# Adze Documentation
> Adze is the AI-powered automatic marketing platform for small SaaS teams. It learns your business deeply (the Business Understanding Engine), surfaces relevant conversations to engage with, and drafts on-brand content with a human in the loop. This documentation covers getting started, onboarding, opportunities, content generation, and the CMO chat.
# What is Adze?
Source: https://help.adze.cloud/getting-started/what-is-adze
Section: Getting Started
> An overview of Adze — the AI marketing platform that learns your SaaS business, finds opportunities, and drafts on-brand content with you in the loop.
Adze is an AI-powered marketing platform built for small SaaS teams. Think of it as a marketing colleague — an "AI CMO" — that learns your business deeply, watches for relevant conversations and openings across the web, and drafts on-brand content for them. You stay in control: Adze suggests and drafts, you review and approve.
Adze never posts to communities or sends emails behind your back. It does its best work up front — finding opportunities and writing drafts — and then hands them to you to approve, edit, or discard. Your edits make every future draft better.
## Why Adze
Bootstrapped SaaS founders wear every hat, and marketing is usually the one that slips. The typical workaround is hours each week spent scanning Reddit and Hacker News for relevant threads, then drafting replies and posts by hand in a general-purpose chatbot that doesn't really know your product.
Adze replaces that workflow with a system that genuinely understands *your* business and gets sharper the longer you use it:
- **It learns your business once, deeply** — your story, your product, your ideal customer, your competitors, and your voice — instead of starting from a blank page every time.
- **It finds the openings for you** — relevant community conversations, brand mentions, competitor moves, link-building targets, and SEO content gaps — and ranks them so you only look at what matters.
- **It drafts in your voice** — tailored to the specific opportunity and the platform, not generic boilerplate.
- **It learns from your edits** — every change you make teaches it your taste, so the next draft needs less work.
## What you can do with Adze
| Area | What it's for |
|---|---|
| **The CMO Chat** | Your home base — ask Adze to find opportunities, draft and refine content, update your profile, or talk through strategy. |
| **Opportunities** | A ranked feed of timely marketing openings Adze found for you, with a one-click way to turn each into a draft. |
| **Review** | The queue where drafts wait for your approval — edit, regenerate, approve, or discard. |
| **Calendar** | Your publishing schedule, with drag-and-drop scheduling and automation. |
| **Plans** | Phased SEO content roadmaps built from your real search data. |
| **Business** | Everything Adze knows about you — your profile, your brand voice, and what it has learned. |
| **Reports** | A monthly view of how your marketing is performing. |
## Who Adze is for
Adze is built specifically for **small SaaS teams** — typically a founder or a small marketing team at a bootstrapped or early-stage software company. It speaks the language of SaaS: ideal customer profiles, positioning, competitors, developer communities, and content-led growth.
It's a good fit if you:
- Do your own marketing (or have one person who does), and never have enough time for it.
- Want to show up helpfully in communities like Reddit, Hacker News, and X without it becoming a full-time job.
- Care about staying on-brand and in control of what gets published.
## How it fits together
Adze runs a continuous loop: **understand → discover → draft → review → learn**. It builds an understanding of your business, uses it to find and rank opportunities, drafts content for the ones you choose, lets you review and refine, and folds your feedback back into what it knows.
For a tour of that loop and the screens behind it, continue to [How Adze Works](/getting-started/how-adze-works).
## What's next?
- [How Adze Works](/getting-started/how-adze-works) — a tour of the workflow and the main screens.
- [Creating Your Account](/getting-started/creating-your-account) — sign up and set up your organisation.
- [Onboarding](/business-understanding/onboarding) — how Adze learns your business in a few minutes.
---
# How Adze Works
Source: https://help.adze.cloud/getting-started/how-adze-works
Section: Getting Started
> A tour of the Adze workflow — understand, discover, draft, review, learn — and the main screens you'll use along the way.
Adze runs a continuous loop. It learns your business, finds opportunities, drafts content for the ones you choose, lets you review and publish, and learns from your feedback so the next round is better.
## The loop, step by step
### 1. Understand your business
When you first sign up, Adze reads your website and asks you a handful of questions to build its understanding of your business — what you do, who you serve, your competitors, and your voice. This takes a few minutes, and you confirm or correct everything before it's saved. See [Onboarding](/business-understanding/onboarding).
Everything Adze learns lives under **Business**, where you can read and edit your [profile](/business-understanding/your-business-profile), tune your [brand voice](/business-understanding/brand-voice), and see [what Adze has learned](/business-understanding/what-adze-learns) from your edits.
### 2. Discover opportunities
Using that understanding, Adze scans for timely marketing openings — relevant community conversations, brand mentions, competitor moves, link-building targets, and SEO content gaps — and ranks them so the best rise to the top. They appear in your [Opportunities](/opportunities/understanding-opportunities) feed. Discovery runs on a schedule, and you can also kick off a scan on demand.
### 3. Draft content
When you act on an opportunity, Adze drafts something for it — a community reply, a tweet, an outreach email, or a content brief — tailored to your voice and the platform. You can also ask for content directly in chat, or generate it from a [Plan](/plans/keyword-opportunity-plans).
### 4. Review and publish
Every draft lands in your [Review](/content/reviewing-drafts) queue, where you approve, edit, regenerate, or discard it. Approved content can be scheduled on the [Calendar](/content/the-calendar) and — where you've allowed it — published automatically. Community replies and outreach always stay in your hands.
### 5. Learn from your feedback
Your edits are the most valuable signal Adze has. When it notices a recurring change — you always make a certain tone more casual, say, or prefer a certain phrasing — it folds that into [what it's learned](/business-understanding/what-adze-learns) and applies it to future drafts. This is why Adze keeps getting better for *your* business specifically.
## Working through chat
The [CMO Chat](/cmo-chat/using-the-chat) (the **Home** screen) ties it all together. You can drive the whole loop conversationally — "find me opportunities this week", "draft a reply to this", "make my blog voice more technical" — and Adze does the work, asking for approval on anything significant. It will even [reach out to you](/cmo-chat/proactive-chats) when it spots something worth your attention.
Adze automates the busywork — scanning, ranking, drafting — but the decisions stay yours. Nothing goes out to a community or a customer without your approval.
## What's next?
- [Creating Your Account](/getting-started/creating-your-account) — get set up.
- [Onboarding](/business-understanding/onboarding) — teach Adze your business.
- [Understanding Opportunities](/opportunities/understanding-opportunities) — what Adze finds for you.
---
# Creating Your Account
Source: https://help.adze.cloud/getting-started/creating-your-account
Section: Getting Started
> Sign up for Adze, create your organisation, and secure your account — everything you need to get started in a few minutes.
Getting started with Adze takes just a couple of minutes. You create an account, set up your organisation, and Adze walks you through learning your business.
## Sign up
Open [adze.cloud](https://adze.cloud) and choose **Sign up**.
Register with your email and a password, or continue with Google. If you sign up with email and password, you'll verify your email address before continuing.
Once your account is created, Adze begins [onboarding](/business-understanding/onboarding) — it reads your website and asks a few quick questions to learn your business.
## Your organisation
Every workspace in Adze is an **organisation** — it holds your business profile, opportunities, content, and team. Your first organisation is created when you sign up.
You can belong to more than one organisation (for example, if you market more than one product, or you've been invited to a teammate's workspace), and switch between them at any time. Each organisation keeps its own profile and its own role for you.
You can invite teammates and give each one a role — Owner, Admin, Member, or Viewer. Inviting additional members requires a paid plan. See [Team Members & Roles](/team-account/members-and-roles).
