# Medal Social

> Medal Social is an all-in-one platform for social media publishing, a shared inbox,
> CRM, email, automations, an AI copilot (Pilot), and a built-in website studio.
> The help center below is written and screenshot-verified against the live app.

## Product & company
- [About Medal Social: Mission and Our Team](https://staging.medalsocial.com/about)
- [Contact Us - Get in Touch with Medal Social](https://staging.medalsocial.com/contact)
- [developers](https://staging.medalsocial.com/developers)
- [Documentation](https://staging.medalsocial.com/docs)
- [Medal Social - AI Marketing for Creators & Businesses](https://staging.medalsocial.com)
- [pricing/plans](https://staging.medalsocial.com/pricing/plans)
- [products/content](https://staging.medalsocial.com/products/content)
- [products/crm](https://staging.medalsocial.com/products/crm)
- [products/inbox](https://staging.medalsocial.com/products/inbox)
- [products/pilot](https://staging.medalsocial.com/products/pilot)
- [products/site](https://staging.medalsocial.com/products/site)

## Docs: Account
- [docs/account/deleting-your-account](https://staging.medalsocial.com/docs/account/deleting-your-account): Request deletion, get a 30-day grace period, and cancel anytime within it. After the grace period, data is removed for good.
- [docs/account/your-data](https://staging.medalsocial.com/docs/account/your-data): Access, export, and erasure are built into Medal Social, along with audit logs and cookie consent. GDPR is architecture here, not paperwork.

## Docs: Apps
- [docs/apps/browser-extension](https://staging.medalsocial.com/docs/apps/browser-extension): A Chrome extension that pairs with your workspace as a device, extending what Medal Social can do through your own browser.
- [docs/apps/desktop-app](https://staging.medalsocial.com/docs/apps/desktop-app): A native window for Medal Social: the web app, wrapped for your desktop with its own updater.
- [docs/apps/mobile-app](https://staging.medalsocial.com/docs/apps/mobile-app): Medal Social for iOS and Android: your workspace in your pocket, synced live with everyone else.
- [docs/apps/web-app](https://staging.medalsocial.com/docs/apps/web-app): The full Medal Social experience in your browser: real-time, no install, and the reference for everything in these docs.

## Docs: Brand
- [docs/brand](https://staging.medalsocial.com/docs/brand)
- [docs/brand/brand-story](https://staging.medalsocial.com/docs/brand/brand-story): Your brand profile is one living document: story, voice, audience, and phrases to avoid. Pilot reads it before every draft.
- [docs/brand/colors-typography](https://staging.medalsocial.com/docs/brand/colors-typography): A brand kit holds your colors and fonts. Name each color, give it a job, and your email designs pick the palette up automatically.
- [docs/brand/email-studio](https://staging.medalsocial.com/docs/brand/email-studio): The Email Studio turns your brand into email design: a starter shell, email-safe fonts, sender identity, and your kit's palette applied to what you send.
- [docs/brand/getting-started](https://staging.medalsocial.com/docs/brand/getting-started): Brand Center is where your brand lives: one profile document, visual kits, writing skills, and your connected channels, read by every tool in the workspace.
- [docs/brand/governance](https://staging.medalsocial.com/docs/brand/governance): Three roles, human approval over AI output, and an activity trail: brand control in Medal Social is structural, not a policy document.
- [docs/brand/logo-assets](https://staging.medalsocial.com/docs/brand/logo-assets): Upload your logo to your kit and reuse media library assets across posts, emails, and your site.

