Set up Axis Social

Axis Social is designed to help you manage this entire process in one workspace, reducing the need to move between separate planning, content creation, approval, and scheduling tools.

Axis Social is designed for businesses and teams that create and manage social media content. It can be used by individual creators, small businesses, marketing teams, and agencies managing multiple brands.

Set up your Brand

Brand is an important part of setting up your Axis Social account. During account creation, you’ll be prompted to provide information about your brand. This information helps Axis Social understand your brand identity and can be used when creating social media content.

You can update your brand information any time after completing your account setup.

Before you begin

Make sure you have the information you need about your brand, such as your brand name and other relevant brand details.

Brand information is collected during account creation. Follow the prompts to provide the required information about your brand.

What happens next

Once your brand information is saved, Axis Social can use it to better understand your brand when helping you create social media content.

How to do it

What to expect

Your updated brand information will be available in Axis Social and can be used when creating social media content.

Brand Information

The Brand section contains the information Axis Social uses to understand your brand and maintain consistency when creating social media content.

What you can configure

You can provide and manage the following brand information:

Packshots

Upload packshots of your products or other relevant product visuals. Packshots saved under Brand settings can be reused when creating content, making it easier to include your products in social media content without having to upload them each time.

For best results

Use clear, high-quality product images to ensure your products are represented effectively in your content.

Workspaces

What you need to know

Workspaces help you organize and manage your social media accounts in Axis Social. From here, you can view the workspaces available on your account, add new workspaces, and connect or disconnect the social media accounts associated with each workspace.

Supported social accounts

Accessing Workspaces

How to do it

What to expect

The Workspaces page displays the workspaces available on your account. From here, you can manage your workspaces and the social media accounts connected to each one.

Viewing Your Workspaces

What you need to know

The Workspaces page provides an overview of the workspaces available on your Axis Social account.

From here, you can:

Select a workspace to access and manage the social accounts associated with it.

Search for a Workspace

If you have multiple workspaces, you can quickly find a specific workspace using the Search function.Axis Social displays the workspace that matches your search, making it easier to access and manage the workspace you need.

To add a new workspace:

Once created, the new workspace will appear in your list of available workspaces and can be configured with its own social accounts.You can create an additional workspace directly from the Workspaces section.

Archiving or deleting a workspace

You can archive a workspace when you no longer need to actively use it but want to keep its data. Archiving removes the workspace from your active workspace list without permanently deleting its content. To permanently remove a workspace and all of its associated data, you can delete it. Deletion is restricted to the workspace owner and cannot be undone.

How to do it

What to expect

The Manage view allows you to connect or disconnect supported social media accounts associated with the selected workspace.

What you need to know

You can connect social media accounts to a selected workspace from the Manage section. Connected accounts are associated with that workspace and can be used within Axis Social.

What to expect

Once the authorization is completed successfully, the social media account will be connected to and associated with the selected workspace.

Disconnecting Social Accounts

You can also disconnect a social account from a workspace when it is no longer required. Use the same steps but after clicking manage:

Frequently Asked Questions

AI Assistant

The AI Assistant allows you to train and configure an AI agent that can assist with comments and direct messages (DMs) on your social media channels.

You can provide the AI with knowledge about your business, define how it communicates, configure when it should hand a conversation over to a human, and set its confidence level.

Accessing AI Assistant

To access the AI Assistant:

Before your AI Assistant can effectively respond to comments and DMs, you can provide it with information about your business, products, services, policies, and other relevant topics. Axis Social allows you to add knowledge by:

The information you provide is added to the AI Assistant's Knowledge Base.

Upload Documents

You can upload documents containing information you want the AI Assistant to use when responding to users. Supported document formats include:

The maximum file size is 25 MB

To upload a document:

Crawl a Website

You can also provide knowledge to your AI Assistant by crawling your website.

To crawl a website:

Axis Social will process the website content and add the available information to the AI Assistant's Knowledge Base

Knowledge Base

The Knowledge Base displays the documents and website content that have been added to your AI Assistant

For each document, you can:

A document marked as Ready is available to the AI Assistant as part of its knowledge.

AI Behaviour

In addition to providing knowledge, you can configure how the AI Assistant sounds and behaves when interacting with users.

Click Edit in the AI Assistant configuration section to customize its behaviour.