## Secure your account
We strongly recommend turning on **two-factor authentication (2FA)** from your [profile](/team-account/your-profile) once you're set up. Adze supports authenticator apps and security keys (passkeys, Face ID, Touch ID, or a hardware key), and gives you recovery codes to keep somewhere safe.
If your sign-in is managed by your company's identity provider (single sign-on), your security settings — including 2FA — are handled there.
## What's next?
- [Onboarding](/business-understanding/onboarding) — teach Adze about your business.
- [Your Profile & Security](/team-account/your-profile) — turn on 2FA and set your preferences.
- [How Adze Works](/getting-started/how-adze-works) — see the full workflow.
---
# Onboarding
Source: https://help.adze.cloud/business-understanding/onboarding
Section: Business Understanding
> How Adze builds its understanding of your business from your website and a handful of questions, using a generate-then-review approach you stay in control of.
Before Adze can act as your CMO, it needs to understand your business — what you sell, who you sell it to, who you're up against, and how you sound. Onboarding builds that understanding for you. Instead of handing you a blank form, Adze reads your website, drafts its best answers, and asks you to confirm or correct them. You do the steering; Adze does the typing.
## Generate, then review
Most setup wizards make you fill in everything from scratch. Adze works the other way around: it does the research first, then shows you draft answers with a confidence note on each one. Your job is to read, keep what's right, and fix what's wrong — which is far faster than starting from nothing.
The wizard moves through five steps:
## Step 1 — Start
Enter your website URL and click **Scan website**. That's the only thing Adze needs to get going. It will look at the pages that say the most about your business — typically your homepage, pricing, features, about, and blog.
Use the URL your customers actually land on. If your marketing site lives at a different address than your app, point Adze at the marketing site.
## Step 2 — Website scan
Adze reads your site in three quick phases, and you'll see it work through them:
Adze finds the important pages on your site and tags each one by type — **Home**, **Pricing**, **Features**, **About**, **Blog**, **Docs**, and so on — so it reads the right things in the right way.
It reads through those pages to pull out what you do, who you serve, how you're positioned, and where you stand out.
It turns everything it learned into draft answers to the questions in the next step.
Pointed Adze at the wrong site? Use **Wrong URL? Start over** to reset and scan a different address.
## Step 3 — Review findings
This is where you come in. Adze asks five short questions, and each one arrives pre-filled with a draft answer, a confidence badge (for example, *87% confidence from website scan*), and a short tip on what a good answer looks like.
| Question | What Adze is asking |
|---|---|
| **Company** | Describe your company. |
| **Product** | What does your product do, and for whom? |
| **Competitors** | Who else are your customers comparing you to? |
| **Ideal customer** | Who gets the most value from what you sell? |
| **Top objection** | The #1 reason someone almost buys but doesn't. |
For every question you can **keep** the draft as-is, **edit** it in place, or **rewrite** it from scratch. Higher confidence usually means less to fix — but you're the final word on all of it.
### Working with competitors
The competitors question has a few extra tools:
- **Search by name** — type a competitor's name and Adze auto-fills their details.
- **Add manually** — enter a name and URL for anyone the search doesn't find.
- **Remove with a reason** — if Adze suggested someone who isn't really a rival, remove them and tell Adze why: *not actually a competitor*, *wrong company*, *no longer exists*, or *was acquired*. Those reasons help Adze suggest better next time.
## Step 4 — Building understanding
Once you've reviewed the questions, Adze gets to work merging the scan with your corrections. In this step it:
- Writes up your business narratives — your story, positioning, and differentiation in plain prose.
- Derives your **keyword universe** — the terms and phrases your customers use.
- Builds your **voice profiles** — how you should sound on each platform.
This takes a few minutes. There's nothing for you to do here except wait while Adze assembles everything.
## Step 5 — Review & confirm
Finally, Adze shows you everything it built, grouped into editable cards: **Understanding**, **Identity**, **Competitors**, **Keywords**, and **Voice & Tone**. Skim each card, make any last edits, and when it looks right, click **Confirm & start scanning**.
That last click does two things: it finalises your business understanding, and it kicks off your very first opportunity scan so Adze can start finding things for you right away.
Onboarding gets you a strong starting point, not a permanent one. Everything you set up here lives in **Business**, where you can revisit and refine it any time. Adze also keeps learning from your edits as you go.
## What's next?
- [How Adze Understands Your Business](/business-understanding/knowledge-layers) — the three layers behind everything Adze knows about you.
- [Your Business Profile](/business-understanding/your-business-profile) — where to view and edit the facts Adze captured.
- [Discovery & Scanning](/opportunities/discovery-and-scanning) — what happens after that first scan kicks off.
---
# How Adze Understands Your Business
Source: https://help.adze.cloud/business-understanding/knowledge-layers
Section: Business Understanding
> The three layers of business knowledge behind Adze — narrative, structured facts, and learned memory — and how each one shapes the content Adze writes for you.
Adze acts as a CMO for your business, and like any good marketer, it does its best work when it genuinely understands what you do. That understanding isn't one big blob of notes — it's organised into three layers, each playing a different role. Knowing how they fit together helps you get the most out of Adze.
## The three layers
### Narrative — your story, in prose
The narrative layer is free-form writing you can read and edit, just like a document. It holds the things that don't fit neatly into a form: your business story, your philosophy, what makes you different, the pains your customers feel, and how you handle objections.
This layer is what gives Adze real *understanding*. When it drafts a blog post or a reply, it isn't just stitching facts together — it's reasoning from your story the way a marketer who'd worked with you for years would.
### Structured — the facts, on forms
The structured layer is the precise, fill-in-the-box stuff: your company identity, product details, competitors, keywords, and the tone settings for each platform. These are facts with clear values, captured on forms.
This layer gives Adze *precision*. It makes sure your product category is right, your competitor list is current, and your keywords are the ones your customers actually search for — no guessing.
### Learned memory — your taste, over time
The third layer is the one that grows on its own. As you edit the content Adze produces, it notices the changes you keep making — a word you always swap, a tone you always soften, a claim you always trim. Over time it folds those patterns in so it doesn't make the same mistakes twice.
This layer gives Adze *taste*. It's how Adze becomes tuned specifically to you, rather than staying a generic writer.
## Which layer does something belong in?
There's a simple heuristic Adze uses, and you can use it too:
> Would you hand someone a **blank page** or a **form** to capture this?
- A blank page — "tell me your story", "why do customers leave?" — belongs in the **narrative** layer.
- A form — company name, product category, competitor URL — belongs in the **structured** layer.
Learned memory isn't something you fill in at all; it accumulates from your edits.
## Why this matters
Put simply:
- **Narrative gives understanding.**
- **Structured gives precision.**
- **Learned memory gives taste.**
The longer you use Adze, the more these layers reflect your business specifically — your voice, your positioning, your hard-won preferences. That's why Adze's drafts need fewer edits the more you work with it. The generic CMO becomes *your* CMO.
## What's next?
- [Your Business Profile](/business-understanding/your-business-profile) — view and edit the structured facts Adze keeps.
- [Brand Voice & Writing Rules](/business-understanding/brand-voice) — shape how Adze sounds across platforms.
- [What Adze Learns From You](/business-understanding/what-adze-learns) — how the learned-memory layer grows from your edits.
---
# Your Business Profile
Source: https://help.adze.cloud/business-understanding/your-business-profile
Section: Business Understanding
> Manage the structured facts Adze keeps about you — your identity, competitors, tracked sites, and keyword universe — from the Business → Profile section.
Your Business Profile is where the hard facts about your company live. Adze fills it in during onboarding, but it's yours to keep current — update it whenever your product, pricing, rivals, or focus shifts. You'll find it under **Business → Profile**, organised into four tabs.
