CampaignSwift Docs
The CampaignSwift docs cover setup and every major feature: connecting Facebook, Instagram, X, LinkedIn, YouTube, TikTok, and Pinterest accounts; working with the AI Copilot and agents (where every change is proposed first and runs only after you confirm); client approvals via shareable link; the content calendar; white-label reports; AI credit budgets; and integrations. Start with workspace setup if you're new.
Getting Started
From a fresh account to a connected, working client setup.
- Set Up Your Agency Workspace and First Client Create your CampaignSwift workspace, invite your team with roles, add your first client, and review the goals checklist the Onboarding agent proposes.
- Connect Your Social Accounts Connect Facebook, Instagram, X, LinkedIn, YouTube, TikTok, and Pinterest to CampaignSwift via OAuth: supported formats, plan limits, and how to fix broken connections.
AI Copilot
The conversational assistant on every screen: propose, confirm, execute.
AI Agents
The named agents that handle recurring agency work on your rules.
- Approval Shepherd Agent How the Approval Shepherd agent routes posts to the right approver, follows up on stalled approvals, applies minor fixes, and escalates real decisions.
- Content Suggestion & Monthly Planner How the Content Suggestion agent generates on-brand post ideas with rationale, and how the Monthly Planner drafts a full month of content for your review.
- Reporting & Retention Agent How the Reporting & Retention agent scores each client's churn risk weekly and writes outcome narratives tied to revenue, conversions, and organic growth.
- Owner Digest Agent How the Owner Digest agent condenses your whole agency into one daily brief (approvals, at-risk clients, AI spend) and how to tune it in plain language.
- Onboarding Agent How the Onboarding agent proposes a goals and KPI contract plus a setup checklist for every new client, and why nothing goes live until you review and agree.
- Inbox Triage Agent How the Inbox Triage agent classifies DMs and comments, drafts on-brand replies, routes leads and complaints, and why auto-send is opt-in and guard-railed.
- Publish Recovery Agent How the Publish Recovery agent diagnoses failed posts (expired tokens, rate limits, media issues), retries the safe ones, and escalates the rest with a fix.
Platform
Approvals, the content calendar, and client-ready reports.
- Client Approvals via Shareable Link Send content for client review with a shareable link, no login required. Approvals, change requests, revision history, and auto-approve deadlines explained.
- Calendar: Schedule Mode vs Planning Mode How CampaignSwift's drag-and-drop calendar works: Schedule mode for real posts, Planning mode for content intentions, plus views, filters, and composing.
- Reports: White-Label, Scheduling, GA4 + Search Console Build client-ready reports from social, paid ads, Google Analytics, and Search Console data: white-labeled, exportable, scheduled, and shared by link or email.
Integrations
Connecting ads, analytics, storage, and team tools.
Billing & Credits
AI credits, budgets, and the audit trail.