How the AI Sounds and Behaves

Use the AI configuration settings to define how the assistant should communicate with users.

You can provide instructions describing:

For example, you can instruct the AI to be professional, friendly, concise, conversational, or follow specific communication guidelines.

Add a Signature

You can optionally add a signature to your AI Assistant's responses. The signature can be used to identify the AI Assistant or provide a consistent closing to its messages.

Adding a signature is optional.

Add Languages

You can optionally specify the languages the AI Assistant should use when communicating with users. Add the languages relevant to your audience and the markets you serve.

Adding languages is optional.

Human Handoff

You can configure the AI Assistant to hand a conversation over to a human agent when the AI should no longer continue handling the interaction. This allows you to define situations where human assistance is required.

Handoff Instructions

Use the handoff instructions to tell the AI when it should hand the conversation to a human.

For example, you can instruct the AI to hand off when:

Handoff Keywords

You can also add keywords that should trigger a human handoff. When users use specified keywords or phrases, the AI Assistant can recognize them as signals that the conversation should be escalated.

AI Confidence Level

Set the AI confidence level to determine how confident the AI should be before responding to a user. This setting helps control when the AI should respond independently and when a conversation may require human intervention.

Choose a confidence level that matches your preferred balance between automated responses and human support.

Saving Your AI Assistant Settings

After configuring your AI Assistant, review the settings to make sure the knowledge sources, behaviour, language, handoff rules, and confidence level are correct.

Click Save to apply your changes.

The Team section allows you to manage the people who have access to your Axis Social account. Invite team members to help with community management, content editing, administration, moderation, or viewing platform information. Each member is assigned a role that determines the level of access they have.

You can also view all members on the platform and see their assigned roles.

Accessing Team

To access Team:

Viewing Team Members

The Team page displays all members who currently have access to the platform. For each member, you can view their details and assigned role. This gives administrators a central view of who has access to Axis Social and what they are permitted to do.

Inviting a Team Member

You can invite new users to join your Axis Social account and assign them an appropriate role.

To invite a team member:

The invited user will receive an email invitation with instructions to access the platform.

Team Roles

When inviting a user, select a role based on the level of access they require.

Admin

Admins have full access to the platform.

Use the Admin role for users who need to manage the platform, settings, team members, and other available functionality.

Editor

Editors can assist with content-related activities, including editing and preparing content for publishing. Use this role for team members responsible for content creation and editing.

Moderator

Moderators have access to comments and messages.This role is suitable for team members responsible for community management and responding to conversations without requiring access to the wider platform.

Viewer

Viewers have view-only access.They can view information on the platform but cannot make changes. Use this role for stakeholders or team members who need visibility without editing or management permissions.

Sending an Invitation

After entering the user's email address and selecting their role, click Send Invitation. The user will receive an invitation via email and can use the provided instructions to gain access to Axis Social.

Appearance

The Appearance section allows you to customize how Axis Social looks on your screen. You can choose between light mode, dark mode, or have Axis Social automatically follow your device's system theme.

Social Studio is the content creation workspace in Axis Social. Use Social Studio to create new social media content, explore content ideas, and access your recent projects.

Open Axis Social Studio

Create content

You can create content using an image or video as the starting point.

Create a new project

Choosing a media type

Select Image when you want to create visual content such as:

Select Video when you want to create video-based social content. The available options may vary depending on the content format and AI model supported by your account.

Write an effective prompt

A prompt tells Axis AI what you want to create.

For better results, describe:

Example

Instead of: Create a product post

Try:

Create a vibrant promotional social media visual for a new summer beverage. Use bright tropical colors, a clean modern composition, and a premium lifestyle aesthetic. Make the product the main focus.

Axis AI may provide different prompt options that you can test before generating your content.

Choose a content format

Social Studio provides predefined formats to help you create content for common social media use cases.

Select a format to start from a predefined creative direction rather than creating everything from scratch.

Depending on the formats available in your workspace, you may find options designed for different:

Get ideas for your brand

Use Get Ideas for Your Brand when you need inspiration for your next social post. This feature helps you discover content directions that can be adapted to your brand and social media strategy.

Use it when:

Recent projects

The Recent Projects section gives you quick access to content you have recently created.

