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Content AI: Guided Content Questions in Social Planner

This article explains how to use the new guided content questions powered by Content AI in Social Planner. Create higher-quality, platform-specific posts that match your brand voice and improve engagement — all while saving time.

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What are Guided Content Questions in Social Planner?

Guided content questions are an advanced enhancement to Content AI inside Social Planner that help you create more relevant, targeted content. Instead of relying on generic AI prompts, you’ll now fill out a dynamic, platform-specific form that adapts based on your selected social platform and content type. This ensures your posts are optimized for each channel and perfectly aligned with your brand messaging.

Key Benefits of Guided Content Questions

Guided content questions improve your content creation process by making it faster, smarter, and more personalized.

How to Use Guided Content Questions

Creating content with the new guided experience is simple and intuitive. Here’s how:

  1. Navigate to Marketing → Social Planner in your Chat To Clients CRM account.

  2. Click the "+ New Post" button.

  3. From the dropdown, select "Content AI" to open the guided form.

  4. Choose your social platform (e.g., Facebook, Instagram, LinkedIn) and content type (e.g., Post, Reel).

  5. Fill out the mandatory fields, which are always visible. These include key details like your core message, content goal, and call to action.

  6. (Optional) Click to expand additional questions for more advanced customization, such as audience nuances, tone preferences, or hashtags.

  7. Review and adjust the Brand Voice fields, which are auto-filled to ensure on-brand content — but you can edit these anytime.

  8. Once ready, click Generate Content to have AI draft a platform-optimized post for you.

Tips for Creating High-Impact AI Content

Get the most out of your AI-generated posts by following these best practices:

Important Notes

Currently, guided content questions are available only through the Content AI option in the "+ New Post" dropdown of Social Planner.

Brand Voice fields are auto-filled whenever possible to save time and ensure consistency, but you can fully customize them before generating content.


Frequently Asked Questions

Q: Can I use this feature for every social platform?
 Yes. The adaptive form supports Facebook, Instagram, LinkedIn, and all other platforms supported by Social Planner.

Q: Is this guided form available in all posting workflows?
 Currently, it’s only available via the Content AI option when creating a new post.

Q: Can I save my draft if I don’t finish?
 Yes. You can save your progress as a draft and come back later to complete and publish your content.

Q: Can I edit or override the Brand Voice fields?
 Absolutely. While Brand Voice fields auto-fill for convenience, you can modify them at any time.

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Last updated Tue, 8 Jul, 2025 at 11:07 AM