs.conviapro.com/docs/plan-a-launch-campaign.md): a step-by-step walkthrough from idea to scheduled posts.
- [Calendar & scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md): posting times, time zones and rescheduling rules.
- [Approval & review](https://docs.conviapro.com/docs/approval-and-review.md): how campaign posts are reviewed before they publish.
- [Analytics](https://docs.conviapro.com/docs/analytics.md): see results by campaign.

---

Source: https://docs.conviapro.com/docs/campaigns · Section: Planning & publishing · Last updated: 2026-10-03


---

# Magic Campaign

> Have Convia plan a multi-platform campaign from an episode, review the plan for free, then generate the posts and send them for approval.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Magic Campaign plans a promotional campaign for one of your episodes in Convia Pro and writes its posts. It reads the episode's transcript, clips, guests and themes, lays out a story across the platforms and dates you pick, and lets you review that plan before you spend any credits. Use it when an episode is coming out and you want a full set of posts around its release.

## How Magic Campaign works

Magic Campaign runs in three stages:

1. **Plan (free).** Convia drafts the campaign's through line and a set of beats for each platform, each with a date. Planning costs nothing.
2. **Generate (credits).** When the plan looks right, Convia writes the posts for it. This is the step that uses credits.
3. **Launch.** You review the posts, then launch the campaign, which sends every post to the approval queue, or save everything as drafts.

Nothing Magic Campaign writes publishes on its own. Every post waits for someone to review it.

## Open Magic Campaign

1. Open an episode and go to its **Social Content** page.
2. Click **Magic Campaign**. Beside it are **Schedule clips** and **Create Campaign**.
3. The **Magic Campaign Generator** panel opens, named for your episode.

If Magic Campaign is not included in your workspace's plan, the button opens an offer to add it instead. Magic Campaign can be part of a plan or bought as an add-on. Building a campaign by hand works without it. See [Plans & billing](https://docs.conviapro.com/docs/plans-and-billing.md).

## Set up the campaign

The setup screen has these settings:

| Setting | What it does |
|---|---|
| **Select Platforms** | Which platforms get posts. The list shows the platforms your workspace has added on **Social Channels** |
| **Campaign Type** | The story arc: **Promote a Specific Idea**, **Capitalize on a Trend**, **Seasonal/Recurring Theme** or **Guest/Partnership Spotlight**. See [Campaigns](https://docs.conviapro.com/docs/campaigns.md) for how each one paces posts |
| **Campaign Period** | The **Start Date** and **End Date** of the campaign |
| **Posting Frequency** | How often to post on each platform: **Daily**, **3x per week** (the default), **2x per week**, **Weekly** or **Bi-weekly** |
| **Campaign Brief** (optional) | Instructions every post must follow, such as a call to action, a phrase to include or a theme to stress |
| **Additional Options** | **Brand Identity Settings** (**Use Brand Characteristics**, **Use Audience Profile (ICP)**, **Use Content Rules**) and **Include full transcript** |
| **Include Articles** | Article templates to write alongside the posts. Templates come from **Brand Brain → AI Prompts** |
| **Estimated Cost** | The credits generation will cost, and how many you have |

### How many posts you get

Posting frequency and the campaign's length set the number of posts per platform. Convia writes at least 1 and at most 8 posts per platform. A campaign that lasts a single day always gets one post per platform, whatever the frequency.

### The Campaign Brief

Text in the **Campaign Brief** applies to every post, and wins over the general guidance where the two conflict. It never overrides a platform's character limit.

Click a variable chip to insert the episode's link at your cursor. `{{video_url}}` becomes the episode's video link and `{{podcast_url}}` its podcast episode link. A chip appears only when the episode has that link, so a variable never turns into a blank.

Instructions you add for one platform under **Social Platform Prompts**, such as a sign-off or a promo code, appear only on that platform's posts. Anything in the Campaign Brief appears on every post.

### Include full transcript

**Include full transcript** is on by default. Turn it off to send only the episode summary, themes and takeaways instead of the whole transcript.

## Start date rules

The campaign is anchored on the episode's publish date. When the episode has one, the dates start at **two days before** the publish date and end **three days after** it, so the campaign has a lead-up, a release day and a follow-up:

- Posts before the publish date are teasers that build anticipation and never say the episode is already out.
- Posts on the publish date are the release-day push.
- Posts after it are reflection and follow-up.

Move the start date earlier to get more lead-up teasers. If the episode has no publish date, the date pickers start blank and you choose both dates.

**A campaign cannot start in the past.** Posts cannot be scheduled for a time that has gone by, because they would publish immediately instead of on the day you picked. For an older episode, the default dates may already have passed. Convia then shows **This window starts in the past** or **This window has already passed**, and offers **Start tomorrow instead**, which moves the window to start tomorrow and keeps its length. You cannot create a plan until the start date is in the future.

## Review the plan

1. Click **Create Plan (free)**. Convia shows **Planning Your Campaign** while it works.
2. Read the **Campaign Spine**: the **Through line** (what the whole campaign says) and the **Authority objective**.
3. Check the **Projected Timeline** and each platform's beats.
4. Deal with any beat Convia could not fill from what you have. No beat is dropped silently.
5. Click **Generate Campaign**, which shows the credit cost, or **Back** to change the setup.

A beat with nothing to carry it is marked with what it needs:

| Label | Meaning | Action |
|---|---|---|
| **Generatable** | Can be produced in Convia | **Generate** marks the visual to be made after launch. Needs the [Content Generation Lab](https://docs.conviapro.com/docs/content-generation-lab.md) on your plan |
| **From a clip** | Could use a clip you already have | **Find a clip** searches this episode's clips |
| **Needs production** | Needs new filming or recording | **Turn into a script** starts a script for it |

## Generate and launch

After generation, Convia shows the campaign's name and description, a **Campaign Timeline**, and every post. Before you launch you can:

- Edit any post's text.
- Edit the published title that viewers see on YouTube and Facebook. The internal name Convia generates is descriptive, not a public title.
- Remove posts you do not want.

Then choose:

- **Launch Campaign** sends every post, social posts and articles alike, to the approval queue for a final review before it can be scheduled.
- **Save as Draft** keeps everything as drafts.

> [!NOTE]
> The generation step is marked as beta in the app. Launching always routes posts through approval, so you see every post before it goes out.

When you launch, Magic Campaign also:

- Writes copy that matches the episode's publish date, so posts dated before release build anticipation.
- Drafts promotion posts for the host and one for each guest.
- Writes any articles you chose, with a subtitle, SEO title and meta description.

Same-day posts on different platforms are spread across the day instead of all going out at one time. The episode's **Articles**, **Promotion Posts** and **Campaigns** sections refresh when the run finishes.

### Posts that still need a visual

A beat with nothing in your library to carry it still becomes a post, held with a brief describing the asset it needs. It shows a **Held · needs asset** chip on the campaign page, and you get a notification that opens the campaign. Attach the clip or visual, then send the post for review. In the approval queue, a held post offers **Review & attach** instead of **Approve**.

## Credits

Planning is free. Generating uses credits, priced by the size of the campaign:

```text
Total = 20 + (5 × platforms) + (15 × articles)
```

| Campaign | Credits |
|---|---|
| 3 platforms, no articles | 35 |
| 3 platforms, 2 articles | 65 |
| 4 platforms, 1 article | 55 |
| 5 platforms, 2 articles | 75 |

If you do not have enough credits, the setup screen says so. Reduce platforms or articles, or add credits. See [AI credits](https://docs.conviapro.com/docs/ai-credits.md).

## Magic Campaign from Magic Repurpose

[Magic Repurpose](https://docs.conviapro.com/docs/magic-repurpose.md) can prepare a social campaign as one of its steps. It plans the campaign around the **Publish Date** shown in the wizard, from two days before to three days after. Posts from Magic Repurpose are saved as drafts, not sent to the approval queue.

## Related

- [Campaigns](https://docs.conviapro.com/docs/campaigns.md): manage the campaign page, its calendar and its statuses after launch.
- [Approval & review](https://docs.conviapro.com/docs/approval-and-review.md): review and approve the posts Magic Campaign wrote.
- [Plan a launch campaign](https://docs.conviapro.com/docs/plan-a-launch-campaign.md): a walkthrough that combines planning, generating and scheduling.
- [How AI uses your brand](https://docs.conviapro.com/docs/how-ai-uses-your-brand.md): what the brand settings in Additional Options feed into.
- [AI credits](https://docs.conviapro.com/docs/ai-credits.md): how credits are counted and topped up.

---

Source: https://docs.conviapro.com/docs/magic-campaign · Section: Planning & publishing · Last updated: 2026-10-03


---

# Calendar & scheduling

> See every episode, post and article on one calendar, set when posts go out, reschedule by dragging, and space out an episode's clips.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

The **Calendar** in Convia Pro shows your episodes, social posts and articles in one place, in your workspace's time zone. Use it to see what is coming up, move posts by dragging them, and keep a busy queue evenly spaced. **Settings → Publishing** decides what time a post goes out when you pick only a date.

## Calendar views

Open **Calendar** from the top of the launcher, or from the sidebar on your Dashboard. It has four views:

| View | Shows |
|---|---|
| **Month** | The whole month |
| **Week** | One week with time slots |
| **Day** | One day, hour by hour |
| **Agenda** | A running list of what is coming up |

**Calendar** and **List** at the top switch between the grid and a list. You can also hide or show weekends. Click any item to open it: social posts open in the post editor, and episodes and articles open their own page.

The day and week views focus on your posting window. Posts scheduled outside it collapse into a small band above or below the grid that says how many there are. Click the band to show the full 24 hours.

## What appears on the Calendar

| Item | Placed by |
|---|---|
| **Episodes** | Record date and publish date, shown separately |
| **Social posts** | Scheduled date, or the actual publish time once published |
| **Articles** | Scheduled or published date |

Items are color-coded by content type and carry a status badge. Uploaded YouTube posts in the **List** and **Agenda** views have a **Studio** link.

Narrow the Calendar with these filters:

- **Episode**: content from one episode
- **Platform** and **Account**: social posts for one platform or connected account
- **Automation**: only what one Content Automation scheduled
- **Campaign**: one campaign's posts
- **Status**: **Draft**, **Pending Approval**, **Scheduled**, **Published**, **Failed**
- **Content Type**: turn **Episodes**, **Articles** and **Social Posts** on or off

## Your workspace time zone

Every time in Convia shows in your workspace's time zone, not your computer's. Set it in **Settings → Publishing** under **Timezone**, on the same card as your **Release cycle**, **Release days** and **Posting window**.

A small clock badge, for example **EDT**, names the time zone wherever times appear: beside the month or week you are viewing and on the time axis, in the list view, beside schedule pickers, and at the end of schedule times on posts, approvals, promotions and your dashboard. The badge follows daylight saving for the date shown, so a November time reads EST even in September.

The Calendar's today marker and current-time line follow the workspace time zone too. Episode record and publish dates and article dates are days in the workspace time zone, so a teammate, guest or client elsewhere sees the same day you picked. A YouTube video's scheduled publish time matches the post's schedule time, whatever time zone your computer is in.

## Schedule a post

1. Open the post.
2. Click the date and time field and pick when it should go out. The picker shows times in your workspace time zone.
3. Click **Schedule**. On a post that is already scheduled, the button reads **Update**.
4. The post shows as **Scheduled**. If your workspace requires approval, it goes to **Pending Approval** first and you see a message that it was submitted for approval.

A post can only be scheduled to an account that is connected. If an account is **Offline**, you can draft against it, but **Schedule** asks you to connect it first on **Social Channels**. See [Connect social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md) and [Approval & review](https://docs.conviapro.com/docs/approval-and-review.md).

## Drag to reschedule

Drag any event to a new date or time:

- **Month view** keeps the original time and moves the post to the new day.
- **Week** and **Day** views move it to the exact slot where you drop it.
- **Published posts** cannot be dragged. They stay at their actual publish time.
- **Times that have passed** do not accept a post, because it would go out right away instead of on that day.
- **Busy days**: posts behind **+N more**, or inside a **Show N posts** group, drag like any other.

Moving a post's date does not change its approval status, so you can drag drafts and approved posts while approval is on.

A YouTube Short that has been uploaded and is waiting to go public can be dragged only on a channel in the preview with **Allow changing videos**. Dragging it changes its time on YouTube too, and the card goes back if YouTube refuses. See [YouTube publishing](https://docs.conviapro.com/docs/youtube-publishing.md).

To move a whole campaign at once, use **Open full calendar** on the campaign's page. See [Campaigns](https://docs.conviapro.com/docs/campaigns.md).

## When posts go out: publishing settings

**Settings → Publishing** is where you tell Convia when you post, so that choosing a date does not also mean choosing a time every time.

### Posting window

Set the earliest and latest times you are willing to publish. The default is **07:00 to 19:00**, in your workspace time zone, for the whole workspace.

The window is advice, not a rule. If a post lands outside it you get a warning and the post stays exactly where you put it. Dragging a post outside the window works too. Nothing is ever moved for you.

### Default posting times

A grid lists your platforms down the side and Monday to Sunday across the top. Click a cell to add one or more times for that platform on that day. Empty cells show a dash, and a plus when you hover.

- **Apply to weekdays** or **Every day** fills a row quickly. A time already set on some of those days is skipped rather than duplicated.
- Platforms you have not connected sit behind **show more platforms**, so you can set times before connecting.
- These times belong to the workspace, not to a connected account, so disconnecting and reconnecting a channel keeps them.

### How a time is chosen

Whenever you pick a date without a time, Convia works down this list until it finds an answer:

1. Your default posting time for that platform on that weekday
2. The platform's generally best hour
3. The start of your posting window

Where you have not set your own times, campaign scheduling and **Bulk schedule clips** first look at the hours your own published posts have done best on that platform, in your workspace time zone. They do this only once your history covers enough different hours to tell; otherwise they use the list above. Times you set yourself always win.

## Times that have passed

A post cannot be scheduled for a time that has already gone by, because it would publish right away instead of on its day. This applies everywhere:

- Dragging a post to an earlier time on any calendar
- A campaign's **Shift** buttons: if any post would land in the past, nothing moves
- Scheduling or approving a post in the editor, which asks for a new date
- Picking a start date for a [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md)
- AI assistants connected to Convia, which are asked for a future time

The one exception is **Approve and publish now** in the approval queue, which sends a late post right away when you choose it. A scheduled post restored from **Trash** after its time has passed comes back as a draft.

## Posts dated before their episode's release

A post dated before its episode's publish date is usually a teaser, and that is fine. To make sure it is on purpose, Convia asks you to confirm in a **Before the episode is out** dialog when you schedule it (**Schedule anyway**), approve it (**Approve anyway**) or finish it on YouTube (**Upload anyway**). In the approval queue these posts carry a **Before release** badge.

## Schedule an episode's clips in bulk

To turn many clips into scheduled posts in one pass, click **Schedule clips** on the episode's **Social Content** page, or select clips on the episode's **Clips** page and choose **Schedule selected**. The **Bulk schedule clips** panel has two modes:

- **Simple**: pick a **Publish between** window and the posts are spread across it.
- **Advanced**: choose, per channel, which days of the week to post on and how many posts a day. Pick a **Start date** and, optionally, an **End date (optional)**. With an end date, posts are spread evenly over your posting days. Without one, they run on those days until every clip is out, and the panel tells you when the last one lands. If the clips will not fit before your end date, it says which channel is short and can extend the date. Advanced mode reads your calendar first, so it skips days that are already full and counts only the room left. **How each post ends** sets the closing link or line and, where your plan includes it, a first comment.

In both modes, **Post at** sets the time of day. Leave it empty to use your workspace's posting times. A new post never lands on a minute another post already holds.

**Launch Campaign** sends every post for approval before it can be scheduled, and **Save as Draft** keeps them as drafts. The success message offers **Space them out**, which opens Spread out (below).

Scheduling clips in bulk depends on your plan: of the plans sold today, Professional and Business include it and Creator does not. See [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md).

## Declutter

**Declutter** on the Calendar previews every move before anything changes. It has two modes, **Spread out** and **Keep breathing room**, and appears only when one of them can act for your workspace.

Posts you made by hand, campaign posts, full episodes and anything within the next 24 hours always stay where they are. The days they sit on still count toward each day's limit.

### Spread out

Spread out spaces one platform's clips over the days ahead, keeps clips from the same episode apart, and never lets a clip go out before its own episode.

1. On the Calendar, click **Declutter** and choose **Spread out**.
2. Pick the **Platform**. The count beside each is how many clips can move there.
3. Tick which clips may move: **Bulk scheduled clips**, **Autopilot clips** and **Scheduled from a connected AI app** (clips an assistant scheduled outside a campaign).
4. Set **Start on**, the posting days, **Per day** (posts already on a day count toward it), **Time of day** (several clips on one day are 15 minutes apart) and **Days between clips from one episode** (3 by default; 0 turns it off).
5. Optionally set **Keep each episode within**: how many days after a new episode its clips may go out (60 by default; clear it for no limit). It applies to episodes not out yet or out within that many days. **Cool off big episodes** spreads an episode's clips across that window instead of packing them together.
6. Choose how to place clips. **Only fix what's off** (the default) leaves every clip that already sits well at its day and time, and moves only clips that share a day, sit too close to another clip from the same episode, or would go out before their episode, each to the nearest day that works. **Mix new clips through the whole queue** re-places every clip, shuffled across episodes, which gets a new episode out sooner but changes far more clips. Both show how many clips would move and the day the last one lands.
7. Check the summary and the day-by-day list, which shows each clip's episode and why it moves, then click **Move**.

The dialog closes and the work continues on any page. A progress card at the bottom right shows how far it has got, with **Stop after this clip**. Anything left waits under **Finish moving**, on the card and in Declutter. Closing or reloading Convia stops a run (the browser asks first); next time, choose **Finish moving** or **Forget the rest**. Only one Spread out runs at a time across your workspaces.

Convia remembers your choices for the workspace, but Spread out always opens on **Only fix what's off**. When the queue is full, the summary says when the last clip goes out and what one more clip a day would do. A clip that would land beyond **Keep each episode within** stays where it is and is listed, so you can raise the per-day count, widen the window, archive some, or accept the wait.

Clips already uploaded with **Finish on YouTube** get their new time on YouTube too, but only on a channel in the preview with **Allow changing videos**. On other channels they stay put and count toward their day, and you change them in YouTube Studio. Videos you made unlisted or unscheduled in YouTube Studio are left alone, and a time you changed in Studio is kept. Changing times on YouTube uses a daily allowance; if a large run uses it up, everything else still moves, and **Finish moving** becomes available after the allowance resets at midnight Pacific time.

A clip Spread out moves counts as placed by you, so Autopilot's breathing room leaves it alone afterwards. Spread out needs bulk clip scheduling on your plan.

### Keep breathing room

**Keep breathing room** runs Autopilot's breathing room now instead of at its next fill. It needs an Autopilot automation with **Keep breathing room** turned on. See [Clip Autopilot](https://docs.conviapro.com/docs/autopilot.md).

> [!TIP]
> After scheduling a new episode's clips, run **Spread out** with **Only fix what's off**. Clips already queued stay put and the new ones go to the nearest free days behind them.

## Related

- [Campaigns](https://docs.conviapro.com/docs/campaigns.md): move a campaign's posts together with Spread evenly, Snap to best times and Shift.
- [Approval & review](https://docs.conviapro.com/docs/approval-and-review.md): what happens to scheduled posts when approval is on.
- [YouTube publishing](https://docs.conviapro.com/docs/youtube-publishing.md): finishing Shorts on YouTube and changing their public time.
- [Clip Autopilot](https://docs.conviapro.com/docs/autopilot.md): automatic clip posts and the Keep breathing room setting.
- [Publishing to each platform](https://docs.conviapro.com/docs/publishing-to-platforms.md): what each platform accepts, and what to do when a post fails.

---

Source: https://docs.conviapro.com/docs/calendar-and-scheduling · Section: Planning & publishing · Last updated: 2026-10-03


---

# Approval & review

> Require a manager to approve social posts before they schedule or publish, and review, edit, approve or return posts in the Approval Queue.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

The **Approval Queue** in Convia Pro lets workspace owners and managers review content before it goes live. When approval is on, a social post cannot schedule or publish until a manager approves it. Teams use it to check posts written by contributors, by Autopilot and Content Automations, and by Magic Campaign.

## Turn on approval

1. Go to **Settings → Publishing**. Only owners and managers can change this setting.
2. Turn on **Require approval for social posts**.
3. If social posts are already scheduled for the future, Convia asks what to do with them: **Keep as Scheduled** lets them publish as planned, and **Move N Post(s) to Approval Queue** sends them for review.

From then on, clicking **Schedule** on a social post sends it to **Pending Approval**, with a message that it was submitted for manager approval.

If you turn approval off later, posts already pending stay in the queue until someone approves or returns them.

Approval blocks scheduling and publishing for **social posts** only. Articles go through the same queue for review, but approving an article marks it **Approved**, and it is published later with **Mark as Published** in the article editor.

## Who can approve

| Role | In the approval workflow |
|---|---|
| **Owner** | Opens the queue, approves, returns and publishes directly |
| **Manager** | Opens the queue, approves, returns and publishes directly |
| **Contributor** | Creates and edits posts, and submits them for approval |
| **Viewer** | Read-only |

Anyone on the team can flag a post for a manager's attention. Others who open the queue see a message that it is available to workspace owners and managers. See [Workspaces & teams](https://docs.conviapro.com/docs/workspaces-and-teams.md).

## Review the queue

Open the queue by clicking **Approvals** at the bottom of the sidebar. Cards across the top count what is waiting and work as filters:

| Card | Shows |
|---|---|
| **Pending** | Everything waiting for review |
| **Flagged** | Posts someone flagged |
| **Overdue / Urgent** | Posts past their scheduled time, or scheduled within the next 2 days |
| **Articles** | Articles only |
| **Social Posts** | Social posts only |
| **From Autopilot** | Autopilot posts. Shown only when there are some |

Overdue posts are listed in an alert at the top of the page. Clear those first so you do not miss a publishing window.

Each item shows its platform, the account when you have more than one on that platform, who wrote it and when, and its scheduled time. Badges mark **Flagged**, **Before release**, **Overdue** and **Urgent** items. Format chips mark posts that will publish differently from a standard post: **Story · 24h**, **Reels tab only** or **Trial reel** on Instagram, the visibility of YouTube automation posts, and the audience of TikTok automation posts, including **Only me unless set** when no audience has been chosen.

### Posts written by automations

Posts written by [Clip Autopilot](https://docs.conviapro.com/docs/autopilot.md) or a [Content Automation](https://docs.conviapro.com/docs/content-automations.md) show **Automation** with a robot icon as their author, instead of the name of the person who set the automation up. This applies on desktop and mobile.

## Approve, edit or return a post

1. In the queue, click **View** to open the post. A social post opens in the post editor, where you can edit and save it. An article opens on its own page.
2. Back in the queue, click **Approve**, or **Return** to send the post back to its author.

What happens next:

- **Approve** on a social post with a scheduled date moves it to **Scheduled**, and it publishes at that time. Without a date, it becomes **Approved** and does not go out on its own until someone schedules it.
- Approving a flagged post clears the flag and tells the person who flagged it.
- **Return** sends the post back to **Draft**, clears its date and account, and cancels any pending publish. The post shows a **Rejected** badge until someone resubmits it.
- The author is notified when their post is approved or returned.

Editing a post that is already scheduled does not send it back for approval, and changing its date keeps it scheduled.

### Approve several posts at once

Tick posts, or **Select all**, then click **Approve** with the count. Some posts have no checkbox because they need individual review: posts whose scheduled time has passed, and posts held for a missing asset. The queue says how many need individual review.

Bulk approve also respects your plan's limit on scheduled posts. If the scheduled queue is already full, nothing is approved and Convia explains why. If only some fit, the rest stay pending. The summary afterwards says how many were approved, how many failed and why, and how many had no date and so will not go out on their own.

## Late posts and Approve and publish now

A post can never be scheduled for a time that has already passed, because it would go out right away instead of on its day.

When you approve a post whose scheduled time is over, Convia opens **Scheduled time has passed**:

- Pick a **New date and time (optional)** and click **Approve for new time**, or
- Click **Approve and publish now** to send it right away.

Bulk approve leaves these posts for you to approve one at a time, and the post editor asks for a new date before it approves one.

> [!WARNING]
> **Approve and publish now** publishes the post to the platform immediately. Use **Approve for new time** if it should still go out at a planned time.

## Posts dated before release

A post dated before its episode is released carries a **Before release** badge. Approving it opens a **Before the episode is out** confirmation, with **Approve anyway**, **Publish anyway** or **Approve all anyway** depending on how you approve. Teasers can still go out early; this makes sure it is on purpose.

## Posts held for a missing asset

When a campaign plan needed a clip or visual you did not have, the post is held with a brief describing what it needs. In the queue it offers **Review & attach** instead of **Approve** and **Return**. Open it, attach the asset in the editor and save. Until then it cannot be approved.

## Flag a post

1. Open the post.
2. Open **More actions** (the **⋯** button at the bottom left) and choose **Flag / Report problem**.
3. In **Report a Problem**, choose a **Type** and describe the concern under **Description**.

The post appears in the queue with a **Flagged** badge, and counts as urgent. If approval is on and the post was already scheduled, flagging puts it back to **Pending Approval** so it cannot publish until a manager reviews it.

## Posts scheduled before approval was turned on

If you turn approval on after posts were already scheduled and kept them as scheduled, they appear in a **Needs Review** section of the queue:

- **Confirm** keeps the post scheduled as it is.
- **Review** moves it into the queue for approval.

## YouTube posts waiting for approval

Owners and managers can select YouTube posts waiting for approval, on the **Posts** page or an episode's **Social Content** page, and choose **Finish on YouTube**. Convia asks first, then approves them, tells their authors and uploads them. For anyone else, those posts stay in the queue until a manager approves them. Choosing **Finish on YouTube** for a rejected post asks you to confirm first, and **Cancel** leaves it as it was. See [YouTube publishing](https://docs.conviapro.com/docs/youtube-publishing.md).

## Approval counts

The **Approvals** entry at the bottom of the sidebar carries a red count of items that need attention soon: posts past their scheduled time, posts scheduled within the next 2 days, and flagged posts. Above 99 it shows **99+**. With the sidebar collapsed, a red dot stands in for the number. Your **Dashboard** lists the same urgent items under **Needs attention**.

## Related

- [Calendar & scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md): how scheduled times are chosen and the rules for past and pre-release dates.
- [Posts](https://docs.conviapro.com/docs/posts.md): the post editor, statuses and the More actions menu.
- [Workspaces & teams](https://docs.conviapro.com/docs/workspaces-and-teams.md): roles and who can approve.
- [Clip Autopilot](https://docs.conviapro.com/docs/autopilot.md): the automation that sends drafts to this queue.
- [Campaigns](https://docs.conviapro.com/docs/campaigns.md): campaign posts and held posts that need a visual.

---

Source: https://docs.conviapro.com/docs/approval-and-review · Section: Planning & publishing · Last updated: 2026-10-03


---

# Publishing to each platform

> What 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.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Convia Pro publishes directly to each platform through that platform's own connection, so a scheduled post goes out on its own at its time. This page is the reference for what each platform accepts, the limits Convia checks, platform quirks, which analytics come back, and what happens when a post fails. To connect an account, see [Connect social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md).

## Supported platforms

Convia publishes to eight platforms. LinkedIn connects two ways: **LinkedIn** for personal profiles and **LinkedIn Company** for Company Pages, where your plan includes it.

| Platform | Account types | How it connects |
|---|---|---|
| X (Twitter) | Any account | Sign in to X |
| LinkedIn | Personal profiles | Sign in to LinkedIn |
| LinkedIn Company | Company Pages | Sign in to LinkedIn as an admin of the page, then pick the page |
| Facebook | Pages only. Personal profiles are not supported | Sign in to Facebook and pick a Page |
| Instagram | Professional or Business accounts | Sign in to Instagram |
| Threads | Professional or Business accounts | Sign in to Threads |
| TikTok | Creator or Business accounts | Sign in to TikTok |
| YouTube | Any channel | Sign in to Google |
| Bluesky | Any account | Your Bluesky handle and an app password you create in Bluesky's settings |

Every platform except Bluesky connects by signing in, with no approval step. Add accounts on the **Social Channels** page (under **Show** in the launcher) with **Add Account**.

### What your plan includes

Which platforms you can connect, and how many accounts, depends on your plan:

- In **Add Account**, a platform your plan does not include shows **(Upgrade required)**.
- On plans with **one account per platform**, the limit applies when you connect, and the platform shows **(Upgrade to add more)** once you have one.
- When you reach your plan's limit on connected accounts, **Add Account** says so.
- A channel added with **Add offline** does not count toward the connected channels on your plan.

Whether first comments and the @-mention picker are available depends on your plan, and so does which analytics Convia collects. See [Plans & billing](https://docs.conviapro.com/docs/plans-and-billing.md) and [pricing](https://conviapro.com/pricing).

## What you can post on each platform

| Platform | Text only | Image | Several images | Video | Link card | PDF document | First comment |
|---|---|---|---|---|---|---|---|
| X (Twitter) | Yes | Yes | Up to 4 | Yes | X builds its own preview from a link in the text | No | Yes |
| LinkedIn (personal) | Yes | Yes | Up to 20 | Yes | Yes | Yes | No |
| LinkedIn Company | Yes | Yes | Up to 20 | Yes | Yes | Yes | Yes |
| Facebook Page | Yes | Yes | No | Yes | Yes | No | Yes |
| Instagram | No, media is required | Yes | Carousel of 2 to 10 | As a Reel or a Story | No | No | Yes, except on stories |
| Threads | Yes | Yes | Carousel of 2 to 20 | Yes | No | No | Yes |
| TikTok | No | Photo posts | Photo carousel of 2 to 35 | Yes | No | No | No |
| YouTube | No | No | No | Yes, video only | No | No | No |
| Bluesky | Yes | Yes | Up to 4, shown as a grid | One video | Yes | No | Yes |

**First comment** posts a comment of your own right after the post publishes, a common way to keep links out of the caption. You can set a delay of up to a minute. On Instagram, Facebook and Threads it also needs the account to have granted Convia permission to comment; if an account needs an updated connection, the **First Comment** card says so. TikTok and YouTube do not allow scheduled first comments.