Use Recent Projects to:

Projects

The Projects section provides a centralized view of everything created in Social Studio. Projects are organized by their current stage, making it easier to track content from creation through publication.

Repurpose

The Repurpose feature allows you to reuse existing content and adapt it for different channels. Instead of creating a new post from scratch, Axis AI rebuilds an existing post based on the channels you select.

Importing a Post

The Import option allows you to select posts from a specific platform and date range, then repurpose them for your chosen channels.

Generation History

Generation History provides visibility into your AI content generation activity. Use it to understand how your generation credits are being used and review previously created projects.

At the top of Generation History, you can see key usage metrics including:

Post approval before publishing

Axis Social includes an optional approval step that takes place before a post is scheduled or published.

In Studio, you can send a draft for approval. While a post is pending approval or has changes requested, the Publish and Schedule actions are blocked. Once the post is approved, anyone with the appropriate permissions can schedule or publish it.

Approval permissions are available to owners, admins, and editors. Moderators and viewers cannot approve posts. Once a post has been scheduled, it will be published at its scheduled time without another approval step. There is no second sign-off required before a scheduled post goes live.

For this reason, any review or approval must be completed before the post is added to the calendar.

Troubleshooting

If content is stuck or fails, first identify whether the issue is with AI media generation or post publishing. The same statuses can mean different things.

AI Media Generation

Processing

The AI provider is still generating the image or video. Video generation may take a few minutes.

What to do:

Wait for processing to complete. Axis Social automatically reconciles missed provider updates, so content should not remain stuck indefinitely.

Failed

The failure reason is shown on the asset in the Media Library

Post Publishing

Processing

The post is currently being published to your social platforms. The caption is locked while publishing

Partial

The post was published to some platforms but failed on others. Open the post to see which platform failed and why

Failed

None of the selected platforms accepted the post

Common causes include:

First Check: Account Connection

For any publishing failure, go to:

Settings → Workspaces

If the affected account is disconnected, reconnect it and then recreate and schedule the post

Credits

AI content generation consumes credits. The number of credits used may depend on factors such as:

Generation History allows you to monitor credit consumption over time.

How to Start a Generation

From the create section:

AI Content Generation Workspace

Once you click Generate, you move to a separate area of Axis Social Studio where you can complete and generate your content.

You can create content using:

AI Generation

Use AI to create content based on the idea, creative direction, and settings you provide.

Upload

Upload media directly from your machine. This can be useful when you already have a product image or other creative asset you want to use.

Media Library

Select media that is already available in your Axis Social Studio library.

Stock

Stock is an online space within Axis Social Studio where you can find materials related to your brand and use them in your content creation.

Select Your Content Type

Start by choosing what you want to create an image or video. The available creative options will depend on the type of content you select.

Choose a Creative Format

For video content, you can select the creative approach you want to use.

Product Video

Create a video designed to showcase or promote a product.

UGC Style

Create content in a User-Generated Content (UGC) style, giving the content a more natural and relatable feel.

Animate Image

Turn an existing static image into an animated creative.

Define Your Idea

You can provide the creative idea yourself or allow AI to suggest one.

Your Own Idea

Describe what you want the content to communicate.

For example: Create a short promotional video highlighting the key benefits of our new product.

Surprise Me

If you don't have a specific idea, select Surprise. AI will suggest a creative direction for your content based on the information and settings you have provided.

Add a Product Photo

If your content features a product, you can add a product photo using the Upload option. Adding a product photo gives the AI a visual reference for the product you want featured in the generated content.

Add Voiceover and Subtitles

AI Voiceover

Turn on AI Voiceover if you want the generated video to include an AI-generated voiceover.

Burned-In Subtitles

Enable Burned-In Subtitles to have subtitles embedded directly into the generated video.

Define Style and Details

You can provide additional instructions describing how you want your content to look and feel. Use the Style and Details section to provide creative direction that complements your idea.

For example: Use a clean, modern style with bright visuals and a premium product-focused presentation.

Select an Objective

Define what you want your content to achieve.

You can either:

The objective helps guide the AI when creating the content.

Select the Tone

Choose the tone you want your content to use. The tone helps determine how the message should be presented to your audience and should align with your brand and campaign.

Select the Language

Choose the language for your generated content. This allows you to create content that is appropriate for your intended audience and market.

