Social Planner

Social Planner

Create AI-driven social campaigns, generate preview posts, launch automation, and publish to connected channels for your brand.

What is Social Planner?

SWAI Social Planner is the SWAI app where you create social campaigns, choose platforms and cadence, generate preview posts with AI, review them, then launch automation so new posts keep appearing on your schedule — with optional auto-publish through Integrations.

You use it to:

• Create a campaign with AI (Social Agent) and refine Campaign Settings
• Select platforms, post types, folder references, and default status
• Generate and review captions (and images) before Finalize & Launch
• Launch, pause, resume, or stop campaign automation
• Edit posts on the Calendar (caption, media, schedule, first comment, post format)
• Connect social accounts under Integrations so scheduled posts can auto-publish

Main screens

Note: Open Social Planner from the SWAI Dashboard sidebar (Apps → Social Planner, or go to app.swai.ai/apps/social-planner). Connecting accounts is Settings → Integration → Social Planner (or go to app.swai.ai/setting/integration/social-planner). It uses your brand session — there is no separate sign-up inside Social Planner.

Before you start

You can create a draft social planner anytime. Publishing to live networks needs connected accounts first.

Checklist

1. Open Social Planner from SWAI
   Use Apps → Social Planner (or go to app.swai.ai/apps/social-planner) so you are signed in for the correct brand.

2. Brand profile
   Keep brand details up to date — Social Agent, previews, and Regenerate CTA use them.

3. Integrations (for publishing)
   Connect and map social accounts under Integrations before you rely on auto-publish or create manual social posts from the calendar.

4. Asset Library folder (recommended)
   If AI should use brand photos, choose a folder under Choose your folder.

5. Content Calendar
   After launch, use Calendar to review dates and edit posts. See Content Calendar.

Important warnings

Warning: If Social Planner does not load or you lose brand context, close the tab and open Apps → Social Planner again from the SWAI Dashboard.

Warning: Delete planner cannot be undone. You can optionally delete all posts for that planner as well.

Tip: Connecting accounts under Integrations is required for auto-publish. Campaign automation alone does not publish to networks without a mapped account.

Warning: Twitch posts require Manual publish — they are not auto-published.

Quick start

1. Open Apps → Social Planner in the SWAI Dashboard (or go to app.swai.ai/apps/social-planner).
2. On Social Planners, (recommended) open Integrations, connect accounts, and Save mapping.
3. Click Create Social Planner.
4. In Social Agent, describe your goal, then click Create Draft.
5. Review Campaign Settings (platforms, frequency, types, folder, AI images, status, CTA, first comment).
6. Click Generate Preview, review posts by platform, then Finalize & Launch.
7. On Calendar, review appointments and edit posts as needed.

Note: On a draft planner, Launch in the list opens the editor so you can finish preview and launch — it does not skip the wizard.

Social Planners list

From Social Planners (subtitle Campaigns) you can:

• See each social campaign with status and actions
• Create Social Planner
• Open a planner to edit settings or review history
• Use automation actions (Launch, Pause, Resume, Stop)
• Delete planner from the row menu

Empty state: No planners yet — Create your first AI social media agent to start automating.

Note: Posts created manually from the calendar belong to a hidden planner named Calendar (manual). That planner does not appear in this list.

Warning: Delete planner? permanently removes the campaign. In the confirm dialog you can choose Also delete N posts (or you will see This planner has no posts yet.).

Create a social planner

1. Click Create Social Planner.
2. In Social Agent, describe what you need.
   Example: “A content strategy for a vegan bakery focusing on Instagram and TikTok.”
3. Click Create Draft (or Cancel).

AI drafts starting settings using your brand context, then opens Campaign Settings.

Warning: If you see a failure toast (Failed to generate draft. Please try again.), try a clearer description or adjust settings manually in the wizard.

Campaign Settings

Configure the campaign, then generate a first set of posts.

Header shows Campaign Settings. Use Generate Preview when you are ready. In edit mode, Back returns to the list.

Campaign History (edit mode)

When editing a saved planner, Campaign History shows recent posts for this campaign (or No posts generated for this campaign yet.).

Automation panel

After the planner is saved, an Automation panel lets you Launch / Pause / Resume / Stop (same confirmations as below).

Settings

Platforms you can select: Instagram, TikTok, YouTube, Threads, Twitter, Twitch, Google Business Profile, Bluesky, Facebook, Pinterest, LinkedIn. See Integrations below for which networks support Connect and auto-publish.