## Text limits

The editor shows a character counter that turns red when you are over the limit. An over-long post is stopped with a message naming the limit before anything is sent.

| Platform | Post text | Title |
|---|---|---|
| X (Twitter) | 280 characters. Every link counts as 23 | None |
| LinkedIn and LinkedIn Company | 3,000 characters | None |
| Facebook | 63,206 characters | Video title up to 255 |
| Instagram | 2,200 characters | None |
| Threads | 500 characters | None |
| TikTok | 2,200 characters for a video, 4,000 for a photo post | None |
| YouTube | Description up to 5,000 characters | Up to 100 |
| Bluesky | 300 characters | None |

The title is the **Published title** in the composer, used as the public title on YouTube and Facebook. Every other platform ignores it. Captions written by automations and Magic Campaigns are kept within each platform's limit.

## Tagging people and organizations

| Platform | How @-mentions work |
|---|---|
| LinkedIn and LinkedIn Company | Search for and tag an **organization** with the picker. Plain text does not link. Up to 25 mentions per post. LinkedIn Company posts can also tag organizations in the first comment |
| X (Twitter), Bluesky | Search for and tag an account with the picker, or type the handle, which links on its own |
| Instagram, Threads, TikTok | No picker, but an exact `@handle` still links when published. Convia cannot check the handle exists, and TikTok may not notify the tagged account |
| Facebook, YouTube | An `@` in a post or description does not link |

Whether the picker is available depends on your plan. See [Mentions & tagging](https://docs.conviapro.com/docs/mentions-and-tagging.md).

## X (Twitter)

**Accounts:** any X account.

**What you can post:** text, up to 4 images, or a video. Links go in the text and X builds its own preview.

| Media | Limit |
|---|---|
| Images | Up to 4. JPG, PNG, GIF or WEBP. Up to 5 MB each, or 15 MB for an animated GIF |
| Video | MP4 or MOV, up to 512 MB, from 0.5 to 140 seconds |
| Aspect ratio | Between 1:3 and 3:1 |

**Quirks:**

- X counts every link as 23 characters, however long it is, and so does Convia.
- A first comment is posted as a reply to your own post.

**Analytics:** impressions, likes, replies and reposts. A new post is refreshed once a day for its first nine days, checked again at two weeks and one month, and keeps its one-month numbers after that. **Add existing post** is not available for X.

## LinkedIn (personal profiles)

**Accounts:** personal LinkedIn profiles, connected as **LinkedIn**.

**What you can post:** text, images (up to 20), video, link posts and PDF documents, which LinkedIn shows as a swipeable carousel.

| Media | Limit |
|---|---|
| Images | Up to 20. JPG, GIF or PNG, up to 5 MB each. Animated GIFs up to 250 frames |
| Video | MP4 only, from 75 KB to 500 MB, from 3 seconds to 30 minutes |
| PDF document | Up to 100 MB and 300 pages |

**Quirks:**

- Some landscape PDFs fail in LinkedIn's own document processing, even when uploaded on LinkedIn directly. Portrait PDFs work reliably.
- First comments are not available on personal profiles. They work on company pages through **LinkedIn Company**.
- The mention picker tags organizations, not people.

**Analytics:** Convia does not collect post performance for personal profiles. LinkedIn analytics come from company pages connected as **LinkedIn Company**, and a personal profile's card can offer **Enable analytics** to connect one. Posts from personal profiles cannot be brought in with **Add existing post**.

## LinkedIn Company Pages

**Accounts:** LinkedIn Company Pages, connected as **LinkedIn Company** in **Add Account**. You sign in as an admin of the page and pick it, and any admin of the page can reconnect it later. Whether your plan includes LinkedIn Company shows in **Add Account**.

**What you can post:** the same as personal profiles: text, up to 20 images, video, link posts and PDF documents, with the same media limits.

**Quirks:**

- First comments are supported, up to 1,250 characters, and can tag organizations.

**Analytics:** impressions, reach, reactions, comments and shares. LinkedIn reports company page statistics over a rolling 12 months, and Convia tracks your 100 most recent posts per account; older posts keep the numbers already collected. A new post is refreshed once a day for its first nine days, checked at two weeks and one month, and keeps its one-month numbers after that. Posts you published on LinkedIn directly can be brought in with **Add existing post**, and arrive as published with their original date.

## Facebook Pages

**Accounts:** Facebook Pages only. On plans with one account per platform, you connect a single Page. Reconnecting keeps the card on the same Page.

**What you can post:** text, a single image, video, and link posts. Facebook does not offer multi-image carousels for organic Page posts.

| Media | Limit |
|---|---|
| Images | JPEG, PNG, GIF, BMP or TIFF, up to 30 MB |
| Video | MP4 or MOV, up to 4 GB, from 3 seconds to 240 minutes, at up to 30 frames per second |
| Video title | Up to 255 characters, from the **Published title** |

**Quirks:**

- Fill in the **Published title** on video posts. Leave it blank and the internal name is used as the public title.
- An `@` in a Facebook post does not link to anyone.
- First comments need the Page to have granted permission to comment.

**Analytics:** reactions on every post, and shares on Page posts. Facebook does not report shares on videos, so videos show a dash. Comments, views, reach and watch time depend on the permissions the Page granted when it connected; Convia shows a prompt on accounts that need to reconnect for them. A new post is refreshed twice a day for two weeks, checked at two weeks and one month, then once a month. **Add existing post** is available.

## Instagram

**Accounts:** Professional or Business Instagram accounts.

**What you can post:** a single image, a carousel, or a video. Instagram requires media, so there are no text-only posts. A video publishes as a **Reel** unless you choose **Story**.

| Media | Limit |
|---|---|
| Images | JPEG or PNG, up to 8 MB, 320 to 1,440 pixels wide, aspect ratio between 4:5 and 1.91:1 |
| Carousel | 2 to 10 items, images and videos mixed |
| Reels | MP4 or MOV, from 3 seconds to 15 minutes. Portrait 9:16 is accepted |
| Story video | Up to 60 seconds and 100 MB |

**Settings per post,** in the composer's **Privacy & additional settings** card:

- **Publish as**: **Reel** or **Story (24 hours)**. A story disappears after 24 hours and takes no caption and no first comment, because Instagram shows neither on a story.
- **Also show in feed**: on by default for every reel. Off keeps the reel in the Reels tab only, out of your profile grid and followers' feeds.
- **Trial reel**: off by default. A trial reel is shown to people who do not follow you first, and you decide in Instagram later whether to share it with followers. Instagram requires around 1,000 followers; if your account is not eligible, the reel publishes as normal.

Set any of these as the account's default under **Default publishing settings** on its card in **Social Channels**. New posts start with those values; existing drafts and scheduled posts keep their own. In the approval queue, posts that publish differently carry a chip: **Story · 24h**, **Reels tab only** or **Trial reel**.

**Analytics:** likes and comments. Views, reach and saves depend on the permissions the account granted when it connected; reconnecting turns the rest on. Instagram does not report shares or reposts to anyone, and story performance is not measured. A new post is refreshed twice a day for two weeks, checked at two weeks and one month, then once a month. **Add existing post** brings in feed posts and reels, not stories.

## Threads

**Accounts:** Professional or Business Threads accounts.

**What you can post:** text, images, a carousel, or video.

| Media | Limit |
|---|---|
| Images | JPEG or PNG, up to 8 MB, 320 to 1,440 pixels wide |
| Video | MP4 or MOV, up to 1 GB, from 1 second to 5 minutes |
| Carousel | 2 to 20 items, images and videos mixed |

**Quirks:**

- A first comment is posted as a reply, and needs the account to have granted permission to reply.
- If Threads refuses a video, the publishing log names the file size and what to do next.

**Analytics:** views, likes, replies and reposts. The numbers depend on the insights permission the account granted when it connected. A new post is refreshed twice a day for its first nine days, checked at two weeks and one month, then once a month. **Add existing post** is available.

## TikTok

**Accounts:** Creator or Business TikTok accounts.

**What you can post:** videos, and photo posts of one or more images. There are no text-only posts and no first comments.

| Media | Limit |
|---|---|
| Photos | JPEG or WebP only (PNG is not accepted), up to 20 MB, at most 1,080 × 1,920 pixels. Larger images are refused when you attach them |
| Photo carousel | 2 to 35 images |
| Video | MP4, WebM or MOV, up to 4 GB and 10 minutes |

**Settings TikTok requires,** in the composer's **Privacy & additional settings** card:

- **Who can view this post**: **Everyone**, **Friends (mutual follows)**, **Followers** or **Only me**. Only the options TikTok offers for your account appear, and you must choose one.
- **Allow comments**, **Allow Duet** and **Allow Stitch**, each off until you turn it on. Duet and Stitch are hidden on photo posts, and any you have turned off in TikTok itself are unavailable.
- **Disclose: this content promotes yourself, a brand, product, or service**. Turn it on, then choose **Your brand**, **Branded content**, or both. TikTok labels the post as promotional content or a paid partnership. Branded content cannot be set to **Only me**.
- A consent line confirms you agree to TikTok's Music Usage Confirmation, and its Branded Content Policy when the post is branded.

Set defaults for these on the account's card under **Default publishing settings**. Posts written by automations start from those defaults, and show **Only me unless set** in the approval queue when no audience has been chosen. AI assistants connected to Convia cannot choose the privacy level or branded-content disclosures; those stay with you.

> [!WARNING]
> TikTok can treat a brand new account that starts publishing through a scheduling tool as a bot, and the usual result is a permanent ban. Convia asks you to tick a warning before connecting. Post from a new account by hand for a while first.

**Quirks:**

- TikTok gives a video its public link only after its own review, which can take a while. When the link arrives late, Convia finds the video on your account and adds the **View on TikTok** link, as long as it can tell which video belongs to the post.
- If TikTok refuses a post because the account is posting too often, Convia flags the post and tries again about three hours later, up to two times, before marking it failed for review.
- If TikTok stops accepting a connection, the post editor and **Social Channels** say so and offer **Reconnect**.

**Analytics:** views, likes, comments and shares. Accounts connected before analytics launched show **Enable analytics** on their card; one click reconnects with analytics access. A new post is refreshed twice a day for its first nine days, checked at two weeks and one month, then once a month. **Add existing post** is available.

## YouTube

**Accounts:** any YouTube channel.

**What you can post:** videos only. Shorts are posted from the composer, campaigns and automations; full episodes are published from the episode's **Distribution** page.

| Item | Limit |
|---|---|
| Video formats | MP4, MOV or WebM |
| Title | Up to 100 characters |
| Description | Up to 5,000 characters |
| Tags | Up to 500 characters in total |

**Settings per post:** **Visibility** (**Public**, **Unlisted (anyone with link)** or **Private (only you)**), a **Scheduled publish time** for private videos, **Made for Kids** (required by YouTube, off unless you turn it on), **Category** (People & Blogs unless you choose another), **Tags**, **Default audio language** and a playlist. AI assistants connected to Convia cannot set **Made for Kids**.

**Quirks:**

- A title over 100 characters, or a description over 5,000, stops the upload with a message saying which is too long, instead of uploading with the end cut off. A post with no title takes one from the start of its text.
- A custom thumbnail, end screens and a Short's related video can only be set in YouTube Studio once the video is on YouTube. **Finish on YouTube** uploads early so you can do this.
- Deleting a post in Convia leaves the video on YouTube.

**Analytics:** views, likes, comments, watch time and subscriber changes, plus thumbnail impressions and click-through rate, which YouTube reports about two days behind. A new video is refreshed twice a day for two weeks, checked at two weeks and one month, then once a week. **Add existing post** is available.

For finishing Shorts, the related-video routine and changing a video's public time, see [YouTube publishing](https://docs.conviapro.com/docs/youtube-publishing.md).

## Bluesky

**Accounts:** any Bluesky account, connected with your handle and an **app password** you create in your Bluesky settings. There is no sign-in redirect. Bluesky is not offered on the Client Portal's **Your Channels** page for that reason.

**What you can post:** text, up to 4 images, one video, and link posts with a link card.

| Media | Limit |
|---|---|
| Images | Up to 4, JPEG or PNG. Bluesky shows several images as a grid, not a carousel |
| Video | One MP4 per post, up to 100 MB and 3 minutes |

**Quirks:** a first comment is posted as a reply to your post.

**Analytics:** likes, replies, reposts and bookmarks, which Convia shows as saves. Bluesky reports no views or reach anywhere, so Bluesky posts have engagement counts but no engagement rate. A new post is refreshed twice a day for its first nine days, checked at two weeks and one month, then once a month. **Add existing post** is available.

## Checks before a post goes out

Convia checks a post twice so platform problems are caught early:

- **When you attach media**, it checks the file's format, size and dimensions against the platform, and the editor counts characters as you type.
- **When the post is sent**, it checks the stored post again, so content a platform would refuse is stopped before it reaches the platform.

While a post is being sent, it shows as **Processing**. Once published, it offers **View Post** to open it on the platform (**View on YouTube** for YouTube).

## When a post fails

A post that could not be published shows a red **Failed** status. Convia also sends a notification when a post fails, and warns you when an account's connection is about to expire.

### What Convia retries on its own

- **Temporary problems**, such as a network timeout, a platform rate limit or a platform server error, are retried automatically. The publishing history shows **Retrying** while it does.
- **Problems a retry cannot fix**, such as an expired or revoked connection or content the platform rejects, fail straight away so you can fix them.
- A post never stays stuck while sending. If something goes wrong on the way to the platform, it is marked failed so you can retry it.

### See every publish attempt

**Settings → Publishing history** lists every attempt to publish, with the **Date/Time**, **Post**, **Platform**, **Status** and **Error**. Filter by time range (**Last 7 days**, **Last 30 days**, **Last 90 days**, **All time**), by status (**Success**, **Failed**, **Retrying**) and by platform. A failed attempt has a **Retry** button.

### Fix and retry a failed post

1. Open the post and read the error message.
2. Fix the cause: reconnect the account, shorten the text, or replace the media.
3. Pick a new time and click **Update**, or choose **Publish Now** from the arrow beside it. You can also click **Retry** in **Settings → Publishing history**.
4. The post shows as **Scheduled**, or as published once the platform confirms it.

### Common causes

| Cause | What you see | What to do |
|---|---|---|
| The account's connection expired or was revoked | The account card shows **Reconnect**, and posting to that account pauses | Click **Reconnect** on **Social Channels** and sign in with the same account the card belongs to |
| The account is **Offline** | The post goes back to draft and you get a notification | Connect the account, then schedule the post again |
| Your plan's publishing limit is reached | The post goes back to drafts | Upgrade your plan, then schedule it again |
| No plan is active yet | Publishing stays paused until you pick a plan; nothing you created is lost | Choose a plan under **Billing** (under **Workspace** in the launcher) |
| Text over the platform's limit | The post stops with a message naming the limit | Shorten the text or title |
| Media the platform refuses | An error naming the problem; for Instagram and Threads videos, the file size and what to do next | Replace the file with one that fits the limits above |
| The platform refuses the content or rate-limits the account | An error from the platform | Edit the content, or post less often and retry later |
| TikTok says the account is posting too often | The post is flagged and moved about three hours later, up to two times | Leave it, or reschedule it yourself; after two tries it is marked failed for review |

> [!IMPORTANT]
> When you reconnect an account, sign in with the account the card belongs to. If you sign in with a different one, the card and its posts stay as they were and Convia tells you which account to use.

## Related

- [Connect social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md): add, connect, reconnect and remove accounts.
- [Posts](https://docs.conviapro.com/docs/posts.md): the composer, published titles and first comments.
- [YouTube publishing](https://docs.conviapro.com/docs/youtube-publishing.md): Finish on YouTube and finishing Shorts in YouTube Studio.
- [Analytics](https://docs.conviapro.com/docs/analytics.md): how post performance is measured across platforms.
- [Troubleshooting](https://docs.conviapro.com/docs/troubleshooting.md): more answers for publishing problems.

---

Source: https://docs.conviapro.com/docs/publishing-to-platforms · Section: Planning & publishing · Last updated: 2026-10-03


---

# YouTube publishing

> Upload Shorts and full episodes to YouTube, finish them in YouTube Studio before they go public, and keep their public times in step with Convia.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Convia Pro uploads Shorts and full episodes to your YouTube channel, on a schedule or right away. Some things can only be set in YouTube Studio once a video is on YouTube: a custom thumbnail, end screens and a Short's **Related video**. Convia gets your videos there early, privately, and takes you straight to the right page in YouTube Studio.

## Shorts and full episodes

| | Shorts | Full episodes |
|---|---|---|
| Where you publish | A YouTube post: from the post editor, a campaign, **Schedule clips** or an automation | The episode's **Distribution** page, with **Publish to YouTube** |
| Typical source | A clip from the episode | The episode's YouTube video file |
| Finishing in Studio | **Finish on YouTube**, then **Finish in YouTube Studio** | Upload privately, then **Finish in YouTube Studio** |

YouTube decides whether a video is a Short from its shape and length. Convia does not add #shorts. In [Analytics](https://docs.conviapro.com/docs/analytics.md), Shorts are compared only with other Shorts, never with full episodes.

## YouTube settings on a post

Every YouTube post has these settings in the composer:

| Setting | Options and defaults |
|---|---|
| **Published title** | The public video title, up to 100 characters. Leave it blank and the post's internal name is used; with no title at all, one is taken from the start of the text |
| Description | The post text, up to 5,000 characters |
| **Visibility** | **Public**, **Unlisted (anyone with link)** or **Private (only you)** |
| **Scheduled publish time** | When a private video becomes public |
| **Made for Kids** | Required by YouTube. Off unless you turn it on |
| **Category** | People & Blogs unless you choose another |
| **Tags** | Up to 500 characters in total |
| **Default audio language** | The main spoken language |
| Playlist | Optional |

A title over 100 characters, or a description over 5,000, stops the upload with a message saying which is too long, instead of uploading with the end cut off.

Set a channel's defaults under **Default publishing settings** on its card on **Social Channels**. AI assistants connected to Convia can set most of these, but not **Made for Kids**, which stays with you.

## Finish on YouTube

**Finish on YouTube** uploads a video now, privately:

- If the post has a schedule date at least 15 minutes ahead, YouTube makes the video public at that time on its own.
- Without a date, the video stays private until you make it public in YouTube Studio.
- A schedule date in the past, or less than 15 minutes away, is refused, because the video would otherwise go public immediately.

### Finish one post

1. Open the YouTube post.
2. Click the arrow beside **Schedule** and choose **Finish on YouTube**.
3. If the post is dated before its episode's release, confirm with **Upload anyway**.
4. When the upload finishes, the post offers **Finish in YouTube Studio**.

### Finish several posts

Select posts on the **Posts** page, or the Shorts on an episode's **Social Content** page, and choose **Finish on YouTube**. Posts that are not YouTube posts, or are already on YouTube, are skipped. The success message offers **Space them out**, which opens Spread out on the Calendar.

### Make a channel finish on YouTube by default

Turn on **Finish on YouTube** under **Default publishing settings** on the channel's card on **Social Channels**. New videos for that channel then upload privately by default.

### Posts waiting for approval

Owners and managers can finish posts that are waiting for approval. Convia asks first, then approves them, tells their authors and uploads them. For anyone else, those posts stay in the approval queue until a manager approves them. A post a reviewer rejected, and nobody has resubmitted, waits for you to confirm before it is finished, and **Cancel** leaves it as it was. See [Approval & review](https://docs.conviapro.com/docs/approval-and-review.md).

## Finish in YouTube Studio

As soon as a video is on YouTube, including one waiting to go public, its post offers **Finish in YouTube Studio**. It opens that video's edit page in YouTube Studio, and the post names the episode to pick as the Short's **Related video**. Once the video is public, the button reads **Open in YouTube Studio**, and the post shows the published date YouTube set.

Every uploaded YouTube post also has a **Studio** link on the **Posts** page, an episode's **Social Content** page, campaign posts, clip details, automation pages, and the Calendar's **List** and **Agenda** views. Cmd-click or Ctrl-click to open several in their own tabs and work through them without opening each post.

## The Related video routine for an episode's Shorts

YouTube lets you set a Short's related video only in YouTube Studio, and only after upload. The quickest way through an episode's Shorts is to upload them all at once, set their related videos in one sitting, then space them out.

1. On the episode's **Social Content** page, click **Schedule clips** and schedule the episode's clips.
2. Select the Shorts and choose **Finish on YouTube**.
3. Open each Short's **Studio** link and set its **Related video** to the episode Convia names.
4. Click **Space them out** in the success message to spread the Shorts over the days ahead.

You should see the Shorts spread across your posting days, each going public on its new day. Their times on YouTube move only on a channel in the preview described below; on other channels, change them in YouTube Studio. See [Calendar & scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md) for Spread out.

## After the upload

- **Title and description** show what is live on YouTube. Change them in YouTube Studio, and Convia picks up the change on its next sync.
- **Tags** you add or change in YouTube Studio appear under your own tags, with **Use YouTube's tags**. Nothing is copied across until you click it.
- **Deleting the post** in Convia leaves the video on YouTube, and the message gives you the link to remove it yourself.
- **The public time** is fixed by YouTube once the video is public.

## Change a finished Short's time (preview)

> [!NOTE]
> Changing a video's publish time from Convia is in preview. It is available only on YouTube channels Convia has added to the preview. If a channel's card does not show **Allow changing videos**, it is not in the preview.

On a channel in the preview, **Allow changing videos** on its card on **Social Channels** lets Convia change the publish time of videos it uploaded. Click it and sign in to Google again. Google shows a notice that this permission is not verified yet; choose **Advanced** to continue.

Then you can:

- Drag a Short that is waiting to go public to a new time on the **Calendar**, an episode's Shorts calendar or a campaign's calendar. The card shows the new time while YouTube is asked, and goes back if YouTube says no.
- Let **Spread out** move uploaded Shorts along with the rest of the queue.

Some limits apply:

- Videos imported from YouTube are always changed in YouTube Studio.
- A video you made unlisted, or unscheduled in YouTube Studio, is left as it is and never set to go public. A publish time you changed in YouTube Studio is kept.
- Changing a time uses part of a daily allowance YouTube gives Convia. If a large Spread out runs out of it, everything else still moves, and **Finish moving** becomes available once the allowance resets at midnight Pacific time.
- If YouTube needs reconnecting, Spread out stops and says so. Reconnect it on **Social Channels**, then choose **Finish moving**.

On a channel outside the preview, Convia does not change an uploaded video's time. If you try, it says the channel has not given Convia permission and points you to YouTube Studio.

## Publish a full episode to YouTube

1. Make sure the episode has its YouTube video file. Until it does, the YouTube card on the **Distribution** page asks you to upload one.
2. On the episode's **Distribution** page, click **Publish to YouTube** on the YouTube card.
3. Pick the **YouTube channel**, then set the **Title**, **Description**, visibility, schedule, category, tags and playlists. You can also stage alternate titles and thumbnails for YouTube's Test & Compare.
4. Click the button at the bottom: **Schedule upload** for a scheduled video, **Upload privately** for a private one, or **Publish to YouTube**. To keep your settings without uploading, click **Save for later**.

If you do not choose a visibility, a full episode uploads as private so you can finish it in YouTube Studio. When the channel has **Finish on YouTube** turned on as a default and no default visibility, the dialog starts on private.

The YouTube card then shows where the upload is:

| Card | Meaning |
|---|---|
| **Uploading to YouTube** | The upload is in progress, which can take a while for large files |
| **Scheduled** | Uploaded, and goes public on YouTube at the time shown. **Edit in YouTube Studio** opens it |
| **Uploaded (private)** | Uploaded with no public time. **Finish in YouTube Studio** to add thumbnails and end screens and make it public |
| **Published to YouTube** | Live, with its visibility. **View on YouTube** and **Edit in YouTube Studio** |
| **Upload failed** | Something went wrong. **Try again** |

Once a full episode is published, edit it in YouTube Studio. **Resync from YouTube**, in the post's **More actions** menu, pulls the latest title, description and visibility from YouTube without waiting for the next sync. A video removed or rejected on YouTube shows **Deleted on YouTube** or **Rejected on YouTube**.

## Related

- [Publishing to each platform](https://docs.conviapro.com/docs/publishing-to-platforms.md): YouTube limits alongside every other platform, and what to do when a post fails.
- [Calendar & scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md): Spread out, posting times and the rules for past dates.
- [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md): the episode pages, clips and the Distribution page.
- [Thumbnails](https://docs.conviapro.com/docs/thumbnails.md): make the thumbnail you then set in YouTube Studio.
- [Approval & review](https://docs.conviapro.com/docs/approval-and-review.md): finishing posts that are waiting for approval.

---

Source: https://docs.conviapro.com/docs/youtube-publishing · Section: Planning & publishing · Last updated: 2026-10-03


---

# Client Portal

> Give the people whose shows you produce a branded portal to view finished episodes, leave comments, submit recordings and connect their own channels.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

The Client Portal in Convia Pro is a branded space for the people whose podcasts you produce. It is built for agencies and producers: your client logs in to see the episodes you have marked ready, leave comments, send you new recordings and, if you allow it, connect their own social accounts. Each client belongs to one workspace and sees only that workspace's portal.

The Client Portal is different from the [Guest Portal](https://docs.conviapro.com/docs/guest-portal.md), which is for guests who appear on your episodes.

## What clients can do

- See the episodes you share, each with its summary, distribution details, posts and media.
- Leave comments on those episodes. Your team sees them in the workspace.
- Submit a new recording with its details, which lands in your intake queue.
- Connect their own social channels from a **Your Channels** page, when you turn that on.

Clients do not see campaigns, drafts you have not shared, or anything outside their workspace's portal.

## Before you start

- The Client Portal is a plan feature. If your plan does not include it, **Settings → Client Portal** says it is not available on your current plan. See [Plans & billing](https://docs.conviapro.com/docs/plans-and-billing.md).
- Only workspace owners and managers can invite and manage clients.

## Invite a client

1. Go to **Settings → Client Portal**.
2. Click **Invite Client**.
3. Enter the client's **Name** and **Email**, and optionally their **Company**.
4. Send the invitation. The client gets an email with a link to the portal, and appears in your list as **Invited**.

When the client opens the link, they set a password for their account (the email address is fixed to the one you invited) and confirm their email. They then sign in with their email and password whenever they like, and their status changes to **Active**. The signup page carries your show's logo.

If the invitation email does not arrive, click **Resend** to send a fresh link. A workspace cannot invite the same email address twice.

## Share an episode with clients

Clients see only the episodes you share.

1. Open the episode's **Overview** page.
2. In the **Client Portal** card, turn on **Share with client**.
3. Optionally tick **Notify N clients via email when I share this episode** before you turn it on.
4. You should see **Episode shared**. The episode now appears in the portal as **Ready to view**.

Turn **Share with client** off to hide the episode again. The card appears once the workspace has at least one client with portal access. An episode or post you move to the Trash disappears from the portal too.

## What clients see

The portal header shows your show's logo and name. When an agency produces the show, it also shows **Produced by** and the agency's name.

The **Episodes** list shows every shared episode as **Ready to view**, and the client's own submissions as **In Production** until you share them. Opening an episode shows four tabs and a comments panel:

| Tab | Contents |
|---|---|
| **Overview** | **Episode Summary**, **Key Themes**, **Main Takeaways** and **Topics Discussed** |
| **Distribution** | Tags, hashtags, podcast details and links |
| **Content** | The episode's posts, grouped by platform, with buttons to copy their text |
| **Media** | **Media & Downloads**: the final video, other episode media and video clips |

Episode and article dates show in your workspace's time zone, so a client elsewhere sees the same day you picked.

## Clients submit new recordings

A client can send you a new episode from the portal with **Submit New Episode**. They add a title, description, guest names, key topics, the recording date and a video file. Uploads count toward your workspace's storage like any other upload.

The submission arrives as a draft episode in an **Intake** tab on your **Episodes** page, shown once the workspace has a client with portal access. The client sees it as **In Production** until you share it.

## Let clients connect their own channels

By default, clients cannot connect social accounts. To let them:

1. Go to **Settings → Client Portal**.
2. Turn on **Let clients connect their own social channels**.

Clients then get a **Your Channels** page in their portal, where they sign in to each platform themselves, so you never see their passwords. They see every channel on the workspace, so nothing looks missing, but can disconnect or reconnect only the channels they connected. Bluesky is not offered there, because it connects with an app password rather than a sign-in.

## Remove a client's access

In **Settings → Client Portal**, click **Remove Access** next to the client:

- For an **Active** client, they lose access to the portal for this workspace immediately. Their login is not deleted, only their access to the workspace.
- For an **Invited** client, the invitation is deleted. You can invite them again at any time.

> [!NOTE]
> A client account is a member of your workspace with the Contributor role. The portal shows clients only what you share, but sharing controls what the portal displays rather than acting as a security boundary. Invite only people you trust with the workspace's content.

