Help Center
How to use Pozy, one feature at a time.
Short guides with the steps in the dashboard, and the words to ask your AI.
Getting started
Set up your workspace and add Pozy to your AI.
- What Pozy is, in 2 minutesPozy connects your AI to your marketing. Your AI can read your numbers and act on your accounts: post, reply, run ads.
- Create your workspace and first projectYour workspace is your team's home in Pozy. Inside it, you make one project for each brand, company or client.
- Write your project briefThe brief is a short note about your project: what it is, who it is for, and how it sounds.
- Add Pozy to ClaudeOne link and a sign-in. It takes about two minutes, and there is no key to paste.
- Add Pozy to ChatGPT, Claude Code, Cursor, Codex and VS CodeEvery app uses the same link and the same sign-in. Only where you paste it changes.
- Change your AI, keep your connectorsYour accounts, numbers and briefs live in Pozy, not in your AI.
Connections
Connect your accounts and keep them healthy.
- Connect your social accountsConnect each account once. After that, your AI can post, reply and read the numbers on it.
- Profiles and account groupsA profile is a project: one brand, company or client, with its own accounts, numbers and brief.
- Account health and reconnectingPlatforms sometimes end a connection: a password change, an expired sign-in, a permission removed. When that happens, posts to that account fail until you reconnect it.
- Give a client a connect linkYour clients connect their own accounts. You never need their passwords, and nobody keeps a spreadsheet of logins.
Posts
Create once, post everywhere, on your schedule.
- Create one post for every platformWrite once, post everywhere. You can still change the text or media for any one platform before it goes out.
- Schedule and use the calendarThe calendar shows everything scheduled and published, in your timezone.
- Queues and recurring slotsA queue is a set of posting times that repeat every week, like Monday, Wednesday and Friday at 9am.
- Approvals: hold posts until you say yesWant to see every post before it goes live? Send it for approval. Nothing is published until someone approves it.
- Bulk upload with a spreadsheetPlan a month in a spreadsheet, then turn every row into a scheduled post at once.
- Media libraryUpload your images and videos once, then use them in as many posts as you like.
- First comments and recycling evergreen postsAdd a comment that appears under your post as soon as it goes live. Great for a link, extra hashtags or a 'comment GUIDE' call to action.
Inbox
Every DM, comment and review in one place.
- One inbox for DMsAll your messages in one inbox. No more opening five apps to check who wrote.
- Reply to commentsSee the comments on all your posts in one place, and answer them without opening each app.
- Reply to Google and Facebook reviewsAnswer every review, good or bad, from one list.
- Contacts, tags and mentionsEveryone who writes to you becomes a contact. You see their messages, when they last wrote, and your notes.
- See who mentions your accountsFind the posts and comments where people tag your accounts on Instagram, Facebook and LinkedIn. Reply to Instagram mentions without leaving Pozy.
Automations
Replies that run on their own.
- Comment-to-DMPeople comment a word. Pozy sends each of them a DM with your link, in seconds. Then it can reply under their comment too.
- Comment-to-DM on every postOne automation that watches every post on an account. Anyone who comments your word, on any post, gets your DM.
- Story replies, mentions and live commentsSend a DM when someone replies to your Instagram story, mentions you in their story, or comments a word during your live.
- Workflows: automatic conversationsA workflow is a conversation you draw once. It greets people, asks questions, sends links, tags contacts and hands off to you when needed.
- Sequences: follow-ups over daysSend a series of messages over days to people who wrote to you or said yes to hearing from you. They stop the moment someone replies.
- Broadcasts: one message to a groupSend one message to a group of contacts, now or at a set time. Then see who got it, who read it and whose failed.
- Conversation starters (ice breakers)Show a few ready-made questions when someone opens a chat with you on Instagram or Facebook. One tap, and the conversation has started.
Analytics
See what works, then do more of it.
- See all your numbers in one placeReach, views, likes, comments, shares, saves and clicks for every connected account and every post, on one page.
- Find your best time to postSee which days and hours your own posts got the most engagement, and how many posts a week worked best on each platform.
