Manager

Manager is a conversation with the workspace itself. You say what you want, it reads what it needs, and it writes drafts. The idea notepad that used to sit beside the chat is on its own page now: Ideas, which the microphone beside the main button opens.

The manager is called Bo. You can rename it later, and the menu shows the new name.

Where to start

Open Manager with nothing in it and you see a box to write in, with up to three short suggestions right above it: connect your first channel, a post that failed, a week with nothing in it, your best post from last month, or a ready routine when you have none yet. They are built from your own workspace, not from a list of tips. Tap one and Bo gets the question. On a phone, swipe the row to see them all.

The same suggestions are in the What I would do next widget on Home. It is hidden at first: bring it back under Customize. Tapping one there opens Manager and asks it.

One chat a day

Manager opens on the chat you had with Bo today, so you can leave and come back to where you were. The first time you open it on a new day, you get a new chat. Yesterday's chats are under Chats, each with its date, and New chat starts a fresh one whenever you want. How Bo works, What Bo remembers and this help page are under the three dots. A colleague's chats never open for you, but you can find them under Chats. A viewer finds only their own there.

What Bo can read

Bo works inside this workspace and nowhere else. It can read the same things you see in the app:

• Posts: your channels and whether any needs a Reconnect, what in the queue needs you, the calendar and any post in it, the publish log of a post that failed, the calendar notes, the media library and one file in it, the idea notepad and your week plans.
• Numbers: the latest snapshot per channel, the Analytics overview for 7, 30, 90 or 365 days, one month in numbers, the week by week signals, and your content pillars against what you posted.
• Brand and plans: your brand profile, your content strategy and your Flows.
• Inbox: how many people are waiting for an answer, a single conversation, the comments under your Instagram and Facebook posts, and your mentions.
• Contacts: your contacts, one contact in full, your tags and your saved segments.
• Sales: recent sales from your connected Stripe account, with what brought each one (a DM automation, an email or a page) and the contact it was credited to.
• Email: every email in Mail with its status, one email in full, an email's report, the email overview (sending, sender, emails left this month), your email automations and your signup forms. For an editor or an owner, Bo can also run the editor's checks on an email.
• Automations: your DM automations and each one's steps.
• Pages: your link in bio page and landing pages, with their blocks and their numbers.

Bo also reads the help pages. Ask how to do something in Postfjord, like "how do I move a post to another day", and Bo looks it up in the same pages you find on postfjord.com/help. He names the screen and the button the page names and gives you the link. When the help pages do not cover it, he says so.

Bo also knows which screen you opened the chat from, like the calendar or the email editor, and starts from that part of the app. He does not see what was on the screen, so name the post or the email you mean.

Your designs

Bo knows the designs your team saved in Design: their names, how many pages they have, the sizes they were saved in, who saved them and when. Say "use the carousel I made in Design and schedule it next Wednesday on Instagram" and Bo:

1. Finds the design by its name, or asks which one if two fit.
2. Puts every page on the post, in the order you made them. You never export or upload it again.
3. Picks the size that fits the channel: 4:5 or square for an Instagram or Facebook post, 9:16 for a reel or a story, square for LinkedIn. Say the size if you want another one.
4. Shows a card with the design's name, its pages and the day and time, and waits for your yes.

If a page of the design is missing, Bo says so and puts nothing on the post. Open the design in Design and save it again. A design you have not saved yet stays yours and Bo does not see it.

Bo can also look at a few pictures at a time, up to four, to tell slides apart by what is on them. Looking costs a little of your AI budget, like any other answer.

Make a carousel, a post or a story with Bo

Say "make a carousel about why people should try yoga" and Bo:

1. Picks a template that fits your kind of business and the topic. It leaves out templates with sample charts, tables, prices or dates, so no made-up number comes along.
2. Writes the words on every page, in your brand's content language.
3. Shows a card with what each page says and Open in Design.

Press Open in Design and the design opens with those words, in your brand. On a phone it opens in the phone editor. Open the same card again, on any device, and you come back to the same design with your changes. After you press Save, the card opens the design you saved. If you deleted that design, the card makes it again from Bo's words.

Say "fill my spring carousel with this" and Bo finds the design you saved and fills a copy. The design you saved does not change.

