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
- Open
run.html?agent=content_flywheel.
- Fill required fields: seed type, seed summary, auto-publish, DM mode, DM auto-send, daily autopilot.
- Add platform priority and social links.
- Click Launch Agent and wait for report redirect.
- Review summary, KPIs, and DM drafts before publishing.
3. Configure Daily Autopilot
- Open the Visual Dashboard and set Autopilot Enabled, local time, auto-publish, and DM mode.
- Update brand, audience, weekly seed summary, and campaign context.
- 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
- Confirm runtime mode and autopilot status.
- Review integration matrix and resolve anything marked missing.
- Check latest job health and report snapshot.
- Trigger Run Now if output is missing for the day.
6. Weekly 30-Minute Optimization
- Refresh weekly source summary and campaign angles.
- Validate CTA alignment and platform priority.
- Run one supervised batch and score output quality.
- 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.