## Related

- [Agencies & managed accounts](https://docs.conviapro.com/docs/agencies-and-managed-accounts.md): run several client workspaces from one agency account.
- [Workspaces & teams](https://docs.conviapro.com/docs/workspaces-and-teams.md): roles, including Contributor.
- [Guest Portal](https://docs.conviapro.com/docs/guest-portal.md): the separate portal for your episode guests.
- [Connect social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md): how channels connect, for you and your clients.
- [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md): the episode pages behind what clients see.

---

Source: https://docs.conviapro.com/docs/client-portal · Section: Planning & publishing · Last updated: 2026-10-03


---

# Analytics

> Track how your posts, episodes, clips, campaigns and automations perform across your connected platforms, how often numbers refresh, and what gaps mean.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Analytics shows how your published content is performing, so you can see what lands with your audience and do more of it. Open **Analytics** from the top of the launcher in Convia Pro. Convia collects the numbers from each connected platform on its own, so there is nothing to pull in by hand.

The Analytics page is plan-gated: it needs Advanced Analytics on your plan. Without it, the page says Analytics is not available on your current plan. See [Plans and billing](https://docs.conviapro.com/docs/plans-and-billing.md).

## Platforms Analytics covers

Post performance syncs automatically for **YouTube**, **X (Twitter)**, **Bluesky**, **Instagram**, **Facebook**, **Threads**, **TikTok** and **LinkedIn company pages**. Each platform reports different things, and Convia shows only what the platform actually reports.

| Platform | What it reports | Limits |
|---|---|---|
| YouTube | Views, likes, comments, watch time, subscriber changes and dislikes, plus a rolling last-28-days view and thumbnail click-through | Shares are reported for the last 28 days only |
| LinkedIn company pages | Impressions, reach, reactions, comments, shares and clicks | LinkedIn serves page post statistics for the last 12 months, and Convia tracks each account's 100 most recent posts |
| X | Impressions, likes, replies and reposts | A post shows a dash when X did not report impressions |
| Bluesky | Likes, replies, reposts and bookmarks (shown as saves) | Bluesky reports no views or reach, so there is no Engagement % |
| Instagram | Likes and comments, plus views, reach and saves where the account granted those permissions | Instagram does not report shares. Stories are not measured |
| Facebook | Reactions and comments, plus views, reach and watch time where the Page granted those permissions | Facebook reports shares on Page posts but not on videos |
| TikTok | Views, likes, comments and shares | Accounts connected before analytics went live need **Enable analytics** |
| Threads | Views, likes, replies and reposts | Numbers depend on the insights permission the account granted |

## Find the right analytics view

| Tab | What it shows |
|---|---|
| **Overview** | Total followers and their change over 28 days, a line for the last 90 days, workspace-wide post totals with Engagement %, and a **Breakdown by platform** table. Click a platform for everything it reports, including numbers only it provides, such as watch time or clicks |
| **Audience** | Each connected account's followers and growth. YouTube channels add a **Who is watching** card |
| **By Platform** | One line per platform. Turn on **Split by format** to separate Shorts from videos and Reels from feed posts |
| **By Post** | Every published post with its numbers, Engagement %, how it compares with your usual and, for YouTube, **Thumb. CTR**. Filter by platform, search by title, sort any column and export. Click a post for its detail |
| **By Campaign** | Performance rolled up per campaign |
| **By Automation** | Performance rolled up per Content Automation, so you can see whether Autopilot pulls its weight against posts you write by hand. Shown where your plan includes Content Automations |
| **By Episode** | Cross-platform totals per episode, with a views-over-time chart |
| **By Clip** | Performance per clip across every platform it went to. Expand a clip to compare its posts side by side |
| **Web** | Visits your posts send to your website and what people search for to find you. See [Website analytics](https://docs.conviapro.com/docs/website-analytics.md) |
| **Optimize** | Suggestions for posts behind or ahead of your usual pace, in early access workspaces |

On the group tabs, the date range filters posts by publish date, and the numbers are the all-time totals of the posts in that range. These tabs also count how many posts are ahead of and behind your usual, with the median.

Each episode also has its own **Analytics** tab with the same rollup for that one episode. Guests see their episodes' analytics in the Guest Portal. See [Guest Portal](https://docs.conviapro.com/docs/guest-portal.md).

## See one post's performance

Open any published post and its side panel starts on an **Analytics** tab, with the **Preview** tab one click away. It shows:

- The post's latest numbers and its Engagement %.
- Charts of how its reach and engagement have grown since it went live.
- How it compares with your usual, charted against the middle half and the median of your recent posts.
- When its title or caption was edited on the platform (YouTube, TikTok, Instagram or Facebook): the charts mark that day and list what it said before and after.
- For a YouTube video, thumbnail impressions and click-through rate, day by day.
- When the post was last checked.

## Metric definitions

| Metric | Meaning |
|---|---|
| Views | Plays of the video or media. Each platform counts a play differently |
| Impressions | Total times the post was delivered. Can exceed reach, because one person can be shown a post more than once |
| Reach | Unique people who saw the post. Never added to impressions |
| Reactions | Likes, hearts or reactions |
| Comments | Comments or replies |
| Shares | Reshares, reposts, retweets or quotes |
| Saves | Saves or bookmarks |
| Engagements | Reactions, comments, shares and saves, counting only what the platform reported |
| Thumb. CTR | For YouTube: how many of the times YouTube showed your thumbnail became views |

Headline numbers are all-time totals, which every platform can supply. Views, reach and impressions measure different things, so Convia shows them separately and never adds them together. Headline tiles show a compact figure such as 12.4K with the exact number on hover; tables always show the exact number.

### Engagement %

Engagement % is a post's engagements divided by how many people it reached on that platform. Each platform measures reach its own way:

| Platform | Engagement % is divided by |
|---|---|
| YouTube, TikTok, Threads | Views |
| LinkedIn, X | Impressions |
| Instagram, Facebook | Reach |
| Bluesky | No rate, because Bluesky reports no reach |

When several platforms are combined, each platform's rate is weighted by how many posts it contributed, so one very large platform cannot drown out the rest. Hover any Engagement % figure, or expand a platform on the Overview, to see the exact formula.

### Dashes, zeros and n/a

A dash means the platform did not report that number, or had not by the latest sync. A zero is a real measured zero. In the clip comparison, **n/a** means the platform can never report that metric.

## Ahead or behind your usual

Every published post is compared with your recent posts on the same account and in the same format, at 24 hours, 48 hours, 72 hours and 7 days. A badge such as **38% of usual** or **2.4x usual**, with an arrow for ahead, behind or typical, shows on **By Post** (sort and filter by it), on the Posts page, in each episode's **Analytics** and **Social Content** tabs, and in a post's **Analytics** tab.

- Scores appear within a few hours of a post turning 24 hours old. Until then the badge reads **Not scored yet**.
- An account needs at least 5 earlier posts in the same format before a post can be compared. Until then the badge reads **Not enough to compare**.
- YouTube Shorts are compared only with Shorts, and Instagram Reels only with Reels, so a short clip is never judged against a full episode.

## When analytics refresh

Convia reads each post on a schedule based on its age, so new posts stay current while older ones are checked less often.

| Post age | How often its numbers refresh |
|---|---|
| New: the first 9 days, or 14 days on YouTube, Facebook and Instagram | Twice a day. Once a day on X and LinkedIn |
| Day 14 and day 30 | Checked once at each |
| After day 30 | YouTube videos once a week. TikTok, Instagram, Facebook, Threads and Bluesky posts once a month. X and LinkedIn posts keep their one-month numbers |

- New YouTube videos show fresh views between YouTube's daily reports.
- YouTube thumbnail impressions and click-through rate arrive about two days behind. Shorts are mostly watched in the Shorts feed without a thumbnail, so their numbers stay small.
- Follower counts are recorded once a day for each connected account. Collection starts within 24 hours of connecting.
- The **Who is watching** card covers the last 28 days and refreshes weekly, so read it as a snapshot rather than a daily line.
- The Overview shows **Latest sync** with the time of the newest reading. A post's **Analytics** tab says when that post was last checked.

## Read your audience

The **Audience** tab and the first card on the Overview show your total followers across connected accounts, the change over the comparison period and a line over time. The total counts follower relationships, not people: someone who follows you on three platforms counts three times.

Follower history cannot be recovered after the fact. The first day Convia collects for an account is the first day of its chart. YouTube is the exception and recovers its first 90 days.

In the **By platform** table, each account shows a follower number, a dash if it can report but has not yet, **n/a** if the platform offers no follower count (such as a personal LinkedIn profile), or **Coming soon**.

For each YouTube channel, **Who is watching** ranks your viewers by age, gender, country, device, traffic source (how they found the video) and subscribers versus everyone else. Traffic sources are the ones worth reading first.

## Missing data and reconnect prompts

### An analytics reconnect banner

When a connected account could collect analytics after a reconnect, owners and managers see a banner on the Overview. It names the platform and the account, says its analytics is now available, and confirms that publishing and scheduled posts are unaffected. Click **Go to Social Channels** and reconnect that account. The banner appears only when analytics is what the account is missing.

Instagram and Facebook numbers such as views, reach and saves depend on the permissions the account granted when it was connected. An account connected before those permissions were available keeps reporting likes and comments, and reconnecting turns the rest on.

> [!TIP]
> Connected a TikTok account before analytics went live? Its card on **Social Channels** shows **Enable analytics**. One click reconnects it with analytics access, with no need to remove and re-add the account.

### An account that needs reconnecting

If a platform revokes Convia's access, the account card shows **Reconnect** and Convia stops reading that account's analytics until you reconnect it. Publishing to that account pauses too. See [Connect social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md).

### Other gaps

- An episode platform card showing **No data yet** has nothing synced so far. **Coming soon** means that platform's analytics are not available yet.
- A draft never collects performance. A post you bring in that is private or has no publish date arrives as a draft.
- Instagram stories publish from Convia but are not measured.
- While a tab loads, its numbers show a dash rather than a zero.

## Track posts you published elsewhere

**Add existing post**, in an account card's menu on **Social Channels**, brings in posts you published directly on YouTube, Facebook, TikTok, Instagram, Threads, Bluesky or a LinkedIn company page. Pick posts from the connected account, or paste a link for YouTube and Facebook. Their performance is measured exactly like posts Convia published.

- Reposts of someone else's post are left out, so your counts stay yours.
- Instagram brings in feed posts and reels, not stories.
- A private or undated video comes in as a draft, which does not collect performance, and the confirmation says so.

To bring in a YouTube channel's older videos in bulk, use the **YouTube Import** page, which has no entry in the menu. See [Import your back catalog](https://docs.conviapro.com/docs/import-back-catalog.md#import-videos-from-your-youtube-channel).

## Optimize suggestions

> [!NOTE]
> **Optimize** is in early access and appears only in workspaces that have it.

The **Optimize** tab lists posts well behind your usual pace, each with three suggested titles or captions to paste into the platform, and notices when you use one. Posts well ahead of your usual get a **Repost to another platform** button. Convia never edits a live post for you, and editors get at most one notification a day when there is something new.

## Related

- [Website analytics](https://docs.conviapro.com/docs/website-analytics.md): see which posts send people to your site and what they search for.
- [Connect social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md): connect, reconnect and enable analytics on accounts.
- [Clip Autopilot](https://docs.conviapro.com/docs/autopilot.md): compare automated posts with hand-written ones under By Automation.
- [Guest Portal](https://docs.conviapro.com/docs/guest-portal.md): what guests see of their episodes' analytics.
- [Troubleshooting](https://docs.conviapro.com/docs/troubleshooting.md): fixes for missing numbers and failed syncs.

---

Source: https://docs.conviapro.com/docs/analytics · Section: Analytics · Last updated: 2026-10-03


---

# Website analytics

> Connect 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.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Website analytics shows what your posts do after the click: which posts send people to your own website, what those visitors do there, and what people search for to find you. Convia Pro reads Google Analytics (GA4), Google Search Console and Bing Webmaster Tools. It only reads them, and never changes anything in them.

Social analytics stop at the platform. Use website analytics when your goal is visits, sign-ups or search visibility for your own site.

## What you need for website analytics

- A plan that includes Advanced Analytics and website analytics.
- A website you own. Your podcast host's pages cannot be connected. Shared platforms such as youtube.com, linkedin.com, linktr.ee or x.com are not accepted, and neither is a bare host such as substack.com, though your own subdomain, such as you.substack.com, is.
- A Google account that can see your GA4 property and your Search Console site. For Bing, an API key from Bing Webmaster Tools.
- An owner or manager role in the workspace.

## Connect your website

1. Go to **Brand Brain → Voice & Tone** and find the **Your websites** card. Add each website you own, such as `example.com`: just the site, not a page or profile. Subdomains are included automatically.
2. Click **Save Brand Settings** at the bottom of the page.
3. Open the launcher, go to **Integrations → Website analytics** (under **Workspace**) and click **Connect with Google**. Sign in with the Google account that can see your GA4 property and Search Console site, and tick every permission on Google's screen. If a permission is left unticked, Convia refuses the connection and you can try again. The card then shows **Connected as** your Google email.
4. To add Bing (optional), go to Bing Webmaster Tools, then Settings, API access, and generate an API key. Paste it into the **Bing Webmaster Tools** card.
5. Each connected card lists what that account can see, under **Google Analytics 4 properties**, **Search Console sites** and **Bing Webmaster sites**. Tick the ones for your websites and click **Save selection**. A property for a domain you have not listed is greyed out until you add the domain under **Your websites**.
6. Under a GA4 property, tick the **Key events to count as outcomes**, such as a sign-up, a booking or a purchase. Only events marked as key events in Google Analytics appear. Without key events, the Web tab still shows visits, just not outcomes.

Each property shows **Waiting on first sync** until its first collection finishes, then the date it has been collected through.

Unticking a property stops collecting it and keeps everything already collected. **Disconnect** works the same way: new data stops and the history stays.

## Tag links so visits are credited to posts

The **Tag links to your websites** switch sits in the **Your websites** card on **Voice & Tone**. When it is on, every link to one of your websites in a post Convia publishes gets tracking tags (UTM parameters), so Google Analytics can credit the visit to the exact post, platform and campaign that sent it. Saving your first website property turns it on, and you can turn it off at any time.

| Tag | Value |
|---|---|
| `utm_source` | The platform, such as `linkedin`, `youtube`, `instagram`, `tiktok`, `threads`, `facebook`, `x` or `bluesky` |
| `utm_medium` | `social` |
| `utm_campaign` | The post's campaign name, lowercase and hyphenated, or `unassigned` when it has no campaign |
| `utm_content` | A short identifier for the post |

How tagging behaves:

- Tags are added at the moment Convia publishes. The post text you see in the editor does not change.
- Links in the body, in the first comment and in an article's link are all tagged.
- Links to any other site are never changed, and a link that already carries its own tracking tags is left exactly as you wrote it.
- If adding tags would push a post past the platform's character limit, the post goes out untagged rather than being shortened.

### Why a post shows no visits

A post can only show website visits when all of these are true:

- **It was published after tagging was turned on.** Posts published earlier went out without tags.
- **It links to one of your websites.** A post that links only to YouTube sends people to YouTube, not to your site, so it has nothing to credit.
- **For YouTube, the video was uploaded after tagging was on.** Tags are added when Convia uploads a video, so videos uploaded earlier keep their original links, even if they go public later.

## Add branded search terms

Branded search terms are the names people type when they look for you: your show, your company, your hosts. Add them in the **Your websites** card. Convia suggests some from your workspace, hosts and brand.

A search counts as branded when it contains one of your terms, so:

- Add every spelling people use, such as both "mypodcast" and "my podcast".
- Be careful with very short or common names. If another company shares your name, searches for them count too, so prefer your full name ("Acme Studio" rather than "Acme").
- Changing the terms updates your history right away. No new collection is needed.

## Read the Web tab

Open **Analytics** from the top of the launcher and choose the **Web** tab. Pick **Last 28 days**, **Last 90 days** or **Last 12 months** at the top right. **Data through** shows the last day collected.

### From your Convia posts

| Measure | Meaning |
|---|---|
| **Sessions** | Visits that came through tagged links in your posts |
| **Engaged sessions** | Visits Google Analytics counts as engaged: the visitor stayed at least 10 seconds, viewed a second page or completed a key event |
| **Key events** | The outcomes you picked, from those visits |
| **Share of site traffic** | Your posts' visits as a share of all visits to your site in the range |

Switch between **Platform**, **Campaign** and **Post** to see which channel, campaign or individual post sent the most.

### Search

| Report | Meaning |
|---|---|
| **Branded search** | Weekly impressions for searches that include your names. The long-term sign that your content is building recognition |
| **Near page one** | Queries where one of your pages ranks 8 to 20 on average, just off the first page of results. Each has **Create idea** |
| **Top queries by clicks** | What people actually click through on |

Each published post's side panel and each campaign page also show a **Website** row with the visits and key events they sent.

## Turn searches into posts

**Near page one** lists the cheapest wins in search. A new post, clip or article on exactly that topic, linking to the page that ranks, can help the page climb.

1. Open **Near page one** and sort by impressions.
2. Click **Create idea** on the two or three queries with the most impressions. Each idea arrives prefilled with the query and the page.
3. Make something on exactly that topic, such as a clip, a post, an article or an episode segment, and link it to the page that ranks.
4. Check **Top queries by clicks** for topics people already find you for, and build a series around the strongest one.

See [Ideas and scripts](https://docs.conviapro.com/docs/ideas-and-scripts.md) for developing the ideas.

## Grow traffic with a weekly routine

- **Link to your site** from the posts that should bring people there: an episode page, a newsletter sign-up, a booking page. Keep tagging on. Where your plan includes first comments, on platforms that support one, such as LinkedIn Company Pages, Facebook and Threads, a link in the first comment keeps the caption clean and is tagged too.
- **Each week**, open **From your Convia posts** by **Platform** to see which channel sends engaged visitors, then by **Post** to find the posts worth repeating or reposting. Watch **Share of site traffic** climb as you add links.
- **Each week**, use **Create idea** on the top **Near page one** queries.
- **Month over month**, watch **Branded search**. It moves slowly; a rise after a campaign, a guest appearance or a launch is the clearest sign your content is building a name people look up.

> [!TIP]
> Visits from your posts start at zero when you first connect, because only posts published after tagging is on, and that link to your site, can be credited. Until then, the Search card and **Share of site traffic** already show how your site is found.

## When website data arrives

| Source | Timing |
|---|---|
| Collection | Every hour |
| First collection | 90 days of Google Analytics and 16 months of search history, brought in over a few runs |
| Google Analytics | Runs through yesterday |
| Search Console | About three days behind |
| Bing | Updates about once a week. Bing reports queries without a page, so Bing rows have no page |

Until a property's first collection finishes, the Web tab and the **Website** rows say **Waiting on first sync**. Convia never shows a zero for data it has not collected yet.

## Ask your AI assistant about your website

Assistants connected through **Integrations → MCP Connections** can ask for your website traffic and your search queries, including the near-page-one list, and get the same numbers as the Web tab. See [MCP tools](https://docs.conviapro.com/docs/mcp-tools.md).

## Troubleshooting website analytics

### The card says Needs reconnect

Google or Bing stopped letting Convia read your data, for example because access was removed in your Google account. Managers get one notification and the Web tab shows a banner. For Google, click **Reconnect with Google**. For Bing, disconnect and paste a new key. Collection picks up where it stopped.

### A property says the provider refused access

Your account lost access to that property in Google or Bing. Restore access there, then save the selection again. Your other properties keep collecting meanwhile.

### A property is greyed out

Its domain is not in your list. Add the domain under **Brand Brain → Voice & Tone → Your websites**, save, and pick the property again.

### No properties are listed

The Google account you connected cannot see any. Reconnect with the account that can.

### The Web tab shows no visits from my posts

Check that **Tag links to your websites** is on, and that your recent posts link to your site rather than only to YouTube. The **Search** card and **Share of site traffic** fill in as soon as the first collection finishes, whatever your posts link to.

## Related

- [Analytics](https://docs.conviapro.com/docs/analytics.md): post, audience and episode performance on every platform.
- [Grow website traffic](https://docs.conviapro.com/docs/grow-website-traffic.md): a guide to turning social reach into visits and search visibility.
- [Ideas and scripts](https://docs.conviapro.com/docs/ideas-and-scripts.md): develop the ideas you create from search queries.
- [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md): where **Voice & Tone** and **Your websites** live.
- [MCP tools](https://docs.conviapro.com/docs/mcp-tools.md): ask an assistant for your website numbers.

---

Source: https://docs.conviapro.com/docs/website-analytics · Section: Analytics · Last updated: 2026-10-03


---

# Plans, trials & billing

> Compare Convia Pro plans, start a free trial, change or cancel your plan, add extras, and manage your card and invoices.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Convia Pro is sold as monthly or yearly plans, and every paid plan starts with a free trial. This page explains what each plan includes, how trials work, and how to change, restart or cancel a subscription. For prices, see [conviapro.com/pricing](https://conviapro.com/pricing).

## Who can manage billing

Billing has its own entry, **Billing**, under **Workspace** in the launcher. Workspace owners and managers can open it; other roles don't see it. Each workspace has its own subscription, so if you belong to several workspaces, each one has its own plan, trial and invoices.

## Compare plans

Convia currently sells three plans: **Creator**, **Professional** and **Business**. Every plan starts with a 14-day free trial.

| | Creator | Professional | Business |
|---|---|---|---|
| Episodes per month | 4 | Unlimited | Unlimited |
| Storage | 50 GB | 100 GB | 250 GB |
| AI credits per month | 150 | 500 | 750 |
| Largest video upload | 5 GB | 15 GB | 20 GB |
| Connected social accounts | 3 | 6 | 10 |
| Platforms you can publish to | All 8 | All 8 | All 8 |
| More than one account per platform | No | Yes | Yes |
| Posts published per day | 10 | 50 | 50 |
| Posts in the scheduled queue | 100 | Unlimited | Unlimited |
| Bulk scheduling | No | Yes | Yes |
| AI thumbnails | No | Yes | Yes |
| Bring your own OpusClip and Descript keys | No | Yes | Yes |
| Connect AI assistants (MCP) | No | Yes | Yes |
| Analytics | Basic, with export | Advanced, with export | Advanced, with export |
| Team members per workspace | 1 | 5 | 5 |
| Roles and permissions, including view-only | No | Yes | Yes |
| Support | Email | Priority | Priority and dedicated |

> [!NOTE]
> Plans change from time to time. The [pricing page](https://conviapro.com/pricing) always lists the current plans, and **Usage & Quotas** on the **Billing** page shows the limits on your own plan.

Other features, such as content automations, Autopilot, Trend Discovery and the Content Generation Lab, are included only on some plans. When a feature isn't on your plan, its entry is hidden or its page shows a locked card with a **View plans** button.

### How plan limits are counted

- **Episodes per month** counts episodes you create. Publishing an episode to YouTube doesn't count it again, and episodes brought in from your podcast RSS feed don't count.
- **Posts per day** is checked when a post publishes. If a post would go over your limit, it goes back to **Draft** instead of failing, so you can publish it after the limit resets or after you upgrade.
- **Scheduled queue** counts posts that are scheduled, approved or publishing. When the queue is full, the post editor won't schedule more.
- **Connected social accounts** counts connected channels only. A channel you added with **Add offline** doesn't count.
- **Team members** is a seat limit. At the limit, **Invite Member** on **Settings → Members** is disabled.

### Legacy and custom-priced plans

If your plan is no longer sold, Billing shows a **Legacy** badge. You can keep it as long as you like, but moving to another plan is permanent: a legacy plan can't be bought again.

If your plan has custom pricing, Billing says so. Contact support to change it, so your rate isn't disturbed. Workspaces under an agency or enterprise contract are billed through that contract instead. See [Agencies & managed accounts](https://docs.conviapro.com/docs/agencies-and-managed-accounts.md).

## Start your free trial

Anyone can sign up without payment details. Guided setup runs first, on a starter pool of 75 AI credits, so you can build your [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md) before you choose anything.

1. Finish guided setup. Convia shows **Start your free trial** (or **Choose your plan** if your workspace has already used its trial). Click **Choose a Plan**.
2. Pick **Monthly** or **Yearly**, then pick a plan. Yearly plans show the annual amount you'll be billed.
3. If you have a signup code, click **Have a signup code?** and enter it.
4. Read the line above the button. It says what's charged today and the date of your first charge, or that no card is needed.
5. Click **Start free trial** or **Continue to Checkout** and complete checkout. You return to Convia and see **Subscription Activated!**

If a free plan is offered, it appears in the picker. Choose it and click **Continue**: it applies straight away with no card.

Until you choose a plan, this screen stays in front of the workspace and scheduled posts don't publish. Nothing you created is deleted.

### Trial rules

- **Length:** 14 days, unless a signup code gives you more.
- **Card:** depending on the current offer, the trial starts with or without a card. The plan picker says **No credit card required** when that applies.
- **One trial per workspace.** If your workspace has used its trial, billing starts as soon as you subscribe.
- **Credits:** your trial includes your plan's monthly AI credits.
- **Changing plans during the trial** charges nothing and keeps the trial running. Your first charge is for the new plan.
- **Paid add-ons end the trial.** Adding one at checkout or during the trial starts billing that day. Credit packs don't affect the trial.
- **Reminders:** owners and managers see a days-remaining badge in the header, which turns red at 3 days or fewer. Click it to open Billing. Trial reminders, receipts and payment failure notices are emailed to every workspace owner.

### Signup codes

A signup code gives you either extra free trial days or a discount, never both. Enter it under **Have a signup code?** in the plan picker. A code in a signup link you were sent is applied for you. The field tells you right away whether the code is valid. If it isn't valid or has expired, you can continue without it.

A code for extra trial days doesn't apply to a workspace that has already used its trial.

## When your trial ends

- **With a card on file**, the trial converts to your paid plan and the first payment is taken on the date shown when you started.
- **Without a card**, your workspace pauses instead of charging you, and you get an email. Nothing is deleted. See [Restart a paused workspace](#restart-a-paused-workspace).
- **If you canceled during the trial**, it runs to its last day and nothing is charged. Billing shows **Cancels on** the end date, followed by "will not convert to paid".

## Restart a paused workspace

When a workspace can't be used for a billing reason, Convia shows a screen that says why and what to do.

| Screen title | Why | What to do |
|---|---|---|
| **Start your free trial** or **Choose your plan** | No plan chosen yet | Click **Choose a Plan** |
| **Add a payment method to continue** | The trial ended without a card | Add a card, then restart (steps below) |
| **Payment didn't go through** | A payment failed | Click **Update Payment Method** |
| **Confirm your payment** | Your bank asked for a confirmation that wasn't completed | Click **Confirm payment** |
| **Welcome back** | Your subscription ended | Click **Restart my workspace** and choose a plan |
| **Agency Account Paused** | Your agency's contract is paused | Contact your agency's account administrator |

To restart after a trial ended without a card:

1. Click **Update Payment Method** and add a card in the billing portal.
2. Back in Convia, read the line above **I've added a card, restart my subscription**. It shows what restarting charges: your plan's full monthly or yearly price, charged today.
3. Click **I've added a card, restart my subscription**. The workspace is available again once the payment goes through.
4. If your bank asks for confirmation, click **Complete payment** and finish there.

To pick another plan instead, click **Cancel this subscription and choose another plan**, then **Yes, cancel it and choose another plan**. Nothing is charged, and you can choose a plan straight away.

Every paused screen also lets you switch to another workspace you belong to.

> [!WARNING]
> Scheduled posts don't publish while a workspace is paused for billing. A post that comes due is marked **Failed** and you're notified. Reschedule it after the workspace is running again.

## Change your plan

1. Open **Billing** and click **Change Plan**.
2. Pick **Monthly** or **Yearly** and a plan, then click **Review change**.
3. Read **Confirm your plan change**. It shows what's charged today, the new recurring amount and the date of the next invoice.
4. Click **Confirm and pay**, **Confirm change** or **Schedule change**, whichever the dialog offers.

When a plan change takes effect depends on the change:

| Change | When it applies | What's charged |
|---|---|---|
| A higher-priced plan, same billing interval | Right away | Nothing today. A prorated adjustment appears on your next invoice |
| Monthly to yearly | Right away. A new yearly period starts today | The yearly price today, less a credit for unused time on your current plan |
| A cheaper plan, or yearly to monthly | At the end of your current billing period. You keep your current features until then | Nothing today |
| Any change during a free trial | Right away | Nothing. The trial continues |

Good to know:

- If the price changes or the quote expires before you confirm, Convia shows the new amount and asks again.
- A scheduled change shows a **Plan change scheduled** banner with **Cancel scheduled change**. While a change is scheduled, picking a cheaper plan replaces it. To upgrade, cancel the scheduled change first.
- If you pay for an add-on, cancel the add-on before moving to a cheaper plan, switching between monthly and yearly billing, or moving to a plan that already includes what the add-on gives you.
- If a cancellation is pending, moving to a higher-priced plan or from monthly to yearly undoes the cancellation, and the subscription renews on the new plan. To move to a cheaper plan instead, undo the cancellation first with **Keep my plan** (or **Reactivate Plan**), then change plans.

## Buy and cancel add-ons

Add-ons are extras billed on your existing subscription, on the same invoice. The ones on offer are listed under **Add-ons** on the **Billing** page, for example **Managed Clipping**, which creates clips through Convia using your AI credits.

1. Under **Add-ons**, click the **Add** button next to the add-on you want.
2. Review the exact charge: what's due today and what appears on your next invoice.
3. Click **Confirm and add** or **Confirm and pay**.

Rules for add-ons:

- **During a free trial**, adding an add-on ends the trial and starts your paid subscription that day. This can't be undone. Click **Keep my trial** to back out.
- **With no payment method yet**, Convia sends you to checkout to pay for your plan and the add-on together, without the free trial.
- **On a subscription that's set to end**, you can't add extras. Reactivate it first.
- **To cancel**, click **Cancel** on the add-on, then **Cancel add-on**. You keep it until the end of the billing period you've paid for, and its badge reads **Ending**.

