The Planning tool is designed for building communication campaigns and content plans with AI. It is especially useful when you want to plan multiple pieces of content at once – for example, a monthly campaign or the communication framework for a product launch.

Accessing the Planning view

Select Planning from the sidebar.
The Plan your communications view opens. You will see a chat field and your previous planning sessions in the left panel.

Starting a new plan

Type a description of what you want to plan in the chat field. For example: "Plan a three-week LinkedIn campaign for our AI service launch."
The AI analyses your request and suggests a content package that may include post ideas, scheduling proposals and channel-specific messaging angles.
You can continue the conversation by refining your request. For example: "Add a CTA to each post that directs to the landing page" or "Make the second week customer-story focused."

Choosing a model

In the top area of the view you can see the active AI model. You can switch models mid-session to suit your needs. Different models may produce different types of suggestions – try different options and pick the one that works best for the situation.

Planning Sessions

The left panel shows a list of your previous planning sessions. You can return to any earlier session by clicking it and continue planning from where you left off. Start a new session by selecting + New session. Each session retains the full conversation history, making it easy to compare how different planning options evolve over time.

Adding suggestions to the board

AI-generated content suggestions appear as cards in the conversation.
Each suggestion has an Add to board button.
You can add suggestions one by one or select multiple and use Add selected to board.
Added suggestions move directly to your content board for further editing.

Tips

💡 Tips for effective planning

1. Describe your goals in detail. The more specific your description, the more relevant the AI suggestions. Mention the target audience, objectives and channels. 2. Use strategically. Planning is especially well suited for quarterly planning, campaign packages and multi-channel communication frameworks. 3. Save your sessions. Don't start from scratch every time – you can return to earlier sessions and continue or fine-tune your plan later.

Common issues

⚠️ AI suggestions don't match the brand

If the AI-generated suggestions do not match your brand voice or style, check your workspace Brand settings. Make sure the tone of voice, target audience and communication goals are defined carefully. The Planning tool uses these settings as the foundation for its suggestions.