> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salestools.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Engage LinkedIn Prospects and Publish Posts with AI

> Approve AI comments on prospect posts, publish your own LinkedIn content, and track how relationships warm from cold to sales-ready.

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.

<Note>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.</Note>

## 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.

## 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.

<Tabs>
  <Tab title="Activity Feed">
    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.

    <Tip>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.</Tip>
  </Tab>

  <Tab title="Relationship Builder">
    The Relationship Builder turns everything your agents do — calls, comments, DMs, replies — into a relationship pipeline you can read at a glance. It's a live view computed from activity, not a board you drag cards on manually.

    **Stages:**

    | Stage           | What it means                                                 |
    | --------------- | ------------------------------------------------------------- |
    | **Discovered**  | Sally has identified the prospect and logged them as a target |
    | **Engaging**    | At least one AI or manual touchpoint has been made            |
    | **Warm**        | Multiple interactions logged; signal score trending upward    |
    | **Sales-Ready** | High signal score (typically above 70) paired with a reply    |

    **Signal score** runs from 0 to 100 and is computed from all recorded activity — comments, replies, DMs, call outcomes, and more.

    Navigate to **Overview** for stage-level counts, **Targets** for the full prospect list with scores and last-activity timestamps, **Daily Engagement** for recent posts from prospects in your pipeline, and **Insights** for engagement volume, active relationships, and conversion rate metrics.

    <Tip>Use the time-range chips (7d, 14d, 30d, 6m, 1y, All) at the top of each Relationship Builder view to widen or narrow the reporting window.</Tip>

    <Note>Admins can use the **Following** dropdown to scope every Relationship Builder view to specific AI agents. With none selected, all agents are included.</Note>
  </Tab>

  <Tab title="Prospect Posts">
    The **Prospect Posts** section has two sub-views:

    * **Overview** — a snapshot of recent engagement activity with prospects' content.
    * **Comments** — a full log of every AI comment draft across all statuses: pending, approved, skipped, and rejected. Filter by status or prospect to find what you need, then click a row to open the detail panel and act on any pending draft.

    <Tip>The Comments log is your complete audit trail for AI-generated social engagement. Use it to spot patterns in what gets approved versus skipped and tune your agent's prompts accordingly.</Tip>
  </Tab>

  <Tab title="My Posts">
    **My Posts** is where you manage your own LinkedIn publishing. It includes:

    * **Overview** — a summary of your published, scheduled, and draft posts.
    * **Compose** — write and publish new posts, with Sally available to rewrite in any tone.
    * **Calendar** — a scheduled view of upcoming posts.
    * **Team** — the team publishing hub (approvals queue, consent settings, team feed).

    <Note>**Inbox** and **Analytics** under My Posts are marked "soon" and are not yet available.</Note>
  </Tab>
</Tabs>

## 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.

    <Note>If you edited the draft before approving, your edited version is exactly what gets posted — not Sally's original.</Note>
  </Step>
</Steps>

## How to write and schedule your own post

<Steps>
  <Step title="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).
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.

    <Warning>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.</Warning>
  </Step>
</Steps>

## How to track a relationship from cold to sales-ready

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

## FAQ

<AccordionGroup>
  <Accordion title="Do AI comments post automatically?">
    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**.
  </Accordion>

  <Accordion title="Why don't I see any posts in Daily Engagement?">
    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.
  </Accordion>

  <Accordion title="Can I post to X or WhatsApp?">
    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.
  </Accordion>

  <Accordion title="What is the signal score?">
    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.
  </Accordion>

  <Accordion title="How do I hand off a Sales-Ready prospect?">
    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.
  </Accordion>

  <Accordion title="Publish now is blocked — what do I do?">
    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.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Publish now is greyed out or blocked">
    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.
  </Accordion>

  <Accordion title="A scheduled or published post failed">
    Open the failed post from the feed and click **Retry** to re-queue it.
  </Accordion>

  <Accordion title="I've hit my posting limit for today">
    The composer's status strip shows how many posts you have left today. Save your draft or schedule it for a later date.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Inbox" href="/communication/inbox" icon="inbox">
    Handle replies and conversations from your prospects in one place.
  </Card>

  <Card title="Tasks" href="/communication/tasks" icon="list-check">
    Work your daily queue of calls, messages, and follow-ups.
  </Card>

  <Card title="AI SDR Builder" href="/ai-agents/ai-sdr-builder" icon="robot">
    Set up the AI agents that find prospects and draft social engagement.
  </Card>

  <Card title="Managing Agents" href="/ai-agents/managing-agents" icon="sliders">
    Monitor and tune the agents whose activity powers your pipeline.
  </Card>
</CardGroup>
