2.1. Workspace Member Collaboration

InfluenzeAI workspaces are partitioned environments engineered for high-performing teams. Workspaces allow members to collaborate seamlessly while keeping content schedules, credentials, and settings isolated from other workspaces.

Workspace Roles & Permissions

RolePermissions ScopeManagement Capabilities
OwnerFull workspace administrative authority.Regenerate invite codes, rename workspace, remove members, and modify Content Strategy settings.
MemberCollaborator access within workspace bounds.Connect social channels, draft copy, chat with Lily, edit scripts/canvases, and schedule posts.
Managing Team Access: Access the Settings panel to retrieve your active workspace invite code. If security is compromised, the Owner can regenerate this code instantly, rendering previous codes invalid. Members can leave workspaces at any time by clicking the “Leave Workspace” button.

2.2. Connecting Social Media Channels

To publish content directly or schedule drafts, you must authorize your social channels inside the active workspace:

LinkedIn

Connect via OAuth 2.0 to link personal profiles or company pages for automated posting.

Twitter (X)

Authorize via OAuth 2.0 to draft and post tweets and multi-post threads directly from the dashboard.

YouTube

Log in with Google to enable video script generation, asset uploads, and description publishing.

Instagram Business

Link your Instagram Professional account using Facebook Page authentication protocol.

Medium

Connect Medium securely using one-time passcode verification emails to push article drafts.

Substack

Link Substack profiles using safe, automated browser-based authentication processes.

Integrations Guide

Platform-specific setup guides, required API permissions, and troubleshooting tips for each platform connection are located on the dedicated page.

View Integrations Page

2.3. Conversational Channels (Email & WhatsApp)

You don't need to be logged into the web console to use Lily. You can interact with her on the channels you already use:

Email Assistant

Forward PDFs, industry links, or raw outlines to your workspace's incoming Lily email address. Lily will read the email, run a research or drafting process, and reply back to you with polished social media drafts.

WhatsApp Companion

Link your phone number in the Settings panel. Send a WhatsApp message to Lily (e.g., What are the hot trends in tech today?) and Lily will reply directly in your chat thread.