Dental Social AI · Training Manual

Team Onboarding + Daily SOP

Training Manual

Use this playbook to launch, run, and improve your Dental Social AI workflow with a consistent daily routine.

1. Prerequisites

  • Start the app with npm start and confirm it loads on http://127.0.0.1:8080.
  • Set runtime credentials using CLAUDE_API_KEY or webhook mode.
  • Confirm integration webhooks for content, autopublish, DM approval, and DM send.
  • Prepare social profile links plus one weekly source asset.

2. First Manual Run

  1. Open run.html?agent=content_flywheel.
  2. Fill required fields: seed type, seed summary, auto-publish, DM mode, DM auto-send, daily autopilot.
  3. Add platform priority and social links.
  4. Click Launch Agent and wait for report redirect.
  5. Review summary, KPIs, and DM drafts before publishing.

3. Configure Daily Autopilot

  1. Open the Visual Dashboard and set Autopilot Enabled, local time, auto-publish, and DM mode.
  2. Update brand, audience, weekly seed summary, and campaign context.
  3. Click Save Autopilot then Run Now once to validate.

4. DM SOP

  • Recommended default: DM Mode = yes and DM Auto Send = no.
  • Review draft messages before sending to maintain brand tone and compliance.
  • Enable auto-send only after quality checks are stable.

5. Daily 10-Minute Check

  1. Confirm runtime mode and autopilot status.
  2. Review integration matrix and resolve anything marked missing.
  3. Check latest job health and report snapshot.
  4. Trigger Run Now if output is missing for the day.

6. Weekly 30-Minute Optimization

  1. Refresh weekly source summary and campaign angles.
  2. Validate CTA alignment and platform priority.
  3. Run one supervised batch and score output quality.
  4. Tune DM tone and channel mix using engagement results.

7. Troubleshooting

  • Run failure: Verify server status, runtime credentials, and /api/health.
  • No autopublish: Set Auto Publish = yes and verify autopublish webhook.
  • No DM drafts: Set DM Mode = yes and confirm DM channels.
  • Missing integrations: Check environment variables, restart app, and retest webhook reachability.