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Social Engagement is your LinkedIn command center inside Salestools. It brings together the AI comments your agents draft on prospects’ posts, the content you publish yourself, and a live view of how each relationship is progressing — so you can build trust at scale before you pitch, without living inside LinkedIn all day. Every touchpoint goes through your approval before anything is posted publicly.
LinkedIn is the live network today. X and WhatsApp appear in the platform filter with a “soon” badge and display an empty state until they’re connected.

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What you can do

  • Work one Activity Feed that merges every social touch — AI comment drafts on prospect posts plus your own published, scheduled, and draft posts — sorted newest-first.
  • Review and approve AI comments before they’re posted. Edit the wording, regenerate with a different tone, or skip and reject.
  • Compose and schedule your own LinkedIn posts, with Sally available to rewrite a rough draft in the tone you choose.
  • Track relationships through stages — Discovered → Engaging → Warm → Sales-Ready — computed automatically from agent activity and engagement signals.
  • See recent posts from prospects in your pipeline and jump straight to LinkedIn to engage with them directly.
  • Manage team publishing — approvals, consent, trusted publishers, and a feed of what teammates have recently posted.

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Finding your way around

Open Social Engagement from the sidebar to land on the workspace. A search box and a grouped navigation menu sit in the left rail; the main content area updates as you switch tabs.
The Activity Feed is the default landing view — one stream of every social touch across your entire workspace, sorted newest-first. It shows AI comment drafts awaiting approval, comments your agents have already posted, and your own published and scheduled LinkedIn posts.Use the filter controls at the top to narrow by network (LinkedIn, or the upcoming X and WhatsApp), topic, or status. Selecting a row opens its detail panel on the right, where you can act on pending drafts or review what was posted.
Use the Activity Feed as your daily social check-in — scan it each morning to approve any pending AI comments before you jump into other work.

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How to review and approve an AI comment

When your agents spot a relevant prospect post, they draft a comment for your approval. Nothing posts until you say so.
1

Open a pending comment

On the Activity Feed, click any row marked as a pending comment. The right panel shows the original prospect post at the top and the AI-drafted comment below it.
2

Edit or regenerate the wording

Edit the draft directly in the text box to tweak specific words or phrasing. To have Sally rewrite the whole comment, select a Tone chip — Professional, Casual, Thought leader, Story, or Educational — then click ✦ Regenerate. The comment updates in place.
3

Approve, skip, or reject

Click Approve & post to publish the comment (Sally posts it shortly after). Click Skip to set it aside for later, or Reject to discard it. A confirmation toast confirms the action and the Activity Feed updates.
If you edited the draft before approving, your edited version is exactly what gets posted — not Sally’s original.

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How to write and schedule your own post

1

Open the composer

On the Activity Feed, make sure no row is selected — the right panel becomes a New LinkedIn post composer. A status strip shows whether your LinkedIn account is connected and your remaining post quota for today (drafts, scheduled, and posts left).
2

Write your post

Type your draft in the editor. To have Sally polish it, pick a Tone chip (Professional, Casual, Thought leader, Story, or Educational) and click ✦ Sally — she rewrites the post in the tone you selected.
3

Publish, schedule, or save

Choose how to proceed:
  • Publish now — posts to LinkedIn immediately. Requires a connected LinkedIn account.
  • Schedule — pick a date and time under Schedule (optional), then click Schedule to queue it.
  • Save draft — stores the post so you can finish and publish it later.
If LinkedIn isn’t connected, Publish now is blocked and you’ll be prompted to connect your account first. You can still save drafts and schedule posts in the meantime.

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How to track a relationship from cold to sales-ready

1

Scan the pipeline overview

Open Relationship Builder → Overview. Four stage cards show how many prospects sit in Discovered, Engaging, Warm, and Sales-Ready. Click any card to jump straight to that filtered list.
2

Drill into a prospect

Go to Targets to see everyone you’re nurturing, with their current stage, signal score (0–100), and last activity date. Filter by stage, search by name or company, or adjust the time range. Click View on any row to open the full touchpoint timeline for that prospect.
3

Engage with their latest posts

Open Daily Engagement to see recent posts from prospects in your pipeline, sorted newest-first. Click Open in LinkedIn to engage directly. If a post has pending AI comment drafts, you’ll see a shortcut to review them right from this view.
4

Measure what's working

Open Insights to track active relationships, engagement volume, how many prospects have reached Sales-Ready, and your overall conversion rate — across whatever time window you choose with the range chips.

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Managing team publishing

If you publish content as a team, My Posts → Team keeps everyone aligned:
  • Approvals queue — review posts submitted by teammates that need consent or editorial sign-off. Approve, request changes, or reject each submission.
  • Publishing consent — opt yourself into team publishing and manage which teammates are trusted publishers who can post on your behalf.
  • Team feed — see a chronological feed of everything teammates have recently published.
  • Team activity — admins get a full posting-activity dashboard to monitor output across the team.

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FAQ

No. Every AI-drafted comment waits for your explicit approval. You can edit, regenerate, skip, or reject it before anything appears on LinkedIn — nothing publishes until you click Approve & post.
Posts are pulled from prospects tied to your active engagement campaigns. Prospects without an active campaign won’t appear. If the list is empty, verify your agents are running and try widening the time range with the chips at the top.
Not yet. Both platforms appear in the network filter with a “soon” badge and show an empty state. LinkedIn is the only live network today.
It’s a 0–100 measure of relationship strength computed from all recorded activity — comments, replies, DMs, call outcomes, and more. A score above 70 paired with a direct reply is what typically moves a prospect into the Sales-Ready stage.
Relationship Builder is a tracking view, not a workflow engine. When a prospect reaches Sales-Ready, hand them off through your existing CRM or outbound workflow as you normally would.
Your LinkedIn account isn’t connected. The composer’s status strip shows a LinkedIn not connected message. Connect your account in settings, then return to publish. You can save drafts and schedule posts before connecting.

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Troubleshooting

Your LinkedIn account isn’t connected. The composer’s status strip shows a LinkedIn not connected message — connect your account in settings, then return to publish. You can still save drafts and schedule posts before connecting.
Open the failed post from the feed and click Retry to re-queue it.
The composer’s status strip shows how many posts you have left today. Save your draft or schedule it for a later date.

Inbox

Handle replies and conversations from your prospects in one place.

Tasks

Work your daily queue of calls, messages, and follow-ups.

AI SDR Builder

Set up the AI agents that find prospects and draft social engagement.

Managing Agents

Monitor and tune the agents whose activity powers your pipeline.
Last modified on June 20, 2026