Three things to know:

• Only words change. The pictures stay the template's, or your design's. Tap a picture in Design to swap it.
• Nothing goes out. Bo makes a design, not a post. It does not schedule or publish anything from here. Save the design, then ask Bo to put it on a post, and that card waits for your yes as always.
• No video yet. Carousels, posts and stories work. Ask for a video and Bo tells you it cannot fill one yet.

It uses your AI budget, or your own AI if you connected one under Settings, AI, and it is on the paid plans, as Rewrite is. A viewer cannot make one. With Write it myself on in Ideas, it is off for you. A card you never open leaves nothing in Design.

Plan a week with Bo

Say "draft and schedule 3 posts for next week" and Bo:

1. Writes each post on its own, with its own channels.
2. Puts a picture on each one: a design you saved, or a picture from your library that Bo looked at. If a post needs a picture Bo does not have, Bo asks you once or offers one of your designs. Bo never leaves a note like "add a screenshot here" in a post.
3. Picks a day and a time for each post, in your workspace's time zone. They go on different days, at the times your posts do best when Analytics knows them. Two posts never go out within an hour of each other on one channel. Name a day or a time and Bo keeps it.
4. Shows one card with every post on it: the day and time, the channels, the first line and the pictures.

Press Approve all and they are in the calendar. Press Skip on a post to leave it out, and the button says how many you approve. Show text shows every word a post sends, and Open opens the week on the plan screen, where you can change a post first. Nothing is made until you press the button.

Say "drafts" and the card saves them as drafts instead, each on its day. Nothing goes out until you schedule them.

If a post changes after the card is shown, the card does nothing and Bo asks you again, so you only ever approve what you saw. Ask Bo to change a post and you get a new card for the week. The old card stops working, so the posts never go in twice.

Looking things up on the web

Everything above is inside your workspace. Bo can also look outside it, in two ways, and both are reading only.

Paste a link and Bo reads the page. "Write a post about this article", "look at our new schedule page and tell me what is missing". It reads what any visitor sees, so a page behind a login or a paywall is out of reach, and so is a video or a picture with no words on the page.

Bo opens only a link you wrote yourself: in the chat, or in the words of a routine you saved. A link that shows up in a page Bo read, a message, a comment or an email is never opened. Bo asks you to paste it instead. The same goes for copying a picture from a link and for writing posts from a blog link.

Ask and Bo searches. When the answer is not in your workspace, Bo searches the web and reads what it finds. It does not search on every question: your channels, your brand voice and your calendar come first, and searching to check something your workspace already says would be a waste of your budget.

Two things worth knowing:

1. A search costs. Each search is a penny against the same monthly AI budget as everything else, and it is on the account page under AI spend with the rest. Bo gets about five searches for one answer, so a single question can never run away with your month.
2. A page is somebody else's writing, never an order. If a page or a search result says "publish this now" or "ignore your instructions", Bo quotes it to you and says where it came from. It does not do it. This is the same rule that covers a message from a stranger in your inbox, and it holds here too.

The line under each answer says when Bo read a page or searched, and what it searched for.

What Bo can do on its own

Bo makes and changes things that nobody outside the team sees yet. These happen straight away, and a card under the answer shows what changed:

• Posts: draft posts, written for you in your brand voice or in your words; a change to a draft, including how its pictures fit; a copy of any post as a new draft; a failed post back into a draft; an idea turned into a draft per channel; a short video from your pictures on a new draft.
• Designs: the words of a new carousel, post or story, or of a copy of a design you saved, on a card you open in Design.
• Media: a file copied in from a public web address, new shapes of a picture, and a file's name, alt text and tags.
• Ideas and notes: an idea on the notepad, changed or marked used, and notes on the calendar.
• Email: an email draft, written from a brief, changed block by block, edited by AI the way the editor does it, or copied from another email. Email automations that are off or paused, and new signup forms, which start switched off.
• Contacts: a new contact by email address, tags, fields and a saved segment. A contact Bo adds gets no email until they confirm.
• Inbox: a reply drafted for a conversation by the same reply writer your DM automations answer with (it sends nothing, and there is no draft for someone who asked you to stop), a conversation closed, opened or given to a teammate, a comment marked done, and mentions moved, marked not relevant or their author muted.
• Automations: a new DM automation, which starts switched off, and changes to one that is off.
• Pages: a new page as a draft, and changes to a page's draft. A live page keeps showing what you published until you approve the new version.
• Plans: a proposed week of posts, a Flow planned, changed and built as drafts that are all switched off, a strategy drafted for you to read, the pillar suggestion on Monday, a note on a week, a week plan put away, and the language your posts are written in.