- See your best posts and how long they lastRank your posts by engagement, compare formats, and see how fast a post collects its likes and comments after it goes out.
- Measure your inboxSee how many messages come in, how fast you reply, when people write, and which accounts get the most conversations.
- Track link clicks and watch a postCount who clicks the links you send by DM, and watch one post's verified numbers for up to 90 days.
- Track where your sales come fromSee which post, short link or source each Stripe sale came from: add your website and a small script, and Pozy matches every payment to the visit behind it.
Inputs
Give your AI your sales, search and traffic numbers.
- Connect Stripe or PaddleGive your AI your sales numbers with a read-only key. The key can read your account, but it cannot change anything in it.
- Connect Google Search ConsoleGive your AI your Google Search numbers: clicks, impressions, click rate, position, and your top searches and pages.
- Connect Google AnalyticsGive your AI your website traffic: users, new users, sessions, page views and engagement rate from a GA4 property.
- Put your numbers next to your posting planYour AI reads your sales, search and traffic numbers before it plans your posts. Then it shows you the plan.
Ads
Run and check ads on 9 networks.
- Connect your ad accountsConnect an ad network once. Pozy then syncs every ad account that login can reach, so you and your AI can see spend and run ads.
- Manage your ads from Claude or ChatGPTAsk your AI how your ads are doing. It reads spend and results across your ad accounts, and pauses or resumes a campaign when you say so.
- Boost a postTurn a post you already published into an ad. It keeps its likes and comments, and Pozy builds the campaign around it.
- Create a campaignBuild a new ad step by step: pick the ad account, the goal, the creative, who sees it and the budget. Pozy creates the campaign, ad set and ad in one go.
- Audiences and targetingChoose who sees your ads. Target by place, age and interests, or build audiences from your customer list, your website visitors or people like them.
- Ad rules: pause losers, scale winnersA rule checks one ad account on a schedule. When a campaign, ad set or ad meets your conditions, it pauses it, changes its budget or sends an alert.
- Collect leads with lead formsLet people send you their details without leaving the ad. Pozy collects the leads from Meta and LinkedIn forms and Google Local Services ads in one place.
- Track conversions with pixelsPut each ad network's pixel on your site in a few clicks, and send sales the pixel misses from your server. Then the networks can count results and show your ads to the right people.
- Product catalogs and the ad libraryKeep a Meta product catalog for ads that show each person the products they are most likely to buy. Search the public ad libraries to see what other advertisers run.
- Google Ads tools: keywords, assets and biddingFine-tune a Google Ads campaign from Pozy: keywords and negatives, the searches that showed your ads, sitelinks and callouts, bidding, shared budgets, the ad schedule and Google's recommendations.
Stores, blogs and Google Business
Your shop, your blog and your Google listing.
- Manage your online storeConnect your Shopify or WooCommerce store. Then change products, stock, collections and discounts from Pozy or from your AI.
- Read your store ordersSee your Shopify and WooCommerce orders in one list, with items, taxes, refunds and where the buyer came from. Orders are read only.
- Publish to your blogWrite, schedule and update articles on your WordPress, Shopify, Wix or Webflow site. Keep them as drafts until you are ready.
- Post updates, offers and events on GooglePost news, offers and events to your Google Business Profile. They show next to your business on Google Search and Maps.
- Keep your Google Business profile up to dateChange your hours, services, menus, photos and booking links in one place. Verify a new location and see how people find you on Google.
- Store collections, pages and menusRun the rest of your store from Pozy: collections, content pages, menus and redirects, market prices, metaobjects and marketing activities.
Creator campaigns
Pay creators for the views their posts really get.
- Run a creator campaignPay creators for the views their posts really get. Set a rate per 1,000 views and a budget, then invite creators with a link.
- Review posts and pay creatorsCheck each post creators submit, approve or reject it, then pay what they earned. Pozy flags views that look odd, and you decide.
WhatsApp, phone and SMS
Message and call customers from numbers you own.
- Set up WhatsApp for your businessConnect a WhatsApp Business number to Pozy, or test first on the free sandbox. Then you reply, send templates and run broadcasts from one place.