## Manage your card and invoices

- **Manage Billing** on the **Billing** page opens the billing portal, where you update the card on file.
- **Billing History** lists your invoices with their status. Download each one or open it online. Prorated changes appear as an adjustment on your next invoice, not as a separate charge.
- **Set Up Billing** appears if your workspace has a paid plan with no billing behind it yet. Click it to complete checkout.

## Cancel your subscription

1. Open **Billing** and find **Danger Zone**.
2. Click **Cancel Subscription** and pick a reason under **Why are you canceling?**
3. Click **Cancel at Period End**. Convia may first offer a cheaper plan: click **Switch to this plan** to move at the end of the period with nothing charged today, or **No thanks, cancel anyway**.
4. Billing shows **Cancels on** and the end date.

What happens next:

- Your plan stays active until the end of the current billing period. No refund is issued for the remaining time.
- If the subscription is paused or its first payment was never completed, canceling ends it immediately, because nothing more would be billed.
- When the subscription ends, the workspace moves to the free plan and shows **Welcome back** until you choose a plan again. Your content is kept, and you can resubscribe at any time.

Changed your mind before the end date? Click **Reactivate Plan** under **Changed your mind?**, or **Keep my plan** in the plan picker.

## Related

- [AI & credits](https://docs.conviapro.com/docs/ai-credits.md): how monthly credits, top-up packs and credit costs work.
- [Connect your AI accounts](https://docs.conviapro.com/docs/connect-ai-accounts.md): use your own OpusClip, Descript, ElevenLabs or HeyGen account.
- [Workspaces & teams](https://docs.conviapro.com/docs/workspaces-and-teams.md): roles, seats and switching between workspaces.
- [Agencies & managed accounts](https://docs.conviapro.com/docs/agencies-and-managed-accounts.md): one contract covering several workspaces.
- [Get support](https://docs.conviapro.com/docs/get-support.md): contact us about a charge, an invoice or a custom plan.

---

Source: https://docs.conviapro.com/docs/plans-and-billing · Section: Account & billing · Last updated: 2026-10-03


---

# AI & credits

> How AI credits work in Convia Pro, what each AI action costs, how to buy top-up packs, and what happens when you run out.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Convia Pro's AI features run on credits. Every AI action has a set cost, and each workspace has its own credit balance, made up of a monthly allowance from your plan plus any top-up packs and bonus credits. This page explains where credits come from, what they're spent on and what happens when you run out.

## How AI credits work

- **Credits belong to a workspace.** Each workspace has its own balance and its own plan. Credits aren't shared or moved between workspaces, so if you belong to several, each shows a different balance.
- **Each AI action has a cost.** Writing a post, generating a thumbnail or transcribing an episode spends credits from the workspace you're working in. See [What each AI action costs](#what-each-ai-action-costs).
- **Work you do by hand is free.** Creating, editing, scheduling and publishing never cost credits.

## Where credits come from

| Source | How you get it | How long it lasts |
|---|---|---|
| Monthly allowance | Your plan adds credits on the 1st of each month. The amount depends on your plan (see [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md)) | Until the end of the month, unless your plan includes rollover |
| Rolled-over credits | On plans that include rollover, unused monthly credits carry into the following month or months | For the extra months your plan allows |
| Top-up packs | One-time purchases you make from Billing | 12 months from purchase. Packs never roll over |
| Bonus credits | 75 starter credits at signup for guided setup, credits returned and awarded when you finish guided setup, rewards for some setup milestones, and refunds for failed generations | 365 days from when they're added |

Your free trial includes your plan's monthly allowance, and a new workspace receives its plan's full monthly allowance as soon as its plan starts. A free plan, where one is offered, has no monthly allowance: AI features on it run on credits you already have or buy.

If your plan includes unlimited AI credits, Billing shows no limit on your monthly credits and top-up packs aren't offered.

## Check your credit balance

Owners and managers can see the full picture on the **Billing** page, under **Workspace** in the launcher:

- **Credits available** shows your total and how it breaks down: **Monthly allocation**, **Rolled over**, **Top-up packs** and **Bonus credits**.
- **Usage & Quotas** shows **AI Credits (this month)** against your plan's monthly amount.
- **AI Credit Usage History** lists each AI action with its date and **Credits Used**. Filter it to **Last 7 days**, **Last 30 days** or **All time**.
- **Top-up purchases** lists the packs bought for this workspace.

A banner warns you when credits are running low, so you can top up before you run out.

## The order credits are spent in

When an AI action runs, Convia takes credits in this order:

1. Your monthly allowance, oldest month first, so rolled-over credits go before this month's.
2. Credits we've added for you, such as refunds and milestone rewards.
3. Top-up packs.
4. Your signup and guided-setup credits.

Monthly credits are spent first because they expire soonest.

## What each AI action costs

These are the standard costs. Credit costs can change, and where an action shows its cost in the app, that figure is current.

| Area | Action | Credits |
|---|---|---|
| Episode and video | Transcription | 1 per minute of audio or video, rounded up |
| Episode and video | Episode Insights | 30 |
| Episode and video | Chapter Markers | 20 |
| Episode and video | YouTube Titles | 15 |
| Episode and video | Generate Description | 15 |
| Episode and video | Conversation Outline | 20 |
| Content creation | Generate Post | 10 |
| Content creation | Generate Article | 25 |
| Content creation | Posts from Clip | 15 |
| Content creation | Content Suggestions | 10 |
| Content creation | Promotion Post | 10 |
| Images and Content Lab | Generate Thumbnail | 25 |
| Images and Content Lab | Refine Thumbnail | 10 |
| Images and Content Lab | Infographic | 20 |
| Images and Content Lab | Quote Card | 15 |
| Images and Content Lab | Brand Graphic | 20 |
| Ideas and scripts | AI Idea from Trend | 10 |
| Ideas and scripts | Script from Idea | 20 |
| Ideas and scripts | Script from Trend | 15 |
| Ideas and scripts | Chat Script Dev (per message) | 5 |
| Campaigns and trends | Campaign Setup | 25 |
| Campaigns and trends | Magic Campaign | 20, plus 5 per platform and 15 per article |
| Campaigns and trends | Trend Discovery | 15 for 1 topic, 25 for 2 to 3 topics, 35 for 4 to 5 topics |
| Campaigns and trends | Magic Repurpose, full run on a new episode | About 100 to 150 |
| Clipping | Managed Clipping (add-on) | 2 per minute of source video, with a minimum of 20 per job |

Worked examples:

- A 45-minute episode costs 45 credits to transcribe.
- A [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md) for 3 platforms with 1 article costs 20 + 15 + 15 = 50 credits.
- A 6-minute video sent to Managed Clipping costs the 20-credit minimum.
- [Magic Repurpose](https://docs.conviapro.com/docs/magic-repurpose.md) runs several AI steps in one go, so its cost is the sum of those steps. Its "skip existing" option lowers the cost by not redoing what the episode already has.

### Actions that never cost credits

- Creating and editing content by hand, including editing AI output
- Quick Idea from a trend
- Scheduling and publishing
- Viewing and navigating anything in the app
- Work done through your own connected OpusClip, Descript, ElevenLabs or HeyGen account. See [Credits and your own AI accounts](#credits-and-your-own-ai-accounts)

## Buy a top-up pack

Top-up packs are one-time purchases that add credits to the current workspace without changing your plan. Packs currently come in 100 credits (**Plus Pack**), 250 credits (**Pro Pack**) and 500 credits (**Power Pack**). Each pack's price is shown under **Buy credits** before you buy.

1. Click **Top up credits** in your avatar menu, or open **Billing** and find **Buy credits**.
2. Pick a pack and click **Buy Credits**.
3. Complete the one-time payment on the checkout page.
4. Back in Convia you see **Purchase confirmed** and the new credits appear in **Credits available**.

If you leave checkout without paying, Convia shows **Top-up canceled** and nothing is charged. Buying a pack doesn't affect a free trial.

Only owners and managers can buy packs. In a workspace under an agency or enterprise contract, top-ups are handled by the agency owner. See [Agencies & managed accounts](https://docs.conviapro.com/docs/agencies-and-managed-accounts.md).

## When you run out of credits

If an AI action needs more credits than you have, Convia opens **AI Credits Exhausted** instead of running it. The dialog shows how many credits you've used, how many remain, how many the action needs and when your monthly credits reset. From there:

- Click **Buy Credits** to buy a top-up pack.
- Click **Upgrade Plan** to move to a plan with a larger monthly allowance.
- Or wait for your monthly allowance to refresh on the 1st.

With no credits you can still edit existing content, create content by hand, and schedule and publish posts.

> [!TIP]
> Set up your [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md) before you use AI features. Better brand settings mean fewer drafts to redo, so you spend fewer credits. See [How AI uses your brand](https://docs.conviapro.com/docs/how-ai-uses-your-brand.md).

## Failed generations and refunds

If an AI generation fails, Convia returns its credits automatically in most cases. Failed thumbnail generations and failed Managed Clipping jobs, for example, are refunded this way.

Credits for a generation that succeeded aren't refunded, even if you delete the result. AI output is saved as a draft, so delete what you don't need. If a failed generation wasn't refunded, [contact support](https://docs.conviapro.com/docs/get-support.md).

## Credits when you change plans

- Credits you already have keep their original expiry date and are spent in the usual order.
- After a mid-month change between paid plans, the new plan's monthly allowance applies from the 1st of the next month.
- If you need more credits before then, buy a top-up pack.

See [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md) for how the charge itself changes.

## Credits and your own AI accounts

Work that runs on your own provider account never uses Convia credits. OpusClip clips, Descript edits, ElevenLabs voiceovers and HeyGen avatar videos made with your own connected key are billed by that provider. Convia credits pay only for Convia's own AI features, such as writing and image generation. Having Convia draft a custom prompt for an OpusClip job is one of those features, so it costs credits even when the clipping itself runs on your own key.

The exception is the **Managed Clipping** add-on, which runs clipping on Convia's OpusClip account and charges your AI credits. If you have Managed Clipping and also connect your own OpusClip key, clipping switches to your account and stops costing credits. See [Connect your AI accounts](https://docs.conviapro.com/docs/connect-ai-accounts.md).

## Related

- [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md): monthly credit amounts by plan, and how to upgrade.
- [Connect your AI accounts](https://docs.conviapro.com/docs/connect-ai-accounts.md): use your own provider accounts instead of credits.
- [Magic Repurpose](https://docs.conviapro.com/docs/magic-repurpose.md): the one-click episode workflow and what it creates.
- [How AI uses your brand](https://docs.conviapro.com/docs/how-ai-uses-your-brand.md): get better results from each credit you spend.

---

Source: https://docs.conviapro.com/docs/ai-credits · Section: Account & billing · Last updated: 2026-10-03


---

# Connect your AI accounts

> Connect your own OpusClip, Descript, ElevenLabs or HeyGen account so Convia can use those tools, with the provider billing you directly.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Convia Pro can use your own accounts at OpusClip, Descript, ElevenLabs and HeyGen. You bring your own API key (often called BYOK), and the work runs on your provider account and is billed by the provider, not paid with Convia credits. Workspace owners and managers connect these accounts under **Integrations**, under **Workspace** in the launcher.

## Providers you can connect

| Provider | What it does in Convia | Where to connect it |
|---|---|---|
| **OpusClip** | Generates short, vertical highlight clips from an episode, which you review inside Convia | **Integrations → OpusClip** |
| **Descript** | Sends an episode's recording to Descript's AI editor and brings the finished cut back as your final video. Also imports or creates clips from the episode's Descript project | **Integrations → Descript** |
| **ElevenLabs** | Generates AI voiceovers in the Content Lab | **Integrations → ElevenLabs** |
| **HeyGen** | Generates talking-avatar videos from a photo or avatar plus a script | **Integrations → HeyGen** |

Website analytics tools (Google Analytics, Search Console and Bing Webmaster Tools) connect separately. See [Website analytics](https://docs.conviapro.com/docs/website-analytics.md).

## What changes when you use your own key

- **The provider bills you.** Clips, edits, voiceovers and avatar videos made with your key are billed by the provider to your account. With your own key, Convia doesn't resell provider credits.
- **No Convia credits are used** for that work. Each provider card has a **Manage credits at** link to the provider's own billing page. One exception: having Convia draft a custom prompt for an OpusClip job is a Convia AI feature, so that step does use credits.
- **Convia's own AI features still use credits.** Writing, image generation and the other features listed in [AI & credits](https://docs.conviapro.com/docs/ai-credits.md) are paid from your AI credit balance.

## Before you connect

- **Your plan must include the integration.** On the current plans, using your own OpusClip and Descript keys is included on Professional and Business. ElevenLabs and HeyGen aren't listed on the pricing page, and because they're used in the Content Generation Lab, your plan also needs the Lab. If a provider doesn't appear under **Integrations**, your plan doesn't include it and you can't connect it. See [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md).
- **You need to be a workspace owner or manager.**
- **Have your API key ready.** Create or copy it in your account at the provider.

## Connect a provider

1. Open **Integrations** and pick the provider.
2. Paste your key into the provider's API key field, for example **OpusClip API key**.
3. Click **Validate**.
4. Convia checks the key with the provider. When it's accepted, the card shows a **Connected** badge and, if the provider reports one, the plan your key belongs to.

From then on, the provider's features in Convia run against your account.

### Connect OpusClip or Descript from an episode

You don't have to visit **Integrations** first. On an episode's **Clips** page, choose **Add clips**, then the OpusClip or Descript option. If your workspace hasn't added that provider's key yet, the menu asks for it right there and is ready to use as soon as the key is checked. For Descript, you then attach a Descript project to the episode. These options appear for workspace owners and managers.

## Replace or disconnect a key

To disconnect a provider:

1. Open the provider's page under **Integrations**.
2. Click **Disconnect** and confirm.

Your key is removed from Convia, and new generations are blocked until you connect a key again. Work still running at the provider may not come back into Convia after you disconnect, so let running jobs finish first.

To replace a connected key, disconnect it first, then paste the new key and click **Validate**. If the card shows **Invalid key** or **Not validated**, there's nothing to disconnect: paste the new key and click **Validate**.

### What the key badges mean

| Badge | Meaning |
|---|---|
| **Connected** | The key was accepted when it was checked and is in use |
| **Not validated** | The key hasn't been confirmed yet. Paste it again and click **Validate** |
| **Invalid key** | The provider rejected the key when it was checked. Paste a new key and click **Validate** |

If you revoke a key at the provider, the card can keep showing **Connected** while generations fail. Disconnect it and connect the new key.

## How Convia protects your key

- Your key is encrypted at rest.
- It's decrypted only in memory, at the moment a generation needs it.
- To change a saved key, you disconnect it and paste a new one.
- Disconnecting removes the key from Convia.
- Only workspace owners and managers can connect or disconnect a provider.

## OpusClip: your own key or Managed Clipping

There are two ways to make clips with OpusClip in Convia:

- **Your own OpusClip key.** Clips run on your OpusClip account and use no Convia credits.
- **The Managed Clipping add-on.** Clips run on Convia's OpusClip account, with no OpusClip subscription or key of your own. The add-on is billed on your subscription, with its price shown before you buy, and each job is charged in AI credits based on the length of the source video. Buy it on the **Billing** page. See [AI & credits](https://docs.conviapro.com/docs/ai-credits.md) for the credit cost.

If your plan doesn't include the OpusClip integration and you don't have Managed Clipping, OpusClip isn't listed under **Integrations**. You can also get Managed Clipping by choosing **Create clips with OpusClip** from an episode's **Add clips** menu. While Managed Clipping is active, the OpusClip page under **Integrations** shows a **Managed** badge and there's nothing to connect.

If you have both, your own key wins: connecting it switches the workspace to your OpusClip account and jobs stop costing AI credits. If you cancel Managed Clipping, jobs already running finish, and after the end of your billing period you need your own OpusClip key to create new clips.

## Choose the AI text model (Enterprise)

On Enterprise plans, you can choose which AI model writes text for a workspace.

1. Go to **Settings → AI Settings**.
2. Under **AI Model**, pick **Use platform default** or a specific model.
3. Click **Save Settings**.

With **Use platform default**, the workspace always follows the latest model Convia selects. A workspace pinned to a specific model keeps that model and doesn't follow later changes to the default. Enterprise isn't one of the plans on the pricing page. On Professional and Business, the page shows that AI Model Switching is available on Enterprise plans and the workspace uses the platform default. **AI Settings** isn't available on Creator.

## Related

- [AI & credits](https://docs.conviapro.com/docs/ai-credits.md): what Convia's own AI features cost and how to top up.
- [Clip imports](https://docs.conviapro.com/docs/clip-imports.md): bring clips made in OpusClip or Descript into an episode.
- [Content Generation Lab](https://docs.conviapro.com/docs/content-generation-lab.md): where ElevenLabs voiceovers and HeyGen avatar videos are made.
- [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md): which plans include each integration, and how to buy Managed Clipping.

---

Source: https://docs.conviapro.com/docs/connect-ai-accounts · Section: Account & billing · Last updated: 2026-10-03


---

# Agencies & managed accounts

> Run several client shows under one agency contract, see every workspace on the Agency Board, sync your team, and understand contract billing.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

A managed account is one contract that covers several Convia Pro workspaces. It's built for production agencies that run shows for their clients, and for organizations with several shows under one bill. Convia sets the account up with you; it isn't bought at checkout. This page covers what the agency owner sees and what changes for the workspaces under the contract.

## How a managed account works

- **One contract, one bill.** The contract pays for every workspace under the account. Those workspaces have no billing of their own.
- **Workspace count is set by the contract.** Your contract says how many workspaces the account can hold.
- **Each workspace runs on a plan set under your contract.** That can be a standard plan such as Professional, or a plan made for your agency, and workspaces under one account can be on different plans. Seat limits inside each workspace follow its plan.
- **Workspaces stay separate.** Each show keeps its own brand settings, content, members and social channels, as described in [Workspaces & teams](https://docs.conviapro.com/docs/workspaces-and-teams.md).

## Set up an agency account

Managed accounts are arranged with Convia directly. Get in touch through [conviapro.com/contact](https://conviapro.com/contact), or talk to your Convia representative if you already have one. Convia then:

- creates the account for the agency owner, who needs an existing Convia login;
- creates new workspaces under the account, or moves your existing workspaces into it.

You can't add workspaces to the account yourself. Ask your Convia representative when you take on a new show.

When an existing workspace moves under your account, its own subscription is canceled, because the contract now covers it. If a workspace later leaves your account, it moves to the free plan and needs its own subscription to carry on as before. Your agency team is also removed from that workspace, apart from its owners.

## The Agency Board

The **Agency Board** is the agency owner's view of every show under the contract. Open it from **Agency** under **Workspace** in the launcher. The Agency pages are for the agency owner: people on your agency team work inside the workspaces but don't get these pages.

Each workspace card shows:

- the show's logo and name, and the names of its clients;
- **new intake**: episodes your client submitted through the Client Portal that are still drafts;
- **in production**: your team's other draft episodes;
- **total**: every episode in the workspace;
- **Open**, which takes you into that workspace.

The board lists only workspaces under your managed account. Other workspaces you belong to stay in the normal workspace switcher.

The **Workspaces** page lists the account's workspaces in a table with each one's **Plan** and **Status**.

## Manage your agency team

The **Users** page lists the people on your agency account, with their role and when they were added.

To add someone to your agency team, contact your Convia representative. Each person is on the team as a **Manager** or a **Member**.

To give your agency team access to your shows, click **Sync Members to Workspaces** on the **Users** page. Convia adds everyone on your agency team to every workspace under the account and notifies anyone newly added.

How sync assigns roles:

| Agency role | Role in each workspace |
|---|---|
| Owner or Manager | **Manager** |
| Member | **Contributor** |

People who are already members of a workspace keep the role they have there. The sync is safe to run again whenever workspace membership is out of step, for example after someone joins your agency team. Workspaces that Convia creates or moves into your account get your agency team automatically.

## Billing for managed workspaces

- The agency **Billing** page explains that billing for managed accounts is handled by your sales representative. Contact sales@conviapro.com or your account manager for any change to the contract.
- Inside each workspace, the **Billing** page says the workspace is part of a managed account contract. Changing or canceling the plan, buying add-ons and buying credit top-ups aren't available there. The workspace's owners and managers ask the agency owner, who arranges changes through the contract.

## If the contract lapses

If the contract's payment lapses, or the contract is paused, every workspace under the account pauses at once. Members see **Agency Account Paused** with a message to contact the account administrator. There are no payment buttons, because only the agency can resolve it. Nothing is deleted, and access comes back automatically when the contract is reactivated.

From the paused screen, members can still switch to any other workspace they belong to.

> [!WARNING]
> Scheduled posts don't publish while a workspace is paused. A post that comes due is marked **Failed** and the team is notified. Reschedule those posts once the contract is active again.

## Give your clients access

Each workspace can invite its client to the [Client Portal](https://docs.conviapro.com/docs/client-portal.md), where they see the episodes you've marked ready, leave comments, submit new recordings and, if you allow it, connect their own social channels. The portal header shows **Produced by** and your agency's name under the show's name.

Recordings a client submits land in the **Intake** tab on that workspace's Episodes page, and they're counted as **new intake** on the Agency Board while they're still drafts.

## Related

- [Client Portal](https://docs.conviapro.com/docs/client-portal.md): invite clients and choose what they see.
- [Workspaces & teams](https://docs.conviapro.com/docs/workspaces-and-teams.md): roles inside each workspace and how to switch between them.
- [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md): what the standard plans include.
- [Get support](https://docs.conviapro.com/docs/get-support.md): help with an agency account or contract.

---

Source: https://docs.conviapro.com/docs/agencies-and-managed-accounts · Section: Account & billing · Last updated: 2026-10-03


---

# Refer and earn

> Join the waiting list for the Convia Pro referral program, and once approved, share your link and track your signups and earnings.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Refer and Earn is Convia Pro's referral program: you share a personal link and earn a share of what the people you refer go on to pay. The program isn't open to everyone yet. Today, the page lets workspace owners and managers join a waiting list. Find it under **Refer and Earn** at the bottom of the sidebar.

## Join the waiting list

1. Click **Refer and Earn** at the bottom of the sidebar. The page is marked **Coming soon** and explains how the program will work.
2. Click **Notify me**.
3. The page now says **You are on the list**, with the date your interest was recorded.

Clicking **Notify me** records your interest and nothing more. No link is created and nothing is promised yet. We review every request by hand and email you when the program opens, with your commission rate and the program terms.

Only workspace owners and managers can register interest, because the program applies to the whole workspace. Other members don't see **Refer and Earn**, so ask an owner or manager.

## Share your referral link

Once you're approved, the page shows **Your referral link**. If the page says you're approved but your link is still being set up, and the link doesn't appear, [contact support](https://docs.conviapro.com/docs/get-support.md).

- Click **Copy** next to the link, or use **Share by email** or **Copy message** to send a ready-written note with the link in it.
- Anyone who signs up through your link is credited to you automatically from the moment they join. Signups for your own workspace, or for a workspace you own or manage, don't count.
- If people who use your link get a free trial, the page says how many days it lasts.

If you already had a referral link from before the waiting list, it keeps working exactly as before.

## Track your referrals

**Your referrals** shows four totals:

| Total | What it counts |
|---|---|
| **Signups** | People who signed up through your link |
| **Now paying** | Those signups who have started a subscription, including anyone still on a free trial |
| **Earned** | What you've earned so far |
| **Pending payout** | Earnings not yet included in a payout to you |

You see counts only, never the names or details of the workspaces that signed up. If your commission rate hasn't been set yet, the page says so and shows a dash instead of an amount. Your referrals are still tracked in the meantime.

## How earnings and payouts work

- You earn a share of what the people you refer actually pay, after any discount they used, on the terms confirmed when you're approved.
- Free trials don't earn anything.
- Refunds, credit notes and lost payment disputes come back out of your balance.
- Earnings are totaled at the end of each month and paid out once your balance passes the program's minimum.
- Payouts are handled by our team. For a question about a specific referral, [contact support](https://docs.conviapro.com/docs/get-support.md).

If the page says the referral program isn't active on your workspace, get in touch and we'll pick it up with you.

## Related

- [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md): the plans the people you refer can choose from.
- [Workspaces & teams](https://docs.conviapro.com/docs/workspaces-and-teams.md): who counts as an owner or manager.
- [Get support](https://docs.conviapro.com/docs/get-support.md): questions about your commission or a payout.

---

Source: https://docs.conviapro.com/docs/refer-and-earn · Section: Account & billing · Last updated: 2026-10-03


---

# Convia for AI agents

> The 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.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Convia Pro is built to work with AI agents as well as people. An agent can learn how Convia works by reading these docs, and it can act on a workspace, reading content and writing drafts, through the Convia MCP server. This page explains both, what an agent is and is not allowed to do, and where to start.

## Two ways an agent works with Convia

| | Read the docs | Act on a workspace |
|---|---|---|
| What it is | Every docs page as plain markdown, plus an index and a single bulk file | A Model Context Protocol (MCP) server scoped to one workspace |
| What the agent gets | How features work, settings, limits, how-tos | The workspace's own episodes, transcripts, clips, posts, ideas, campaigns and analytics, and the ability to write drafts |
| Needs an account | No | Yes: an Owner or Manager, on a plan that includes MCP Connections |
| Start here | [Machine-readable docs](https://docs.conviapro.com/docs/machine-readable-docs.md) | [Connect an AI assistant (MCP)](https://docs.conviapro.com/docs/mcp-quickstart.md) |

Most agents use both: the docs to understand what a feature does, and MCP to do the work in a specific workspace.

## What an agent can do through MCP

The Convia MCP server exposes 38 tools. With them an agent can:

- **Learn the brand.** Read the workspace's [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md) (voice, audience, content rules, host voice), its prompt templates, its reusable text snippets and its posting schedule.
- **Find source material.** List episodes and guests, read transcripts with speakers and timestamps, search episodes, clips, posts and transcripts, and see which clips have been used least.
- **Check claims.** Search transcripts for a figure or quote before writing it, so content rests on what was actually said.
- **See what exists.** List posts, the calendar, ideas, scripts and campaigns, and see everything already made from an episode, clip or idea.
- **Write drafts.** Create posts (with a clip or existing media attached), whole multi-platform campaigns, ideas, scripts and episode records.
- **Revise its own work.** Read back and update posts, ideas, scripts and a campaign plan that has no posts yet.
- **Take posts back.** Unschedule, archive or move posts to Trash, up to 25 at a time, always with a stated reason.
- **Read results.** Post analytics, website traffic from Convia-tagged links, and the searches that bring people to the workspace's site (these need Advanced Analytics).
- **Stage prompt changes.** Save a new version of a content prompt template for a manager to make live.

The full list, with parameters and limits, is in the [MCP tool reference](https://docs.conviapro.com/docs/mcp-tools.md).

## What an agent cannot do

Convia keeps decisions that publish, approve or declare something with a person.

- **Nothing is published through MCP.** Every post an agent creates is a draft. A draft with a date sits on the calendar until a person schedules it, and a campaign stays a draft until a person activates it. Editing a post a person already scheduled leaves it scheduled. No tool approves a post or sends one to the [approval queue](https://docs.conviapro.com/docs/approval-and-review.md).
- **Published and approved posts are off limits.** An agent cannot edit, archive or delete them. An edit to a post waiting for approval sends it back to draft, so the change is reviewed.
- **Some publish settings stay with you.** An agent can set an Instagram post's format, whether a reel shows in the feed, and trial reels, plus YouTube category, playlists, tags and audio language. It cannot set TikTok privacy or branded-content disclosures, or YouTube's Made for Kids, privacy status or publish time.
- **No new media.** An agent can attach clips and media already in the workspace, but cannot upload files.
- **Live AI prompts are protected.** An agent cannot change the default prompt template or a per-platform social prompt. It can only stage an alternative.
- **No deletions beyond posts.** Ideas are archived rather than deleted, and there are no delete tools for scripts, episodes or campaigns.
- **Read-only settings.** Brand Brain, text snippets and posting schedule settings can be read, not changed.
- **One workspace at a time.** A connection reaches only the workspace in its URL.

## Who can connect

- **Role.** Only a workspace **Owner** or **Manager** can create a token or connect a client, and the role is checked on every request.
- **Plan.** The workspace's plan must include MCP Connections. Post analytics and website analytics tools also need Advanced Analytics, and the campaign plan tools need [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md). See [Plans & billing](https://docs.conviapro.com/docs/plans-and-billing.md).
- **Clients.** Claude on the web, iPhone and Android and Claude Desktop connect with a custom connector that signs in to Convia. Claude Code, a Claude Desktop config file and most other MCP clients use a workspace token.

Details are in [MCP access, permissions & audit](https://docs.conviapro.com/docs/mcp-security.md).

## Credits and accountability

Using MCP spends no [AI credits](https://docs.conviapro.com/docs/ai-credits.md). The agent writes the copy on your own subscription with that AI assistant, and Convia stores the result.

Every tool call is recorded on the **Activity** tab of **Integrations → MCP Connections** (under **Workspace** in the launcher), with the tool, the result and the time it took. Tokens can be revoked at any time, and removing a member or changing their role stops their access on the next request.

## Where to start

1. Read [Connect an AI assistant (MCP)](https://docs.conviapro.com/docs/mcp-quickstart.md) to connect Claude or another client.
2. Try the recipes in [Agent workflows](https://docs.conviapro.com/docs/mcp-workflows.md), starting with drafting one post.
3. Keep the [MCP tool reference](https://docs.conviapro.com/docs/mcp-tools.md) and the [Glossary](https://docs.conviapro.com/docs/glossary.md) at hand for exact names and terms.
4. Point your agent at [Machine-readable docs](https://docs.conviapro.com/docs/machine-readable-docs.md) so it can look up how any feature works.