The **Identity** tab holds the core facts about your company, grouped into sections:
- **Identity** — your company name and a short description of who you are.
- **Product** — your product category and what it does.
- **Pricing** — your business model and how you charge.
- **Ideal customer** — who gets the most value from your product, plus details like business stage and team size.
Some fields are free text; others are dropdowns (for things like business model, business stage, and team size) so the values stay consistent. Each section **saves on its own**, so you can update one area without touching the rest.
Keeping Identity accurate pays off everywhere — it feeds the way Adze positions you in every draft and the way it judges which opportunities are a good fit.
The **Competitors** tab shows everyone Adze is watching as a rival, displayed as cards with each company's name and logo.
- **Add a competitor** — bring in a new rival by name (Adze fills in the details) or by name and URL.
- **Remove a competitor** — removing one asks you *why*, so Adze can learn from the correction: *not actually a competitor*, *wrong company*, *no longer exists*, or *was acquired*.
Keeping this list tight matters: Adze uses it to spot conversations where you're being compared, and to position you against the right names.
The **Tracked sites** tab lists competitor sites Adze re-checks on a regular cadence. When one of these sites changes — a new feature, a pricing update, a fresh landing page — that change becomes a signal Adze can turn into an opportunity for you.
The table shows each site's **base URL**, its **status** (*active* or *paused*), and when its **next check** is due. From here you can:
- **Add a site** to start tracking it.
- **Pause or resume** a site to stop or restart checks without losing it.
- **Remove** a site you no longer care about.
Page changes on the sites you track are one of the inputs Adze uses to find marketing openings. The more relevant the sites, the more relevant the opportunities.
The **Keywords** tab holds your **keyword universe** — the terms and phrases that define your space — organised into four groups:
| Group | What goes here |
|---|---|
| **Brand** | Your company and product names. |
| **Problem / Pain** | The problems your customers are trying to solve. |
| **Category** | The market or product category you compete in. |
| **Long-tail** | More specific, lower-volume phrases your buyers search. |
Add keywords to any group as a **comma-separated** list, and remove one by deleting its chip. Adze uses these to recognise relevant conversations and to plan content around the things your customers actually look for.
## What's next?
- [Brand Voice & Writing Rules](/business-understanding/brand-voice) — set how Adze sounds on each platform.
- [What Adze Learns From You](/business-understanding/what-adze-learns) — the understanding Adze builds and refines over time.
- [Understanding Opportunities](/opportunities/understanding-opportunities) — how your profile shapes what Adze finds.
---
# Brand Voice & Writing Rules
Source: https://help.adze.cloud/business-understanding/brand-voice
Section: Business Understanding
> Shape how Adze sounds — set a tone profile for each platform, add plain-language writing rules, and control formatting per format from Business → Voice.
Two companies can say the same thing and sound completely different. The **Business → Voice** section is where you tell Adze how *you* sound — so every draft reads like it came from your team, not a generic writer. You set this once, refine it over time, and it shapes everything Adze writes. Voice has three tabs.
The **Tone & style** tab lets you set one tone profile per platform — **Reddit**, **X/Twitter**, **Blog**, **Hacker News**, and **LinkedIn** — because what works on one rarely works on another. Each profile is shown as a radar chart so you can see its shape at a glance.
A profile is made of five sliders, each running from 0% to 100%:
| Dimension | 0% | 100% |
|---|---|---|
| **Formality** | Casual | Formal |
| **Technical depth** | Simple | Technical |
| **Humor** | Serious | Humorous |
| **Self-promotion** | Subtle | Promotional |
| **Assertiveness** | Gentle | Assertive |
Drag the sliders to match how you want to come across on that platform, then **Save**. Changed your mind before saving? **Revert** puts the sliders back where they were.
These settings aren't decoration — they steer every piece of content Adze writes for that platform. A punchy, casual X profile and a measured, technical Hacker News profile will produce noticeably different drafts from the same idea.
The **Writing rules** tab is where you set plain-language do's and don'ts. These are simple instructions in your own words, each with a type:
| Type | Meaning | Example |
|---|---|---|
| **Always** | Do this every time | "Always lead with the customer benefit" |
| **Never** | Don't ever do this | "Never use exclamation marks" |
| **Prefer** | Lean this way when you can | "Prefer concrete examples over adjectives" |
| **Avoid** | Steer away from this | "Avoid buzzwords like *synergy*" |
To add a rule, pick a **type** and write the rule text. To drop one, remove it — Adze will ask you to confirm first so you don't delete a rule by accident.
The **Per-format** tab handles the practical formatting details for each platform, on top of tone:
- **Length** — **Short**, **Medium**, **Long**, or **Default** — how long drafts for this platform should run.
- **Markdown** — whether the platform should get **plain text only** or allow **markdown** formatting.
- **Style notes** — a free-form box for anything else specific to that format ("open with a question", "no hashtags", and so on).
These overrides let you keep, say, your blog posts long and richly formatted while your X replies stay short and plain.
## What's next?
- [What Adze Learns From You](/business-understanding/what-adze-learns) — how Adze refines your voice from the edits you make.
- [Reviewing Drafts](/content/reviewing-drafts) — where your voice settings show up in the content Adze writes.
---
# What Adze Learns From You
Source: https://help.adze.cloud/business-understanding/what-adze-learns
Section: Business Understanding
> How Adze keeps and refines its understanding of your business over time — the narrative documents, proposed revisions, and learned patterns in Business → Analysis.
The best part of working with Adze is that it gets better the longer you use it. Every edit you make to a draft is a signal about what you really want — and Adze pays attention. The **Business → Analysis** section is where you can see what Adze understands about you, review the changes it proposes, and watch the patterns it's learned. This is the engine behind drafts that need fewer and fewer edits.
## BUE health
At the top of **Business** you'll see a **BUE health** indicator. It's a simple read on how much of your understanding is in good shape — the share of your understanding documents that are validated and high-confidence.
Keeping this high keeps your drafts sharp: the more of your understanding Adze can rely on, the more on-point its content is. If health dips, it usually means a document is stale or low-confidence and could use a quick review.
Think of BUE health as a "how well does my CMO know me?" score. A few minutes spent validating documents pays off in every draft that follows.
The **Understanding** tab shows the narrative documents Adze keeps about you, each as a card:
- **Business story** — who you are and how you got here.
- **Product philosophy** — what you believe about your product and category.
- **Differentiation** — what sets you apart.
- **Customer pains** — the problems your customers feel.
- **Objection playbook** — how to handle the reasons people hesitate.
- **Positioning** — where you sit in the market.
- **Voice guide** — how you sound.
- Plus any **custom** documents you add.
Each card shows a **confidence level** — *high*, *medium*, or *low* — and **when it was last validated**. Click a card to expand and edit it, then choose **Save & validate** to confirm it's accurate and current. Validating is what lifts your BUE health.
The **Revisions** tab is where Adze proposes changes. When something you've done — an edit, a correction, a new fact — suggests one of your documents is out of date, Adze drafts a revision and explains its reasoning.
You stay in control: **Apply** the revision to accept it, or **Dismiss** it to leave the document as-is. Nothing changes without your say-so.
The **Learnings** tab shows the patterns Adze has picked up from your edits and now applies automatically. Each learned pattern includes:
- A **description** of the pattern (for example, "swaps *users* for *teams*").
- A **category** — *Vocabulary*, *Tone*, *Positioning*, *Factual*, or *Style*.
- The **platform** it applies to.
- A **confidence level**.
- **How many times** it's been observed.
