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Social Media

Required Role

MARKETING permission. Managing prepaid connection slots (billing) requires an Admin Data Access role.

Social Media (currently in Beta) is Agent Manager's built-in social media suite — connect your organisation's social accounts once, then publish, analyse, run ads, and track which social interactions turn into CRM leads, all without leaving the portal.

Find it under Leads & CRM → Marketing Tools → Social Media, or as a card on the All Plugins page.

Connecting Accounts​

There's no separate "organisation setup" step — the first time anyone connects a platform account, Agent Manager creates the org's social profile automatically behind the scenes.

To connect a platform (Instagram, Facebook, LinkedIn, etc.), click Connect on the platform card. A popup window handles the OAuth sign-in; once it closes, the connected account appears in your list. Some platforms are still labelled Coming soon and can't be connected yet.

Prepaid Connection Slots​

Each connected account uses one connection slot, billed at A$9/month per slot as a Stripe subscription add-on. Buy additional slots with the stepper and Buy N slot(s) button on the Social Media page — only Admin Data Access roles (Country Manager, Branch Manager, Global Manager) can change the number of slots; other users see a read-only summary of slots available.

Publishing​

The Compose tab is where posts are created:

  • AI caption writer and AI image generator (generated images save to your Drive)
  • A rich-text editor and media picker
  • Per-account checkboxes to choose which connected platforms a post goes to
  • A live preview per platform
  • Publish now, Schedule post, or Save draft

The Posts tab lists everything you've published or drafted — editing or deleting a post there propagates the change to every platform it was published on. A Content Plan tab helps you plan posts ahead of time, and a recurring Publishing Queue (under the Ops/Settings area) lets you set fixed day/time slots posts can drop into.

Analytics​

The Analytics tab covers reach, followers, posts, engagement and engagement rate, and impressions — each with a period-over-period change — plus a weekly posting-cadence chart, a per-platform breakdown, and your top-performing content.

Ads​

The Ads tab manages campaigns, ad sets, and ads across Facebook, Instagram, TikTok, Google, LinkedIn, Pinterest, and Twitter/X — including boosting an existing post, building lead-generation forms, picking creative, estimating reach, and choosing goals/calls-to-action.

CRM Attribution​

Leads generated by a paid ad's lead form flow straight into your CRM pipeline, tagged with the campaign, ad set, ad, and form that produced them, and linked to the resulting CRM contact record — so you can see exactly which ad brought in a given lead.

Separately, every CRM contact's detail page embeds a live WhatsApp conversation panel, and the Social Media section has its own CRM tab (contacts, broadcasts, sequences, workflows) — this is the social platforms' native contact CRM, distinct from your agency's own Lead Management pipeline.