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The Marketing Workspace handbook

Less figuring it out.
More making it happen.

From your first idea to a published post. Clear, practical guides for every part of your workspace.

52 practical guides

One workspace.
A clear next step.

Content · Customers · Collaboration
52 guides
Start here

Your first campaign,
one clear step at a time.

Build the foundation, create the work and move it through review.

  1. 1Create your first Marketing Workspace
  2. 2Upload business documents
  3. 3Generate a content batch with AI Studio
  4. 4Give internal feedback and approve for client review
  5. 5Get client approval or respond to revisions
  6. 6Schedule or publish an approved post

The complete workspace guide

What would you like to do?

52 guides
Getting started

Create your first Marketing Workspace

Give each business or client a dedicated home for content, knowledge and conversations.

5 steps
Getting started

Find tools and navigate the workspace

Use desktop navigation, mobile menus and the overview without losing your place.

5 steps
Content planning

Create a content-calendar post

Plan a post manually with its creative brief, channel and publishing time.

5 steps
Content planning

Edit a post and its creative brief

Update the words and instructions your team uses to produce content.

5 steps
Content planning

Upload creative assets to a post

Attach the actual images or videos your team will review and publish.

5 steps
Content planning

Inspect attached images, videos and timed feedback

Check the creative itself rather than reviewing only the caption.

5 steps
Content planning

Import an existing content calendar

Bring a prepared plan into Showwork and correct ambiguous entries before saving.

6 steps
Content planning

Find posts by date, platform or workflow stage

Focus the calendar on the work you need to do next.

5 steps
Content planning

Preview content as a social feed

Check how your planned posts read together before publishing.

5 steps
Content planning

Add custom details to a content plan

Keep production information that does not fit the standard brief fields.

5 steps
Content planning

Delete a post or reset a content calendar

Understand the difference between removing one post and clearing the plan.

4 steps
Reviews & approvals

Give internal feedback and approve for client review

Keep unfinished work private until an authorized reviewer clears it.

5 steps
Reviews & approvals

Get client approval or respond to revisions

Share work after internal approval and follow the client decision.

6 steps
Reviews & approvals

Return a post to internal review

Bring work back into the private team workflow when it needs another check.

5 steps
Business Knowledge

Upload business documents

Give content generation and customer replies a factual foundation.

5 steps
Business Knowledge

Add a website to Business Knowledge

Read key public business pages without manually copying their content.

5 steps
Business Knowledge

Set your Brand Personality

Tell AI what the brand represents, how it speaks and how people should feel.

5 steps
Business Knowledge

Keep knowledge accurate and remove outdated sources

Maintain one reliable source library as your business changes.

5 steps
AI Studio

Generate a content batch with AI Studio

Turn a clear brief and business knowledge into editable draft content.

6 steps
AI Studio

Review, edit and confirm AI drafts

Make generated content accurate and useful before moving it into the team workflow.

5 steps
AI Studio

Answer AI clarification questions

Supply important missing facts instead of asking AI to invent them.

5 steps
Research

Start a research question

Find sourced opportunities relevant to your business and audience.

5 steps
Research

Review research evidence and control what AI uses

Keep useful findings and exclude irrelevant or incorrect research.

5 steps
Research

Turn a research finding into a content brief

Carry evidence and a practical angle into AI Studio.

5 steps
Social connections

Connect Instagram and select the correct account

Authorize the Facebook Page and linked professional Instagram account for this workspace.

5 steps
Social connections

Connect or reconnect TikTok

Authorize your TikTok account and review the access it actually grants.

5 steps
Social connections

Connect Facebook, LinkedIn, X or WhatsApp

Add the channels your workspace needs without confusing publishing with messaging.

5 steps
Social connections

Check access, reconnect or disconnect a channel

Understand why a connected account may not support every action.

5 steps
Publishing

Turn automatic publishing on or off

Choose whether new client approvals should enter the publishing queue.

5 steps
Publishing

Schedule or publish an approved post

Check the final requirements and use the available publishing controls.

5 steps
Publishing

Authorize a TikTok post for publishing

Set visibility and consent for each TikTok post.

6 steps
Publishing

Understand Approved, Scheduled, Published and Failed

Separate review decisions from actual social-platform delivery.

5 steps
Inbox & AI replies

Find a conversation and send a reply

Use one inbox for supported connected messaging channels.

5 steps
Inbox & AI replies

Set up AI replies and use reply suggestions

Apply your business knowledge and brand voice to customer conversations.

5 steps
Inbox & AI replies

Take over a conversation or resume AI

Move a sensitive or high-intent conversation to a person without a banner covering the chat.

5 steps
Inbox & AI replies

Unlock encrypted X messages

Keep X Chat access separate from your normal conversation list.

5 steps
Inbox & AI replies

Troubleshoot missing messages or unavailable replies

Check the actual connection, permissions and provider reply rules.

5 steps
Leads

Add and qualify a lead

Keep contact details and follow-up context in a clear relationship pipeline.

5 steps
Leads

Filter leads and track the pipeline

Focus on the contacts that need your attention.

5 steps
Leads

Import or export leads as CSV

Bring contacts into the workspace or download a filtered list.

5 steps
Analytics & Reporting

View analytics for selected platforms

Combine two or more platforms without including channels you did not select.

5 steps
Analytics & Reporting

Refresh a report or sync social data

Understand the difference between loading saved metrics and requesting a new provider sync.

5 steps
Analytics & Reporting

Understand missing metrics and analytics access

Know why a value shows a dash instead of a number.

5 steps
Analytics & Reporting

Use AI reporting recommendations

Move from performance evidence to a deliberate content experiment.

6 steps
Analytics & Reporting

Read lead opportunities and production summaries

Distinguish social performance, the CRM pipeline and workspace planning health.

5 steps
People & permissions

Invite a teammate and choose their role

Grant the right access before someone joins the workspace.

5 steps
People & permissions

Grant internal review or customize feature access

Control who can approve content, reply to messages or manage tools.

5 steps
People & permissions

Resend invitations, remove access and inspect activity

Keep workspace membership current without deleting someone’s Showwork account.

5 steps
Client access & settings

Share the private client portal

Let a client review approved internal work without exposing the production workspace.

5 steps
Client access & settings

Copy or change the client portal password

Manage the credential used to unlock this workspace’s client view.

5 steps
Client access & settings

Choose whether the client can read the inbox

Control conversation visibility in the private client portal.

4 steps
Client access & settings

Rename, manage or delete a workspace

Use workspace settings deliberately and understand protected owner actions.

5 steps

Only the tools your role and plan allow will appear in your workspace. A connected social account may still need separate publishing, analytics or messaging permissions.