~/dentist-social-media-ai · training manual
main dashboard visual ops dashboard configure + run
1) Prerequisites
  • Start app: npm start at http://127.0.0.1:8080
  • Configure runtime (CLAUDE_API_KEY or webhook mode)
  • Set integration webhooks (content stack, autopublish, DM approval/send)
  • Prepare social profile URLs and 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 priority platforms + social links
  4. Click LAUNCH AGENT
  5. Wait for report redirect and verify summary + KPIs + DM drafts
3) Configure Daily Autopilot
  1. Open visual-dashboard.html
  2. Set Autopilot Enabled, time, auto-publish, DM mode/channels
  3. Update brand, audience, weekly seed summary, context
  4. Click SAVE AUTOPILOT
  5. Click RUN NOW once for validation
4) DM Mode SOP
  • Recommended default: DM Mode = yes and DM Auto Send = no
  • Review drafts in report/approval queue before sending
  • Only enable auto-send when templates and compliance are stable
5) Daily 10-Minute Ops Check
  1. Check runtime mode and autopilot state
  2. Check integration matrix for any missing connections
  3. Review latest job status and report snapshot
  4. Trigger run-now if no content output for the day
6) Weekly Routine (30 Minutes)
  1. Update weekly source asset summary
  2. Confirm CTA, offer, and platform priority
  3. Run one supervised batch and review output quality
  4. Adjust DM tone and channel mix based on results
7) Troubleshooting
  • Run failure: verify server + runtime credentials + /api/health
  • No autopublish: set Auto Publish = yes and verify autopublish webhook
  • No DM drafts: set DM Mode = yes and valid DM channels
  • Missing integrations: verify env vars, restart app, confirm webhook reachability
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Version 2026-05-08 · Dental Social Media Ai training SOP