If you haven't made many edits yet, this tab starts empty. That's expected — as you tweak the content Adze generates, it spots the changes you keep making and folds them in, so you stop having to make the same correction twice.
## The learning loop
Here's the loop that makes Adze improve:
1. Adze drafts content from what it knows about you.
2. You edit it — keeping what's right, fixing what isn't.
3. Adze notices recurring edits and proposes revisions or records patterns.
4. The next draft starts closer to what you'd write yourself.
Nothing teaches Adze faster than seeing how you change its work. Every correction makes the next draft better — which is exactly why Adze becomes more useful the longer you work with it. You're not just editing content; you're training your CMO.
## What's next?
- [Brand Voice & Writing Rules](/business-understanding/brand-voice) — set the voice that Adze refines from your edits.
- [Reviewing Drafts](/content/reviewing-drafts) — where your edits become learning signals.
- [How Adze Understands Your Business](/business-understanding/knowledge-layers) — the three layers behind everything above.
---
# Understanding Opportunities
Source: https://help.adze.cloud/opportunities/understanding-opportunities
Section: Opportunities
> Learn what an opportunity is in Adze, the five types it finds, and how to read an opportunity card — its signals, score, and why it matters.
An **opportunity** is a specific, timely marketing opening that Adze found for you — a conversation you could helpfully join, a competitor move worth a response, a place your brand was mentioned, a site that might link to you, or a search term you could be ranking for. Instead of you hunting around the web, Adze brings these to one place, the **Opportunities** feed, and tells you why each one is worth your time.
## The five types of opportunity
Every opportunity belongs to one of five types. Each type is found differently and shows slightly different details, but they all live in the same feed and share the same card layout.
| Type | What it is | Best for |
|---|---|---|
| **Social** | A live conversation where you can join in helpfully | Building presence and trust by being genuinely useful |
| **Competitor** | A notable competitor mention, announcement, or move | Responding, differentiating, or finding an angle |
| **Brand mention** | A place your company or product is mentioned | Answering questions, amplifying praise, correcting mistakes |
| **Backlink** | A site or roundup that accepts contributions | Earning links from authoritative places |
| **Content gap** | A search term you don't rank well for yet | Planning content that wins search traffic |
### Social
Adze watches public discussion communities — including Reddit, Hacker News, X (Twitter), and Stack Overflow — for conversations where your product or expertise would genuinely add value. These are chances to show up, be helpful, and earn trust, not to drop a sales pitch.
### Competitor
When a competitor is mentioned, makes an announcement, or does something notable, Adze surfaces it so you can decide whether to respond, draw a contrast, or pick up the angle for your own content.
### Brand mention
Adze finds places where your company or product is being talked about. Each brand mention comes with a sense of its **sentiment** — positive, neutral, or negative — and what kind of mention it is, so you can tell at a glance whether it's a question to answer, praise to amplify, or a misunderstanding to gently correct.
### Backlink
These are sites, roundups, and resource pages that accept guest contributions or submissions. Adze prioritises them by how authoritative the site is, so the most valuable links rise to the top of your list.
### Content gap
A content gap is a search term you don't rank well for yet. Adze prioritises these by how much they're searched and how hard they'd be to rank for, so you can focus on terms that are both worth winning and within reach.
## Reading an opportunity card
Each opportunity is shown as a card. Once you can read a card, the whole feed makes sense at a glance.
A card shows:
- **Type badge** — which of the five types this is (Social, Competitor, Brand mention, Backlink, or Content gap).
- **Where it's from** — the source and a link to the original post, page, or thread.
- **When it surfaced** — how recently Adze found it.
- **Why this matters** — a short, plain-English note on why this opportunity is relevant to you specifically.
- **Signals** — the at-a-glance facts for that type (see below).
- **Score** — how strongly Adze thinks it's worth your time (see below).
Some cards also show an **"expiring soon"** hint. This means the opening is time-sensitive — a thread that's getting quiet, or a moment that won't stay fresh — so it's worth acting on sooner rather than later.
### Signals
**Signals** are the key facts for an opportunity, shown as a quick row on the card. They differ by type, because what matters is different for each:
| Type | Signals you'll see |
|---|---|
| **Social** | Upvotes and comments, and which platform the conversation is on |
| **Competitor** | Which competitor it is and what they did |
| **Brand mention** | The kind of mention and its sentiment |
| **Backlink** | How authoritative the site is |
| **Content gap** | Search volume, how hard it is to rank for, and your current ranking position |
### Score
The **score** is a number from 0 to 100 that captures how strongly Adze thinks an opportunity is worth your time. Higher is better. Hovering over the score shows the factors behind it, so you're never looking at a black box. Those factors include:
- **How well it matches your ideal customer** — is this the audience you're trying to reach?
- **How well it fits a pain you solve** — is the topic something your product genuinely helps with?
- **How well it suits your authority** — is this a space where you can speak credibly?
- **Timing** — is this fresh and active, or already going cold?
- **How visible the source is** — will being here actually be seen?
Adze learns about your business over time, so scores get sharper the more it understands you and the more you act on (or dismiss) what it finds.
Scores are a guide, not a rule. A lower-scoring opportunity in exactly the right community can still be a great use of your time — you know your business best, and the score is there to help you triage quickly.
## What's next?
- See how Adze finds these in [Discovery & Scanning](/opportunities/discovery-and-scanning).
- Learn what to do with the feed in [Acting on Opportunities](/opportunities/acting-on-opportunities).
---
# Discovery & Scanning
Source: https://help.adze.cloud/opportunities/discovery-and-scanning
Section: Opportunities
> How Adze discovers opportunities — scheduled scans, on-demand scans, watching a scan in progress, cancelling, queued opportunities, and sources.
Adze finds opportunities by **scanning** — searching across its sources, reading through what it finds, and ranking the best openings for you. It does this automatically on a schedule, using everything it has learned about your business, so your feed keeps filling up without you lifting a finger. You can also kick off a scan yourself whenever you want.
## Scanning on a schedule
Most of the time you don't have to do anything. Adze scans on a regular schedule and brings new opportunities into your feed as it finds them. Because it scans with an up-to-date understanding of your business, the matches get more relevant over time.
When you want fresh results right now, click **Scan now** to run a scan on demand.
Running a scan on demand with **Scan now** requires a paid plan. Scheduled scanning is part of how Adze works for you in the background; the on-demand button is the extra control. See [Plans & trial](/billing/plans-and-trial) for what's included.
## Your first scan
The very first time Adze scans for you, it has more groundwork to do, so the first set of results takes a little while to arrive. A waiting panel walks you through what's happening:
It's worth the wait — once the first scan finishes, later scans build on what Adze already knows and tend to come back faster.
## Watching a scan
While a scan is running, a progress panel shows each source and the phase it's in, so you can see the work happening rather than staring at a spinner.
Each source moves through phases like these:
| Phase | What's happening |
|---|---|
| **Searching** | Adze is looking through the source for relevant material |
| **Reading through what was found** | It's going over the results it gathered |
| **Queued for deeper analysis** | Promising finds are lined up for a closer look |
| **Almost done** | Wrapping up and ranking what it found |
| **Scan complete** | This source is finished |
The panel also shows the **elapsed time** and a way to **cancel** the scan.
## Cancelling a scan
If you want to stop early, you can cancel a scan at any time. Cancelling stops the search for that source — but **anything already found is kept** and added to your feed, so you don't lose the good stuff. You can start a fresh scan whenever you like.
## Queued opportunities
Each plan has a daily budget for how many opportunities are brought into your feed. When a scan finds more good openings than that budget allows, the extras aren't thrown away — they're held as **queued** and brought into your feed automatically in later runs.