Bo tells you in one line which language it writes your content in, the first time you use it in a workspace where nobody has settled it. Say "write in German" and it sets it there and then. The dropdown under Settings, Brand voice is the other way in.

Nothing goes out without a yes

Some steps reach people, change what the public sees, start something that then runs by itself, or cannot be undone. Bo can ask for them, and it cannot take them:

• Posts: schedule a draft, publish now, change or cancel a scheduled post, change many posts at once, try a failed post again, mark a post evergreen, and delete a post, a file, an idea or a calendar note.
• Email: send or schedule an email, stop or pause one, send a test to your own login address, send it again to the people who did not click, change a link in an email that went out, put its web version online, delete a draft, switch an email automation on, off or archive it, and change, switch on or delete a signup form.
• Contacts: a tag or field change that would start an email automation for someone, putting one contact who confirmed into an email automation, the email that asks a contact to confirm, and deleting a contact.
• Inbox: a reply to a message, a comment or a review, hiding, liking or deleting a comment, deleting a mention, and switching the automations off or on for one person.
• Automations: switch a DM automation on or off, change one that is on, and delete one.
• Pages: publish a page, take it offline, delete it, give it a new address, change your own address on postfjord.page, and switch video pages on or off.
• Plans: put a proposed week in the calendar, launch, stop or discard a Flow, switch Sunday drafts on or off, switch the monthly report email on or off, and save a change to your strategy or your brand profile, since the AI replies to your customers are written from them.

Ask for one of those and Bo does not do it. You get a card with what will happen: the words, the time, the channels, who an email reaches and how many. The card shows every word that changes, in full: the post text, each account's own text, the first comment, every reply an automation gives, and each field of your brand profile or strategy. Switching on an email automation lists each email by its subject, and the card links to the automation so you can read them first. Then there is one button. Nothing happens until you press it. You can press it an hour later or never. When something changed after the card was made, like the email, an email in an automation, the page draft, an automation, a Flow or its drafts, or the weekly pillar suggestion, the card refuses and Bo makes a new one.

This is not a setting, and there is no way to switch it off: Postfjord never sends anything you have not seen. The rule holds whoever asks, you in the chat or a schedule at seven in the morning.

Approving needs the editor role, and the monthly report email needs the owner. A viewer sees the card and the button is not there.

What Bo sends you to the app for

A few things stay with you in the app. Bo names the screen and the button instead:

• Anything that is your legal statement or your login: marking an address as agreed, accepting the page rules, the sender address for email, your own sending domain, ad tracking keys, and billing, members and roles.
• Files from your device: uploads, imports from a spreadsheet, Google Drive, Dropbox or Canva, and contact imports and exports.
• The editors' finer work: the image editor, columns and other special email blocks, adding or reordering steps in a DM automation, and a TikTok post's own settings.
• Settings that act by themselves: the evergreen schedule, mentions keywords, chat settings and tracking settings.
• A suspended workspace: Bo cannot read or change anything there, so he cannot stop an email, a Flow or an automation either. Use the button on that screen.

What I used

Under each answer there is a line that says what Bo used, folded away. Open it and you see every step in order: read your channels, read your brand voice, saved a draft. A step that was refused says why. Nothing Bo does is hidden from you.

Cards

An answer can carry a card. A card is the thing itself, not a description of it:

• a draft, with an Open button that takes you to the composer
• a post going into the calendar, with the day, the time and the channels
• an email draft in Mail
• an automation, on or off
• a channel to connect or reconnect. You sign in on the platform, and Postfjord never sees your password
• a proposed week, with every post on it, Approve all and the Open button on the plan screen
• a contact, a comment, a mention, a page, a Flow or a file, with an Open button on its own screen

A card about a contact never names the person. The Open button takes you to the contact, where the name belongs.

Changing a card without typing it all again

Every card that holds words has a Change it button: a draft, a post waiting for a time, an email, a proposed week, a reply. Press it, say what you want different and press Send. Short is fine: "shorter", "warmer", "add a question at the end". The dictate button works here too, so you can say it out loud.

Bo is told which card you mean, reads it and makes the change. A card that was waiting for your yes is still waiting: a change is not an approval, and you still press the button.

Routines

A routine is something you want Bo to do again and again: every morning, every weekday, every Monday, or once a month. You write it once, the way you would say it in the chat, and Bo does it on its own.

