Before you start
Steps
Open "Home"
Home is the first item in the main menu. On a phone, tap "Home" in the bottom bar.
You should see: A "Setup checklist" card on your Home page, with a progress bar.
Open the checklistPick the first step that isn't done
Steps that still need you come first. Each one is a link. Tap its name to open the screen where you finish it.
You should see: The right screen opens, like Integrations or Brand Voice.
Finish the step
Do what the screen asks. The next table lists what each step needs. Autopilot checks it for you, so there's no box to tick.
You should see: Nothing else to press on the checklist. The step is done when the work is.
Go back to "Home"
The step now shows a check mark and the progress bar fills a little more. On a phone, done steps tuck away behind a count. Tap it to show them.
You should see: The finished step is greyed out with a check mark.
The 7 steps, in order
| Step | It opens | It counts as done when |
|---|---|---|
| Connect your socials | Settings, Integrations | A social account is connected. See how to connect your Facebook Page. |
| Add your business details | Settings, My business | Your business profile exists. See how to update your business details. |
| Create your brand voice | Brand Voice | A brand voice exists, which setup creates for you. |
| Train your brand voice | Brand Voice | You've swiped on at least one sample post. See how to train your voice by swiping. |
| Write your first post | Generate posts | Your schedule has a post. See how to create a post yourself. |
| Schedule a post | Schedule | A post that isn't a draft is scheduled for a time that hasn't passed. |
| Turn on Autopilot | Settings, Brand and content | Autopilot Mode is on. See how to turn on Autopilot Mode. |
What happens next
When every step is done, the Setup checklist card disappears from Home. If something you finished is undone later, such as disconnecting your Page, the card can come back.
- Link your Page first, because posts need somewhere to go. See how to connect your Facebook Page.
- Start in Review Mode with how Review Mode works.
- Hand over the controls later with how to turn on Autopilot Mode.
If something's not right
A step still shows as not done after you finished it
Go back to Home and reload the page. The checklist reads your account each time. If a Page is the problem, see what to do when Facebook disconnects your Page.
You can't find the checklist
The card hides itself once every step is done. It comes back if a step becomes undone, such as after you disconnect your Page.
A step you expect is missing
Your role may not include it. Ask the owner of the business to check your access, or finish that part yourself with how to update your business details.
Still stuck?
Email us what you were trying to do and what you saw. A person on the team will write back.
support@ampere-autopilot.com