Queued opportunities mean a great find from a busy day isn't lost just because you'd already hit your daily limit. Adze holds onto it and surfaces it for you on a later day.
## Discovery sources
A **Discovery sources** panel lists each place Adze watches, along with when it **last ran** and when it's **due next**. This gives you a clear picture of where your opportunities are coming from and how fresh each source is.
## What's next?
- Learn what to do with what Adze finds in [Acting on Opportunities](/opportunities/acting-on-opportunities).
- Understand how scans and other work use credits in [How credits work](/billing/how-credits-work).
---
# Acting on Opportunities
Source: https://help.adze.cloud/opportunities/acting-on-opportunities
Section: Opportunities
> What to do with your Opportunities feed in Adze — engage, bookmark, dismiss, assign, add to chat, bulk actions, and how to filter and sort.
Once Adze has filled your **Opportunities** feed, this is where you act. For each opportunity you can have Adze draft something for you, save it for later, dismiss it, hand it to a teammate, or talk it through. You can also work through a whole batch at once and filter the feed down to exactly what you care about.
## Engage
**Engage** is the main button on most cards. It drafts something for you and sends it to your **Review** queue, where you can edit and approve it before anything goes out. What gets drafted depends on the opportunity type:
| Type | What Engage drafts |
|---|---|
| **Social** | A reply that fits the conversation |
| **Brand mention** | A response to the mention |
| **Backlink** | An outreach email to the site |
| **Content gap** | A content brief to write from |
Some opportunities can't be handled inside Adze — for those, the button instead says **Open to participate** with a link out to the original post or thread, so you can join in directly.
Backlink and aggregator items that you handle off-platform (for example, submitting to a directory yourself) have a **Mark actioned** button, so you can keep your feed tidy once you've dealt with them.
Engage never publishes or sends anything on its own. Everything lands in your [Review queue](/content/reviewing-drafts) first, so you stay in control of what your business says.
## Bookmark
Not ready to act yet? **Bookmark** an opportunity to save it for later. You can filter the feed to show only your bookmarked items when you come back to them.
## Dismiss
**Dismiss** removes an opportunity you don't want to act on — and it asks you for a reason. Picking a reason isn't busywork: it teaches Adze what to find more (and less) of, so your future feed gets better.
| Dismiss reason | Use it when |
|---|---|
| **Wrong audience** | The people here aren't your customers |
| **Too old** | The moment has passed |
| **Not relevant** | It doesn't relate to what you do |
| **Low quality** | The source or thread isn't worth your time |
| **Not our space** | It's adjacent but not your area |
| **Out of reach** | You can't realistically participate here |
| **This is ours** | It's already about you or already handled |
| **Comments closed** | There's no way to take part anymore |
| **Not now** | Fine in principle, just not a priority today |
## Assign
On team plans, you can **Assign** an opportunity to a teammate, so the right person picks it up. Each member can filter the feed to **assigned to me** to see their own queue.
Assigning is available on team plans. On solo plans, every opportunity is simply yours to act on.
## Add to chat
**Add to chat** brings an opportunity into a conversation with your CMO so you can talk it through — ask whether it's worth it, how to angle a reply, or what to say. See [Using the chat](/cmo-chat/using-the-chat) for more.
## Bulk actions
When you want to move fast, select several opportunities at once and apply a single action to all of them — **engage**, **bookmark**, **dismiss**, or **add to chat**. This is the quickest way to clear a busy feed in one pass.
## Filters & sorting
The controls above the feed let you focus on what matters right now.
**Filter by:**
- **Type** — show only Social, Competitor, Brand mention, Backlink, or Content gap, each with a count so you can see how many of each you have.
- **Bookmarked only** — just the items you saved.
- **Assigned to me** — your own queue (on team plans).
- **Platform** — for social opportunities, narrow to a specific platform.
**Sort by:**
- **Score** — the strongest opportunities first.
- **Newest** — the most recently found first.
- **Expiring soonest** — the most time-sensitive first.
There's also a **text search** to find a specific opportunity quickly.
## What's next?
- See your drafts before they go out in [Reviewing drafts](/content/reviewing-drafts).
- Brush up on the feed itself in [Understanding Opportunities](/opportunities/understanding-opportunities).
- Talk an opportunity through in [Using the chat](/cmo-chat/using-the-chat).
---
# Keyword Opportunity Plans
Source: https://help.adze.cloud/plans/keyword-opportunity-plans
Section: Plans
> How Adze builds a phased SEO content roadmap from your Search Console data and competitor analysis — generating, activating, and working a plan.
A **Plan** is a phased SEO content roadmap that Adze builds for you. It combines what your site is already doing in search with a look at what's working for your competitors, then turns that into a prioritised list of content to create and improve — organised so you always know what to tackle first.
Plans are built from your site's real search performance, so Adze needs your Google Search Console connected before it can generate one. See [Insights connections](/connections/insights) to set this up.
## The three phases
A plan groups the work into three rollout phases, ordered by how quickly each tends to pay off:
| Phase | Name | What it covers |
|---|---|---|
| **Phase 0** | Striking distance | Refresh pages already ranking just outside the top results |
| **Phase 1** | Commercial pages | New pages targeting buying-intent search terms |
| **Phase 2** | Informational authority | Content and outreach that build your expertise over time |
**Phase 0 — striking distance** is usually the fastest win: you already rank for these terms, just not quite high enough, so a focused refresh can move you into view. **Phase 1 — commercial pages** targets the terms people search when they're ready to buy. **Phase 2 — informational authority** is the longer game — content and outreach that establish you as a trusted voice in your space.
## Generating a plan
To create a plan, click **Generate plan**. A dialog appears showing the estimated cost in **credits** and your current balance, so there are no surprises. Confirm to start.
Building a plan does focused analysis on your behalf, which uses credits. The dialog shows the estimate and your balance before you commit. See [How credits work](/billing/how-credits-work) for the details.
A plan moves through these states:
Once it's **Under review**, you look it over and then **activate** it. Only **one plan is Active at a time** — when you generate or activate a new one, older plans become **Completed** or **Superseded**, so your history stays clear without cluttering your current focus.
You can also set **Auto-generate** to keep plans fresh on a cadence that suits you:
- **Off** — generate plans yourself, when you want one.
- **Monthly** — a fresh plan every month.
- **Quarterly** — a fresh plan every three months.
- **Twice a year** — a fresh plan every six months.
## Working a plan
When you open a plan, you'll see:
- A short **summary** of what the plan focuses on and why.
- A prioritised **to-do list** of the top keyword opportunities. **Drag to reorder** it — your priorities lead, and Adze respects the order you set.
- The three **phase cards** (Striking distance, Commercial pages, Informational authority).
- An expandable **table of all keywords** for the full picture.
### Reading a keyword card
Each keyword in the plan has its own card, showing:
- A **recommended action** — what Adze suggests you do for this keyword. This might be: refresh a page, write a new blog post, build a comparison page, create a pillar page, build a tool, write a guide, or do outreach.
- The **keyword** itself.
- **Why it matters** — a plain-English reason this term is worth pursuing.
- **Signals** — search volume, how hard it is to rank for, your current position, and a score.
### What you can do with each keyword
| Action | What it does |
|---|---|
| **Generate brief** / **View brief** | Create or open a content brief — the angle, structure, secondary keywords, and call to action — to write from |
| **Discuss** | Talk this keyword through with your CMO in chat |
| **Demote** | Send it back to the pool if it's not a priority right now |
| **Dismiss** | Remove it, with a reason, so Adze learns what to suggest next time |
A content brief is built fresh for the keyword, so generating one uses credits. Once it's built, **View brief** opens it again at no extra cost. See [How credits work](/billing/how-credits-work).