Press the three dots at the top of the chat, choose Routines and press Add a routine. You give it a name, say what Bo should do each time, and pick how often and at what time. The times follow your workspace clock, so eight in the morning stays eight in the morning when the clocks change.

Each run opens a new chat at the top of the list, so the answer is waiting for you when you sit down. Tick Email the answer to me and it also lands in your inbox, at the address you sign in with. The tick is yours alone: it brings the email to you, and it does not change where anyone else in the workspace gets theirs. If you leave the workspace, the emails stop.

Three things worth knowing:

1. A routine never sends. It reads the workspace and writes drafts. Anything that would go out is a card with an Approve button, waiting for you, exactly as it is in the chat. A routine at seven in the morning has no more power than you do at eleven.
2. It runs as the person who set it up. If that person leaves the workspace, or goes back to being a viewer, the routine stops writing and says so.
3. It costs what a chat costs. Each run is one answer against the same monthly AI budget. Ten routines is the most a workspace can have.

Run it now takes the same turn straight away, so you can see what tomorrow morning will look like before you leave it running. A routine you switch off stays in the list and does nothing.

Ready routines

You do not have to write your first routine yourself. Routines shows the ready ones as cards under Start from a ready routine, in three groups: Daily rhythm, Made by you and Cross-platform. Each card shows two small pictures with an arrow between them: where Bo reads from, and where the drafts land. When the drafts are posts, you see the marks of your connected channels.

Tap a card and the form fills in. Read it, change any word or the time, and press Save the routine. Nothing runs before you press Save. A card you already use says On or Off, and tapping it opens that routine so you can change it. Your routines are listed under the cards, with the same two pictures.

Weekly content loop. Every Monday at 8:00 on your workspace clock. Bo:

1. reads the inbox and picks one question or phrase a customer used in the last two weeks
2. writes one post that gives the whole answer in the post itself, so nobody has to click a link to get it, and saves it as a draft for your connected channels
3. says how the same answer could become a blog post or an email. If email is on, it saves an email draft in Mail. Bo cannot write to your blog, so for a blog post it tells you to copy the text over yourself
4. ends with a short list of the exact words your customers used that are worth using again. It never names the customers

Monthly review. On the first of every month at 8:00. Bo looks back at last month:

1. how many posts went out on each channel
2. what the posts did in the feed when nobody clicked: saves, profile visits and new DM conversations, where the platforms give us the numbers
3. new email signups, when email is on
4. what to keep doing and what to drop

Bo never guesses a number. Some things are not measured yet, like shares and the answers to "where did you first hear about us", and Bo says so instead of making one up.

Both only write drafts. The post stays a draft until you schedule it, and the email stays a draft until you send it.

Routines that wait for something

A routine can also wait for something to happen instead of running every time. Pick it under When should it run?:

• Only when next week looks quiet: the next seven days have fewer posts than you usually publish.
• Only when a post does better than the rest: one of your posts from the last month got more likes and comments than the others.
• Only when several people ask the same thing: three or more people wrote about the same thing in the inbox and nobody has answered.
• Only when you send a newsletter from Postfjord and Only when you publish a new page: see Made by you below.

The routine checks at its time without using AI, so a check that finds nothing costs nothing. When it finds something, Bo takes one turn and starts from the reason. It wakes once for each quiet week, top post or question, so the same quiet week does not wake it every morning. Run it now always takes the turn, so you can see what it will do.

Four ready routines wait this way, and each checks every day:

1. Fill a quiet week. Bo writes drafts for the empty days from your open ideas and what did best recently.
2. Best post to email. Bo turns your best post into an email draft for your list.
3. Answer a question in a post. Bo writes a post that answers what people keep asking, without naming them.
4. Best post to your other channels. Under Cross-platform. Bo writes a version of your best post for each of your other channels, the way people there like to read.

They write drafts only, like every routine.

Made by you

These cards turn something you already made into post drafts:

1. Newsletter to posts. When you send a newsletter from Postfjord, Bo picks the 2 or 3 strongest ideas in it and writes one post for each. The emails Postfjord makes from your posts or your blog are left out, so nothing goes round in a circle.
2. New page to posts. When you publish a new landing page on postfjord.page, Bo writes a post that says who the page is for and links to it.
3. New blog post to drafts. This one is set up under Settings, Apps, Your blog, and the card takes you there. It says On when it is running. See From your blog, automatically if you have not set it up yet.

