1. Define channels around ownership
Create a channel for each brand, community, client, or content stream that needs its own connection, voice, timezone, and audience.
2. Assign roles and destinations
Give users only the channels they need. Save WhatsApp groups and channels, then combine recurring audiences into named destination lists.
3. Standardize creation
Document the voice in an AI agent and the repeatable structure in templates. Keep manual editing available before every preview.
4. Preview, publish, and schedule
Review the final text, placeholders, media, and destinations. Publish immediately or schedule in the channel timezone.
5. Learn from history
Review published, failed, and retried items. Use trends and connection health to improve the workflow.