## Docs: Channels
- [docs/channels/bluesky](https://staging.medalsocial.com/docs/channels/bluesky): Everything Medal supports for BlueSky: publishing, limits, channel settings, importing, and troubleshooting — generated from the live connector.
- [docs/channels/capabilities](https://staging.medalsocial.com/docs/channels/capabilities): Every connected platform in one table: publishing, scheduling, analytics, media limits, Stories, threads, and the account each one posts as — generated from the live connectors.
- [docs/channels/connect-a-channel](https://staging.medalsocial.com/docs/channels/connect-a-channel): Connect a social account once from Brand's Integrations tab, approve access in the platform's own window, and every tool in your workspace can publish to it.
- [docs/channels/disconnecting-a-channel](https://staging.medalsocial.com/docs/channels/disconnecting-a-channel): Disconnecting revokes Medal Social's access and cleans up safely: scheduled posts return to drafts, and nothing publishes to a channel you removed.
- [docs/channels/discord](https://staging.medalsocial.com/docs/channels/discord): Everything Medal supports for Discord: publishing, limits, channel settings, importing, and troubleshooting — generated from the live connector.
- [docs/channels/facebook](https://staging.medalsocial.com/docs/channels/facebook): Everything Medal supports for Facebook: publishing, limits, channel settings, importing, and troubleshooting — generated from the live connector.
- [docs/channels/google-chat](https://staging.medalsocial.com/docs/channels/google-chat): Everything Medal supports for Google Chat: publishing, limits, channel settings, importing, and troubleshooting — generated from the live connector.
- [docs/channels/instagram](https://staging.medalsocial.com/docs/channels/instagram): Everything Medal supports for Instagram: publishing, limits, channel settings, importing, and troubleshooting — generated from the live connector.
- [docs/channels/linkedin](https://staging.medalsocial.com/docs/channels/linkedin): Everything Medal supports for LinkedIn: publishing, limits, channel settings, importing, and troubleshooting — generated from the live connector.
- [docs/channels/reconnecting-and-expiry](https://staging.medalsocial.com/docs/channels/reconnecting-and-expiry): Platforms expire access from time to time. Medal Social refreshes tokens automatically where it can, and asks you to reconnect when a platform wants a fresh sign-in.
- [docs/channels/slack](https://staging.medalsocial.com/docs/channels/slack): Everything Medal supports for Slack: publishing, limits, channel settings, importing, and troubleshooting — generated from the live connector.
- [docs/channels/snapchat](https://staging.medalsocial.com/docs/channels/snapchat): Everything Medal supports for Snapchat: publishing, limits, channel settings, importing, and troubleshooting — generated from the live connector.
- [docs/channels/substack](https://staging.medalsocial.com/docs/channels/substack): Everything Medal supports for Substack: publishing, limits, channel settings, importing, and troubleshooting — generated from the live connector.
- [docs/channels/supported-platforms](https://staging.medalsocial.com/docs/channels/supported-platforms): Ten platforms are available today and five more are in beta. Every channel plugs into publishing and scheduling, with per-platform extras like analytics and threads.
- [docs/channels/teams](https://staging.medalsocial.com/docs/channels/teams): Everything Medal supports for Microsoft Teams: publishing, limits, channel settings, importing, and troubleshooting — generated from the live connector.
- [docs/channels/telegram](https://staging.medalsocial.com/docs/channels/telegram): Everything Medal supports for Telegram: publishing, limits, channel settings, importing, and troubleshooting — generated from the live connector.
- [docs/channels/threads](https://staging.medalsocial.com/docs/channels/threads): Everything Medal supports for Threads: publishing, limits, channel settings, importing, and troubleshooting — generated from the live connector.
- [docs/channels/tiktok](https://staging.medalsocial.com/docs/channels/tiktok): Everything Medal supports for TikTok: publishing, limits, channel settings, importing, and troubleshooting — generated from the live connector.
- [docs/channels/x](https://staging.medalsocial.com/docs/channels/x): Everything Medal supports for X (Twitter): publishing, limits, channel settings, importing, and troubleshooting — generated from the live connector.
- [docs/channels/youtube](https://staging.medalsocial.com/docs/channels/youtube): Everything Medal supports for YouTube: publishing, limits, channel settings, importing, and troubleshooting — generated from the live connector.