A brief is the bridge from planning to writing: it gives whoever writes the piece a clear angle, a suggested structure, the secondary keywords to weave in, and a call to action — so the draft starts from a strong foundation.
## What's next?
- Make sure your data is wired up in [Insights connections](/connections/insights).
- Once you have drafts, work through them in [Reviewing drafts](/content/reviewing-drafts).
- Understand what generating plans and briefs costs in [How credits work](/billing/how-credits-work).
---
# Content Types & Lifecycle
Source: https://help.adze.cloud/content/content-types
Section: Content
> The kinds of content Adze can draft for you — from blog posts to community replies — and the journey each piece takes from draft to published.
Adze drafts content for you so you're never staring at a blank page. It writes in your voice, for the channels that matter to your business, and hands each piece to you to review before anything goes out. This page covers the kinds of content Adze can create and the journey each one takes from first draft to published.
## What Adze can draft
Adze drafts content for a range of channels. Some pieces can publish automatically once you approve them; others are designed for you to copy and post yourself, so you always stay in control of where and how you show up in a community.
| Content type | What it is | How it's published |
|---|---|---|
| **Blog post** | A long-form article for your own site | Auto-publish to a connected blog, or push as a draft for you to finish in your CMS |
| **Tweet thread** | A multi-post thread for X | Auto-post if you've connected X, or copy & paste |
| **Single tweet** | A standalone post for X | Auto-post if you've connected X, or copy & paste |
| **Reddit reply** | A helpful comment on a relevant thread | Copy & paste — you post it yourself |
| **Hacker News comment** | A thoughtful reply on an HN discussion | Copy & paste — you post it yourself |
| **Stack Overflow answer** | An answer to a question your product can solve | Copy & paste — you post it yourself |
| **Outreach email** | A personalised email to a contact Adze found | Send yourself — you stay in your own inbox |
| **Website page content** | A change to a page on your own site | Push as a draft, or copy & paste |
### Website page content
When Adze spots a way to improve your own site, it can draft one of several kinds of page content:
- **Suggested page edit** — a focused change to part of an existing page.
- **Full page rewrite** — a fresh version of an existing page.
- **Comparison page** — a page that compares your product against an alternative.
- **Pillar page** — a comprehensive, in-depth page on a topic that's central to your business.
Community replies — Reddit, Hacker News, and Stack Overflow — and outreach emails are always copy-and-paste or send-yourself. Adze writes the words, but you decide when and where to post, because being a good community member is something only you can judge.
## The content lifecycle
Every piece of content follows the same simple path, whether Adze drafted it from an opportunity it found or you asked for it yourself.
In plain terms:
1. **Adze drafts it.** Adze writes a first version on your behalf.
2. **It lands in Review.** The draft waits for you in the Review queue.
3. **You decide.** You can approve it, edit it inline, regenerate it with feedback, or discard it.
4. **It's scheduled.** Approved content gets a publish time on the Calendar.
5. **It publishes.** Adze publishes it automatically, or pushes it as a draft to your blog for you to finish.
6. **Done.** The finished piece moves to your History.
### Content that's waiting on you
For copy-and-paste types — community replies and outreach — the draft sits in an **awaiting your action** state once approved. Adze can't post these for you, so it holds them ready and (for scheduled items) nudges you when it's time to post.
### When a draft goes stale
The world moves on, and so does your content. If a draft has been waiting a while or the conversation it was written for has changed, Adze may mark it **stale** or flag it as **regeneration recommended** — a gentle hint that it's worth a fresh draft before you post something that's gone out of date.
## What's next?
- [Reviewing Drafts](/content/reviewing-drafts) — work through your Review queue and decide what goes out.
- [The Content Calendar](/content/the-calendar) — schedule approved content and keep a steady rhythm.
---
# Reviewing Drafts
Source: https://help.adze.cloud/content/reviewing-drafts
Section: Content
> The Review queue is where Adze's drafts wait for your decision — read, edit, approve, regenerate, or discard each piece before it goes out.
The **Review** queue (in the nav under Work → Review) is where every draft Adze writes waits for your decision. Nothing goes out without your say-so, so Review is where you spend most of your time steering what Adze creates — reading, tidying, approving, or sending it back for another pass.
## The three tabs
Review is organised into three tabs so you always know what needs you and what's already handled.
| Tab | What's in it |
|---|---|
| **Needs attention** | Anything that wants you — drafts currently generating, anything that failed, drafts ready to review, and approved items waiting to go out |
| **Scheduled** | Everything with a publish time, organised by date |
| **History** | What's already been published or discarded |
On the **Needs attention** tab, anything that failed to generate is pinned to the top with **Retry** and **Discard** buttons, so a hiccup never gets lost in the list. Below that you'll find drafts that are still generating, drafts ready for your review, and approved items waiting for their turn to publish.
## Reading the cards
Each piece of content shows up as a card. At a glance, a card tells you:
- **The platform** it's for (a blog, X, Reddit, Hacker News, Stack Overflow, or email).
- **Where it came from** — an opportunity Adze found, something you created manually, a distribution rule, or a schedule.
- **A preview** of the content itself.
- **Its status** — generating, ready to review, approved, scheduled, published, and so on.
Hover over a card for quick actions without opening it: **Publish now**, **Mark as posted** (for copy-and-paste types you've handled yourself), or **Add to chat** to bring it into a conversation with Adze.
## The review panel
Click any card to open the **review panel**, where you read and edit the draft inline before deciding what to do with it. The editor adapts to the content type:
- **Tweet threads** show each tweet in the thread with its own character count, so you can see at a glance if one runs long.
- **Long-form** content — blog posts and page content — opens in a rich editor.
- **Outreach emails** show the subject line and body together.
Once you've read it, you have four ways forward.
Send the content on its way. For blog posts you'll choose how to publish: **Auto-publish** straight to your connected blog, **Push as draft** so you can finish it in your CMS, or **Copy & paste** to handle it yourself. Approved content moves on to be scheduled.
Reject the draft and tell Adze why — **wrong tone**, **off topic**, **too promotional**, **factually incorrect**, **not relevant**, or **other**. The reason helps Adze do better next time.
Ask for another pass with your feedback. You can type specific notes, or use a quick tone nudge: **More casual**, **More direct**, **More technical**, or **Add hook**.
Grab the content to post yourself — the default for community replies and outreach, where you stay in control of where it goes.
Every time you tweak a draft, change its tone, or discard it with a reason, Adze learns a little more about how you like to sound. Over time, drafts arrive needing fewer changes. See [What Adze Learns](/business-understanding/what-adze-learns).
### Type-specific helpers
Some content types bring extra controls into the review panel:
- **Outreach recipient picker** — for outreach emails, choose from the contacts Adze found, or enter your own recipient.
- **Blog category & author picker** — when your blog is connected, set the category and author before you publish.
- **Community conflict flags** — for Reddit and similar, Adze warns you about a subreddit's rules before you post, so you don't trip over a community's guidelines.
## Bulk actions
When you've got a batch to work through, select multiple drafts and act on them together — **approve**, **discard**, **regenerate**, or **add to chat** as a group. It's the fastest way to clear a full queue.
## Creating content yourself
Adze drafts most things on its own, but you can ask for a piece anytime with the **New content** button.
Choose where it's for — **X**, **Blog**, **Reddit**, or **Hacker News**.
Add a topic or short brief, plus an optional note on tone.
Adze writes a draft and drops it straight into your Review queue, ready for the same review flow as everything else.