## Related

- [Connect an AI assistant (MCP)](https://docs.conviapro.com/docs/mcp-quickstart.md): set up a connection in a few minutes.
- [Agent workflows](https://docs.conviapro.com/docs/mcp-workflows.md): tool sequences for common jobs.
- [MCP access, permissions & audit](https://docs.conviapro.com/docs/mcp-security.md): roles, plan, tokens and the Activity log.
- [Machine-readable docs](https://docs.conviapro.com/docs/machine-readable-docs.md): read these docs as markdown.

---

Source: https://docs.conviapro.com/docs/ai-agents-overview · Section: AI agents & MCP · Last updated: 2026-10-03


---

# 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.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

MCP Connections lets Claude and other Model Context Protocol (MCP) clients read and write one Convia Pro workspace: draft posts, campaigns, ideas and scripts, and look things up across episodes, transcripts, posts and analytics. This page walks an Owner or Manager through connecting a client and checking that it works.

## Before you connect

You need three things:

- **The right role.** You are an **Owner** or **Manager** of the workspace. Contributors and Viewers cannot connect. See [Workspaces & teams](https://docs.conviapro.com/docs/workspaces-and-teams.md).
- **The right plan.** The workspace's plan includes MCP Connections. If it does not, **MCP Connections** is missing from **Integrations**. See [Plans & billing](https://docs.conviapro.com/docs/plans-and-billing.md).
- **A client that speaks MCP over HTTP**, such as claude.ai, Claude Desktop or Claude Code.

> [!NOTE]
> To find the page, open the launcher at the bottom left, choose **Integrations** under **Workspace**, then **MCP Connections**. This page writes that as **Integrations → MCP Connections**.

## Find your MCP URL

Each workspace has its own MCP URL, and it ends with that workspace's ID. A connection to one workspace cannot reach another, so connect once per workspace.

1. Switch to the workspace you want to connect.
2. Open **Integrations → MCP Connections**.
3. Expand **How to connect a client** at the bottom of the card.
4. Copy the **Server URL** shown in the setup instructions. Always copy it from here rather than typing or reusing one from another workspace.

On this page, `<your MCP URL>` stands for that Server URL and `mcp_live_…` stands for a token.

## Choose how to sign in

Convia accepts two kinds of credential. Pick by client.

| Client | Credential | Token needed |
|---|---|---|
| claude.ai on the web, iPhone and Android, and Claude Desktop through the same connector | Sign in with your Convia account (OAuth) | No |
| Claude Code | Workspace token in an `Authorization` header | Yes |
| Claude Desktop through a config file | Workspace token, passed by a bridge | Yes |
| Other MCP clients | Workspace token, or OAuth if the client supports a pre-registered client ID | Usually |

## Connect claude.ai with a custom connector

A custom connector signs you in with your normal Convia account, so there is no token to copy. One connector covers Claude on the web, your phone and Claude Desktop.

1. In **Integrations → MCP Connections**, expand **How to connect a client** and find the **claude.ai, iPhone and Android** entry. Note the **Server URL** and the **OAuth Client ID**.
2. In Claude, add a custom connector.
3. Paste the **Server URL**.
4. Open **Advanced settings** and enter the **OAuth Client ID**. Leave **Client Secret** blank.
5. Save the connector. Claude sends you to Convia to sign in.
6. On the **Connect** screen, read what the client is asking for and click **Approve**.

You should see the connector listed as connected in Claude, with Convia's tools available in a new conversation.

If the instructions say **ask your workspace admin** instead of showing an OAuth Client ID, [contact support](https://docs.conviapro.com/docs/get-support.md) for the ID. claude.ai connectors do not accept workspace tokens, but Claude Code and a Claude Desktop config file do.

## Create a workspace token

Claude Code, a Claude Desktop config file and most other clients use a workspace token. Tokens start with `mcp_live_`.

1. Open **Integrations → MCP Connections** and stay on the **Tokens** tab.
2. Click **New token** (or **Create your first token** if you have none).
3. Enter a **Name** that says where the token will live, such as "Claude Desktop, laptop".
4. Choose **Expires**: **Never**, **30 days** or **90 days**.
5. Click **Create token**.
6. In **Your MCP token**, copy the **Token** and the **Server URL**. The dialog also shows ready-to-paste setup for each client under **Connect a client**, with your token filled in.
7. Tick **I have saved this token in a safe place**, then click **Close**.

> [!WARNING]
> Convia shows a token only once and cannot show it again. If you lose it, create a new token and revoke the old one.

The token now appears in the **Tokens** list with its first characters, when it was created, when it was last used and when it expires.

## Connect Claude Code

Claude Code connects to the Server URL directly over HTTP and sends your token as a header. Run this in your terminal, with your own URL and token:

```bash
claude mcp add --transport http convia <your MCP URL> \
  --header "Authorization: Bearer mcp_live_…"
```

Then run `/mcp` inside Claude Code, or `claude mcp list` in your terminal. You should see `convia` listed as connected.

## Connect Claude Desktop with a config file

Claude Desktop runs MCP servers from its config file as local processes, so the config uses the `mcp-remote` bridge to reach your Server URL. This needs Node.js installed, because it runs through `npx`. You can skip this section if you added the claude.ai connector, which also works in Claude Desktop.

1. Open `claude_desktop_config.json`.
2. Add a `convia` entry under `mcpServers`:

```json
{
  "mcpServers": {
    "convia": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "<your MCP URL>", "--header", "Authorization:${CONVIA_MCP_TOKEN}"],
      "env": {
        "CONVIA_MCP_TOKEN": "Bearer mcp_live_…"
      }
    }
  }
}
```

3. Save the file and restart Claude Desktop.

Keep `Authorization:${CONVIA_MCP_TOKEN}` exactly as written, with no space after the colon, and put the space inside the variable (`Bearer mcp_live_…`). Some clients split arguments on spaces, which breaks a header written with one.

## Connect another MCP client

Any client that supports the Streamable HTTP transport can connect.

| Setting | Value |
|---|---|
| Transport | Streamable HTTP. Stateless: every request is a `POST` to the Server URL and every response is JSON |
| URL | `<your MCP URL>` |
| Header | `Authorization: Bearer mcp_live_…` |
| Protocol versions | `2025-11-25`, `2025-06-18`, `2025-03-26`, `2024-11-05` |

To check the endpoint by hand, send an `initialize` request:

```bash
curl -s -X POST "<your MCP URL>" \
  -H "Authorization: Bearer mcp_live_…" \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"initialize","params":{"protocolVersion":"2025-06-18","capabilities":{},"clientInfo":{"name":"curl","version":"1.0"}}}'
```

A working connection returns a result with `serverInfo` named `convia-mcp` and the server's `instructions`. Send `{"jsonrpc":"2.0","id":2,"method":"tools/list"}` the same way to see every tool. A `401` means the token is wrong, revoked or expired; a `403` means the membership, role or plan check failed. Both are explained in [MCP access, permissions & audit](https://docs.conviapro.com/docs/mcp-security.md).

Clients that implement OAuth can use it instead of a token if they let you enter a client ID. Discovery details are in [MCP access, permissions & audit](https://docs.conviapro.com/docs/mcp-security.md#oauth-for-client-developers).

## Check that it works

1. In your client, ask: "Use Convia to summarize my brand voice."
2. The assistant should call `get_brand_context` and describe your [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md).
3. In Convia, open **Integrations → MCP Connections** and click the **Activity** tab. You should see the call listed with its tool name, a **Success** result and its latency.

If nothing appears in **Activity**, the request was refused before any tool ran. See [Troubleshooting](https://docs.conviapro.com/docs/troubleshooting.md) and [MCP access, permissions & audit](https://docs.conviapro.com/docs/mcp-security.md).

## First prompts to try

These prompts use read tools first, then write drafts. Nothing is published: anything the assistant writes lands as a draft for you to review.

- "List my last five episodes and tell me which ones have a transcript but no posts yet."
- "Find what the guest said about pricing in our latest episode, with timestamps."
- "Which clips have never been posted to LinkedIn? Suggest three to resurface."
- "Draft a LinkedIn post about our latest episode in my brand voice. Check every quote against the transcript, and save it as a draft."
- "Show me what is on the calendar for the next two weeks."
- "Plan a two-week campaign around this episode's main argument and save it as a draft campaign."

For step-by-step patterns an agent can follow, see [Agent workflows](https://docs.conviapro.com/docs/mcp-workflows.md).

## Revoke a token

Revoke a token when a device is lost, a person leaves, or you no longer use a client.

1. Open **Integrations → MCP Connections**, **Tokens** tab.
2. Click **Revoke** on the token's row.
3. Confirm with **Revoke token**.

Any client using that token stops working immediately. Revoking cannot be undone. Turn on **Show revoked** to see revoked and expired tokens, marked **Revoked** or **Expired**.

A claude.ai connector has no token to revoke. To disconnect it, remove the connector in Claude.

## Related

- [MCP tool reference](https://docs.conviapro.com/docs/mcp-tools.md): every tool, its parameters and what it returns.
- [Agent workflows](https://docs.conviapro.com/docs/mcp-workflows.md): recipes for drafting, campaigns, revisions and retractions.
- [MCP access, permissions & audit](https://docs.conviapro.com/docs/mcp-security.md): roles, plan, OAuth details, errors and the Activity log.
- [Convia for AI agents](https://docs.conviapro.com/docs/ai-agents-overview.md): what an agent can and cannot do in Convia.

---

Source: https://docs.conviapro.com/docs/mcp-quickstart · Section: AI agents & MCP · Last updated: 2026-10-03


---

# MCP tool reference

> Every tool the Convia MCP server exposes, with exact parameters, limits, return shapes, side effects, errors and the instructions it sends clients.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

The Convia Pro MCP server exposes 38 tools that read and write one workspace's content. Each entry gives exact parameters, limits, returns and side effects. To connect first, see [Connect an AI assistant (MCP)](https://docs.conviapro.com/docs/mcp-quickstart.md).

## Protocol and conventions

The Convia MCP server speaks Streamable HTTP, statelessly: each request is an HTTP `POST` of a JSON-RPC 2.0 message to your MCP URL, and each response is `application/json`. There is no session id and no event stream.

| Item | Value |
|---|---|
| Methods | `initialize`, `ping`, `tools/list`, `tools/call`. Notifications get `202` with an empty body |
| Capabilities | `tools` only |
| Server info | `name: convia-mcp`, `version: 1.0.0` |
| Protocol versions | `2025-11-25`, `2025-06-18`, `2025-03-26`, `2024-11-05`. `initialize` echoes yours if supported, otherwise answers `2025-11-25` |
| `MCP-Protocol-Version` header | Optional. Any other value returns HTTP `400` `unsupported_protocol_version` |
| Batching | A JSON array of messages is answered with an array |
| Rate limit | 60 requests per minute per credential (per IP with no credential). Over it: HTTP `429`, `Retry-After: 60`, `{"error":"rate_limited"}` |

A successful `tools/call` returns one text item holding the result as JSON. Rules for every tool:

- **One workspace.** Every call acts on the workspace in the URL. An id from another workspace is treated as unknown.
- **Nothing publishes.** No tool publishes, schedules a post to go out, approves, or queues for approval. New posts are drafts.
- **Ids** are UUIDs from earlier tool results. Never invent one.
- **Post dates.** `scheduled_date` takes a bare `YYYY-MM-DD` (preferred), which resolves to the workspace's default posting time for that platform and weekday, or ISO 8601 with an explicit offset such as `2026-11-03T14:30:00Z`. No offset is rejected. A time more than 15 minutes past is refused.
- **Trashed** posts, episodes and clips are left out of lists and searches.
- **No AI credits.** MCP runs no AI generation inside Convia and spends no [AI credits](https://docs.conviapro.com/docs/ai-credits.md).

### Paging

`list_posts`, `list_clips`, `list_ideas` and `list_scripts` return `total_count`, `returned`, `offset`, `limit`, `has_more` and `next_offset`. Pass `next_offset` as `offset` until `has_more` is `false`. Maximum `offset`: 10,000. `list_episodes`, `list_scheduled_posts` and `list_campaigns` take only `limit` and return `count` (total matching) and `returned`.

## Server instructions

The `initialize` result returns these instructions under `instructions`. They apply to every tool.

```text
Convia is the durable memory for this workspace's content. Read from it before authoring
anything, and write finished work back to it, so that work survives the session it was made in.

The standard order for authoring is: get_brand_context for voice and audience,
get_prompt_template for the format, get_text_snippets for the workspace's own standard blocks,
search_content on type transcript to verify any claim, then list_scheduled_posts and
get_schedule_settings before choosing a date. Author the copy yourself, then write it back with
create_post or create_campaign_from_plan.

Nothing written through this server is published. Posts are created as drafts, and a draft on
the calendar still needs a human to schedule it.

Anything you can create here you can also read back and revise: list_ideas and get_idea for the
backlog, get_post for a post's body, get_script for a script's, and the matching update_ tools
to change them. Prefer revising what exists to creating a near-duplicate beside it.

To take something back, use the verb for what you mean rather than editing around it.
unschedule_posts takes posts off the calendar and returns them to draft; archive_posts puts
them aside; delete_posts moves them to the trash, where a person can still restore them. Note
that update_post does NOT unschedule: editing a scheduled post deliberately leaves it
scheduled, so that fixing a typo never silently pulls a post from the calendar. Each of these
takes up to 25 posts and a short reason, and reports per post what it did and what it refused.

When something is ambiguous, ask the user before writing. A wrong draft in the workspace costs
more to find and fix than a question costs to ask.
```

## Errors

A failed tool call returns a JSON-RPC result with `isError: true` and text `{"error": "<code>", "message": "<explanation>"}`.

| Code | Meaning |
|---|---|
| `validation_error` | Missing, malformed or out-of-range argument, or a broken rule (past date, outside a campaign window, unknown platform option) |
| `not_found` | No such id in this workspace |
| `unknown_platform` | Platform not accepted by this tool |
| `feature_disabled` | The plan lacks the capability this tool needs |
| `post_immutable` | `update_post` on a published or approved post |
| `platform_account_mismatch` | `platform` and `social_account_id` disagree |
| `ambiguous_campaign` | A campaign name matched several campaigns; candidates are listed |
| `default_template_immutable`, `platform_prompts_immutable`, `retired_content_type` | Disallowed template writes. See [Prompts and templates](#prompts-and-templates) |
| `db_error`, `internal_error` | Convia could not complete the request. Retry later |

JSON-RPC errors: `-32700` parse error, `-32600` invalid request, `-32601` method not found, `-32602` unknown tool. Connection errors (HTTP `400`, `401`, `403`, `405`, `429`) come before any tool runs; see [MCP access, permissions & audit](https://docs.conviapro.com/docs/mcp-security.md).

## Plan-gated tools

Every tool needs MCP Connections on the workspace's plan. Six also need a second capability, checked per call, or they return `feature_disabled`.

| Tool | Also requires |
|---|---|
| `get_post_analytics`, `get_web_analytics`, `get_search_queries` | Advanced Analytics |
| `create_campaign_from_plan`, `get_campaign_plan`, `update_campaign_plan` | Magic Campaign |

See [Plans & billing](https://docs.conviapro.com/docs/plans-and-billing.md) for what each plan includes.

## Read: workspace context

### get_brand_context

Returns the workspace's [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md): voice, point of view, topic space, goals, ideal customer profile, content rules and the host's voice profile. Read it before writing copy or revising a template.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `speaking_host_id` | string | No | Write in a specific host's voice. Omit for the workspace's default host. An id that does not match a host returns `not_found` |

Returns `has_brand_context`, `brand_context` (the prose block Convia's own generators use), structured fields (`persona_type`, `brand`, `host`, `workspace`), and a `note` if nothing is set up.

### list_social_platforms

Lists the connected social accounts. Call it to get a `social_account_id` for `create_post`.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `include_inactive` | boolean | No | Include inactive accounts. Default `false` |

Returns `platforms` (up to 100: `id`, `platform`, `display_name`, `profile_image_url`, `account_type`, `needs_reauth`, `is_active`) and `count`.

### get_schedule_settings

Returns how the workspace publishes, so dates match its real schedule. Call it before choosing any date.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `platform` | string | No | Limit defaults to one publishable platform, such as `linkedin` |

Returns `timezone`, `day_window` (`start`, `end`), `platform_defaults` (`platform`, `day_of_week`, `day_name`, `time_of_day` as `HH:MM`), `unconfigured` (connected platforms with no default), `connected_platforms` and `fallback_note`. With no default, a time falls back to the platform's best-practice hours, then the start of the posting window, which is advisory.

### get_text_snippets

Returns the workspace's reusable text blocks, such as a standard outro. Reproduce them exactly.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `name` | string | No | Return only the snippet with this exact name, case-insensitive. Omit to list all |

Returns `snippets` (up to 200: `id`, `name`, `content`), `count`, and a `note` when there are none.

### list_content_conversations

Lists AI co-editing conversations with their messages, for finding recurring themes.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `content_type` | string | No | `script`, `article` or `post` |
| `limit` | number | No | 1 to 100, default 20 |
| `messages_per_conversation` | number | No | 0 to 200, default 50, most recent kept |

Returns `conversations` (`id`, `content_id`, `content_type`, dates, `messages` with `role` and `content`, `truncated`) and `count`.

## Read: episodes, clips and transcripts

### list_episodes

Lists [episodes](https://docs.conviapro.com/docs/episodes-and-clips.md), most recently published first, with what exists for each. Do not use `status` to judge whether an episode is real: read `has_transcript`, `has_media` and `clip_count`.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `status` | string | No | Filter by status, for example `draft` or `published` |
| `limit` | number | No | 1 to 200, default 50 |

Returns `episodes` (title fields, `guest_names`, `episode_number`, `season_number`, `status`, `description`, dates, `duration_seconds`, `has_media`, `has_transcript`, `is_diarized`, `transcript_word_count`, `speaker_mapping_confirmed`, `clip_count`), `count` and `returned`. No transcript text.

### list_episode_guests

Returns who appeared on which episode, with job title and company. Use it to check that a post names the right person.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `episode_ids` | string[] | No | Up to 50 episode ids. Omit for the 25 most recent episodes |

Returns `episodes` (`episode_id`, `title`, `episode_number`, `published_date`, `guests` with `id`, `name`, `title`, `company`, and `legacy_guest_name`) and `returned`. Guests who asked for their data to be removed are never returned; no confirmed guest means an empty list.

### list_clips

Lists clips with their episode and how often each was used. Keyword and metadata matching, not semantic.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `episode_id` | string | No | Only this episode's clips |
| `query` | string | No | Case-insensitive match on title, description and tags |
| `limit` | number | No | 1 to 100, default 50 |
| `offset` | number | No | Rows to skip. Default 0 |
| `max_times_used` | number | No | Only clips used at most this many times. `0` means never used |
| `not_used_since` | string | No | `YYYY-MM-DD`. No post since that date (never-used clips included) |
| `sort` | string | No | `newest` (default) or `least_used` |
| `platform` | string | No | Measure use on one platform, such as `linkedin`; usage filters and sort follow it |

Returns `clips` (`id`, `title`, `description`, `tags`, `duration_seconds`, `episode_id`, `episode_name`, `has_transcript`, `text_provenance`, `times_used`, `last_used_at`, `start_seconds`, `end_seconds`, plus `utilization_platform`, `times_used_on_platform` and `last_used_on_platform_at` with `platform`) and the paging envelope, with `warnings` if a very large workspace hits a cap. `text_provenance` (`generated`, `imported`, `unknown`) marks clip text as a summary, never speech.

### get_transcript

Returns what was said in an episode, with speakers and timestamps. Read it before quoting anyone.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `episode_id` | string | Yes | Episode id from `list_episodes` |
| `clip_id` | string | No | Limit to one clip's span. The clip must belong to the episode |
| `start_seconds`, `end_seconds` | number | No | Window, episode-relative |
| `speaker` | string | No | One speaker, by resolved name or raw label such as `Speaker 2` |
| `max_segments` | number | No | 1 to 1,500, default 400 |

Returns `episode_id`, `episode_title`, `duration_seconds`, `offset_basis` (`episode` or `clip`), `source` (`asr`, `pasted`, or `null` with no transcript), `diarized`, `speaker_mapping_confirmed`, `speakers`, `segments` (`speaker_label`, `speaker_name`, `start_seconds`, `end_seconds`, `text`), `count`, `returned`, `truncated`, `next_start_seconds` and `note`. To continue, pass `next_start_seconds` as `start_seconds`. A `null` `speaker_name` means the voice is unconfirmed: do not name that speaker. With `offset_basis: clip`, offsets count from the start of the clip.

### search_content

Keyword search across episodes, clips, posts and transcripts. Search `transcript` to verify a claim before writing it as fact.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `query` | string | Yes | Literal words to find. Not semantic |
| `types` | string[] | No | Any of `episode`, `clip`, `post`, `transcript`. Default all four |
| `episode_id` | string | No | Limit transcript and clip hits to one episode |
| `limit` | number | No | 1 to 100 per type, default 30 |

Returns `episodes`, `clips` and `posts` (each with `match_context`), `transcript_segments` (`episode_id`, `episode_title`, `speaker_label`, `speaker_name`, `start_seconds`, `text`, `match_context`), `transcript_episodes_scanned`, `transcript_scan_capped` and `note`. Transcript search opens at most 25 episodes per call; `transcript_scan_capped: true` means more may match. An empty result means these exact words were not found, not that nothing similar was said.

### get_derived

Shows what was already made from an episode, clip or idea, so you do not rebuild it.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `episode_id`, `clip_id`, `idea_id` | string | Exactly one | The source |
| `limit` | number | No | 1 to 100 per list, default 50 |

Returns `source`, `clips`, `posts` (`id`, `title`, `platform`, `status`, `scheduled_date`, `published_url`, `campaign_id`, `campaign_name`), `campaigns` and `counts`. For an idea it also returns `scripts`, `clips` is always empty and posts omit `campaign_name`.

## Read: posts, ideas, scripts and campaigns

### list_posts

Finds posts, newest first. Metadata only: use `get_post` for the body.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `body_contains` | string | No | Case-insensitive text in the body, title or description, max 120. Matches include an `excerpt` |
| `parent_webcast_id` | string | No | Only posts derived from this episode |
| `platform` | string[] | No | One or more of `youtube`, `linkedin`, `linkedin_pro`, `twitter`, `instagram`, `instagram_facebook`, `tiktok`, `facebook`, `blog`, `newsletter`, `web`, `bluesky`, `threads`, `other` |
| `status` | string[] | No | One or more of `draft`, `pending_approval`, `approved`, `in_review`, `scheduled`, `published`, `archived`, `failed`, `processing` |
| `created_after`, `created_before` | string | No | ISO datetime |
| `scheduled_after`, `scheduled_before` | string | No | ISO datetime |
| `limit` | number | No | 1 to 200, default 50 |
| `offset` | number | No | Rows to skip. Default 0 |

Returns `posts` (`id`, `title`, `platform`, `post_type`, `status`, dates, `parent_webcast_id`, `campaign_id`, and `excerpt` when searching), `count` (page length) and the paging envelope. A few legacy imported posts do not match `body_contains`.

### get_post

Reads one post in full.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `post_id` | string | Yes | Post id |

Returns `id`, `title` (internal label), `published_title` (`null` means `title` is published), `content`, `subtitle`, `seo_title`, `meta_description`, `platform`, `post_type`, `article_type`, `status`, dates, `published_url`, `social_account_id`, `parent_webcast_id`, `video_clip_id`, `campaign_id`, `media_ids`, `tags`, `meta_keywords` and `url`.

### list_scheduled_posts

Lists posts on the calendar in a date window, any status, earliest first. Check it before picking dates.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `start_date` | string | Yes | ISO 8601 with an explicit offset. Inclusive |
| `end_date` | string | Yes | ISO 8601 with an explicit offset. Inclusive |
| `platform` | string | No | One publishable platform (same list as `get_schedule_settings`) |
| `limit` | number | No | 1 to 200, default 100 |

Returns `posts` (`id`, `title`, `platform`, `status`, `scheduled_date`, `campaign_id`), `count`, `returned` and `known_statuses`.

### list_ideas

Lists the [idea](https://docs.conviapro.com/docs/ideas-and-scripts.md) backlog, newest first. Read it before proposing ideas.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `status` | string | No | `new`, `researching`, `ready`, `draft`, `in_progress`, `completed` or `archived` |
| `tags` | string[] | No | Ideas carrying any of these tags |
| `query` | string | No | Case-insensitive match on title, description or notes |
| `limit` | number | No | 1 to 200, default 50 |
| `offset` | number | No | 0 to 10,000 |

Returns `ideas` (`id`, `title`, `description`, `notes_preview` (first 280 characters), `notes_truncated`, `status`, `priority`, `tags`, `category`, `derived_count`, dates) and the paging envelope.

### get_idea

Reads one idea in full, with everything derived from it.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `idea_id` | string | Yes | Idea id |

Returns the idea's fields including full `notes` and `source_type`, plus `derived` (each with `type`, `id`, `title`, `status`), `derived_count`, `derived_by_type` and `url`.

### list_scripts

Lists scripts, newest first, with a `char_count` instead of the body.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `status` | string | No | `draft`, `in_review`, `approved`, `in_production`, `recorded`, `editing`, `published` or `archived` |
| `script_type` | string | No | `podcast`, `video`, `short` or `presentation` |
| `source_idea_id`, `linked_webcast_id` | string | No | Only scripts from this idea, or linked to this episode |
| `query` | string | No | Case-insensitive match on title or description |
| `limit` | number | No | 1 to 200, default 50 |
| `offset` | number | No | 0 to 10,000 |

Returns `scripts` (metadata, `char_count`, `word_count`, `estimated_duration_seconds`, `tags`, dates) and the paging envelope.

### get_script

Reads one script in full, including the body.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `script_id` | string | Yes | Script id |

Returns the script's fields including `content`, `notes`, `generated_from` and `url`.

### list_campaigns

Lists [campaigns](https://docs.conviapro.com/docs/campaigns.md), newest first, with beat and gap counts. The full plan is not returned.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `status` | string | No | `draft`, `active`, `paused`, `stopped`, `completed` or `archived` |
| `campaign_type` | string | No | `idea`, `trend`, `seasonal`, `guest` or `promote_episode` |
| `parent_webcast_id` | string | No | Only campaigns for this episode |
| `limit` | number | No | 1 to 100, default 25 |

Returns `campaigns` (`id`, `name`, `description`, `campaign_type`, `status`, dates, `platforms`, `keywords`, `parent_webcast_id`, `has_plan`, `beat_count`, `gap_count`, `origin` (`mcp` or `in_product`)), `count` and `returned`. Plans still being drafted in the campaign builder are not listed.

### get_campaign_plan

Reads one campaign's narrative plan. Requires Magic Campaign.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `campaign_id` | string | Yes | Campaign id |

Returns `campaign_id`, `name`, `campaign_status`, `has_plan`, `plan` (the spine and each platform's beats, each with a `beat_uid`, its move, format, schedule offset, fulfillment status, any gap, and whether it is pinned), `beat_count`, `gap_count`, `pinned_count` and `post_count`. A campaign without a narrative plan returns `has_plan: false` and a `detail` message.

## Create

### create_post

Creates one draft [post](https://docs.conviapro.com/docs/posts.md). Read `get_brand_context` first and verify figures and quotes with `search_content`. For a coordinated set of posts, use `create_campaign_from_plan`.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `content` | string | Yes | Post body. Max 50,000 characters |
| `social_account_id` | string | One of two | Connected account from `list_social_platforms`. Preferred; sets the platform |
| `platform` | string | One of two | `twitter`, `linkedin`, `linkedin_pro`, `instagram`, `instagram_facebook`, `facebook`, `youtube`, `tiktok`, `threads` or `bluesky` |
| `title` | string | No | Internal label shown only in Convia. Default `Generated - ` plus the first 50 characters of `content` |
| `published_title` | string | No | Public video title on `youtube` and `facebook` only. If omitted, `title` is published |
| `post_type` | string | No | `social` (default), `article`, `promotion`, `newsletter` or `short` |
| `article_type` | string | No | `long_form` or `newsletter` |
| `scheduled_date` | string | No | Bare `YYYY-MM-DD` (preferred) or ISO 8601 with offset. Must not have passed |
| `platform_options` | object | No | Per-platform publish settings, below |
| `source_clip_id` | string | No | Clip from `list_clips`; links the post to the clip's episode. An unknown id is an error |
| `media_ids` | string[] | No | Media already in the workspace. Unknown ids are rejected. No uploads |
| `source_idea_id` | string | No | The idea this derives from. Records lineage for `get_idea` and `get_derived` |
| `subtitle` | string | No | Article standfirst, max 200. Stays on the draft; not sent to platforms |
| `seo_title`, `meta_description` | string | No | Article SEO fields, max 60 and 500 |
| `tags` | string[] | No | Internal tags, not hashtags. Junk and date tags are removed, near-duplicates merged |

`platform_options` accepts only these keys. Unknown keys and wrong types return `validation_error` naming the allowed keys.

| Platform | Keys you can set |
|---|---|
| `instagram`, `instagram_facebook` | `media_format` (`reel` or `story`), `share_to_feed` (boolean), `trial_reel` (boolean) |
| `youtube` | `category_id` (string), `playlist_ids` (string[]), `tags` (string[]), `default_audio_language` (string) |
| All other platforms | None |

TikTok privacy and branded-content settings, YouTube Made for Kids, privacy status and publish time, and Instagram collaborator and paid-partnership labels are set by a person in the composer, never through MCP.