## Docs: CRM
- [docs/crm](https://staging.medalsocial.com/docs/crm)
- [docs/crm/activity-timeline](https://staging.medalsocial.com/docs/crm/activity-timeline): Email events, lifecycle changes, notes, page visits, and social interactions, recorded automatically in one stream per contact.
- [docs/crm/campaigns](https://staging.medalsocial.com/docs/crm/campaigns): Pick a template, aim it at a segment, and send now or schedule. Campaigns move from Draft through Sending to Sent, with tracking all the way.
- [docs/crm/contact-properties](https://staging.medalsocial.com/docs/crm/contact-properties): Model contacts your way: ten custom field types, ordered how you want, editable as your business changes.
- [docs/crm/contacts-overview](https://staging.medalsocial.com/docs/crm/contacts-overview): A contact is a person with a profile, an email status, and a timeline. Create them by hand, import them, or let forms and flows add them.
- [docs/crm/contacts-use-cases](https://staging.medalsocial.com/docs/crm/contacts-use-cases): Three habits that compound: capture everything, segment before you send, and read the timeline before you reply.
- [docs/crm/deal-properties](https://staging.medalsocial.com/docs/crm/deal-properties): Give every deal a value for the pipeline math, and break the work into deliverables the team can check off.
- [docs/crm/deals-overview](https://staging.medalsocial.com/docs/crm/deals-overview): A deal is an opportunity with a value, a stage, and a linked contact, moving from draft to signed on a board your team reads at a glance.
- [docs/crm/deals-use-cases](https://staging.medalsocial.com/docs/crm/deals-use-cases): A weekly pipeline review, deliverables as the scope contract, and honest declines: three habits that keep a pipeline real.
- [docs/crm/email-flows](https://staging.medalsocial.com/docs/crm/email-flows): Emails that send themselves when something happens: a welcome series on signup, a nudge after silence. Built in Flows, powered by your templates.
- [docs/crm/email-overview](https://staging.medalsocial.com/docs/crm/email-overview): Branded templates, campaigns to living segments, and automated sequences through Flows, with every open and click landing on the contact timeline.
- [docs/crm/email-templates](https://staging.medalsocial.com/docs/crm/email-templates): Design once, reuse everywhere: branded starter templates, reusable blocks, and per-language localizations resolved automatically at send.
- [docs/crm/email-use-cases](https://staging.medalsocial.com/docs/crm/email-use-cases): A monthly newsletter rhythm, a welcome sequence that sells while you sleep, and hygiene habits that keep deliverability healthy.
- [docs/crm/getting-started](https://staging.medalsocial.com/docs/crm/getting-started): Contacts, deals, and email in one place, sharing one timeline. What a person did on social, in your emails, and in your pipeline reads as one story.
- [docs/crm/pipeline-stages](https://staging.medalsocial.com/docs/crm/pipeline-stages): Six stages tell the truth about where a deal stands: Draft, Negotiating, Offer sent, Signed, Completed, and Declined.
- [docs/crm/tags-segments](https://staging.medalsocial.com/docs/crm/tags-segments): Labels mark who a contact is; saved filters turn those marks into living segments your team reuses.
- [docs/crm/tracking-analytics](https://staging.medalsocial.com/docs/crm/tracking-analytics): Pipeline value, win rate, per-stage breakdowns, and recent momentum, computed live from your deals.

## Docs: Flows
- [docs/flows/actions](https://staging.medalsocial.com/docs/flows/actions): Send email, wait, branch on conditions, act on social, and forward events onward. Steps chain into real workflows.
- [docs/flows/building-flows](https://staging.medalsocial.com/docs/flows/building-flows): Draw it on the canvas: pick a trigger, chain steps, branch with conditions, then publish. Validation catches broken flows before they run.
- [docs/flows/overview](https://staging.medalsocial.com/docs/flows/overview): Automations that react to what happens in your workspace: a trigger fires, steps run, and each enrolled contact moves through at their own pace.
- [docs/flows/triggers](https://staging.medalsocial.com/docs/flows/triggers): Four ways in: workspace events, schedules, incoming webhooks, and manual runs. The event catalog shows everything you can react to.
- [docs/flows/use-cases](https://staging.medalsocial.com/docs/flows/use-cases): The welcome sequence, the label-triggered follow-up, and the weekly digest: three starter flows that earn their keep immediately.

## Docs: Helpdesk
- [docs/helpdesk](https://staging.medalsocial.com/docs/helpdesk)
- [docs/helpdesk/ai-replies](https://staging.medalsocial.com/docs/helpdesk/ai-replies): AI helps answer conversations, its messages are marked as AI, and a human can take over anytime.
- [docs/helpdesk/channel-rules](https://staging.medalsocial.com/docs/helpdesk/channel-rules): Each channel that feeds the inbox has its own settings, so WhatsApp can behave differently from the website widget.
- [docs/helpdesk/getting-started](https://staging.medalsocial.com/docs/helpdesk/getting-started): One inbox for the conversations your brand has: website chat, Instagram, Messenger, and WhatsApp, answered by your team from a single place.
- [docs/helpdesk/team-queues](https://staging.medalsocial.com/docs/helpdesk/team-queues): Escalate a conversation into a case with status and priority, sync it to Linear if you use it, and the customer is notified when it resolves.
- [docs/helpdesk/unified-feed](https://staging.medalsocial.com/docs/helpdesk/unified-feed): Widget chats and social messages arrive as one conversation list. Reply where the customer wrote, without leaving the inbox.
- [docs/helpdesk/use-cases](https://staging.medalsocial.com/docs/helpdesk/use-cases): Triage fast, escalate honestly, and let AI absorb the repetitive questions while humans take the conversations that matter.

## Docs: Marketing
- [docs/marketing/insights](https://staging.medalsocial.com/docs/marketing/insights)
- [docs/marketing/radar](https://staging.medalsocial.com/docs/marketing/radar)

## Docs: Measure
- [docs/measure/insights](https://staging.medalsocial.com/docs/measure/insights): Performance per post and per channel, collected automatically, so what worked stops being a feeling and starts being a number.
- [docs/measure/radar](https://staging.medalsocial.com/docs/measure/radar): Competitive intelligence in your workspace: track competitors, capture their newsletters with a dedicated address, and browse everything as one feed.

