Help & Support

1. Set Up Your Profile

Head to your Profile page to set your brand voice, default platforms, language and post length, upload your logo, and manage billing and team seats, so every post sounds like you.

2. Set Up Your Leads

Open the Leads page to build branded capture pages, add your social profiles, and collect sign-ups from your posts, all organized in your private leads dashboard with one-click CSV export.

3. Pick Your Topics

Search or browse 75 niches and tap to select. Star a category to save it as a favorite, or type any custom topic of your own.

4. Set Post Options

Choose your post length, language and platforms, and whether to create an Image, a Reel, or both. These default to your profile preferences.

5. Generate Trends

Hit Generate Trends and TrendForge surfaces what’s trending right now, each with a ready-made caption, hashtags and a matching visual.

6. Edit, Copy & Post

Fine-tune any post, copy it with one click or download the image, then publish to any of the 16 supported platforms, including Facebook, Google Business Profile, Instagram, LinkedIn, X, TikTok and YouTube.

7. Reply & Engage

Open the Reply Assistant to turn comments and DMs into conversations. Paste any message, pick your goal, and get three ready-to-send replies in your brand voice, built on relationship-first engagement that never sounds pushy.

8. Grow Beyond Posts

Use the growth tools to collect reviews, answer every message, take bookings, manage client brands, act on rising trends, and see which content brings in revenue. See TrendForge Updates for what each one does and which plan includes it.

Samuel

Chief of Staff

Tells you the single best next move for your marketing and which specialist to use. Runs Agency Mode on Premium.

Tessa

Trend Strategist

Finds the timely, relevant trends worth talking about in your niche, and hands rising ones to the team with Trend Automations.

Blake

Blog Writer

Drafts full, SEO-ready blog posts about your business, saved to your Blog Library.

Cameron

Competitor Analyst

Studies your competitors and surfaces the gaps you can own.

Vivian

Brand Voice Coach

Shapes and protects your brand voice so every post sounds like you.

Mason

Content Creator

Writes platform-ready posts and captions from any trend or idea.

Orion

SEO, GEO & AEO Optimizer

Optimizes your drafts to be found by search engines and AI answers.

Pulse

Scheduler Specialist

Plans your posting schedule, queues your posts, and publishes approved posts automatically or reminds you when to publish.

Riley

Engagement Specialist

Drafts warm, on-brand replies to comments and DMs in seconds, and runs the Review Engine and Unified Inbox.

Finn

Lead Follow-Up Assistant

Helps you follow up with leads so no relationship goes cold, and runs your Booking Pages.

Ada

Insights Analyst

Explains your analytics in plain language so you know what is working.

Reese

Growth & ROI Strategist

Connects your leads back to the trends and content that produced them, shown in Content Revenue.

Quinn

Campaign Coordinator

Coordinates the whole team in the Campaign Builder to plan a full campaign for you.

Start With The Guided Tour

Open the Relationship OS and it walks you through itself. A guided tour launches on your first visit, and you can replay it any time from the Take The Tour button on the Today page or the Tour button in the header.

Today Is Your Command Center

The Today page gives you a calm, clear view of what needs you now: live counts, follow ups due, your open pipeline, and the promises you have made. Start here every day.

People And Companies

People is the heart of your CRM: every contact and the full story behind them. Companies groups those contacts by organization so you see the whole picture of a business at once.

Leads Become Contacts

New interest from your capture pages lands in Leads. Review each one and convert it into a full contact in People with a single click when the time is right.

Opportunities And Promises

Track relationships moving through your pipeline by stage and value in Opportunities, and keep every commitment you have made front and center in Promises.

Drafts In Your Brand Voice

Outreach is written in your voice and waits in Drafts for your review. Nothing sends on its own. You approve or edit every message before it goes out.

Automations And Sequences

Set up no code rules and consent aware nurture journeys that keep relationships warm while you rest, always surfaced for your review before anything reaches a person.

Momentum And Insights

Momentum shows relationship health with early risk alerts when a connection goes quiet, while Content Attribution and Insights reveal which content started each relationship.

Capture Pages Bring People In

Build branded capture pages, share them from the content you create, and watch new sign ups flow straight into your Leads, ready to nurture.

Ask Forge Guide, Your AI Copilot

Grounded in your own records, Forge Guide can find a contact, draft a message in your voice, prep you for a meeting, or pull notes into your CRM. It is always a click away, bottom right.