Returns `id`, `title`, `status` (always `draft`), and when relevant `tags`, `source_clip` (`id`, `episode_id`, `times_used`), `source_idea_id`, `scheduled_date`, `schedule_source` (`explicit` for a time you supplied), `warnings` and `url`. Side effect: a draft. With a `scheduled_date` it sits on the calendar but does not publish until a person schedules it.

### create_campaign_from_plan

Creates a multi-platform campaign, its narrative spine and every post, in one call. Requires Magic Campaign. One idea per campaign; read `get_brand_context` and `list_scheduled_posts` first.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `name` | string | Yes | Campaign name, max 200 |
| `description` | string | No | The campaign's core argument, max 4,000 |
| `keywords` | string[] | No | Max 25. Use 3 to 8 durable topic terms |
| `start_date`, `end_date` | string | Yes | `YYYY-MM-DD` or ISO 8601 with offset. Window of 90 days or less, in workspace-local days |
| `parent_webcast_id` | string | No | Episode the campaign derives from |
| `spine` | object | Yes | `through_line` (the one argument, max 1,000) and `authority_objective` (what authority it earns, max 1,000). Both required |
| `posts` | object[] | Yes | 1 to 40 posts. Fields below |

Each item in `posts`:

| Field | Type | Required | Description |
|---|---|---|---|
| `platform` | string | Yes | One publishable platform (same list as `create_post`) |
| `content` | string | Yes | Post copy, max 50,000. Use `""` for a beat held with `needed_asset` |
| `scheduled_date` | string | Yes | Bare date (preferred) or ISO 8601 with offset. Must fall inside the window and not have passed |
| `title`, `published_title` | string | No | Internal label and public title (YouTube, Facebook), max 500 each |
| `content_type` | string | No | `teaser`, `clip`, `full` (default), `article` or `announcement` |
| `move` | string | No | The narrative move this beat makes, max 500 |
| `source_clip_id` | string | No | Clip from `list_clips`. An unknown id is discarded and the beat is held as a gap |
| `needed_asset` | string | No | Describe an asset you cannot supply, max 500. The post is held as a flagged draft |
| `gap_type` | string | No | `type-1` (Convia can generate it), `type-2` (a different cut of an existing clip, default), `type-3` (needs new recording) |
| `asset_instructions` | string | No | Full brief for the missing asset, max 4,000. Added as a comment on the post |
| `tags`, `hashtags` | string[] | No | Max 20 each |

Limits per call: 40 posts, 8 platforms, a 90-day window, 500,000 characters of content. A date outside the window is rejected with its index, never moved. Bare dates on the same platform and day get different times.

Returns `campaign` (`id`, `name`, `status: draft`, `url`), `posts_created`, `scheduling` (`timezone`, `day_window`, `sources`), `gaps_held`, `gaps_flagged`, `gaps` (`beat_id`, `platform`, `needed_asset`, `gap_type`) and `warnings` (such as a platform with no connected account).

Side effects: a draft campaign and dated draft posts on the calendar. Nothing schedules, publishes or enters the approval queue until a person activates the campaign. Held beats are flagged with their brief as a comment, with one notification. If the posts fail to save, the campaign is rolled back.

### create_idea

Creates an idea. Put the reasoning (angle, audience, raw material, overlap) in `notes`, and check `list_ideas` for near-duplicates first.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `title` | string | Yes | Idea title |
| `description`, `notes` | string | No | `notes` holds the reasoning a later session should read |
| `priority` | string | No | `low`, `medium` or `high` |
| `tags` | string[] | No | Normalized on write |

Returns `id`, `title`, `status` (`new`) and `tags`.

### create_script

Creates a script, optionally linked to an idea or episode.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `title` | string | Yes | Script title |
| `description` | string | No | Short description |
| `content` | string | No | Script body, max 200,000 characters |
| `script_type` | string | No | `podcast`, `video`, `short` or `presentation` |
| `source_idea_id`, `linked_webcast_id` | string | No | Idea to derive from; episode to link |

Returns `id`, `title`, `word_count` and `url`.

### create_episode

Creates an episode record. Recording and media are added later in the app.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `title` | string | Yes | Episode title |
| `webcast_name`, `description` | string | No | Internal show or episode name; description |
| `status` | string | No | `draft` (default), `scheduled` or `published` |

Returns `id`, `youtube_title` (your title) and `status`.

## Update

### update_post

Revises a post. Only the fields you supply change. Read the post with `get_post` first if you mean to edit rather than rewrite.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `post_id` | string | Yes | Post id |
| `content` | string | No | Replaces the whole body. Max 50,000 |
| `title`, `published_title` | string | No | Internal label and public title, max 500 each. `published_title: ""` clears it so `title` is published |
| `subtitle`, `seo_title`, `meta_description` | string | No | Max 200, 60 and 500 |
| `article_type` | string | No | `long_form` or `newsletter` |
| `post_type` | string | No | `social`, `article`, `promotion`, `newsletter` or `short` |
| `scheduled_date` | string | No | Bare date or ISO 8601 with offset. Must not have passed. A bare date needs the post to have a platform |
| `platform` | string | No | Publishable platform. Cannot differ from the linked account's platform |
| `social_account_id` | string | No | Moves the post to this account; the platform follows |
| `platform_options` | object | No | Same keys as `create_post`. Merged into stored options: keys you omit are kept |

Rules: `published` and `approved` posts return `post_immutable`. A `pending_approval` post returns to `draft` (`approval_reset: true`) so the edit is reviewed. A `scheduled` post stays scheduled: `update_post` never unschedules. Titles are cleaned of markdown, quotes and labels such as `Title:`. At least one field must change. `tags`, `media_ids` and `source_clip_id` cannot be changed.

Returns `id`, `title`, `status`, `platform`, `scheduled_date`, `approval_reset`, `updated_fields`, and as relevant `schedule_source`, `warnings`, `url`.

### update_idea

Revises an idea. Omitted fields are left alone; an explicit `null` clears a field. There is no delete: set `status` to `archived`.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `idea_id` | string | Yes | Idea id |
| `title`, `description`, `notes` | string | No | New values |
| `priority` | string | No | `low`, `medium` or `high` |
| `status` | string | No | Any idea status listed under `list_ideas` |
| `tags` | string[] | No | Replaces the tags. Normalized on write |

Returns `id`, `title`, `status`, `priority`, `tags` and `updated_fields`.

### update_script

Revises a script. Supplying `content` replaces the whole body.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `script_id` | string | Yes | Script id |
| `title`, `description`, `notes` | string | No | New values |
| `content` | string | No | Replaces the body. Max 200,000 |
| `script_type` | string | No | `podcast`, `video`, `short` or `presentation` |
| `status` | string | No | Any script status listed under `list_scripts` |
| `linked_webcast_id` | string | No | Episode to link |

Returns `id`, `title`, `status`, `word_count` and `updated_fields`.

### update_campaign_plan

Amends a campaign plan before any posts exist. Requires Magic Campaign. Generates no copy and publishes nothing.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `campaign_id` | string | Yes | Campaign id |
| `beats` | object[] | No | Up to 50 beats, matched on `beat_uid` (required, from `get_campaign_plan`). Each may set `move` (max 500), `format` (max 80), `schedule_offset_days` and `pinned` |
| `remove_beat_uids` | string[] | No | Up to 50 beats to remove |

A campaign that has posts is refused, including every campaign made with `create_campaign_from_plan`: edit its posts instead. An edited beat is pinned (kept by a re-plan) unless you pass `pinned: false`. Returns `campaign_id`, `beats_updated`, `beats_removed`, `beat_count`, `gap_count` and `pinned_count`.

## Lifecycle: take posts back

`unschedule_posts`, `archive_posts` and `delete_posts` share one contract. Each post is handled on its own, so one refusal does not block the rest.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `post_ids` | string[] | Yes | 1 to 25 post ids. Duplicates are merged |
| `reason` | string | Yes | Why, max 500. The first 200 characters go to the MCP audit log, not the post |

Returns `updated` (`id`, `title`, `status`, `deleted`, `previous_scheduled_date`), `unchanged` and `refused` (each with `id` and `reason`; an unknown id is refused), and a count for each. A post already in the target state is `unchanged`, not a failure.

| Tool | Acts on posts that are | Result |
|---|---|---|
| `unschedule_posts` | `draft`, `pending_approval`, `in_review`, `failed`, `scheduled` | Status `draft`, scheduled date cleared (returned as `previous_scheduled_date`) |
| `archive_posts` | `draft`, `pending_approval`, `in_review`, `failed`, `scheduled` | Status `archived`, scheduled date cleared |
| `delete_posts` | `draft`, `pending_approval`, `in_review`, `failed`, `archived` | Moved to Trash, where a person can restore it. Purged after 30 days |

All three refuse `published` posts (retract those on the platform), `approved` posts (a person signed off) and posts being published right now. `delete_posts` also refuses `scheduled` posts: call `unschedule_posts` first, then `delete_posts`. A post already in Trash is refused by the other two.

### unschedule_posts

Takes posts off the calendar and back to draft, keeping the copy: "stop this going out, decide later". Uses the shared contract above.

### archive_posts

Puts aside work that is real but not going ahead, keeping it on record. Uses the shared contract above.

### delete_posts

Moves to Trash what should never have been created, such as a bad batch or a duplicate run. Uses the shared contract above.

## Prompts and templates

Convia has two template surfaces. **Content** templates drive long-form generators (`article`, `script`, `conversation_outline`, `webcast_description`, `chapter_markers`, `webcast_promotion`) and can hold named alternatives, one of which is the live default; `thumbnail_style` holds saved thumbnail styles with no default. **Platform** templates are one prompt per social platform. Retired thumbnail types (`thumbnail_background`, `thumbnail_text_overlay`, `thumbnail_photo_composition`, `thumbnail_refinement`) return `retired_content_type`.

### list_prompt_templates

Lists templates, metadata only.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `surface` | string | No | `content` or `platform`. Omit for both |
| `content_type`, `platform` | string | No | Limit to one content type (such as `article`) or platform (such as `linkedin`) |
| `limit` | number | No | 1 to 200, default 100 |

Returns `templates` (`id`, `surface`, `content_type` or `platform`, `post_type`, `name`, `is_default`, `resolves_as` (`default` or `available`), `char_count`, `updated_at`, and `has_best_practices` for platform templates), `count` and `note`.

### get_prompt_template

Returns one template's full text and the `{placeholder}` variables it uses.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `template_id` | string | One of two | A template id from `list_prompt_templates` |
| `surface` | string | One of two | `content` or `platform`, to get the live template |
| `content_type` or `platform` | string | With `surface` | Such as `article` or `linkedin` |
| `post_type` | string | No | Variant, such as `host` or `guest` for `webcast_promotion` |

Returns `template` (`prompt_template`, or `system_prompt` and `best_practices` for platform, plus `variables_used`) and `would_fall_back_to`: `null` when the workspace has its own, otherwise `master` (Convia's platform-wide template) or `inline_default` (the built-in default). A `warning` appears if two content templates are marked default.

### upsert_prompt_template

Saves a content template as a non-default alternative. Generation is unchanged until a manager makes it the default in **Brand Brain → AI Prompts**.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `content_type` | string | Yes | For example `article` or `script` |
| `name` | string | Yes | Short name shown in the template list |
| `prompt_template` | string | Yes | Full template text, max 50,000 characters |
| `post_type` | string | No | Variant, such as `host` or `guest` |
| `template_id` | string | No | Update an existing non-default template instead of creating one |
| `surface` | string | No | Only `content` is writable |

Returns `id`, `surface`, `content_type`, `post_type`, `name`, `is_default: false`, `promoted: false`, `variables_used`, `url` and `message`. Editing the live default returns `default_template_immutable`; writing a platform template returns `platform_prompts_immutable` (edit those in **Brand Brain → Social Platform Prompts**).

## Analytics

### get_post_analytics

Returns the latest [analytics](https://docs.conviapro.com/docs/analytics.md) for one post. Requires Advanced Analytics.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `post_id` | string | Yes | Post id |

Returns `post_id`, `platform`, `analytics` (`metrics`: all-time views, impressions, reach, reactions, comments, shares, saves, engagements, `null` if the platform does not report one; `engagement_rate`; `window_28d` for YouTube), `performance` (pace against the account's usual post of that platform and format at the same age: below, within or above; `null` until scored), `reach` (YouTube thumbnail impressions and click-through rate) and raw `snapshot` (prefer `analytics.metrics`). `analytics` is `null` until something is recorded.

### get_web_analytics

Returns sessions and key events that Convia-tagged links sent to the workspace's own site, from its Google Analytics 4 property. Requires Advanced Analytics. See [Website analytics](https://docs.conviapro.com/docs/website-analytics.md).

| Parameter | Type | Required | Description |
|---|---|---|---|
| `start_date`, `end_date` | string | No | `YYYY-MM-DD`, inclusive. Default end today (UTC), start 27 days before end |
| `group_by` | string | No | `platform` (default), `campaign` or `post` |
| `campaign` | string | No | Campaign id or exact name (case-insensitive). Near misses and shared names are refused with candidates |
| `include_untagged` | boolean | No | Add the top 20 untagged traffic sources. Default `false` |

Returns `has_ga4`, `latest_data_date`, `range` (cut off at the last collected day), `requested_range`, `key_events_configured`, `totals` (`sessions`, `engaged_sessions`, `key_events`), `site_total_sessions`, `share_of_site_sessions` (0 to 1), `rows` (at most 100), `untagged` and `note`. A `null` metric means not collected, never zero.

### get_search_queries

Returns the searches that bring people to the workspace's own site, from Google Search Console and Bing. Requires Advanced Analytics.

| Parameter | Type | Required | Description |
|---|---|---|---|
| `start_date`, `end_date` | string | No | `YYYY-MM-DD`. Default end today (UTC), start 27 days before end |
| `branded` | string | No | `all` (default), `only` or `exclude` |
| `position_min`, `position_max` | number | No | Average position bounds. 1 is the top result |
| `provider` | string | No | `all` (default), `google` or `bing` |
| `sort` | string | No | `clicks` (default) or `impressions` |
| `limit` | number | No | 1 to 500, default 50 |

Returns `has_search`, `latest_data_date` (`google`, `bing`), `range`, `filters`, `rows` (`provider`, `query`, `page` (`null` on Bing), `clicks`, `impressions`, `position`, `is_branded`), `returned` and `note`.

## Related

- [Connect an AI assistant (MCP)](https://docs.conviapro.com/docs/mcp-quickstart.md): get your MCP URL and connect.
- [Agent workflows](https://docs.conviapro.com/docs/mcp-workflows.md): these tools as step-by-step recipes.
- [MCP access, permissions & audit](https://docs.conviapro.com/docs/mcp-security.md): connection errors, roles and the audit log.
- [Glossary](https://docs.conviapro.com/docs/glossary.md): Convia terms used in tool results.

---

Source: https://docs.conviapro.com/docs/mcp-tools · Section: AI agents & MCP · Last updated: 2026-10-03


---

# Agent workflows

> Step-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.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

These recipes show how an AI agent connected to Convia Pro through MCP should combine tools to get a task right the first time. Each step names the tool, the arguments that matter, and why it comes in that order. Every recipe follows the instructions the Convia MCP server sends on connection: read before you write, write drafts only, revise rather than duplicate, and ask the user when something is ambiguous.

For every parameter and return field, see the [MCP tool reference](https://docs.conviapro.com/docs/mcp-tools.md).

## Rules every recipe follows

- **Read context first.** Copy written without `get_brand_context` will not match the workspace's voice.
- **Verify before stating.** A figure, quote or claim that `search_content` cannot find in a transcript is unverified. Do not write it as fact, and never quote clip titles or descriptions as speech.
- **Use ids from results.** Never invent a post, clip, idea or account id.
- **Prefer bare dates.** Pass `scheduled_date` as `YYYY-MM-DD` so Convia applies the workspace's own posting time.
- **Drafts only.** Nothing you write is published. A dated draft sits on the calendar until a person schedules it, and a campaign stays a draft until a person activates it.
- **Ask when unsure.** A wrong draft costs the user more to find and fix than a question costs to ask.

## Draft a post in the brand's voice

Use this recipe for one post on one platform.

1. **`get_brand_context`** with no arguments. This returns the voice, audience and content rules. If `has_brand_context` is `false`, tell the user their [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md) is not set up and ask whether to continue.
2. **`get_prompt_template`** with `{"surface": "platform", "platform": "linkedin"}` (or the target platform). This shows how the workspace frames copy for that platform. If `template` is `null`, Convia's default applies.
3. **`get_text_snippets`**. If the post needs a standard line, such as a call to action or outro, use the snippet text exactly as stored.
4. **`search_content`** with `{"query": "<distinctive words>", "types": ["transcript"]}` for every figure or quote you plan to use. Use the literal words, not a paraphrase. Read the surrounding passage with **`get_transcript`** (`episode_id`, plus `start_seconds` near the hit). If `speaker_name` is `null`, do not name the speaker.
5. **`list_episode_guests`** with `{"episode_ids": ["<episode id>"]}`, to spell the guest's name, job title and company correctly.
6. **`list_social_platforms`** to get the `social_account_id` for the target account.
7. **`get_schedule_settings`**, then **`list_scheduled_posts`** for the weeks you are considering (`start_date` and `end_date` are ISO 8601 with an offset, such as `2026-10-19T00:00:00Z`), so the new post does not land on a busy day.
8. Write the copy yourself.
9. **`create_post`**:

```json
{
  "content": "<your copy>",
  "social_account_id": "<id from list_social_platforms>",
  "scheduled_date": "2026-10-20",
  "source_idea_id": "<idea id, if the post came from an idea>",
  "tags": ["pricing", "founder-led sales"]
}
```

10. Report back the `url`, the resolved `scheduled_date` and any `warnings`, and remind the user the post is a draft they still need to schedule.

## Put one clip out on a given day

Use this when the user wants a clip posted without building a campaign.

1. **`list_clips`** with `{"platform": "linkedin", "max_times_used": 0, "sort": "least_used"}` to find clips never posted to that platform. Add `episode_id` to stay within one episode, or `not_used_since` to resurface older material.
2. **`get_transcript`** with the clip's `episode_id` and `clip_id` to read what is said in it. Check `offset_basis` before citing a timestamp.
3. **`get_brand_context`**, then write the caption.
4. **`get_schedule_settings`** and **`list_scheduled_posts`** to pick the day.
5. **`create_post`** with `source_clip_id`, `social_account_id` and a bare `scheduled_date`. Supply `source_clip_id` only when you are confident the clip matches: an unknown id is an error, not a text-only post.
6. Read `source_clip.times_used` in the response to confirm the clip is now counted as used.

## Turn an episode into a campaign

Use `create_campaign_from_plan` for a coordinated set of posts around one argument. Do not call `create_post` repeatedly to build a campaign. This tool needs Magic Campaign on the workspace's plan; see [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md).

1. **`list_episodes`** to find the episode. Check `has_transcript` and `clip_count`, not `status`.
2. **`get_derived`** with `{"episode_id": "<id>"}`. If posts or a campaign already exist for this episode, show the user and ask before adding another.
3. **`get_brand_context`**.
4. **`get_transcript`** for the episode. For a long episode, page with `next_start_seconds`. Identify the one argument the campaign will make and the quotes that support it.
5. **`list_episode_guests`** with the episode's id in `episode_ids`, to name the guest correctly.
6. **`list_clips`** with `{"episode_id": "<id>", "sort": "least_used"}` to find clips for clip-backed posts.
7. **`get_schedule_settings`** and **`list_scheduled_posts`** for the campaign window.
8. Write the spine (`through_line` and `authority_objective`) and every post. Keep to one idea per campaign: for a month covering several arguments, make one call per argument with dates that do not overlap.
9. **`create_campaign_from_plan`** with `parent_webcast_id`, bare dates inside a window of 90 days or less, and at most 40 posts on at most 8 platforms. For a post that needs an asset you cannot supply, leave `content` as `""` if you have no copy, set `needed_asset` to describe it, and add `asset_instructions` with the full brief.
10. Read the response. Tell the user how many posts were created, list each entry in `gaps` (those posts are flagged with your brief), and pass on every warning, such as a platform with no connected account. Remind them to review the campaign and activate it in [Campaigns](https://docs.conviapro.com/docs/campaigns.md).

A `source_clip_id` that does not match a clip is discarded and that post is held as a gap, with a warning. That is the safe outcome, not an error.

## Revise a draft instead of duplicating it

When the user asks to change something that already exists, find it and update it.

1. Find the post. Use **`list_posts`** with `body_contains` for a phrase in the caption, or `parent_webcast_id` for an episode's posts, and `status` such as `["draft", "pending_approval", "scheduled"]`. **`get_derived`** also lists posts made from an episode, clip or idea.
2. **`get_post`** to read the full body. `update_post` replaces the whole body, so start from what is there.
3. **`update_post`** with `post_id` and only the fields that change.
4. Read the response:
   - `approval_reset: true` means the post was waiting for approval and is back in draft, so the edit is reviewed. Tell the user.
   - `post_immutable` means the post is published or approved. Tell the user to change it in the app.
   - A scheduled post stays scheduled after an edit. If the user wanted it off the calendar, use `unschedule_posts`.

Ideas and scripts work the same way: **`list_ideas`** then **`get_idea`** then **`update_idea`**, or **`list_scripts`** then **`get_script`** then **`update_script`**. An idea is never deleted: set its `status` to `archived`.

## Take posts back

Pick the tool by what the user means. Editing the text is not a way to stop a post.

| The user means | Tool |
|---|---|
| "Stop this going out, I'll decide later" | `unschedule_posts`: back to draft, scheduled date cleared |
| "We're not doing this, but keep a record" | `archive_posts`: archived, scheduled date cleared |
| "This should never have been made" | `delete_posts`: moved to Trash, restorable by a person. Unschedule first if it is scheduled |
| "Fix a typo" | `update_post`: the post stays scheduled |

1. Find the posts with **`list_posts`** (for example `status: ["scheduled"]` with `body_contains` or `parent_webcast_id`) or **`list_scheduled_posts`** for a date window.
2. Show the user the list and confirm before changing anything.
3. Call the tool with up to 25 `post_ids` and a short `reason`, such as "wrong guest named in the caption". The reason goes to the workspace's MCP audit log. For more than 25 posts, split into several calls.
4. To delete scheduled posts, call **`unschedule_posts`** first, then **`delete_posts`** with the same ids.
5. Read `updated`, `unchanged` and `refused`. `unchanged` means the post was already in that state. For each refused post, pass on the reason: a published post must be taken down on the platform itself, and an approved post must be handled in the app.

`unschedule_posts` returns each post's `previous_scheduled_date`, so you can restore the date later with `update_post`. The post then stays a draft on the calendar until a person schedules it.

## Choose what to make next from analytics

These tools need Advanced Analytics on the plan. A `null` metric means not collected yet, never zero.

1. **`list_posts`** with `{"status": ["published"]}`, optionally filtered by `platform`.
2. **`get_post_analytics`** for the posts you want to compare. Look at `performance.pace` for posts banded above the account's usual, and `analytics.engagement_rate`.
3. **`get_web_analytics`** with `{"group_by": "post"}` (or `"campaign"`) to see which posts sent people to the workspace's own website.
4. **`get_search_queries`** with `{"position_min": 8, "position_max": 20, "sort": "impressions"}` for searches where the site is close to page one, or `{"branded": "only"}` to track how often people search for the brand by name.
5. **`search_content`** on the winning topics to find source material, and **`list_clips`** with `not_used_since` to find clips worth resurfacing.
6. **`list_ideas`** with `query` to check the backlog for the same idea, then **`create_idea`** with the evidence in `notes`: the numbers, the source episode and the angle.

See [Analytics](https://docs.conviapro.com/docs/analytics.md) and [Website analytics](https://docs.conviapro.com/docs/website-analytics.md) for what each figure means.

## Grow the idea backlog

1. **`list_ideas`** with `query` for the topic, and **`get_idea`** on close matches. The user may already have had the thought.
2. **`create_idea`** for genuinely new ideas. Put the angle, the audience, the raw material (episode, timestamp, clip) and any overlap with existing ideas in `notes`, so a later session can act on it without redoing the thinking.
3. When an idea has been used or dropped, **`update_idea`** with `{"status": "archived"}`.

See [Ideas & scripts](https://docs.conviapro.com/docs/ideas-and-scripts.md).

## Manage prompt templates

An agent can read every prompt template and stage a new version, but it cannot change what Convia generates with. A person makes a staged version live.

1. **`list_prompt_templates`** to see what exists. `resolves_as: "default"` marks the live template for each content type.
2. **`get_prompt_template`** with `template_id`, or with `{"surface": "content", "content_type": "article"}` for the live one. Note `variables_used`: keep every `{placeholder}` in your revision.
3. **`get_brand_context`**, so the template does not repeat rules Convia already supplies. Some generators add less brand context than others, so keep essential voice guidance in the template.
4. **`upsert_prompt_template`** with `content_type`, a clear `name` and the full `prompt_template`. Add `template_id` only to revise an alternative you staged earlier; the live default cannot be edited.
5. Tell the user the version is saved but not live, and that a manager can make it the default in **Brand Brain → AI Prompts**.

Per-platform social prompts are read-only through MCP. If one needs changing, give the user the proposed text to paste into **Brand Brain → Social Platform Prompts**. See [How AI uses your brand](https://docs.conviapro.com/docs/how-ai-uses-your-brand.md).

## Related

- [MCP tool reference](https://docs.conviapro.com/docs/mcp-tools.md): exact parameters, limits and errors for every tool.
- [Connect an AI assistant (MCP)](https://docs.conviapro.com/docs/mcp-quickstart.md): set up the connection these recipes use.
- [MCP access, permissions & audit](https://docs.conviapro.com/docs/mcp-security.md): what an agent is allowed to do, and the Activity log.
- [Campaigns](https://docs.conviapro.com/docs/campaigns.md): what happens to a draft campaign after the agent hands it over.

---

Source: https://docs.conviapro.com/docs/mcp-workflows · Section: AI agents & MCP · Last updated: 2026-10-03


---

# MCP access, permissions & audit

> Who 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.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Convia Pro checks every MCP request against the workspace, the person behind the credential, their role and the workspace's plan, before any tool runs. This page is for workspace owners deciding who may connect an AI client, and for developers building a client that must handle tokens, OAuth and errors correctly.

## Who can connect

MCP Connections is limited to the people who manage a workspace.

| Role | Can create tokens | Can connect a client | Can see and revoke tokens and Activity |
|---|---|---|---|
| **Owner** | Yes | Yes | Yes |
| **Manager** | Yes | Yes | Yes |
| **Contributor** | No | No | No |
| **Viewer** | No | No | No |

The role is checked on every request, not only when a token is created. If an Owner or Manager is changed to Contributor or Viewer, their tokens and connectors stop working on the next request. Roles are described in [Workspaces & teams](https://docs.conviapro.com/docs/workspaces-and-teams.md).

A token always acts as the person who created it. Owners and Managers can see every token in the workspace and revoke any of them, but they can only create tokens for themselves.

## Plan entitlement

The workspace's plan must include MCP Connections. Without it, **MCP Connections** does not appear under **Integrations** (under **Workspace** in the launcher), and every request from an existing token or connector is refused with `feature_disabled`. The plan is checked on every request, so if a plan change removes MCP Connections, all of the workspace's connections stop at once.

Six tools need a second capability on the plan, checked each time they are called:

| Tools | Also requires |
|---|---|
| `get_post_analytics`, `get_web_analytics`, `get_search_queries` | Advanced Analytics |
| `create_campaign_from_plan`, `get_campaign_plan`, `update_campaign_plan` | Magic Campaign |

Without it, the connection still works and those tools return a `feature_disabled` tool error. See [Plans & billing](https://docs.conviapro.com/docs/plans-and-billing.md).

## Workspace scoping

An MCP connection reaches exactly one workspace: the one whose ID ends the MCP URL.

- **A token** belongs to one workspace. Used against another workspace's URL, it is refused with `workspace_mismatch`.
- **An OAuth sign-in** acts as you, and each request is limited to the workspace in its URL. You need a separate connector for each workspace.
- **Every tool** reads and writes only that workspace. An id from another workspace gets the same answer as an id that does not exist, so a client cannot even confirm that it exists.

## What each request is checked against

The Convia MCP server runs these checks in order on every request. The first that fails ends the request, and no tool runs.

1. The URL carries a valid workspace ID.
2. The credential is valid. A token must exist, not be revoked or expired, and belong to this workspace. An OAuth access token must be valid and issued to Convia's MCP client.
3. The person behind it is still a member of the workspace.
4. They are still an **Owner** or **Manager**.
5. The workspace's plan includes MCP Connections.

Because these run every time, removing a member, changing a role, revoking a token or changing plan takes effect on the very next request.

## Token lifecycle

Workspace tokens are for clients that send a fixed header, such as Claude Code. Create and revoke them in **Integrations → MCP Connections**; the steps are in [Connect an AI assistant (MCP)](https://docs.conviapro.com/docs/mcp-quickstart.md).

| Stage | What happens |
|---|---|
| Format | `mcp_live_` followed by 64 hexadecimal characters |
| Creation | Shown once, in the **Your MCP token** dialog. The dialog cannot be closed until you tick **I have saved this token in a safe place** |
| Storage | Convia keeps only a SHA-256 hash of the token, so it cannot show it again or recover it. The list shows the first 12 characters to help you tell tokens apart |
| Expiry | **Never**, **30 days** or **90 days**, chosen at creation. An expired token is refused with `token_expired` and marked **Expired** |
| Last used | Updated as the token is used, at most about once a minute |
| Revocation | **Revoke** on the token's row. Immediate and permanent. The token is kept, marked **Revoked**, so its past activity stays attributed |
| Number of tokens | A workspace can have several tokens. Give each client its own, so you can revoke one without breaking the others |

Treat a token like a password. Anyone holding it can act in the workspace as you, with your role, until it is revoked or expires.

