# SO9 Guidebook

## SO9 Guidebook

- [Introduction](https://so9.gitbook.io/so9-guidebook/introduction.md): Instructions for using SO9
- [1. Overview](https://so9.gitbook.io/so9-guidebook/so9-lab/1.-overview.md)
- [2. Channel connection guide](https://so9.gitbook.io/so9-guidebook/so9-lab/2.-channel-connection-guide.md)
- [Connect Facebook](https://so9.gitbook.io/so9-guidebook/so9-lab/2.-channel-connection-guide/connect-facebook.md): This section includes: how to connect to Facebook Fanpage, how to share VIA posts to minimize spam, how to fix Fanpage not displaying, and how to handle account issues related to connection errors.
- [Connect Tiktok](https://so9.gitbook.io/so9-guidebook/so9-lab/2.-channel-connection-guide/connect-tiktok.md): This section includes: how to connect to TikTok and how to retrieve statistical data on TikTok.
- [Connect Instagram](https://so9.gitbook.io/so9-guidebook/so9-lab/2.-channel-connection-guide/connect-instagram.md): This section includes: how to connect to Instagram, how to switch to a business Instagram account, how to connect Instagram with a Fanpage, and how to fix Instagram display issues.
- [Connect Pinterest](https://so9.gitbook.io/so9-guidebook/so9-lab/2.-channel-connection-guide/connect-pinterest.md): This section includes steps to connect with Pinterest.
- [Connect YouTube](https://so9.gitbook.io/so9-guidebook/so9-lab/2.-channel-connection-guide/connect-youtube.md): This section will guide you through connecting with YouTube.
- [Connect Twitter](https://so9.gitbook.io/so9-guidebook/so9-lab/2.-channel-connection-guide/connect-twitter.md): This section will guide you through connecting with Twitter.
- [Connect Threads](https://so9.gitbook.io/so9-guidebook/so9-lab/2.-channel-connection-guide/connect-threads.md): This section will guide you through connecting with Threads.
- [Connect Google Business](https://so9.gitbook.io/so9-guidebook/so9-lab/2.-channel-connection-guide/connect-google-business.md): This section provides the steps to connect with Google Business.
- [3. SO9 LAB user management & permission guide](https://so9.gitbook.io/so9-guidebook/so9-lab/3.-so9-lab-user-management-and-permission-guide.md): This section provides detailed instructions on how to add team members and assign permissions within your SO9 project.
- [4. Publishing guide](https://so9.gitbook.io/so9-guidebook/so9-lab/4.-publishing-guide.md)
- [Regular Post](https://so9.gitbook.io/so9-guidebook/so9-lab/4.-publishing-guide/regular-post.md): This section provides an overview of the Regular Posting features.
- [Bulk Posting](https://so9.gitbook.io/so9-guidebook/so9-lab/4.-publishing-guide/bulk-posting.md): This section covers the key benefits, main features of Bulk Posting, and the requirements for posting multiple items from a Google Drive file.
- [Reup content](https://so9.gitbook.io/so9-guidebook/so9-lab/4.-publishing-guide/reup-content.md): This section will help you understand what the 9Reup Extension is, how to reup through the 9Reup Extension, and some advanced features integrated into the 9Reup Extension.
- [Evergreen Content](https://so9.gitbook.io/so9-guidebook/so9-lab/4.-publishing-guide/evergreen-content.md): This section will introduce the content warehouse feature and how this feature operates.
- [Seeding comment](https://so9.gitbook.io/so9-guidebook/so9-lab/4.-publishing-guide/seeding-comment.md): This section will introduce the comment seeding feature.
- [Spin content](https://so9.gitbook.io/so9-guidebook/so9-lab/4.-publishing-guide/spin-content.md): This section introduces the Content Spinning feature.
- [AI](https://so9.gitbook.io/so9-guidebook/so9-lab/4.-publishing-guide/ai.md)
- [5. Schedule monitor](https://so9.gitbook.io/so9-guidebook/so9-lab/5.-schedule-monitor.md)
- [Post List](https://so9.gitbook.io/so9-guidebook/so9-lab/5.-schedule-monitor/post-list.md): This section covers the features of Schedule Management in List View, Post Status, and the list of scheduled posts.
- [Calendar (Week/Month)](https://so9.gitbook.io/so9-guidebook/so9-lab/5.-schedule-monitor/calendar-week-month.md): This section covers the features of Schedule Management in Calendar View.
- [By Channel](https://so9.gitbook.io/so9-guidebook/so9-lab/5.-schedule-monitor/by-channel.md): This section covers the features of Post Management by Channel.
- [6. Analytics & reports](https://so9.gitbook.io/so9-guidebook/so9-lab/6.-analytics-and-reports.md)
- [Channel](https://so9.gitbook.io/so9-guidebook/so9-lab/6.-analytics-and-reports/channel.md): This section includes Channel Analytics for the Facebook, TikTok, and YouTube.
- [Content](https://so9.gitbook.io/so9-guidebook/so9-lab/6.-analytics-and-reports/content.md): This section includes Content Analytics for Facebook, TikTok, and YouTube channel.
- [Staff](https://so9.gitbook.io/so9-guidebook/so9-lab/6.-analytics-and-reports/staff.md): This section includes: Staff Report for Facebook, TikTok, and YouTube channel, as well as instructions on how to add personnel to a project.
- [7. Fanpage monitoring](https://so9.gitbook.io/so9-guidebook/so9-lab/7.-fanpage-monitoring.md): This section covers the features of the Fanpage Tracking tool and how to add a new Fanpage to the tracking list.
- [8. Task assignment](https://so9.gitbook.io/so9-guidebook/so9-lab/8.-task-assignment.md): The following guide explains how to use the Task Assignment feature on SO9, making it easy to delegate work to your team within the system.