## Docs: Media
- [docs/media](https://staging.medalsocial.com/docs/media)
- [docs/media/overview](https://staging.medalsocial.com/docs/media/overview): One home for your images and video, reusable across posts, emails, and your site, with storage counted per plan.
- [docs/media/uploading](https://staging.medalsocial.com/docs/media/uploading): Upload files directly, import from Google Drive or OneDrive, and let video get stream-ready processing automatically.
- [docs/media/using-media](https://staging.medalsocial.com/docs/media/using-media): Attach library assets to posts and emails, and let per-platform limits guide what fits where.

## Docs: Pilot
- [docs/pilot](https://staging.medalsocial.com/docs/pilot)
- [docs/pilot/actions](https://staging.medalsocial.com/docs/pilot/actions): Beyond answering, Pilot proposes real work: post drafts, email drafts, and brand documents, plus images, video, and live web search.
- [docs/pilot/approval-rails](https://staging.medalsocial.com/docs/pilot/approval-rails): Pilot's output always crosses a human checkpoint: proposals wait in a queue, posts follow the normal review flow, and nothing publishes on its own.
- [docs/pilot/brand-voice](https://staging.medalsocial.com/docs/pilot/brand-voice): Pilot reads your Brand Center: story, voice, and banned phrases all shape what it writes, with no per-chat instructions needed.
- [docs/pilot/getting-started](https://staging.medalsocial.com/docs/pilot/getting-started): Pilot is the AI copilot in your workspace. It chats in threads, knows your brand, and proposes drafts that always wait for your approval.
- [docs/pilot/threads](https://staging.medalsocial.com/docs/pilot/threads): Every conversation with Pilot lives in a thread, so context stays where it belongs and you can pick any conversation back up later.
- [docs/pilot/use-cases](https://staging.medalsocial.com/docs/pilot/use-cases): The fastest wins come from letting Pilot do the first 80 percent: drafts, repurposing, research, and summaries you then finish by hand.

## Docs: Posts
- [docs/posts](https://staging.medalsocial.com/docs/posts)
- [docs/posts/approval-flow](https://staging.medalsocial.com/docs/posts/approval-flow): The review process end to end: propose a post, pick reviewers (teammates or external clients by email), what reviewers see, approve or request changes, and what happens after approval.
- [docs/posts/display-properties](https://staging.medalsocial.com/docs/posts/display-properties): Toggle what each post card displays: type, labels, assignee, scheduled time, publish stats, and date. Tune the density to your team.
- [docs/posts/display-views](https://staging.medalsocial.com/docs/posts/display-views): Three views of the same posts: Board for pipeline, Calendar for timing, List for scanning. Switch freely; nothing changes but the lens.
- [docs/posts/filters](https://staging.medalsocial.com/docs/posts/filters): Filter by status, label, and more, then save the combination as a view your whole team can reuse.
- [docs/posts/getting-started](https://staging.medalsocial.com/docs/posts/getting-started): Write once, tune the text per channel, and choose Publish now, Schedule later, or Propose for review. One post, every channel.
- [docs/posts/use-cases](https://staging.medalsocial.com/docs/posts/use-cases): Three working rhythms: the weekly batch, the approval pipeline, and the failure sweep. Steal the one that fits.

## Docs: SDK
- [docs/sdk/authentication](https://staging.medalsocial.com/docs/sdk/authentication): How SDK authentication works: workspace-scoped API keys, client options, idempotency keys, and capability confirmations.
- [docs/sdk/contacts](https://staging.medalsocial.com/docs/sdk/contacts): CRM contacts from the SDK: create, update, notes, activities, and bulk import.
- [docs/sdk/deals](https://staging.medalsocial.com/docs/sdk/deals): Manage the deal pipeline from the SDK.
- [docs/sdk/emails](https://staging.medalsocial.com/docs/sdk/emails): Transactional sends, batch sends, and template lookups from the SDK.
- [docs/sdk/errors](https://staging.medalsocial.com/docs/sdk/errors): MedalApiError, stable error codes, and cursor pagination.
- [docs/sdk/gdpr](https://staging.medalsocial.com/docs/sdk/gdpr): Data exports and consent records from the SDK.
- [docs/sdk/getting-started](https://staging.medalsocial.com/docs/sdk/getting-started): Install @medalsocial/sdk, create a client with a workspace API key, and make your first calls. Current version: v1.3.0.
- [docs/sdk/helpdesk](https://staging.medalsocial.com/docs/sdk/helpdesk): Read helpdesk conversations and reply from the SDK.
- [docs/sdk/posts](https://staging.medalsocial.com/docs/sdk/posts): Create, schedule, publish, and list social posts from the SDK.
- [docs/sdk/webhooks](https://staging.medalsocial.com/docs/sdk/webhooks): Register webhook endpoints, inspect deliveries, and verify signatures.