## Removing a member

Removing a person from the workspace stops every token and connector they use, on the next request (`not_a_member`). Their tokens are not revoked automatically, though: they stay in the **Tokens** list.

> [!IMPORTANT]
> If a removed or demoted person is later given back an Owner or Manager role, any of their tokens that were never revoked work again. Revoke a departing member's tokens as well as removing them.

## OAuth for client developers

claude.ai connectors sign in with OAuth instead of a token. A client developer needs the following.

1. **Discovery.** A request with no credential gets HTTP `401` with a challenge pointing at the protected resource metadata:

    ```text
    WWW-Authenticate: Bearer realm="mcp", resource_metadata="<your MCP URL>/.well-known/oauth-protected-resource"
    ```

    A request with a credential that is not accepted gets the same header with `error="invalid_token"` added. The header is exposed to browser clients through CORS.

2. **Protected resource metadata.** `GET <your MCP URL>/.well-known/oauth-protected-resource` is public and returns:

    ```json
    {
      "resource": "<your MCP URL>",
      "authorization_servers": ["<authorization server issuer>"],
      "bearer_methods_supported": ["header"],
      "scopes_supported": ["openid", "email", "profile", "offline_access"],
      "resource_documentation": "<link to the MCP Connections page>"
    }
    ```

    `resource` is exactly the MCP URL the person pasted. Fetch the authorization server's own metadata from the issuer in `authorization_servers` using standard OAuth discovery.

3. **Client registration.** Dynamic client registration is not available. Use Convia's OAuth Client ID, shown in **Integrations → MCP Connections → How to connect a client**. It is a public client: use PKCE and no client secret.

4. **Consent.** The person signs in to Convia and sees **Connect** followed by the name of Convia's registered OAuth app, explaining that it can use Convia as them to read and create content. They choose **Approve** or **Deny**.

5. **Scopes.** Only the standard scopes above exist; there are no custom scopes. Request `offline_access` to receive a refresh token.

6. **Calls.** Send the access token as `Authorization: Bearer <access token>` on every request.

Convia refuses an ordinary Convia sign-in session token sent as a bearer (`oauth_token_required`), and a token issued to any client other than Convia's MCP client (`client_not_allowed`). A `403` never carries a challenge: the credential was fine but the person is not allowed, so signing in again will not help.

## Connection errors

These happen before any tool runs and are returned as HTTP errors with a JSON body such as `{"error":"token_revoked"}`. Tool-level errors are listed in the [MCP tool reference](https://docs.conviapro.com/docs/mcp-tools.md).

| HTTP status | Error | Meaning and fix |
|---|---|---|
| 400 | `invalid_workspace_id` | The URL does not end in a valid workspace ID. Copy the Server URL again |
| 400 | `unsupported_protocol_version` | The `MCP-Protocol-Version` header is not one Convia supports. The response lists the supported versions |
| 401 | `missing_bearer` | No `Authorization: Bearer` header |
| 401 | `invalid_token` | The token or access token is not recognized |
| 401 | `token_revoked` | The token was revoked. Create a new one |
| 401 | `token_expired` | The token passed its expiry date. Create a new one |
| 401 | `workspace_mismatch` | The token belongs to a different workspace than the URL |
| 401 | `oauth_token_required` | The bearer is a normal sign-in session, not an OAuth access token |
| 401 | `client_not_allowed` | The access token was issued to a different OAuth client |
| 403 | `not_a_member` | The person is no longer a member of the workspace |
| 403 | `insufficient_role` | The person is not an Owner or Manager |
| 403 | `feature_disabled` | The workspace's plan does not include MCP Connections |
| 405 | `method_not_allowed` | Only `POST` is accepted, apart from the metadata document |
| 429 | `rate_limited` | More than 60 requests in a minute from one credential. Wait for `Retry-After` (60 seconds) |

The rate limit is a best-effort safeguard against floods, applied per credential, or per IP address when no credential is sent.

## The Activity log

Every tool call made through MCP is recorded, and Owners and Managers can review it.

1. Open **Integrations → MCP Connections**.
2. Click the **Activity** tab.

Each row shows **When**, **Token** (the token's name), **Tool**, **Result** (**Success**, or the error code) and **Latency**. Rows are newest first, 50 to a page.

| Recorded | Not recorded |
|---|---|
| Every `tools/call`, successful or failed | Requests refused before a tool runs: credential, membership, role or plan failures, rate limits and malformed requests |
| A short summary of the arguments (counts, lengths, flags), never post content | `initialize`, `ping` and `tools/list` |
| The first 200 characters of the reason given to `unschedule_posts`, `archive_posts` and `delete_posts` | |

The argument summary and the reason are stored with each entry but are not shown on the **Activity** tab. Calls through an OAuth connector are not tied to a token, so the **Token** column shows **(deleted token)** for them. The log is append-only: nobody in the workspace can edit or delete entries.

## What MCP never does

Whatever the credential, the Convia MCP server cannot:

- Publish a post, schedule one to go out, approve one, or send one to the approval queue. New posts are always written as drafts. Editing a post a person already scheduled leaves it scheduled, even when the edit changes its date. See [Approval & review](https://docs.conviapro.com/docs/approval-and-review.md).
- Edit, archive or delete a published or approved post.
- Change the live default AI prompt template or a per-platform social prompt.
- Set TikTok privacy or branded-content options, or YouTube's Made for Kids, privacy status or publish time.
- Upload new media.
- Reach any workspace other than the one in its URL.

Using MCP spends no [AI credits](https://docs.conviapro.com/docs/ai-credits.md): your assistant writes the copy on your own subscription with that assistant.

## Related

- [Connect an AI assistant (MCP)](https://docs.conviapro.com/docs/mcp-quickstart.md): create a token or a connector step by step.
- [MCP tool reference](https://docs.conviapro.com/docs/mcp-tools.md): tool-level errors, limits and side effects.
- [Workspaces & teams](https://docs.conviapro.com/docs/workspaces-and-teams.md): roles and how to change them.
- [Plans & billing](https://docs.conviapro.com/docs/plans-and-billing.md): which plans include MCP Connections and Advanced Analytics.

---

Source: https://docs.conviapro.com/docs/mcp-security · Section: AI agents & MCP · Last updated: 2026-10-03


---

# Machine-readable docs

> Read the Convia docs as markdown, through llms.txt, llms-full.txt, a .md version of every page, content negotiation and the Copy page menu.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Every page of the Convia Pro docs is available as plain markdown, so an AI agent, an assistant or a script can read the same content you see in the browser without parsing HTML. This page lists each machine-readable format, when to use it, and how to give the docs to Claude and other assistants.

Reading the docs teaches an agent how Convia works. To let an agent act on your own workspace, connect it through MCP instead: see [Connect an AI assistant (MCP)](https://docs.conviapro.com/docs/mcp-quickstart.md).

## Formats at a glance

| Format | URL | Use it to |
|---|---|---|
| Index | `https://docs.conviapro.com/llms.txt` | Discover which page answers a question |
| One page | Any page URL plus `.md`, such as `https://docs.conviapro.com/docs/campaigns.md` | Read one page in full |
| Content negotiation | Any docs URL, sent with `Accept: text/markdown` | Get markdown from the normal URL |
| Everything | `https://docs.conviapro.com/llms-full.txt` | Load all pages at once |
| Changelog | `https://docs.conviapro.com/changelog.md` | Check what changed and when |

## llms.txt: the index

`https://docs.conviapro.com/llms.txt` lists every docs page, grouped by section in the same order as the sidebar. Each entry gives the page's title, its link and a one-line summary of what the reader can do there.

Start here when you do not yet know which page you need. It is small enough to read in full, and the summaries are written to help choose a page.

```bash
curl https://docs.conviapro.com/llms.txt
```

## A single page as markdown

Add `.md` to the end of any docs page URL to get that page as markdown:

```bash
curl https://docs.conviapro.com/docs/campaigns.md
curl https://docs.conviapro.com/docs/mcp-tools.md
```

This is the best format for answering a specific question: fetch the index, pick the page, then fetch only that page.

## Content negotiation

If you already have a page's normal URL, ask for markdown with the `Accept` header instead of changing the URL:

```bash
curl -H "Accept: text/markdown" https://docs.conviapro.com/docs/campaigns
```

This suits tools that follow links as they find them, such as crawlers and agent browsing tools that can set request headers.

## llms-full.txt: all pages in one file

`https://docs.conviapro.com/llms-full.txt` concatenates every docs page as markdown into one file.

```bash
curl -o convia-docs.md https://docs.conviapro.com/llms-full.txt
```

Use it for bulk ingestion: loading the docs into a project's knowledge, a search index or a long-context session. For a single question it is wasteful, so prefer the index and one page.

## The changelog as markdown

`https://docs.conviapro.com/changelog.md` is the release history as markdown. Check it when an answer may depend on a recent change, or to tell a user what is new.

```bash
curl https://docs.conviapro.com/changelog.md
```

## Links inside the markdown

Links in the markdown versions are absolute URLs, so they still work after the text is copied, pasted into a chat or stored in a file. Links between docs pages point at the markdown version of the target page, so an agent can follow them and keep reading markdown.

## The Copy page menu

Every docs page has a **Copy page** button next to its title. Clicking it copies the page's markdown. The arrow beside it opens a menu with more options:

| Option | What it does |
|---|---|
| **Copy as Markdown** | Copies the page's markdown to your clipboard, ready to paste into any assistant |
| **View as Markdown** | Opens the page's `.md` version in a new tab |
| **Open in Claude** | Starts a Claude conversation that reads the page's `.md` URL |
| **Open in ChatGPT** | Starts a ChatGPT conversation that reads the page's `.md` URL |
| **Connect Convia to your assistant** | Opens [Connect an AI assistant (MCP)](https://docs.conviapro.com/docs/mcp-quickstart.md) |

Use **Copy as Markdown** when you want to ask an assistant about one page without giving it web access.

## Choose the right format

| Situation | Use |
|---|---|
| An agent has a question and web access | `llms.txt`, then the one page it points to as `.md` |
| You are pasting one page into a chat | **Copy as Markdown** |
| You are building a knowledge base, project or index | `llms-full.txt` |
| A tool follows ordinary links | `Accept: text/markdown` |
| The answer may depend on something recent | `changelog.md` as well |

## Give the docs to an agent

### A prompt for any agent with web access

```text
You can look up how Convia Pro works in its docs. Fetch
https://docs.conviapro.com/llms.txt to find the right page, then fetch that
page by adding .md to its URL. Quote settings, limits and menu paths exactly as
the docs give them, and link the page you used. If the docs do not cover
something, say so instead of guessing.
```

### Claude Code: add the docs to CLAUDE.md

If you build on Convia or work with it from Claude Code, add a note to your project's `CLAUDE.md` so Claude knows where to look:

```markdown
## Convia Pro docs

For how Convia Pro works, fetch https://docs.conviapro.com/llms.txt and then
the relevant page with .md appended to its URL. The MCP tool reference is at
https://docs.conviapro.com/docs/mcp-tools.md.
```

To act on a workspace from Claude Code as well, add the Convia MCP server: see [Connect an AI assistant (MCP)](https://docs.conviapro.com/docs/mcp-quickstart.md).

### A Claude Project

1. Download the full docs: `curl -o convia-docs.md https://docs.conviapro.com/llms-full.txt`.
2. In your Claude Project, add `convia-docs.md` to the project's knowledge.
3. Re-download and replace the file when the [changelog](https://docs.conviapro.com/changelog.md) shows changes you care about.

For a narrower project, add only the pages you need, saved from their `.md` URLs or with **Copy as Markdown**.

## Related

- [Convia for AI agents](https://docs.conviapro.com/docs/ai-agents-overview.md): reading the docs versus acting on a workspace.
- [Connect an AI assistant (MCP)](https://docs.conviapro.com/docs/mcp-quickstart.md): let an assistant work in your workspace.
- [MCP tool reference](https://docs.conviapro.com/docs/mcp-tools.md): the page agents need most when acting through MCP.
- [Glossary](https://docs.conviapro.com/docs/glossary.md): Convia terms in one place.

---

Source: https://docs.conviapro.com/docs/machine-readable-docs · Section: AI agents & MCP · Last updated: 2026-10-03


---

# Glossary

> Definitions 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.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

This glossary defines the terms you meet in Convia Pro and in the results of its MCP tools, in alphabetical order. Each entry links to the page that covers the feature in full. Where an MCP tool uses a different name for something, the entry says so.

## Terms

### @-mentions

Typing @ in the composer searches for a LinkedIn organization, an X (Twitter) account or a Bluesky account to tag, and the mention becomes a real link when the post publishes. Teammates can also @-mention each other in comments, which lands on their **My Mentions** page. Which mention types you can use depends on your plan. See [Mentions & tagging](https://docs.conviapro.com/docs/mentions-and-tagging.md).

### Activity

The **Activity** tab in **Integrations → MCP Connections** (under **Workspace** in the launcher) lists every tool call an MCP client made in the workspace, with the token, the tool, the result and the latency. See [MCP access, permissions & audit](https://docs.conviapro.com/docs/mcp-security.md).

### Advanced Analytics

A plan capability for detailed analytics. Website analytics and the MCP tools `get_post_analytics`, `get_web_analytics` and `get_search_queries` need it. See [Plans & billing](https://docs.conviapro.com/docs/plans-and-billing.md).

### AI credits

AI features in Convia run on credits, and every AI action has a set cost. Credits refresh on the 1st of each month and roll over only on plans with rollover. MCP tools spend no credits, because the assistant writes the copy. See [AI credits](https://docs.conviapro.com/docs/ai-credits.md).

### AI Prompts

**Brand Brain → AI Prompts** holds the workspace's custom prompt templates for long-form generators such as articles and scripts, and its saved thumbnail styles. A content type can have several named versions, and only the default one is used for generation. See [How AI uses your brand](https://docs.conviapro.com/docs/how-ai-uses-your-brand.md).

### Approval queue

The **Approval Queue** is where managers review content before it goes live, once a manager turns on **Require approval for social posts** in **Settings → Publishing**. Managers can **Approve** or **Return** each item; anyone can flag a post with **Flag / Report problem** in its **More actions** menu. See [Approval & review](https://docs.conviapro.com/docs/approval-and-review.md).

### Article

Long-form written content such as show notes, blog posts, newsletters and LinkedIn articles. Articles move through Draft, Pending Approval, Approved and Published, and approving one does not publish it: **Mark as Published** is a separate step. See [Articles](https://docs.conviapro.com/docs/articles.md).

### Auto First Comment

Schedules an automatic first comment on LinkedIn Company Page, X, Bluesky, Threads, Facebook and Instagram posts, posted up to a minute after the post publishes. Whether it is available depends on your plan. See [Posts](https://docs.conviapro.com/docs/posts.md).

### Autopilot

A content automation that keeps your calendar topped up from clips you have already made. Each night it fills only the gap between your calendar and the days you chose, and its posts land as Pending Approval. See [Clip Autopilot](https://docs.conviapro.com/docs/autopilot.md).

### Back catalog import

**RSS Import** pulls your existing podcast episodes into Convia from your show's RSS feed, as drafts, so you can start repurposing them. It is available on plans that include historical import. See [Import your back catalog](https://docs.conviapro.com/docs/import-back-catalog.md).

### Beat

One post's place in a campaign's story: what it needs to say, on which platform and when. Every beat is checked against what you already have, and a pinned beat comes back word for word when you re-plan. See [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md).

### Brand Brain

Convia's understanding of your show, your voice and your audience, set up under **Brand Brain** in the launcher. Every AI feature reads it, and so does any agent that calls `get_brand_context`. See [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md).

### Branded search terms

The names people type when they look for you, added in your website analytics settings. A search counts as branded when it contains one of your terms. See [Website analytics](https://docs.conviapro.com/docs/website-analytics.md).

### BYOK

Bring your own key: connect your own OpusClip, Descript, ElevenLabs or HeyGen account so those generations run against your provider account instead of Convia credits. The Managed Clipping add-on is the exception and is charged in Convia credits. See [Connect your AI accounts](https://docs.conviapro.com/docs/connect-ai-accounts.md).

### Campaign

A coordinated set of posts around a theme, episode or event, told across several platforms over a period of time. Campaign types are **Promote a Specific Idea**, **Capitalize on a Trend**, **Seasonal/Recurring Theme** and **Guest/Partnership Spotlight**, and a campaign does not need an episode. See [Campaigns](https://docs.conviapro.com/docs/campaigns.md).

### Campaign status

A campaign is **Draft** while it is being planned and **Active** while it runs, and the status filter also offers Paused, Stopped, Completed and Archived. A campaign created through MCP stays Draft until a person activates it. See [Campaigns](https://docs.conviapro.com/docs/campaigns.md).

### Client Portal

A branded portal where the people whose shows you produce log in to see finished episodes, leave comments and submit new recordings. Set it up in **Settings → Client Portal**, on plans that include it. See [Client Portal](https://docs.conviapro.com/docs/client-portal.md).

### Clip

A short-form excerpt from an episode, made for social media. Clips appear on their episode's Clips page and in the **Clips Library**, which shows each clip's parent episode and the posts made from it. See [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md).

### Clip imports

Bring clips in from OpusClip, reviewing or editing each before import, or from Descript, using compositions from the episode's Descript project or clips made by Descript's agent. Start from an episode's **Clips → Add clips** menu; owners and managers only. See [Clip imports](https://docs.conviapro.com/docs/clip-imports.md).

### Content Automation

Automations under **In Motion → Content Automations** that write draft posts in the background and drop them into your approval queue. A trend automation drafts a post a day from the freshest trend your feeds picked up; Autopilot fills your calendar from clips. See [Content automations](https://docs.conviapro.com/docs/content-automations.md).

### Content Created

The list on an idea of everything made from it, such as posts, articles, scripts and campaigns. Through MCP, `get_idea` and `get_derived` return the same links. See [Ideas & scripts](https://docs.conviapro.com/docs/ideas-and-scripts.md).

### Content Lab

**In Motion → Content Lab**, called Content Generation Lab in Help, is the media studio for generating images, voiceovers and talking-avatar videos, all saved to one asset library. Voiceovers and avatars run on your own connected accounts. See [Content Generation Lab](https://docs.conviapro.com/docs/content-generation-lab.md).

### Declutter

A calendar tool that previews every move before changing anything, with two modes: **Spread out** and **Keep breathing room**. Posts you made by hand, campaign posts, full episodes and anything in the next 24 hours stay where they are. See [Calendar & scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md).

### Default posting times

A grid in **Settings → Publishing** of posting times per platform and weekday. When a post gets a date without a time, Convia uses your default time, then the platform's best hour, then the start of your posting window, and MCP tools do the same for a bare date. See [Calendar & scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md).

### Episode

Your source content, such as a podcast, video or webinar, and the foundation everything else is built from. Some MCP fields still use the older name, webcast, as in `parent_webcast_id`. See [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md).

### Feed Manager

**Feed Manager**, inside **Trend Monitor** under **In Motion**, holds the RSS feeds Convia watches for fresh outside material, which feed Trend Monitor and trend automations. It is part of Trend Rider. See [Trend discovery](https://docs.conviapro.com/docs/trend-discovery.md).

### Flag

**Flag / Report problem**, in a post's **More actions** menu, lets anyone on the team send a post to the approval queue with a note and a **Flagged** badge, for a manager's attention. It is different from a held campaign post, which is flagged because it needs an asset. See [Approval & review](https://docs.conviapro.com/docs/approval-and-review.md).

### Gap

A campaign post that still needs an asset Convia does not have, such as a clip or a graphic. It shows **Held · needs asset** with a brief that says what to make, and an agent creates one by setting `needed_asset` in `create_campaign_from_plan`. See [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md).

### Guest

A person who appeared on your show, with a profile in Convia that can be invited into the Guest Portal. A guest who asks for their data to be removed is never returned by MCP tools. See [Guest Portal](https://docs.conviapro.com/docs/guest-portal.md).

### Guest Portal

A secure space where invited guests view the episodes they appear in, download media, update their profile and see their episode's analytics. Invites go out by email with a link that expires after 30 days. See [Guest Portal](https://docs.conviapro.com/docs/guest-portal.md).

### Guest Spotlight

The **Guest/Partnership Spotlight** campaign type promotes an episode featuring a guest; the campaign builder suggests 10 days. Its posts introduce the guest and can be shared so everyone posts on publish day. See [Promote with your guest](https://docs.conviapro.com/docs/promote-with-your-guest.md).

### Idea

An entry in your content backlog under **In Motion → Ideas**, moving through New, Researching, Ready, In Progress and Completed, or Archived when dropped. An idea can become a script, post or article. See [Ideas & scripts](https://docs.conviapro.com/docs/ideas-and-scripts.md).

### Internal name and published title

Every post has an **Internal name**, seen only inside Convia, and a **Published title**, the public title YouTube and Facebook show on a video. If the published title is blank, the internal name is published. MCP tools call these `title` and `published_title`. See [Posts](https://docs.conviapro.com/docs/posts.md).

### Link tagging

**Tag links to your websites** adds tracking tags to links to your own sites when Convia publishes a post, so a visit is credited to the post that sent it. See [Website analytics](https://docs.conviapro.com/docs/website-analytics.md).

### Magic Campaign

Drafts a full campaign from an episode, for the type, platforms and date range you pick, for you to review. Its planner lays out beats you can pin and re-plan, and the MCP campaign plan tools need it on your plan. See [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md).

### Magic Repurpose

Turns one episode into a full content package in one click: transcript, chapter markers, insights, YouTube titles, descriptions and a promotional campaign. Everything it makes lands as drafts. See [Magic Repurpose](https://docs.conviapro.com/docs/magic-repurpose.md).

### Managed account

A parent account through which an agency manages several shows' workspaces, with one contract and shared billing. Convia sets managed accounts up. See [Agencies & managed accounts](https://docs.conviapro.com/docs/agencies-and-managed-accounts.md).

### MCP

Model Context Protocol, an open protocol that lets AI assistants such as Claude use tools provided by other software. Convia's MCP server gives an assistant 38 tools scoped to one workspace. See [Convia for AI agents](https://docs.conviapro.com/docs/ai-agents-overview.md).

### MCP Connections

The page at **Integrations → MCP Connections** where Owners and Managers connect Claude and other AI clients to a workspace, with tokens, setup instructions, the tool list and the Activity log. It needs a plan that includes MCP Connections. See [Connect an AI assistant (MCP)](https://docs.conviapro.com/docs/mcp-quickstart.md).

### MCP token

A secret starting `mcp_live_` that lets a client such as Claude Code act in one workspace as the person who created it. It is shown once, stored only as a hash, and can be revoked at any time. See [MCP access, permissions & audit](https://docs.conviapro.com/docs/mcp-security.md).

### Post

Social media content for LinkedIn, X and other platforms, ready for publishing. Post types include social posts and promotion posts. See [Posts](https://docs.conviapro.com/docs/posts.md).

### Post status

The app shows Draft, Pending Approval, Approved, Scheduled, Published and Failed. MCP tools use `draft`, `pending_approval`, `approved`, `scheduled`, `published` and `failed`, plus `archived` (set aside), `processing` (being published right now) and `in_review` (a pre-publish review state). See [Posts](https://docs.conviapro.com/docs/posts.md).

### Posting window

The earliest and latest times you are willing to publish, set in **Settings → Publishing**, 07:00 to 19:00 by default. The window is advice, not a rule. See [Calendar & scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md).

### Roles

A workspace has four roles: **Owner** (everything, including billing and deleting the workspace), **Manager** (create, edit, approve and publish content, manage the team), **Contributor** (create and edit content, submit it for approval; previously called Member) and **Viewer** (read-only). Only Owners and Managers can use MCP Connections. See [Workspaces & teams](https://docs.conviapro.com/docs/workspaces-and-teams.md).

### Script

A plan for content before you record it, under **In Motion → Scripts**, of type Video, Podcast, Short or Presentation. Scripts get an automatic word count and duration estimate. See [Ideas & scripts](https://docs.conviapro.com/docs/ideas-and-scripts.md).

### Show Details

**Brand Brain → Show Details** holds your show's name, description and artwork. See [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md).

### Social Platform Prompts

**Brand Brain → Social Platform Prompts** holds one prompt per platform that shapes the AI-written copy for that platform. MCP tools can read these prompts but not change them. See [How AI uses your brand](https://docs.conviapro.com/docs/how-ai-uses-your-brand.md).

### Speaker mapping

Naming the speakers Convia detected in a transcript by matching each one to a host or guest, with **Identify speakers** on the episode's Transcript page. Until a speaker is confirmed, MCP tools return their lines without a name. See [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md).

### Spine

The core of a campaign plan: its **Through line**, the one argument the campaign makes, and its **Authority objective**, the authority it earns you. The Magic Campaign plan review shows both, and agents supply both to `create_campaign_from_plan`. See [Magic Campaign](https://docs.conviapro.com/docs/magic-campaign.md).

### Spread out

A **Declutter** mode that spaces out clips on the calendar for one platform, moving only the kinds of clip you allow: bulk scheduled, Autopilot, or scheduled from a connected AI app. Clips on the same day are staggered 15 minutes apart. See [Calendar & scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md).

### Tags and hashtags

Tags are internal topic labels that organize your content and make it findable; hashtags are published words in a post's copy. Tag groups bundle tags for reuse and are rendered as hashtags when inserted into body copy. See [Mentions & tagging](https://docs.conviapro.com/docs/mentions-and-tagging.md).

### Text provenance

A field on clips in MCP results that says where a clip's title and description came from: `generated`, `imported` or `unknown`. Either way, clip text is a summary, not something a person said. See [MCP tool reference](https://docs.conviapro.com/docs/mcp-tools.md).

### Text Snippets

Reusable blocks of text, such as a standard call to action or outro, shared with the whole workspace and inserted from the composer. Agents read them with `get_text_snippets` and reproduce them exactly. See [Posts](https://docs.conviapro.com/docs/posts.md).

### Thumbnail Studio

Generates AI thumbnails for an episode: open the episode, go to **Images** and click **Open Thumbnail Studio**. A style sets the look, and saved styles live in **Brand Brain → AI Prompts → Thumbnail Styles**. See [Thumbnails](https://docs.conviapro.com/docs/thumbnails.md).

### Transcript

The full text of an episode, on the episode's Transcript page, with speakers once they are detected. Agents read it with `get_transcript` and check claims against it with `search_content`. See [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md).

### Trash

Where deleted items go. You can restore an item from Trash, and items are permanently deleted after 30 days. Posts an agent deletes through MCP land here too. See [Posts](https://docs.conviapro.com/docs/posts.md).

### Trend Monitor

**In Motion → Trend Monitor** finds what is trending in your industry. Results appear as **Trend Alerts** with a relevance score, time sensitivity and source, and you can turn them into ideas, scripts or campaigns. See [Trend discovery](https://docs.conviapro.com/docs/trend-discovery.md).

### Trend Rider

The plan feature that includes Trend Monitor and Feed Manager. It is included only on some plans. See [Plans & billing](https://docs.conviapro.com/docs/plans-and-billing.md).

### Trial reel

An Instagram reel shown first to people who do not follow you. Instagram requires around 1,000 followers, otherwise the reel publishes as normal; agents set it with `trial_reel` in `platform_options`. See [Publishing to platforms](https://docs.conviapro.com/docs/publishing-to-platforms.md).

### Voice & Tone

**Brand Brain → Voice & Tone** sets your brand characteristics, **Audience Profile** and content rules, which the AI follows when it writes. See [Brand Brain](https://docs.conviapro.com/docs/brand-brain.md).

### Webcast

The older name for an episode, still used in some MCP fields such as `parent_webcast_id` and `linked_webcast_id`. See [Episodes & clips](https://docs.conviapro.com/docs/episodes-and-clips.md).

### Website analytics

Shows what your posts do after the click, by reading your Google Analytics 4, Google Search Console and Bing Webmaster Tools data without changing anything in them. Results appear on the **Web** tab of Analytics, and it needs Advanced Analytics. See [Website analytics](https://docs.conviapro.com/docs/website-analytics.md).

### Workspace

A separate space for one show, brand or client, with its own content, settings and team. An MCP connection reaches exactly one workspace. See [Workspaces & teams](https://docs.conviapro.com/docs/workspaces-and-teams.md).

## Related

- [Convia for AI agents](https://docs.conviapro.com/docs/ai-agents-overview.md): how agents read the docs and act on a workspace.
- [MCP tool reference](https://docs.conviapro.com/docs/mcp-tools.md): the exact field names behind many of these terms.
- [Navigating Convia](https://docs.conviapro.com/docs/navigating-convia.md): where each feature lives in the app.
- [FAQ](https://docs.conviapro.com/docs/faq.md): short answers to common questions.

---

Source: https://docs.conviapro.com/docs/glossary · Section: AI agents & MCP · Last updated: 2026-10-03


---

# Frequently asked questions

> Quick answers about signing up, trials, workspaces and roles, creating and scheduling content, campaigns, AI credits, approvals and integrations.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Short answers to the questions Convia Pro customers ask most. Each answer starts with the short version and links to the page with the full detail. If you're fixing something that isn't working, see [Troubleshooting](https://docs.conviapro.com/docs/troubleshooting.md).