Tip: Use + or open Integrations to connect accounts. Use refresh to update connection status.

Buttons: Cancel, Generate Preview.

Generate Preview and launch

1. Click Generate Preview to open the preview step (you may see Loading generated posts for review…).
2. Review posts by platform tab. Empty tab: No previews generated for this platform.
3. Use Back to Settings to change rules, or Finalize & Launch {name} to save posts and start automation (busy: Saving planner…).

After launch, new periods continue generating according to your frequency until you pause or stop.

Automation

Manage generation from the list menu, the wizard Automation panel, or the calendar Campaign automation panel.

On Pause or Stop, you can optionally check Remove future scheduled posts from calendar.

Edit social posts

Edit from the Calendar:

1. Open a day → Scheduled Content → Social.
2. Click Edit to open {Platform} · Editor.
3. Update Caption, media, Publish date & time, and Status (Draft / Scheduled).
4. Where available, set Post format (Feed post, Story, Reel — Instagram/Facebook).
5. Set First comment if the platform supports it (not used on Stories).
6. Save changes.

Media

In Properties → Media you can:

• Upload image or video
• Choose from library
• Regenerate image (prompt + optional reference images)
• Set Media URL (HTTPS) or Remove media

Publish labels

When a post is scheduled, cards and the editor may show:

Warning: Scheduled publish time must be in the future. Drafts may keep a past time with a warning; scheduled posts cannot stay in the past.

Warning: Instagram Reels require video. Feed images must meet aspect-ratio rules; Stories/Reels may warn about 9:16 cropping.

You can also create a one-off post with Create New → Social post (see Content Calendar).

Integrations

From Integrations you connect accounts used for publishing.

1. Open Integrations.
2. Under Account mapping, connect each platform you need (Connect), then Save mapping.
3. Check Connection status.
4. Use Publish pipeline to monitor upcoming publishes and Retry publish if needed.

Supported platforms

These networks support Connect under Integrations and auto-publish when mapped:

Note: Twitch can still be selected in Campaign Settings and on posts, but you must publish outside auto-publish. Integrations shows Manual publish for Twitch.

Warning: Disconnect removes the account link. Auto-publish for this channel will stop until you connect again.

Tip: If you see No connected channels yet when creating a social post, click Map accounts in Integrations.

Warning: If publishing is unavailable for the brand, you may see Publishing and analytics are unavailable. Contact your administrator.

Common warnings and troubleshooting

I can’t open Social Planner

Warning: Open Apps → Social Planner again from the SWAI Dashboard (or go to app.swai.ai/apps/social-planner) for the correct brand.

Brand profile / AI features fail

If Social Agent, Generate Preview, or Regenerate CTA fails with a brand profile message, reopen Apps → Social Planner and refresh.

I can’t create a social post from the calendar

1. Confirm Integrations is available for the brand.
2. Connect and map at least one channel.
3. If you see Connect social accounts in Integrations before creating social posts, open Integrations and try again.

Guests / team see no posts on the calendar

1. Confirm the planner is Running.
2. Check Auto Generated Post Status and each post’s Publish date & time.
3. Confirm automation was not paused/stopped with future posts removed.
4. Remember Calendar (manual) posts are separate from campaign planners.

Image or format errors

• Instagram Feed: fix aspect ratio or switch Post format to Story.
• Reels require video — upload a video or choose Feed / Story for images.
• Use Regenerate image with a clearer prompt or reference images from the planner folder.

Publish failed / not auto-publishing

1. On Integrations, confirm the account is connected and mapping is saved.
2. Confirm the post is Scheduled with a future time.
3. Check Publish pipeline and use Retry publish.
4. For Twitch, publish manually.
5. Reconnect the channel if connection status looks wrong.

Delete or launch failed

Try again. Common toasts: Failed to delete planner. Please try again. / Failed to launch planner. Please try again. / Failed to generate previews.

Glossary

Need more help?

If something still fails after the checklist above:

1. Confirm you opened Apps → Social Planner from the SWAI Dashboard for the right brand.
2. Confirm Campaign Settings, Integrations mapping, and automation status match what you expect.
3. Note the planner name, platform, screen (list, settings, preview, calendar, or Integrations), and what you expected to happen.
4. Contact your SWAI admin or support with those details.

Related helpdesk docs: Blog Planner · Content Calendar