## Docs: Site
- [docs/site](https://staging.medalsocial.com/docs/site)
- [docs/site/domains](https://staging.medalsocial.com/docs/site/domains): Point your domain at your site, and note the shortcut: a domain verified for email sending counts as verified for the site too.
- [docs/site/forms](https://staging.medalsocial.com/docs/site/forms): Forms on your site, like the contact form, deliver visitor messages straight back into your workspace.
- [docs/site/getting-started](https://staging.medalsocial.com/docs/site/getting-started): Your website, connected to your workspace: built on NextMedal, edited in the embedded Studio, hosted for you.
- [docs/site/pages](https://staging.medalsocial.com/docs/site/pages): A page is a stack of sections. Add, reorder, and edit them in the Studio, and publish when it reads right.
- [docs/site/seo](https://staging.medalsocial.com/docs/site/seo): NextMedal sites ship the technical SEO for you: metadata, per-language sitemaps with hreflang, and structured data. You write; the machinery hums.
- [docs/site/use-cases](https://staging.medalsocial.com/docs/site/use-cases): Ship the site once, then treat it like content: small edits weekly in the Studio, forms answered fast, analytics read monthly.

## Docs: Start here
- [docs/start-here/glossary](https://staging.medalsocial.com/docs/start-here/glossary): Short definitions for the words Medal Social uses, from workspaces and channels to Pilot, flows, and the Studio.
- [docs/start-here/plans-and-limits](https://staging.medalsocial.com/docs/start-here/plans-and-limits): Everything about paying for Medal Social: what each plan includes, upgrades and downgrades, the fair-cancel refund guarantee, and how daily limits reset.
- [docs/start-here/what-is-medal-social](https://staging.medalsocial.com/docs/start-here/what-is-medal-social): Medal Social is one workspace for publishing, customer conversations, CRM, email, automations, and your website, with an AI copilot called Pilot built in.

## Docs: Website & Studio
- [docs/studio/add-a-section](https://staging.medalsocial.com/docs/studio/add-a-section): Pages are stacks of sections. Add one from the library, fill in its fields, and drag it where it belongs.
- [docs/studio/blog-and-articles](https://staging.medalsocial.com/docs/studio/blog-and-articles): Articles are their own documents: write in the Studio, publish, and your articles index and feeds update themselves.
- [docs/studio/domains-and-languages](https://staging.medalsocial.com/docs/studio/domains-and-languages): The domain is set in the app, verification is shared with email, and languages are per-page versions linked together.
- [docs/studio/edit-text-and-images](https://staging.medalsocial.com/docs/studio/edit-text-and-images): Click the thing, change the thing: the Studio maps what you see on the page to the field that controls it.
- [docs/studio/forms-and-submissions](https://staging.medalsocial.com/docs/studio/forms-and-submissions): Site forms deliver into your Medal Social workspace, so a website message is handled like any other conversation.
- [docs/studio/open-the-studio](https://staging.medalsocial.com/docs/studio/open-the-studio): Two doors, same room: yoursite.com/studio in the browser, or the embedded Studio inside the Medal Social app under Site.
- [docs/studio/publish-changes](https://staging.medalsocial.com/docs/studio/publish-changes): Edits are drafts until you hit Publish. Published changes reach the live site in seconds, and history lets you step back.
- [docs/studio/seo-and-metadata](https://staging.medalsocial.com/docs/studio/seo-and-metadata): Every page has SEO fields in the Studio: the title search shows, the description under it, and the image social shares use.
- [docs/studio/troubleshooting](https://staging.medalsocial.com/docs/studio/troubleshooting): The short list of Studio surprises and their boring explanations: drafts, cache, and clicking the decoration instead of the content.
- [docs/studio/what-is-nextmedal](https://staging.medalsocial.com/docs/studio/what-is-nextmedal): NextMedal is the technology behind your Medal Social website. You will mostly meet it as the Studio, the visual editor where you change your site.

## Optional
- [Norwegian docs](https://staging.medalsocial.com/nb/docs): same help center in Norwegian
- [Arabic docs](https://staging.medalsocial.com/ar/docs): same help center in Arabic