This checklist walks you through the core setup required to start monitoring, replying, and publishing with AI. It’s built for Essentials clients managing onboarding themselves.
💬 Using Engage+ or Reputation+?
Your CSM will handle the full setup and onboarding for you — no need to complete this list.
🔧 Set Up the Basics
✅ Connect All Available Assets
Ensure BrandBastion is actively monitoring everything that matters.
Go to Asset Management
Add all available assets (Facebook, Instagram, TikTok, etc.)
For each asset:
Click Edit
Toggle ON for Comments, Mentions, and DMs
💡 Double-check your ad account connection to ensure full paid comment coverage.
✅ Create a Prompt for Replies
Guide AI-generated responses to reflect your brand tone and rules.
Open the Inbox
Click on any comment or message
In the reply modal:
Click the arrow next to Generate
Select Create new prompt
Add details like:
Brand tone (e.g., witty, warm, professional)
Phrasing rules, disclaimers, emojis (if applicable)
Set the new prompt as default
✅ Create a Prompt for Captions
Train AI to generate on-brand content.
Go to Publish
Start a new post
In the caption field, type 3+ characters
Click the arrow next to Generate → Create new prompt
Add tone, structure rules, brand words, do’s/don’ts
Set as default prompt
✅ Invite Your Team
Let your team collaborate across moderation, replies, and publishing.
Go to User Management
Add users by email
Assign roles (Admin, Editor, Viewer)
✅ Customize Your Brand’s Logo (Optional)
This logo appears at the top of the platform and when exporting reports.
Go to Company Settings
Upload a square image (1:1)
Easiest option: download your Facebook profile photo
🛡️ Improve Moderation
✅ Enable AI Auto-Hiding (with brand approval)
In Inbox Settings, toggle on categories like Spam or Hate Speech
Only enable categories relevant to your brand
If accuracy looks off:
Hover over flagged comments to see why they were hidden
Disable specific tags like “Against Brand” if overhiding
✅ Set Up Keyword-Based Hide Workflows (Optional)
Go to Workflows
Create a Moderation workflow
Use brand-specific keywords, campaign terms, or sensitive triggers
Scope it to relevant assets or date ranges
Use this when AI categories don’t fully cover moderation needs.
⚡ Reply & Empty the Inbox Faster
✅ Use Astra to Spot Which Replies to Save
Go to Overview
Filter by tag > AI Tags > AI - Response Needed
Open Astra and paste this prompt:
Give me a list of repetitive questions people are asking this brand. Suggest saved replies for each in the brand’s tone of voice.
Review results carefully — these are suggestions, not final drafts.
✅ Create Saved Replies for Public Comments
In Saved Replies, create replies manually or using AI
For each response:
Generate ~20 variations
Tag with relevant context (e.g., “FAQ,” “Where to buy?”)
Link replies to tags via autotag workflows
✅ Set Up Autotag Workflows for One-Click Suggestions
Go to Workflows
Create an Autotag workflow
When a comment is tagged and matches a saved reply, it appears as a one-click response.
✅ Set Auto-Archiving Quick Rules
Go to Workflows
Enable:
Auto-archive hidden comments
Auto-archive usertags only
✅ Set Up Auto-Assign Workflows (Disabled by Default)
Go to Assign Workflows
Route comments and DMs based on tags
Example: messages tagged “Customer Support” → assigned to CX team
This helps triage quickly and reduce manual sorting
✅ Create Auto-Archive Workflows (Disabled by Default)
Go to Workflows
Set up logic-based archiving rules for:
Spammy keywords
Old collab requests
Low-priority categories
🧠 Smarter Tagging for Comments & Messages
✅ Use Astra to Uncover Message-Level Themes
Go to Analyze → Sentiment Details or Topics
Open Astra and run:
markdownCopyEditSuggest 10 themes this brand should tag to gain better insights. For each theme, include a label and matching keywords or phrases. Use regex or plain text as appropriate.
✅ Build Tag Workflows for Auto-Tagging
Go to Workflows
Create 5–10 tag workflows for high-volume or high-value themes
Always include exclusion terms to avoid misclassification
✅ Create Custom Compare Projects
Go to Compare
Compare performance across campaigns, creators, or quarters
Example: Q1 vs. Q2 sentiment on influencer content
✅ Create Saved Filters
In Analyze , combine filters like:
Tag: “AI - Response Needed” + “Negative Sentiment”
Save as shortcuts for fast daily monitoring
🧠 Smarter Tagging for Posts
✅ Use Astra to Identify Post-Level Themes
Go to Posts
Open Astra and run:
Suggest 10 post themes and corresponding keywords based on the typical captions this brand uses.
✅ Set Up Post Tag Workflows
Use themes from Astra to auto-tag posts
This powers clearer performance insights per content type
🧠 Sentiment Insights (Optional)
✅ Customize Sentiment Rules
Use keyword-based or tag-triggered overrides to correct edge cases
Example: reclassify “Can I talk to someone?” as Negative
Helps refine AI to reflect your brand’s standards and tone
🚨 Crisis Monitoring
✅ Set Up Alerts for Sentiment Spikes
Go to Alert Workflows
Create an alert triggered by sudden spikes in Negative sentiment
Pair with brand-sensitive terms like “scam” or “boycott”
✅ Set Up Alerts for Sensitive Words
Go to Alert Workflows
Monitor DMs and comments for compliance or legal concerns
Examples: “expired,” “lawsuit,” “injury”
Customize per brand’s risk profile
✅ Set Up Alerts for Typos and Misspellings
Go to Alert Workflows
Keywords:
typo, spelling, grammar, misspelled, proofreadCatch mistakes before others do
✅ Set Up Alerts for Broken Post Links
Go to Alert Workflows
Keywords to flag:
"link not working", "broken link", "dead link", "404", "page not found", "can't open link", "link error", "invalid link", "wrong link", "link doesn't work"
✅ Set Up Alerts When Influencers Comment
Go to Alert Workflows
If influencer detection is enabled:
Create alert triggers based on follower count thresholds
Useful for monitoring collab performance and surprises
✅ You’re Fully Onboarded
You’ve connected your assets, trained your AI, automated tagging and replies, and set up your inbox, moderation, and alerts.
BrandBastion Essentials is now your frontline team.