To create an agent from a prompt, see [Create an agent from chat](/help-center/ai-team/create-a-trigger-from-chat). To configure an agent manually, see [Create an agent from scratch](/help-center/ai-team/create-an-agent-from-scratch).
### 1. Choose social media platforms and define your content strategy
First, enter into the chat your target customers, area of expertise, achievements you can publish, and the content you can consistently provide. Have NoimosAI compare the characteristics and required formats of each social media platform, and decide which platforms to prioritize, your posting themes, and the next actions you want posts to prompt.
#### Prompt for chat
```text theme={null}
Create a social media strategy for [service]. The target clients are [industry, company size, and role] and face [challenges]. Our area of expertise is [expertise], and the client results we can publish are [approved case studies or outcomes].
Based on where the target customers get information, the formats that suit them, and the materials we can consistently produce, choose priority social media platforms and organize: themes to post about, post formats, paths to articles/achievements/services/consultations, and metrics to monitor.
```
From the suggestions, confirm alignment with the target customers and whether production can be maintained, then decide the priority social media platforms and themes.
### 2. Plan posts based on expertise and client results
Enter publishable questions, case studies, articles, research, events, and other materials, and create a one-month content plan.
Using the information you provide, NoimosAI identifies the expertise to communicate, suitable platforms and formats, facts available for publication, and the path to a consultation. It should not invent client information or results; choose only plans supported by evidence you can publish.
#### Prompt for chat
```text theme={null}
For [target customers], create a one-month content calendar of posts based on [customer questions, case studies, articles, research, events].
For each idea, indicate the objective, the expert knowledge to be conveyed, facts/materials to use, the suitable social media platforms and format(s), a lead-in key point, and the call-to-action directing to articles, case studies, services, or consultations. Use only the customer information and outcomes that are provided and permitted for publication.
```
Select ideas based on alignment with the target customers, whether you can add your company’s expertise, and whether there are publishable facts or materials available. If you can’t use case examples, do not invent content; instead replace them with generalizable decision criteria or procedures.
#### Analyze reference posts or videos
If you have content you want to use as a reference, enter the URL or file into the chat. Break down the reasons it attracted engagement and create new concepts using elements that can be applied to your target customers and expertise.
##### Prompt for chat
```text theme={null}
Analyze the [post or video URL, or attached file] from [social media platform].
Analyze the target audience, opening hook, theme, structure, concrete examples, visual treatment, and elements that encouraged comments or shares. Without copying the wording or structure, create three original post concepts that communicate [your company's expertise] to [target clients]. For each concept, identify the public facts it will use and a relevant path to an article, case study, service page, or consultation.
```
Check whether the new idea is too similar to the original post’s expression or structure and whether you can add your company’s facts and experience before adopting it.
#### Check public customer feedback as needed
If there are a significant number of public mentions of your company or service name, use social listening. If mentions are few, skip this setting and base ideas on frequently asked customer questions and existing content.
##### Agent setup
**Trigger:** Schedule / Daily
**Instructions:**
```text theme={null}
Collect and analyze public mentions over the past 24 hours of [company name, service name, related keywords] on YouTube, X, and the web.
Classify the feedback as questions, requests, complaints, misunderstandings, or positive comments. Recommend what to address in replies, what to explain in future posts, and what to update on service pages or in the FAQ.
```
Do not include private consultations or personal information.
### 3. Create and publish social media content
Turn your chosen campaign into finished content for the connected social media platforms.
Specify the target customers’ problems and the expertise you want to communicate, and generate the post copy, image or video layout, alt text, and calls to action linking to articles, case studies, services, or contact options.
#### Prompt for chat
```text theme={null}
Create publish-ready content for [campaign] on [social media platform]. Open with the prospective client's problem or the outcome they want, then explain [expertise, case study, or process] with concrete details. Include the post copy, the structure of any required images or videos, alt text, and calls to action for [articles, case studies, services, or a consultation].
```
Confirm professional accuracy and publication permission, then publish or schedule on the connected social media platform.
Before publishing, check qualifications, applicable laws and regulations, contract terms, how outcomes are presented, client information, and the rights for images, video, and audio. After publishing or scheduling, open the post on the platform and verify that line breaks, links, image aspect ratios, captions, and alt text display correctly.
### 4. Improve based on performance
After publishing, compare each month the high-performing posts and the posts that need improvement across social media platforms. Analyze differences in theme, format, opening, concrete examples, and calls to action, and create an agent that proposes campaigns to continue next month, campaigns to revise, and campaigns to stop.
#### Agent setup
**Trigger:** Schedule / Monthly
**Instructions:**
```text theme={null}
Analyze social media posts from the past month by platform. Within each platform, identify posts with high reach, views, saves, shares, profile visits, and website clicks, and organize commonalities in themes, formats, openings, concrete examples, and CTAs. Based on the results, create themes to continue, improve, or stop for the next month, and develop new post ideas.
```
**Integrations:** Social media platforms to analyze
Check not only reactions but also visits to service/portfolio pages and inquiries. If high engagement leads to more irrelevant inquiries, adjust target customers, scope of service, and CTAs.
For next month’s plan, don’t just repeat the highest-performing formats; also include services that lack sufficient explanation, conditions customers can’t judge before inquiring, and frequently asked questions. Map the elements you will change to the metrics you will check so you can determine in the next analysis whether things improved.
## Related pages
* [Research competitors](/playbooks/client-services/research-competitors)
* [Build or improve a website](/playbooks/client-services/build-website)
* [Improve inquiry conversion](/playbooks/client-services/improve-inquiry-conversion)
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