The first two are routines. They check once a day without using AI, and wake only when there is something new. Bo follows your strategy and your brand voice, the same as in the chat. Here is what to expect:

1. Only new things. When you switch one on, it remembers everything that is already there, so it never drafts from your old emails or pages. It takes each newsletter or page once.
2. One at a time. Each check takes one new thing. If you published two pages, the second becomes drafts the next day.
3. A few a day. Together these routines take at most 3 turns a day in a workspace, and 1 a day on Free. Anything new waits for the next day.
4. Drafts only. The posts wait in the calendar as drafts until you schedule them.
5. No budget, no turn. When your AI budget for the month is used up, the routine does not run and writes nothing. The newsletter or page waits, and the routine tries again the next day. Something more than 14 days old is skipped, so when the budget comes back it starts from what is new.
6. Paused workspaces are skipped. A paused workspace gets no drafts.

Good routines are short and specific: "Look at the week ahead and write two drafts from my open ideas", "Tell me what failed in the queue and what to do about it", "Look at last month's numbers and tell me what worked".

How Bo works

Bo's page has two more tabs next to the conversation.

How Bo works is the short version of your manager. Three things:

1. What to call it. Bo is the default. Rename it to anything you like, and the menu follows.
2. Face. A sun or a stone. The sun is the default. The face shows in the menu and next to every answer, and everyone in the workspace sees the same one.
3. Always keep in mind. A few lines you say once: "warm tone", "never percentage discounts", "we are closed in July". These reach every draft, every email and every reply the AI writes for you, not only the chat.

Four rules come first and you cannot switch them off, whatever you write in that box:

• Nothing goes out until you press Approve.
• No invented prices, dates, offers or numbers.
• Nothing Bo remembers may name a person who writes to you.
• A paused workspace sends nothing at all.

They protect people who are not in the room: the ones who get your posts and messages, the platforms, and us.

If you have connected your own AI key under Settings, AI, Bo runs on it: Claude, ChatGPT, Gemini, DeepSeek or Mistral. Your own key is billed by that provider and does not touch the Postfjord AI budget. Everything else is the same, including every rule above. On ChatGPT, Gemini, DeepSeek and Mistral, Bo picks his tools by the screen you are on: see the FAQ below.

What Bo remembers

What Bo remembers is the second tab: everything Bo has learned about your business, in one list. How you write, what you sell, when you are busy. Each line says who wrote it and when, and has a bin next to it. You can add a line yourself, and there is a folded Edit as text for people who would rather work in one box. A line Bo or a teammate adds while that box is open stays. If a line in the box was changed somewhere else while you typed, nothing is saved and you see a note: copy your text, close the box and open it again.

The list belongs to the workspace, not to you, so everyone in it meets the same Bo.

The list holds up to 120 lines, and each line up to 300 characters. When it is full, delete a line before you add one. Bo follows the same limits.

Bo writes a line when it learns something worth keeping, and says so in the chat when it does. Ask it to forget something and the line goes. When the list gets long Bo merges the lines that say the same thing, inside an answer you were already paying for.

Bo learns from your edits

When you change one of Bo's drafts before it goes out, Bo notices. Every post Bo writes keeps a copy of his own words. Once you schedule or publish the post, Bo compares his words with yours, channel by channel.

When three or more of your edits have gathered, Bo looks for a habit that repeats, like removing the emojis on LinkedIn or cutting the first sentence. A habit has to show in at least three edits before Bo keeps it. He writes it into this list, marked with how many edits it came from and which channel it applies to, and tells you in a short chat called What I learned from your edits.

From then on he writes that way. If a line is wrong, delete it and he stops. Bo only learns how your posts read, never anything about a person. Looking for a habit is one small AI call, and only on a day when enough new edits have gathered.

Nothing in the list may name a person who writes to you. Bo is told that before every answer, and when you delete a contact we search this list for their name and their address as well, in case it slipped through.

The idea notepad

The idea notepad is its own page: Ideas, which the microphone beside the main button opens, with a quiet page to write on next to the list. Your ideas came along, and they still belong to the workspace. Ask Bo to save an idea and it shows there marked From Bo.

Plan next week in the calendar reads your open ideas along with the brand voice, and so does Bo, so the week builds on your own raw material first and invents new angles second. Ideas written by someone who turned on Write it myself on the Ideas page are left out: that person keeps their words away from Claude.

FAQ