## Getting started

### Do I need a credit card to sign up?

No. You can create your account and run guided setup, which comes with a starter pool of 75 AI credits, without entering a card. After guided setup you choose a plan. If a free plan is offered you can pick it with no card, and paid plans start with a free trial that, where available, also needs no card. Until you pick a plan, publishing and AI features stay paused, but nothing you've created is lost. See [Quickstart](https://docs.conviapro.com/docs/quickstart.md).

### I have a signup code. Where do I enter it?

Enter it in the plan picker just before checkout, under **Have a signup code?**. A code gives you either extra free trial days or a discount, and the field tells you straight away whether it's valid. If your code came in a signup link, it's applied for you and the sign-up page shows it. See [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md).

### Can I use Convia without a podcast?

Yes. Guided setup can learn your voice from a short form or from links to things you've written, and campaigns don't need an episode: you can plan one from your whole library, from a set of topics, or from what you want to say. Ideas and scripts work without an episode too. See [Campaigns](https://docs.conviapro.com/docs/campaigns.md) and [Ideas & scripts](https://docs.conviapro.com/docs/ideas-and-scripts.md).

### Which platforms can Convia publish to?

Eight: LinkedIn (personal profiles, and Company Pages where your plan includes them), X (Twitter), YouTube, TikTok, Instagram, Threads, Facebook Pages and Bluesky. Which ones you can connect, and how many accounts, depends on your plan. See [Connect your social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md).

### What file formats can I upload?

Video in MP4, MOV or WebM; audio in MP3, WAV or M4A; images in JPG, PNG, GIF or WebP. Size limits depend on your plan, and Convia tells you when you pick a file that's too large or too long. Some platforms are stricter about what they accept; see [Publishing to each platform](https://docs.conviapro.com/docs/publishing-to-platforms.md).

### How long does transcription take?

Usually a few minutes: typically 1 to 3 minutes for a 30-minute episode. The page shows progress, moving from "Extracting audio" to "Transcribing", and updates on its own when the transcript is ready.

### Where do I find out what changed in Convia?

Open the launcher at the bottom left and choose **What's New** under **Support**. It lists recent releases by the date they shipped.

## Plans and trials

### How long is the free trial?

14 days, unless a signup code gives you more. A days-remaining badge in the header keeps the trial visible, and turns red when 3 or fewer days remain. See [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md).

### What happens when my trial ends?

If you've added a card, your plan continues. If a trial ends without a card, your workspace pauses instead of charging you, and you get an email. Nothing is deleted. Add a card with **Update Payment Method**, then choose **I've added a card, restart my subscription**; the price is shown above that button first. To pick another plan instead, choose **Cancel this subscription and choose another plan**.

### Can I cancel or change plans during my trial?

Yes. Canceling during a free trial runs to the end of the trial at no charge. Changing plans during a trial doesn't end the trial or charge you early: you pay nothing today, and your first charge at the end of the trial is at the new plan's price.

### Where can I see prices?

On the pricing page at https://conviapro.com/pricing. The plan picker inside Convia shows monthly and yearly prices too, with the annual amount you'll be billed for yearly plans.

## Workspaces and teams

### Can I manage more than one show?

Yes, each show, brand or client lives in its own workspace, and you switch between them from your show's name at the top of the page. You can't create a new workspace yourself; the switcher says **Need another show? Contact your workspace admin.** See [Workspaces, teams & roles](https://docs.conviapro.com/docs/workspaces-and-teams.md).

### How do I invite teammates?

Go to **Settings → Members**, click **Invite Member**, enter their email and pick their role. The Members page shows your plan's seat limit, and the **Invite Member** button is disabled with an explanation once you reach it.

### What can each role do?

Owners and managers can do everything, including settings, members, billing, approvals and publishing directly. Contributors create and edit content and submit it for approval when the workspace requires it. Viewers see the workspace and its content and change nothing. See [Workspaces, teams & roles](https://docs.conviapro.com/docs/workspaces-and-teams.md#what-each-role-can-do).

### Why do I see "View-only access"?

Because your role is Viewer. You can browse everything in the workspace, including episodes, posts and analytics, but making changes needs a Contributor or Manager role, which a workspace manager can give you.

### Where do I see comments where a teammate mentioned me?

On your **My Mentions** page, which opens from a mention notification in the bell menu. It lists every comment that @-mentions you across posts, articles, episodes and scripts, grouped by item, with a filter for unresolved mentions and a one-click resolve. Tagging accounts in a published post is a different feature; see [Mentions & tagging](https://docs.conviapro.com/docs/mentions-and-tagging.md).

## Creating and scheduling content

### What's the difference between Magic Repurpose and repurposing by hand?

Magic Repurpose is one workflow that generates the full set for an episode: transcript, insights, chapter markers, titles, descriptions and a promotional campaign. It's best for a new episode. Repurposing by hand lets you pick exactly what to generate, which is better when you want control or already have some content. See [Magic Repurpose](https://docs.conviapro.com/docs/magic-repurpose.md) and [Turn one piece of content into many](https://docs.conviapro.com/docs/repurpose-one-piece.md).

### Can I edit what the AI writes?

Yes. Everything the AI writes arrives as a draft, or in the approval queue, and you can edit it freely before it's scheduled or published.

### Will Convia publish anything without me?

Nothing the AI writes publishes on its own. Posts publish automatically only once a person schedules them or publishes them. Autopilot posts always land as **Pending Approval**, even if your workspace doesn't require approval. A trend automation sends its drafts to the approval queue by default, or leaves them as drafts if you set it to follow the workspace default. AI assistants connected through MCP create drafts only. See [Clip Autopilot](https://docs.conviapro.com/docs/autopilot.md) and [Content Automations](https://docs.conviapro.com/docs/content-automations.md).

### How do I schedule a post for a specific time?

Open the post, set the **Schedule Date** with the date and time you want, and click **Schedule**. The post is marked **Scheduled**, or goes to the approval queue first if your workspace requires approval. If you pick a date without a time, Convia uses your default posting time for that platform and weekday, then the platform's generally best hour, then the start of your posting window. You can't schedule a time that has already passed. See [Calendar & scheduling](https://docs.conviapro.com/docs/calendar-and-scheduling.md).

### What time zone does Convia use?

Your workspace's time zone, which you set in **Settings → Publishing**. Every time in Convia shows in that time zone with a badge such as **EDT**, whatever time zone your computer is in, and episode and article dates read as the same day for everyone on your team, your guests and your clients.

### Can Convia edit a post after it's published?

No. Convia doesn't change a post once it's live; edit it on the platform. On YouTube, change a published video's title and description in YouTube Studio, and Convia picks up the change on its next sync.

### Can I read or reply to comments from Convia?

No. Convia has no inbox and can't read or reply to comments or messages. Where your plan includes first comments, it can post a first comment on your own post when you publish, and it counts comments in your analytics.

### Does deleting a YouTube post in Convia remove the video from YouTube?

No. The video stays on YouTube, and Convia's message gives you the link to remove it yourself.

## Campaigns

### Which campaign type should I choose?

- **Promote a Specific Idea** reinforces a concept through repetition. It suggests 21 days, posting weekly.
- **Capitalize on a Trend** moves quickly on something timely. It suggests 7 days, posting daily.
- **Seasonal/Recurring Theme** builds up to a date, such as a holiday, conference or launch. It suggests 14 days, posting twice a week.
- **Guest/Partnership Spotlight** promotes a guest or partner. It suggests 10 days, posting three times a week.

You can change the dates and frequency for any type.

See [Campaigns](https://docs.conviapro.com/docs/campaigns.md).

### Can I add posts I've already written to a campaign?

Yes. On the campaign's page, click **Link Existing** to add posts you've already created.

### Do I need an episode to run a campaign?

No. A campaign can be built around an episode, from your whole library, from a set of topics, or from what you want to say. If your library is empty, Convia still plans the campaign and tells you what to make. See [Plan a promotional campaign](https://docs.conviapro.com/docs/plan-a-launch-campaign.md).

## AI and credits

### How do I see my AI credit balance?

Open your avatar menu at the top right: its **Usage** section shows your AI credits and storage. Owners and managers also see the full balance on **Billing**, including signup grants, onboarding bonuses and refunds, and a banner warns you when credits run low. See [AI & credits](https://docs.conviapro.com/docs/ai-credits.md).

### What happens when I run out of credits?

AI features stop until your monthly credits refresh or you buy more with **Top up credits**. Convia opens a credits dialog showing what you need and what you have. You can still edit existing content, create content by hand, and schedule and publish.

### Why does Magic Repurpose cost more than other features?

Because one run does several AI jobs: transcription, insights, chapter markers, titles, descriptions and a campaign. A full run on a new episode typically costs 100 to 150 credits. Leave **Skip steps where content already exists** ticked to pay only for what's missing.

### Can I undo an AI generation?

Not directly. AI content arrives as drafts, so delete what you don't want, and articles keep a version history you can restore from. Credits spent on a generation that completed aren't refunded. If a thumbnail fails to generate, its credits are returned.

### Do my own AI accounts use Convia credits?

No. OpusClip clips, Descript edits, ElevenLabs voiceovers and HeyGen avatars run on your own provider account and are billed by that provider. See [Connect your AI accounts](https://docs.conviapro.com/docs/connect-ai-accounts.md).

## Approvals

### How does the approval queue work?

A manager turns on **Require approval for social posts** in **Settings → Publishing**. From then on, social posts must be approved before they schedule or publish. They appear in the Approval Queue (**Approvals** at the bottom of the sidebar), where managers can **Approve** or **Return** them. Anyone on the team can flag a post with **Flag / Report problem** in the post's **More actions** menu. An approved post that already has a date moves to **Scheduled** automatically. Articles go through review too, but approval never blocks them from publishing. See [Approval & review](https://docs.conviapro.com/docs/approval-and-review.md).

### I turned approval on after posts were already scheduled. What happens to them?

They show up in a **Needs Review** section. For each one, choose **Confirm** to keep it scheduled as it is, or **Review** to send it through the approval queue.

### Can I reschedule posts on the calendar when approval is on?

Yes. Drag a draft or an approved post to a new date without changing its approval status. Published posts stay where they are, and no post can be dropped on a time that has already passed.

## Integrations and devices

### Can I connect Claude or another AI assistant?

Yes, on plans that include MCP Connections. Set it up under **Integrations → MCP Connections** (open **Integrations** from the launcher at the bottom left, under **Workspace**). A connected assistant can search your content, create posts as drafts, update posts, and unschedule, archive or delete posts with a stated reason, but it never publishes anything. See [Connect an AI assistant](https://docs.conviapro.com/docs/mcp-quickstart.md).

### Are webhooks available?

Not right now. Outbound webhooks are paused while they're reworked, so no new webhooks can be set up. Existing webhook settings are kept.

### Is there a mobile app?

Convia is built for a desktop browser. A mobile view for approving posts, capturing ideas and creating posts is switched on for some workspaces. Others see **Mobile is coming soon** on a phone and are asked to use a desktop browser.

## Related

- [Troubleshooting](https://docs.conviapro.com/docs/troubleshooting.md): fixes when something isn't working.
- [Get support](https://docs.conviapro.com/docs/get-support.md): report a problem or reach the right contact.
- [Quickstart](https://docs.conviapro.com/docs/quickstart.md): set up your account step by step.
- [Glossary](https://docs.conviapro.com/docs/glossary.md): what Convia's terms mean.

---

Source: https://docs.conviapro.com/docs/faq · Section: Help & troubleshooting · Last updated: 2026-10-03


---

# Troubleshooting

> Fix common problems with signing in, connecting social accounts, publishing, AI generation, analytics, imports and billing in Convia Pro.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

Fixes for the problems Convia Pro customers run into most, grouped by area. Each answer starts with the likely cause and what to do. If your question isn't a problem but a "how do I", try the [FAQ](https://docs.conviapro.com/docs/faq.md). If none of this helps, see [Get support](https://docs.conviapro.com/docs/get-support.md).

## Account and sign-in

### I didn't get the confirmation or password reset email

Check your spam or quarantine folder, and confirm you're using the address you signed up with. If you typed the wrong address at signup, click **Use a different email** on the **Check your email** screen. If you try to sign in before confirming, Convia says so and offers to resend the link.

### Sign-in says my credentials are wrong

Convia tells you when a password is wrong. Double-check it, or click **Forgot your password?** on the sign-in page to reset it.

### My invitation link doesn't work

Use the newest invitation you were sent. If your email already has a Convia account, the invitation shows a sign-in form rather than a sign-up form, so sign in with that account. Invitations expire: ask an owner or manager to use **Resend Invitation** under **Settings → Members**, where the **Pending Invitations** list shows whether yours has expired.

### I see "View-only access" or "Access Denied"

Your role doesn't allow what you're trying to do. **View-only access** means you're a Viewer: a workspace manager can give you the Contributor or Manager role. **Access Denied** on a settings or billing page means it's open to owners and managers only. See [Workspaces, teams & roles](https://docs.conviapro.com/docs/workspaces-and-teams.md#what-each-role-can-do).

### Convia shows "Page not found" after an update

Click **Reload**. If a tab was left open across an update, Convia reloads itself once to pick up the new version, and the **Page not found** screen offers **Reload** and a way back to the Dashboard.

### Guided setup says "Manager permission required"

Only workspace owners and managers can complete guided setup. Ask one of them to finish setup for the workspace.

## Connecting social accounts

### I can't connect a social account

Work through these in order:

1. Make sure you're signed in to the correct account on the platform before you connect.
2. Allow every permission the platform asks for.
3. Check the account type: Facebook connects a Page, Instagram and Threads need a professional or business account, and TikTok needs a creator or business account.
4. For a LinkedIn company page, make sure you're an admin of the page.
5. If the card shows **Reconnect**, the previous connection expired: click **Reconnect** to refresh it.

See [Connect your social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md).

### The card says "Reconnect required"

The platform's access expired or was revoked, and posting to that account pauses until you reconnect. Open **Social Channels** (in the launcher, under **Show**), click **Reconnect** on the card and sign in with the same account. The post editor also shows when an account needs reconnecting before it can publish.

### Convia says I signed in with a different account

You reconnected with a different account from the one the card belongs to. The card and its posts stay exactly as they were, and Convia tells you which account to use. Sign in to the platform as that account and reconnect again. To publish from the other account too, connect it as its own account, if your plan allows more than one per platform.

### A platform shows "(Upgrade required)" or "(Upgrade to add more)"

Your plan sets which platforms you can connect and how many accounts. **(Upgrade required)** means your plan doesn't include that platform. **(Upgrade to add more)** means your plan allows one account per platform and you already have one. If Convia says you've reached your plan's connected account limit, upgrade or disconnect an account to connect another. Channels you add offline don't count toward the limit.

### Bluesky asks for my app password again

The app password Convia had was revoked or changed in Bluesky. Create a new app password in your Bluesky settings and enter it when Convia asks.

### The card says "Analytics off"

The account was connected before Convia could read its analytics. Publishing and scheduled posts are unaffected. Click **Enable analytics** or **Update permissions** on the card to reconnect it with analytics access, without removing it.

### First comments say the account needs an updated connection

The account was connected before it granted the comment permission. Reconnect it on **Social Channels**. If the platform refuses the permission, Convia stops offering first comments on that account rather than failing each post.

### Convia warns me before connecting TikTok

This is expected for a new TikTok connection. TikTok can permanently ban a brand new account that starts publishing through a scheduling tool, so Convia asks you to confirm first. If the account is new, post from it by hand for a while before connecting.

## Publishing

### My post shows "Failed"

Open the post and read the error message. Common causes are an expired social connection (reconnect it on **Social Channels**), content that breaks the platform's rules, and too many posts in a short time. **Settings → Publishing history** keeps a record of every publish attempt and what the platform said back. When Instagram or Threads refuses a video, the log names the file size and what to do next.

### The Schedule button asks me to connect the account first

The post is for an offline channel. You can draft for an offline channel and use **Mark as Published** for posts you publish yourself, but scheduling needs a connected account. Click **Connect to account** on the channel's card in **Social Channels**.

### My scheduled post went back to Draft

A scheduled post returns to draft when:

- Its account was disconnected, or was offline when the post was due. Reconnect the account and schedule the post again.
- Your workspace hit a plan limit on how many posts it can publish per day or per month. The post waits in drafts so it's one click to retry after you upgrade.
- A reviewer returned it. It shows a **Rejected** badge until someone resubmits it.
- It was restored from the Trash after its scheduled time had passed.

### Convia won't let me pick that time

A post can't be scheduled for a time that has already passed, because it would go out straight away instead of on its day. Pick a future time. In the approval queue, approving a post whose time is over asks you to pick a new time or choose **Approve and publish now**.

### Convia asks me to confirm a post marked "Before release"

The post is dated before its episode's release date. Scheduling, approving or finishing it on YouTube asks you to confirm, so a teaser goes out early only on purpose. Confirm if that's what you want, or move the post after the release.

### My post is over the character limit

The editor's character counter turns red when a post is too long for its platform; shorten it before you schedule. A YouTube post with a title over 100 characters, or a description over 5,000, stops with a message saying which is too long instead of uploading cut short. X counts every link as 23 characters, and so does Convia. See [Posts](https://docs.conviapro.com/docs/posts.md) for every platform's limit.

### Instagram won't publish my post

Instagram needs media, so a text-only post can't publish there. A story takes no caption and no first comment, and a story video can be up to 60 seconds and 100MB. If Instagram refuses a video, **Settings → Publishing history** says why. See [Publishing to each platform](https://docs.conviapro.com/docs/publishing-to-platforms.md).

### TikTok won't accept my photo

TikTok photo posts accept only JPEG and WebP images (not PNG) of 1080×1920 or smaller. The composer flags an unsupported image while you compose, so convert or resize it and attach it again.

### My LinkedIn PDF post didn't process

Some landscape PDFs fail LinkedIn's own document processing, even when uploaded on LinkedIn directly. Portrait PDFs work reliably, so export the document in portrait and try again.

### My YouTube video is still private

You used **Finish on YouTube**, which uploads the video privately so you can finish it in YouTube Studio. If the post had a schedule date at least 15 minutes ahead, YouTube makes it public at that time on its own. Without a date, it stays private until you make it public in YouTube Studio. See [YouTube publishing](https://docs.conviapro.com/docs/youtube-publishing.md).

### I deleted a YouTube post but the video is still on YouTube

Convia can't delete videos from your channel. When you delete the post, Convia's message gives you the link to remove the video in YouTube yourself.

### My post went to the approval queue instead of being scheduled

Your workspace requires approval for social posts, so an owner or manager has to approve it. Flagging a scheduled post with **Flag / Report problem** also sends it back for approval when your workspace requires approval. See [Approval & review](https://docs.conviapro.com/docs/approval-and-review.md).

## AI generation and credits

### AI generation seems stuck

1. Wait two to three minutes, because some jobs take time.
2. Refresh the page to check for updates.
3. If it's still stuck, try again, because the job may have failed.
4. Check your credit balance: without enough credits, generation can't start.

If a Magic Repurpose step needs a transcript and there isn't one, that step is skipped without charge, and the summary says what ran.

### I ran out of credits

Convia opens a credits dialog showing what you need and what you have. Owners and managers can buy more with **Top up credits** in the avatar menu or on **Billing**. On plans with monthly credits, they also refresh on the 1st of each month. Meanwhile, you can still edit content, create content by hand, and schedule and publish. See [AI & credits](https://docs.conviapro.com/docs/ai-credits.md).

### A generation failed with an error

Read the message: Convia names the real reason, such as running short of credits. If a thumbnail fails to generate or edit, its credits are returned.

## Analytics

### A number shows a dash instead of a value

The platform doesn't report that number, or didn't report it for this post. Convia shows a dash rather than a zero it never received, and a real zero as a zero. For example, Instagram doesn't report shares, Facebook doesn't report shares on videos, and Bluesky reports no views. See [Analytics](https://docs.conviapro.com/docs/analytics.md).

### A new post has no numbers yet

Give it time. While a post is new, Convia refreshes its numbers twice a day (once a day on X and LinkedIn), and comparisons with your usual appear within a few hours of the post turning 24 hours old. A post's **Analytics** tab says when it was last checked.

### A post says "Not enough to compare"

The account needs at least 5 earlier posts in the same format before a post can be compared with your usual. YouTube Shorts are compared only with Shorts, and Instagram Reels only with Reels.

### Instagram or Facebook views and reach are missing

Those numbers depend on the permissions the account granted when it was connected. Reconnect the account on **Social Channels** to turn them on; Convia shows a reconnect prompt on accounts in this state.

### TikTok shows "Enable analytics"

The account was connected before TikTok analytics went live. Click **Enable analytics** on its card; it reconnects the account with analytics access, with no need to remove and re-add it.

### My follower chart only starts recently

Follower numbers can't be collected backwards, so a chart starts on the day Convia began collecting for that account. YouTube is the exception and recovers its first 90 days.

### Older LinkedIn posts stopped updating

Convia keeps your 100 most recent posts per LinkedIn account up to date, because LinkedIn limits how much analytics data it serves each day. Older posts keep the numbers already collected for them.

### A post I brought in with "Add existing post" has no numbers

A private or undated video comes in as a draft, and drafts don't collect performance; publish it on the platform first. Reposts of other people's posts are left out, Instagram stories aren't brought in, and personal LinkedIn profiles aren't offered for import.

### The Web tab shows no visits from my posts

Usually nothing is broken. Visits are credited only for posts that link to one of your websites and were published after link tagging was turned on. Check that the switch in **Voice & Tone → Your websites** is on, and that your recent posts link to your site rather than only to YouTube. Until a property's first collection finishes, the Web tab says **Waiting on first sync**. If a card says **Needs reconnect**, click **Reconnect with Google**, or for Bing, disconnect and paste a new key. See [Website analytics](https://docs.conviapro.com/docs/website-analytics.md).

## Imports

### I can't find RSS Import

Back-catalog import is available only on plans that include historical import. Where your plan includes it, open **Integrations → RSS Feed** (in the launcher, under **Workspace**) and click **Go to Content Import** under **Import your episodes**. Guided setup also offers the import. See [Import your back catalog](https://docs.conviapro.com/docs/import-back-catalog.md).

### Sync now says "Synced recently"

You pressed **Sync now** within a few minutes of the last sync. The message says when you can try again.

### Synced episodes have no audio or video

That's expected. The daily sync brings across episodes and their details, not the audio or video files. Upload media to any episode yourself.

### An episode I deleted came back, or appears twice

It shouldn't. Episodes you already have are matched rather than duplicated, and anything you deleted stays deleted, including episodes you permanently delete from the Trash.

### Some OpusClip clips weren't imported

Convia imports full-quality files only. A clip OpusClip is still rendering when the import finishes is left out and named in the message, so import it again in a few minutes. The **Import** button shows "Preparing clips in OpusClip" while this happens. See [Bring in clips from other tools](https://docs.conviapro.com/docs/clip-imports.md).

### Descript finished my render, but the download into Convia failed

Click **Retry download** on the episode card. Convia fetches the finished render again without starting a new one, so Descript doesn't bill you twice. If Descript has already expired the render, **Retry download** says so straight away, and **Start a new render** is the only route.

### "Add existing post" didn't bring in a post

Check the post type and the account. Reposts of someone else's post are left out, Instagram stories can't be brought in, and personal LinkedIn profiles aren't supported. If the account needs reconnecting, Convia says so; reconnect it and try again. Otherwise, the dialog shows what the platform said.

## Billing and plans

### Publishing and AI features are paused

Your workspace doesn't have an active plan yet, your trial ended without a card, or a payment didn't go through. Nothing is deleted. Owners and managers can fix it from the billing screen Convia shows; see the table below.

### What the billing screen is telling you

| Screen title | What happened | What to do |
|---|---|---|
| **Start your free trial** or **Choose your plan** | You haven't picked a plan yet | Click **Choose a Plan** |
| **Add a payment method to continue** | Your trial ended without a card, so the workspace paused | Click **Update Payment Method**, add a card, then choose **I've added a card, restart my subscription**. Or choose **Cancel this subscription and choose another plan** |
| **Payment didn't go through** | Your last payment failed | Click **Update Payment Method** |
| **Confirm your payment** | Your bank asked for confirmation that wasn't completed | Click **Confirm payment** |
| **Welcome back** | Your subscription ended | Click **Restart my workspace**. Everything is where you left it |
| **Agency Account Paused** | The agency contract behind this workspace is paused | Contact your account administrator |
| **Update your billing** | Another billing issue | Follow the message on screen |

> [!IMPORTANT]
> Restarting a paused subscription charges you for a full period straight away. Convia shows the exact amount above **I've added a card, restart my subscription** before you press it.

### A plan change was refused

Convia shows a plain-language reason and a reference code. Quote the code when you contact support.

### My plan has custom pricing

Billing asks you to contact support to change a plan with custom pricing, so your rate isn't disturbed. See [Get support](https://docs.conviapro.com/docs/get-support.md).

### I can't open Billing

Billing is open to owners and managers. Ask one of them, or ask a manager to change your role.

### I can't invite more people

You've reached your plan's seat limit. The **Invite Member** button on **Settings → Members** is disabled with the message **You've reached the maximum number of members of this workspace.** Upgrade your plan to add seats. See [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md).

## Related

- [FAQ](https://docs.conviapro.com/docs/faq.md): answers to common "how do I" questions.
- [Get support](https://docs.conviapro.com/docs/get-support.md): report a problem and check service status.
- [Connect your social accounts](https://docs.conviapro.com/docs/connect-social-accounts.md): connections, states and reconnecting in detail.
- [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md): trials, payment and plan changes.

---

Source: https://docs.conviapro.com/docs/troubleshooting · Section: Help & troubleshooting · Last updated: 2026-10-03


---

# Get support

> Find answers in Help and these docs, report a bug or send feedback from inside Convia, check service status, and reach the right contact.

> For the complete documentation index, see [llms.txt](https://docs.conviapro.com/llms.txt).

When something in Convia Pro isn't working or you have a question, start with the docs and the in-app Help, then contact support from inside Convia. This page lists every support channel Convia offers and what to include so your request can be answered quickly.

## Look it up first

- **These docs.** The [FAQ](https://docs.conviapro.com/docs/faq.md) answers common questions, and [Troubleshooting](https://docs.conviapro.com/docs/troubleshooting.md) covers fixes for sign-in, connections, publishing, analytics, imports and billing.
- **Help & Guide.** Open the launcher (the button with your workspace name at the bottom left) and choose **Help & Guide** under **Support**. It opens a help panel beside the page you're on, with a search box for help topics.
- **What's New.** Also under **Support**, it lists recent releases by the date they shipped, which helps when something looks different from last week.

## Report a problem or send feedback

**Report Bugs** is how you contact support from inside Convia.

1. Open the launcher and choose **Report Bugs** under **Support**. The **Reports & Feedback** page opens.
2. Click **New Report**.
3. Choose a **Type**: **Content/Prompt Issue**, **Bug**, **Feature Request** or **General Feedback**.
4. Describe the issue or suggestion in **Description**.
5. Click **Submit Report**.

Your report is added to the **Reports & Feedback** list. Filter the list by type or by status (**Open** or **Resolved**), and open a report to see its status, when it was submitted, and any **Resolution Notes** added when it was handled.

### Report a problem with a specific post

1. Open the post.
2. Click **More actions** (the **⋯** button at the bottom left) and choose **Flag / Report problem**.
3. Pick a type, describe the problem and click **Submit Report**.

The report carries the post's title and platform, so you don't need to describe which post you mean. It also flags the post for review in the approval queue, and if your workspace requires approval, a scheduled post goes back to waiting for approval until a manager looks at it.

## Check service status

Convia reports its live status, including scheduled publishing and background jobs, to https://status.conviapro.com. If posts aren't going out or jobs seem stuck for everyone on your team, check there first.

## What to include in a report

A good report gets a faster answer. Include:

- **Where it happened**: the workspace, the page, and the post, episode or campaign involved.
- **What you expected** and **what happened instead**.
- **The exact message** Convia showed, if any. For a failed post, check **Settings → Publishing history**, which records each publish attempt and what the platform said back.
- **A reference code**, if Convia gave you one. For example, a refused plan change shows a reason and a reference code to quote to support.
- **When it happened**, keeping in mind that Convia shows times in your workspace's time zone.

## Who to ask for what

Some questions are answered fastest by someone other than Convia's support:

| You need | Ask |
|---|---|
| A different role, or access to a page you can't open | An owner or manager of your workspace. They change roles in **Settings → Members** |
| A workspace for another show | Your workspace admin. The workspace switcher says **Need another show? Contact your workspace admin.** |
| Billing for an agency's managed accounts | Your sales representative or account manager. The agency billing page names sales@conviapro.com |
| Access to a workspace whose agency account is paused | Your account administrator at the agency |
| A change to a plan with custom pricing | Convia support, through **Report Bugs**. Billing asks you to contact support so your rate isn't disturbed |
| A request about personal data, including guest data | privacy@conviapro.com |
| Prices and plan comparisons | The pricing page at https://conviapro.com/pricing |

The Terms of Service and Privacy Policy are at https://conviapro.com/terms and https://conviapro.com/privacy.

> [!TIP]
> Before you report a publishing problem, check the account's card on **Social Channels**. An expired or revoked connection is a common reason a post doesn't publish, and **Reconnect** fixes it.

## Related

- [Troubleshooting](https://docs.conviapro.com/docs/troubleshooting.md): fixes you can try yourself first.
- [FAQ](https://docs.conviapro.com/docs/faq.md): quick answers to common questions.
- [Plans, trials & billing](https://docs.conviapro.com/docs/plans-and-billing.md): billing questions and plan changes.
- [Finding your way around](https://docs.conviapro.com/docs/navigating-convia.md): where Help, What's New and Report Bugs sit in the launcher.

---

Source: https://docs.conviapro.com/docs/get-support · Section: Help & troubleshooting · Last updated: 2026-10-03