- WhatsApp templates and the 24-hour windowA template is a message Meta approves in advance. You need one to message someone who has not written to you in the last 24 hours.
- WhatsApp Flows: forms inside the chatA flow is a short form that opens inside WhatsApp, like a booking picker, a lead form or a survey. Customers fill it in without leaving the chat, and you get their answers back.
- WhatsApp group chatsYour business number can own real WhatsApp groups: a room with a client, a course group or a team chat. Group messages land in your inbox like any other chat.
- WhatsApp calling and the business agentLet customers call you from the WhatsApp chat, and call customers who said yes. You can also turn on Meta's AI agent to answer chats.
- Buy a phone numberBuy a real phone number in 20+ countries, from $3 a month. Use it for calls, WhatsApp, and SMS where the country allows it.
- Bring your own numberMove a number you already own at another phone company to Pozy. It keeps ringing for your customers, and you can use it for calls and WhatsApp.
- Calls, recordings and AI voice agentsEvery Pozy number takes and makes phone calls. Send incoming calls to your team or to an AI voice agent, and keep recordings and transcripts.
- Send SMS outside the USText customers from a Pozy number or from your brand name. SMS works in many countries today. US numbers cannot send texts yet.
- Connect your own phone systemAlready use a phone system or a voice AI platform? A SIP trunk sends your Pozy number's calls straight to it, and lets it call out with your number.
- Post to Slack and answer messagesConnect a Slack channel, then post to it like any other account. Direct messages and mentions of the app show up in your Pozy inbox.
- RCS business messagingRCS sends rich messages to Android phones and iPhones under your verified business name and logo. Carriers approve your sender before it can send.
- WhatsApp profile and sender settingsChange what customers see when they open your WhatsApp chat: the name, the username, the photo and your business details. Each number also has tabs for automation, shopping, ad conversions, blocking and costs.
Email and calendar
Your own inbox and calendar, from your AI.
- Send and read email from your own mailboxConnect your Gmail or Outlook. Then you, or your AI, can read, search, send and reply to email from your own address.
- Calendars and finding a free timeSee your Google or Outlook calendar in Pozy, add events with a video link, and find a time when everyone is free.
- Use your Drive and OneDrive filesConnect Google Drive or OneDrive so you, or your AI, can upload, find, share and post files from it.
Workspace, team and billing
Your team, your access rules and your plan.
- Invite your team and pick rolesInvite people to your workspace and give each one a role: owner, admin, member, viewer or billing.
- Share one project with someoneGive a client, freelancer or partner access to one project only. Your other projects, team, billing and API keys stay private.
- Control what your AI can doChoose if your AI can only read, or read and act. Hold posts for approval, and cut any AI off at any time.
- Plans, channels and usageFour flat plans with every feature. You pick one by how many channels you connect. A few things are billed by use on top.
- Your profile, security and sign-inChange your name, email and password. Protect your account with two-step verification, sign out lost devices, and let your team sign in with your company login.
- Your referral linkEvery workspace has its own referral link. Share it now and see who signs up. The partner program itself is not open yet.
- Get help from the Pozy teamAsk the people who build Pozy, report a bug or request a feature. A person reads every question and replies by email.
- Use Pozy from Zapier, Make or n8nConnect Pozy to Zapier, Make or n8n. Post from a spreadsheet row or a new blog post, and start a flow when something happens in Pozy.
- Workspace settings, features and white labelRename your workspace, choose what shows in the sidebar, and put your brand on the screens clients see when they connect. The owner can also hand over or delete the workspace.
What Pozy does
- The Claude connector for marketingGive Claude your accounts, numbers and brief.
- Post to all your social media at onceOne post, every platform, on your schedule.
- Instagram DM automationA keyword in the comments sends a DM.
- Social media analyticsYour numbers and your best time to post.
- Ads from your AIRun and check ads from a chat.
- Pozy comparedSide by sides with the tools you know.
Building on Pozy?
The API, webhooks and the MCP server are covered in the docs.