Define Your Target Audience

Specify who the content is intended for. Providing a target audience helps the AI tailor the creative and messaging to the people you want to reach.

For example: Young professionals interested in affordable technology.

Add a Call to Action

Define what you want your audience to do after seeing the content. Examples include:

A clear call to action helps communicate the desired next step to your audience.

Set the Duration

For video content, select the duration of the video you want to generate. Choose the duration based on the amount of information you want to communicate and the requirements of your intended channel.

Choose Your Channels

Select where the generated content will be used. The available destinations are the channels you have connected to Axis Social Studio. This allows you to specify the social media channels for which the content is intended.

Select an AI Model

Choose the AI model you want to use for content generation. The models available to you may depend on the type of content you are creating and the capabilities supported by each model.

Select Variants

Choose the number of variants you want to generate. Generating variants allows you to receive multiple versions of your content so you can compare different creative outputs.

Review Credits Before Generating

Before you click Generate, Axis Social Studio shows the credits associated with your generation.

You can review:

Credits Used

The number of credits required to generate the requested content.

Credit Balance

The number of credits currently available in your account. Review both values before proceeding with the generation.

Upload

Use Upload to add your own media directly from your device. This is useful when you already have an image, video, product photo, or other creative asset that you want to use in your content. Supported files are JPG,PNG,MP4 or MOV

Library

Use Library to select media that is already stored in your Axis Social Studio media library. This allows you to reuse existing brand assets without uploading them again.

Stock

Use Stock to access an online collection of brand-related materials available within Axis Social Studio. You can browse and select suitable stock assets to use in your content creation.

Content Publishing

Once you have created or selected an image or video using Generate, Upload, Library, or Stock, you can proceed to publish or manage the content. You could choose to Schedule, Publish, Save as draft or Generate more.

Preview Before Publishing

Before publishing, Axis Social Studio allows you to preview how your image or video will appear across the different social channels you have selected. This helps you check how the content is presented on each platform before it goes live.

Add or Generate a Caption

You can add a caption to accompany your content. You have an option of writing your own caption, generating a caption with AI or editing the caption using the available editing options

Select an Audience

At the bottom of the publishing interface, you can choose the audience for your post where supported. Select the appropriate audience before publishing.

Publish Your Content

Once you have:

Click Publish to publish the content to your selected channels.

The Media Library is the central location for managing media within Axis Social. It provides a single view of media that has been generated, uploaded, or imported into the platform.

From here,you can monitor the status of your media, view credit usage, upload new assets, generate new images or videos, and search for previously created content using prompts.

Media Status

Ready

The media has finished processing and is available to use

Processing

The media is still being processed. You may need to wait until processing is complete before using it

Failed

The media could not be processed successfully

Credit Usage

The credit usage section is displayed at the top of the Media Library. Use this area to monitor the credits associated with your media generation activity.

This gives you visibility into your usage while working with AI-generated content.

What are Credits?

Credits are the currency used for AI media generation in Axis Social. You use credits when you generate AI-powered images or videos.

Credits are only consumed when Axis Social sends an AI media-generation request to a supported model.

The number of credits required for a generation depends on the AI model you select and, for video generation, the length of the video. You'll always see the credit cost next to the selected model before generating, so you know how many credits will be used before you confirm.

What Uses Credits?

Credits are used only for AI media generation.

Who Uses the Credits?

Credits belong to the workspace, not individual users. Everyone in the same workspace shares the same credit balance. There is no separate credit balance for each team member.

What Happens When Credits Reach Zero?

When your workspace has no credits remaining, AI media generation is temporarily blocked.

If you try to generate media without enough credits, Axis Social will show a message explaining:

How to Get More Credits

If you run out of credits, you have two options:

You can manage your credits and billing from:

Settings → Billing

Frequently Asked Questions

Quick Actions

The Media Library provides shortcuts that allow you to create or add media without leaving the library. You can Upload to add media directly from your device, Use Generate to create new AI-powered media and Use the search functionality to find media based on the prompts associated with generated content.

The Content Calendar provides a central view of your social media content, allowing you to track and organize posts according to their current status and scheduled publishing dates. You can filter content by status and change the calendar view to focus on a specific month, week, or agenda.