- [9. Content topics](https://so9.gitbook.io/so9-guidebook/so9-lab/9.-content-topics.md): This section provides instructions on how to set up Content Topics.
- [10. Basic settings](https://so9.gitbook.io/so9-guidebook/so9-lab/10.-basic-settings.md): This section covers some basic settings when posting: Channel grouping, Automatic scheduling, Content spinning
- [1. Overview](https://so9.gitbook.io/so9-guidebook/so9-crm/1.-overview.md)
- [2. Multi-channel message & comment management](https://so9.gitbook.io/so9-guidebook/so9-crm/2.-multi-channel-message-and-comment-management.md)
- [3. Guide to assigning customer support staff rights](https://so9.gitbook.io/so9-guidebook/so9-crm/3.-guide-to-assigning-customer-support-staff-rights.md): This section includes the steps to assign permissions for customer support staff.
- [Staff & Permissions](https://so9.gitbook.io/so9-guidebook/so9-crm/3.-guide-to-assigning-customer-support-staff-rights/staff-and-permissions.md): This section provides the steps to set up Staff and Permissions.
- [Message sources](https://so9.gitbook.io/so9-guidebook/so9-crm/3.-guide-to-assigning-customer-support-staff-rights/message-sources.md): This section provides instructions on how to set up Message sources.
- [Lead Distribution](https://so9.gitbook.io/so9-guidebook/so9-crm/3.-guide-to-assigning-customer-support-staff-rights/lead-distribution.md): This section provides the steps to set up Lead distribution.
- [4. Guide to setting up the comment reply bot](https://so9.gitbook.io/so9-guidebook/so9-crm/4.-guide-to-setting-up-the-comment-reply-bot.md): This section provides the steps to set up the Automatic Comment Reply Bot.
- [5. Guide to setting up AI Chatbot](https://so9.gitbook.io/so9-guidebook/so9-crm/5.-guide-to-setting-up-ai-chatbot.md): This section provides the steps to set up the AI Chatbot.
- [6. Guide to setting up Conversation Tag](https://so9.gitbook.io/so9-guidebook/so9-crm/6.-guide-to-setting-up-conversation-tag.md): This section provides the steps to set up Conversation Tag.
- [7. Guide to setting up Knowledge Base](https://so9.gitbook.io/so9-guidebook/so9-crm/7.-guide-to-setting-up-knowledge-base.md): This section provides the steps to set up the Knowledge Base.
- [8. Manage customers by funnel](https://so9.gitbook.io/so9-guidebook/so9-crm/8.-manage-customers-by-funnel.md): This section provides the steps to manage customers by funnel.
- [9. Monitoring dashboard](https://so9.gitbook.io/so9-guidebook/so9-crm/9.-monitoring-dashboard.md): This section covers the steps to set up the monitoring dashboard.
- [10. Guide to setting up Automation Workflows](https://so9.gitbook.io/so9-guidebook/so9-crm/10.-guide-to-setting-up-automation-workflows.md): This section provides the steps to set up Automation Workflows
- [11. Guide to setting up Sequences](https://so9.gitbook.io/so9-guidebook/so9-crm/11.-guide-to-setting-up-sequences.md): This section provides the steps to set up Sequences.
- [12. Guide to Contact Sources Management](https://so9.gitbook.io/so9-guidebook/so9-crm/12.-guide-to-contact-sources-management.md): This section provides the steps to set up Contact Sources.
- [13. Guide to Chat Widget setup](https://so9.gitbook.io/so9-guidebook/so9-crm/13.-guide-to-chat-widget-setup.md): This section provides the steps to set up the Chat Widget.
- [14. Create order](https://so9.gitbook.io/so9-guidebook/so9-crm/14.-create-order.md): This section provides the steps to create an order.
- [15. Guide to setting up Data Fields](https://so9.gitbook.io/so9-guidebook/so9-crm/15.-guide-to-setting-up-data-fields.md): This section guides you through the steps to set up Data Fields.
- [16. Guide to scoring Leads/Opportunities](https://so9.gitbook.io/so9-guidebook/so9-crm/16.-guide-to-scoring-leads-opportunities.md): This section provides the steps to set up Lead/ Opportunity Scoring.
- [17. Guide to setting up auto Zalo friend adding](https://so9.gitbook.io/so9-guidebook/so9-crm/17.-guide-to-setting-up-auto-zalo-friend-adding.md): This section provides the steps to set up Auto Zalo friend request.
- [18. Guide to setting up Configuration](https://so9.gitbook.io/so9-guidebook/so9-crm/18.-guide-to-setting-up-configuration.md): This section provides the steps to set up Configuration.
- [19. Guide to setting up Notifications](https://so9.gitbook.io/so9-guidebook/so9-crm/19.-guide-to-setting-up-notifications.md): This section provides the steps to set up Notifications.
- [SO9 HUB](https://so9.gitbook.io/so9-guidebook/iv.-engagement/so9-hub.md): This section includes features of SO9 Hub such as multi-channel message and comment management, unlimited messaging, quick reply templates, and automatic bots.
- [2. Social post](https://so9.gitbook.io/so9-guidebook/iv.-engagement/2.-social-post.md): This section provides an overview of the social posting features.
- [3. Bulk upload](https://so9.gitbook.io/so9-guidebook/iv.-engagement/3.-bulk-upload.md): This section includes the benefits, key features of batch posting, and the conditions for batch posting from a Google Drive file.
- [Post list](https://so9.gitbook.io/so9-guidebook/iv.-engagement/post-list.md): This section includes: Features of schedule monitor by list, Post status, and Post list.
- [Calendar view](https://so9.gitbook.io/so9-guidebook/iv.-engagement/calendar-view.md): This section includes features related to schedule monitor by calendar.