## What's next?
- [Content Types & Lifecycle](/content/content-types) — the kinds of content Adze drafts and the path each one takes.
- [The Content Calendar](/content/the-calendar) — schedule your approved content and keep a steady cadence.
- [What Adze Learns](/business-understanding/what-adze-learns) — how your edits and decisions sharpen future drafts.
---
# The Content Calendar
Source: https://help.adze.cloud/content/the-calendar
Section: Content
> Your publishing schedule at a glance — see what's going out and when, drag drafts onto dates to schedule them, and keep a steady cadence.
The **Calendar** (in the nav under Work → Calendar) is your publishing schedule at a glance. It shows what's going out and when, lets you slot approved content into the right moments, and helps you keep a steady, healthy cadence rather than posting in fits and starts.
## Finding your way around
The Calendar offers three ways to look at your schedule:
- **Day** — a focused look at a single day.
- **Week** — the default working view, good for planning a balanced week.
- **Month** — the big picture, to spot busy and quiet stretches.
Use **Previous** and **Next** to move through time, or **Today** to jump back to now. You can also filter by platform — **All**, **X**, **Blog**, **Reddit**, or **HN** — to focus on one channel at a time.
## Scheduling content
Scheduling is drag-and-drop. Grab a draft and drop it onto a time (in day or week view) or a day (in month view) to schedule it. Drag something that's already scheduled to a new spot to reschedule it.
You can't schedule content in the past — Adze only lets you drop a piece onto a time that's still to come.
For copy-and-paste content — community replies and outreach — Adze can't post on your behalf, so instead it gives you a heads-up roughly **15 minutes before** the scheduled time, so you're ready to post it yourself when the moment arrives.
## Spotting gaps
A steady rhythm matters more than the odd big push. In **week view**, the Calendar flags quiet days with no content scheduled, so you can see at a glance where your week is thin and fill the gap before it becomes a silence.
## The sidebar
Alongside the calendar grid sits a sidebar that keeps the loose ends in view:
- **Unscheduled approved items** — content you've approved that doesn't yet have a publish time, ready to drag onto the grid.
- **Quick create** — start a new piece of content without leaving the Calendar.
- **Follow-on preview** — a look at any follow-on content a [distribution rule](/content/distribution) will create from what you've scheduled, so there are no surprises later.
## What's next?
- [Publishing Policies](/content/publishing-policies) — set the windows when Adze is allowed to auto-publish.
- [Distribution Rules](/content/distribution) — turn one approved piece into follow-on content across channels.
- [Reviewing Drafts](/content/reviewing-drafts) — approve content so it's ready to schedule.
---
# Publishing Policies
Source: https://help.adze.cloud/content/publishing-policies
Section: Content
> Publishing policies tell Adze when it's allowed to auto-publish a content type, so automatic posting only happens in windows you're comfortable with.
A **publishing policy** tells Adze *when* it's allowed to automatically publish a given content type — so automatic posting only ever happens in windows you're comfortable with. You'll find policies under **Settings → Publishing & distribution**.
## What a policy covers
Each policy applies to **one content type** and defines:
- The **days** of the week when auto-publishing is allowed.
- The **time windows** within those days.
- The **timezone** those times are measured in.
So you might let tweets go out on weekday afternoons, while blog posts only publish on Tuesday and Thursday mornings — whatever fits the rhythm you want for each channel.
## Creating a policy
Under Settings → Publishing & distribution, click **Add policy**.
The quickest way is to just say what you want — for example, *"Publish tweets Monday to Friday between 9am and 5pm, no more than 3 a day"* — and click **Apply**. Adze turns your description into a schedule grid.
Adjust the result by clicking individual hour slots to switch them on or off until the windows are exactly right.
Prefer to build it yourself? Set the content type, timezone, and slots manually instead of describing it.
## When no window is open
If a piece of content is approved but no publishing window is currently open for its type, Adze simply **holds it until the next window opens** — it never posts outside the times you've set.
Publishing policies control when Adze publishes *on its own*. You can always publish anything manually, anytime, with **Publish now** — a policy never stands between you and posting something the moment you want it out.
## What's next?
- [Distribution Rules](/content/distribution) — turn one approved piece into follow-on content across channels.
- [The Content Calendar](/content/the-calendar) — see and adjust what's scheduled to go out.
---
# Distribution Rules
Source: https://help.adze.cloud/content/distribution
Section: Content
> Distribution rules turn one approved piece of content into follow-on pieces across other channels automatically, so a single win spreads further.
A **distribution rule** turns one approved piece of content into follow-on pieces across other channels, automatically. Write something good once, and Adze can spread it further without you starting from scratch each time. You'll find distribution rules under **Settings → Publishing & distribution**.
For example: you approve a blog post, and Adze spins up a tweet thread a few hours later, then a Reddit comment a couple of days after that — all derived from the same piece, each tailored to its channel.
## Creating a rule
Under Settings → Publishing & distribution, click **Add rule**.
Give the rule a name you'll recognise later, like "Blog post amplification".
Choose what kind of content triggers the rule — for instance, a blog post.
Add one or more follow-on pieces. Each derivative has its own **content type**, an optional **angle** (e.g. *"make it punchy"* or *"focus on the technical depth"*), and **timing** — immediately, +1 / +2 / +3 days, +1 week, or a custom delay. Reorder them as needed.
Switch on **Auto-apply** so the rule runs automatically whenever you approve a matching source piece.
## How derivatives show up
Derivatives appear on your [Calendar](/content/the-calendar) as **follow-ons** of the source piece, so you can see the whole sequence laid out. Nothing goes out unseen — you can **preview and edit** each derivative before it publishes, just like any other draft.
Adze learns from the edits you make to derivatives, so the next batch needs fewer changes. See [What Adze Learns](/business-understanding/what-adze-learns).
## What's next?
- [The Content Calendar](/content/the-calendar) — see source pieces and their follow-ons laid out in time.
- [Publishing Policies](/content/publishing-policies) — control the windows when auto-publishing is allowed.
- [What Adze Learns](/business-understanding/what-adze-learns) — how your edits make future content sharper.
---
# Using the CMO Chat
Source: https://help.adze.cloud/cmo-chat/using-the-chat
Section: The CMO Chat
> The CMO Chat is the Home screen and the main way to work with Adze — like messaging a marketing colleague who already knows your business.
The **Home** screen is the CMO Chat — the main way you work with Adze. Think of it as messaging a marketing colleague who already knows your business: you can ask it to find opportunities, draft content, review your business profile, or just think out loud about what to do next. Most of what Adze can do, you can reach from here in plain language.
## The layout
The chat has three parts:
- **The composer** — the box at the bottom that prompts you to "Ask Adze anything...". Type a message and send it.
- **The conversation** — the back-and-forth above the composer, where your messages and Adze's replies appear.
- **Your conversations** — a sidebar listing every conversation you've had. Each one is auto-titled from what it's about, so you can find it again later.
From the sidebar you can start a **new conversation** with a button at the top, **rename** a conversation, **archive** it to tidy it away, or **delete** it for good. An archive filter lets you show or hide the ones you've archived, so the list stays focused on what's current.
Starting a fresh conversation is a good idea when you switch topics — it keeps each thread tidy and easy to come back to.
## Attaching context
Often you want to talk about something specific — a particular opportunity, a piece of content you're working on, or part of your business profile. Use **Add context** to attach those things to your message so Adze knows exactly what you mean.
Attached items show up as **chips** above the composer. You can attach a handful per message, and remove any of them with a click before you send.
For example, you might attach an opportunity and ask "is this worth pursuing?", or attach a draft and say "make this warmer and shorter". Pinning the context like this keeps the conversation focused and the answers sharp.