Inbox

The Inbox provides a centralized workspace to manage and respond to customer interactions across all your connected social media platforms.

The Inbox brings conversations and interactions from all connected social media platforms into one workspace. By default, interactions from all platforms are displayed, but you can filter them by platform or connected account.

From the Inbox, you can:

Use the AI Agent to Assist with Engagement

The AI Agent can assist your team with customer engagement by helping respond to messages and comments in line with your brand and communication style. If you set up and trained an AI Agent during the initial setup, you can use it directly from the Inbox.

Listening helps you discover and understand what people are saying about your brand, products, competitors, and topics across social media, news, reviews, and the wider web.

Create monitors to define what you want to track, choose where you want Axis Social to listen, and refine your signal to surface the conversations that matter.

From Listening, you can access:

About Listening

Listening gives you visibility into conversations happening about your brand and topics that matter to your business.

Instead of checking individual platforms manually, you can create a monitor that continuously tracks selected topics and sources.

Use Listening to:

What you need to know

Listening is built around monitors. A monitor defines what Axis Social should look for and where it should look. When creating a monitor, you define:

Available listening sources can include: Instagram, Facebook, X, Reddit, News, TikTok, LinkedIn, Open web and Reviews.

Where to begin

Start by creating a folder if you want to organize multiple monitors. Folders can help you group monitors by: Brand, Product, Campaign, Market, Competitor, Topic, Customer or business unit.

Why create a monitor?

A monitor allows you to continuously track conversations that are important to your business. Without monitoring, teams may need to manually search multiple platforms to find relevant mentions. With a monitor, you can bring those conversations together and use them to:

How to create a monitor

1. Create a monitor

2. Choose what to track

Define the conversations you want Axis Social to find. You can track relevant: Keywords, Phrases, Brand Names, Product Names, Topics, Competitor names and Campaign terms.

Use specific terms where possible to make your results more relevant.

3. Choose where to listen

Select the sources where Axis Social should look for relevant conversations.

You can select multiple sources to create a broader view of the conversation.

4. Refine your signal

Refine your monitor to make sure Axis Social finds the conversations that matter and filters out irrelevant results. Use your monitoring criteria to narrow the signal and reduce noise.

For example, if a keyword has multiple meanings, add additional terms or criteria to help distinguish relevant conversations from unrelated ones.

5. Create the monitor

Once you have defined what you want to track, selected your sources, and refined your signal:

Axis Social will then use your monitor settings to find relevant conversations across your selected sources.

Once a monitor is created, Axis Social will begin collecting relevant conversations in real time based on the criteria you have defined. You’ll receive real-time notifications both in-app and via email whenever relevant conversations are identified.

How to edit a monitor

You can update an existing monitor when your tracking requirements change.

Best practices

Don't try to monitor everything at once. Start with the conversations most important to your business and expand your monitor as needed.

Select the platforms and sources where your customers and audiences are most likely to talk about your brand or topic and review your results and adjust your signal when you see irrelevant conversations or missed mentions.

Analytics

Understand how your social content, conversations, and accounts are performing with Analytics in Axis Social. Analytics brings your social performance data into one place, helping you identify what is working, where you can improve, and what actions you should take next.

About Analytics

Analytics gives you a consolidated view of your social media performance across your connected accounts. You can analyze:

Before using Analytics, make sure your social accounts are connected to Axis Social. The data available to you depends on the platforms you have connected and the data those platforms make available.

At the top of Analytics, you can also:

Analytics helps you turn social media activity into actionable insights.

Ask your data

Ask your data lets you explore your analytics using natural language. Instead of manually reviewing individual charts, ask questions about your performance and Axis Social will explain the relevant data.

For example:

What happens next?

Once you start using Analytics, use the insights to improve your social strategy and customer engagement.

For example:

Axis AI

Axis AI is an intelligent reporting, insights, and guidance layer that helps you understand your brand’s social performance and make better decisions. Axis AI goes beyond static reports. It acts as a conversational partner for your brand data, helping you move from understanding what happened to knowing what to do next.

With Axis AI, you can:

Axis AI helps turn your social data into clear insights and actionable next steps, so you can make informed decisions about your content and strategy.

Contact Support

In-app: look for the help option in settings

Email: support@myaxis.ai