## Responses
When you send a message, Adze's reply **streams in** as it works, so you can start reading right away.
For more involved requests, you'll see a **"Thinking…"** section while Adze works through the problem. Once it's done, that becomes a **"Thought process"** section you can expand to follow how it reasoned — handy when you want to understand *why* it suggested something. If a response is heading in the wrong direction, you can **Stop** it mid-way and steer with a new message.
## What you can ask
The chat is deliberately open-ended. Some of the things people ask for most:
- **Find and triage opportunities** — "what are the best opportunities for me right now?" or "show me anything new about pricing pages".
- **Draft and refine content** — "draft a reply to this" or "rewrite this intro to be punchier".
- **Review or update your business profile** — "what do you know about our ideal customer?" or "update our positioning to mention onboarding speed".
- **Add writing rules** — "always spell our product name in lowercase" or "never use exclamation marks".
- **Ask strategy questions** — "what should I publish this week?" or "where are we underinvesting?".
- **Just brainstorm** — sketch out ideas, pressure-test a plan, or talk through a launch.
Some requests — like reading your opportunities — Adze just does. Others — like publishing or changing your business profile — it checks with you first. See [How Adze Asks Before Acting](/cmo-chat/tool-approvals) for exactly when and how.
## What's next?
- Learn [How Adze Asks Before Acting](/cmo-chat/tool-approvals) so you know when Adze will check with you.
- See [When Adze Reaches Out](/cmo-chat/proactive-chats) — sometimes Adze starts the conversation.
- Put the chat to work in [Acting on Opportunities](/opportunities/acting-on-opportunities).
---
# How Adze Asks Before Acting
Source: https://help.adze.cloud/cmo-chat/tool-approvals
Section: The CMO Chat
> Adze can take actions for you and asks for the right amount of permission depending on how significant each action is — so you stay in control without being nagged.
Adze doesn't just answer questions — it can take real actions for you, like drafting content, adding a writing rule, or publishing a post. To keep you in control without nagging you over every little thing, it asks for the right amount of permission depending on how significant the action is.
There are three levels.
## The three levels
| Level | What it covers | What you see |
|---|---|---|
| **Runs on its own** | Read-only actions — looking up opportunities, analysing your content, checking your business profile | Nothing to do; results just appear in the chat |
| **Quick confirmation** | Low-risk, easy-to-undo actions — drafting or generating content, creating a writing rule | A light heads-up as Adze does it |
| **Asks for approval** | Sensitive actions — publishing, changing your business profile, rules that affect the whole team | An approval card you respond to before anything happens |
### Runs on its own
Anything that only *reads* your data is safe to do without asking. When Adze looks up opportunities, analyses a piece of your content, or checks your business profile, it just does it and shows you the results inline. Nothing changes, so there's nothing to approve.
### Quick confirmation
Drafting content and creating writing rules are low-friction and easy to undo — a draft is just a draft until you publish it, and a rule can be removed in a click. For these, Adze goes ahead with a light heads-up so you can see what it's doing, without stopping to ask permission each time.
### Asks for approval
For anything sensitive, Adze pauses and shows you an **approval card** describing exactly what it's about to do. You get three choices:
- **Approve** — go ahead this once.
- **Always approve** — stop asking for this kind of action for the rest of this conversation. (Start a new conversation and it asks again.)
- **Deny** — don't do it. Adze explains why it suggested the action and usually offers an alternative.
Once you approve, Adze carries on and shows you the result right there in the conversation.
Sensitive actions include publishing content, changing your business profile, and creating rules that affect everyone on your team. The principle is simple: if it changes something the outside world or your whole team will see, Adze asks first.
## Why it works this way
The goal is for you to stay in control of everything that matters, without being interrupted for trivial things. Reading data and producing drafts are reversible and low-stakes, so Adze keeps moving. Publishing and profile changes are not, so it waits for your go-ahead. You get the speed of an assistant that can act, with the safety of always having the final say.
## What's next?
- Get comfortable with the chat itself in [Using the CMO Chat](/cmo-chat/using-the-chat).
- See what happens after Adze drafts something in [Reviewing Drafts](/content/reviewing-drafts).
---
# When Adze Reaches Out
Source: https://help.adze.cloud/cmo-chat/proactive-chats
Section: The CMO Chat
> Sometimes Adze starts a conversation with you — an invitation, not an alert — when it spots something worth your attention, with a weekly budget you control.
Most of the time you start the conversation. But sometimes Adze starts one with *you* — when it notices something it thinks you'd want to know about. These are meant as a friendly tap on the shoulder, not a noisy alert: an invitation to take a look, which you can act on or dismiss.
Adze might reach out when it spots:
- A batch of **new high-scoring opportunities** worth your time.
- A **spike in brand mentions** — people are talking about you.
- A notable **competitor move** worth a response.
- A **drop or a win in your performance** (if you've connected your analytics).
- A **gap in your business profile** that's holding back the quality of its work.
## Where you see it
When Adze reaches out, a **new conversation** appears on **Home**, marked with an **"Adze"** tag and an **unread dot** — think of it as a doorbell rather than an alarm. Home also shows an unread count so you know there's something waiting.
Open it and Adze explains **why** it started the conversation and offers a **suggested next step**. From there you can reply to dig in, or **archive** it to dismiss — just like any other conversation.
## Staying in control — the weekly ping budget
You decide how often Adze is allowed to reach out. In **Settings → Notifications**, set a **weekly ping budget**: the most proactive conversations Adze can start in a week. It starts at a small number, you can raise it up to 20, or set it to zero to switch these off entirely.
Even within your budget, Adze won't start more than one conversation a day unless something is genuinely urgent — so you'll never open Home to a wall of them.
The weekly budget exists to prevent interruption fatigue. Adze would rather reach out a few times about things that really matter than ping you constantly — so it spends its budget on what's most worth your attention and stays quiet the rest of the time.
## What's next?
- Tune how Adze keeps you informed in [Staying Notified](/notifications/staying-notified).
- Learn the day-to-day in [Using the CMO Chat](/cmo-chat/using-the-chat).
---
# Performance Reports
Source: https://help.adze.cloud/reports/performance-reports
Section: Reports
> The Reports screen shows how your marketing is doing month by month — headline numbers, a platform breakdown, and a 12-month trend you can explore.
The **Reports** screen gives you a clear, month-by-month picture of how your marketing is doing — what you've shipped, how you're engaging with opportunities, and where the trends are heading. You'll find it under **Insights → Reports**.
## Headline numbers
At the top of the screen, a row of metric cards gives you the month at a glance. Each card links deeper so you can see what's behind the number.
| Card | What it shows |
|---|---|
| **Published** | How much content you shipped this month. |
| **Opportunity action rate** | How many of the opportunities Adze surfaced you engaged with or dismissed — a measure of how on top of them you are. |
| **Brand mentions** | Mentions of your brand that Adze surfaced this month. |
| **Business updates** | How many of your understanding documents were revised this month, as Adze keeps learning your business. |
| **Notable competitor** | The competitor with the most activity this month. |
## Choosing a period
Reports cover one month at a time, and you can pick any of the **last 12 months**. The **current month updates live** as you publish and act on opportunities, so it always reflects where you are right now. **Past months are final** — a fixed record you can look back on.
## Charts
Below the headline numbers, two charts help you see the shape of your activity:
- **Platform breakdown** — your published content split by platform, so you can see where your effort is going (blog, social, and so on).
- **12-month trend** — published content, brand mentions, and business updates plotted over the last 12 months, so you can spot whether things are picking up or tailing off.
Some figures — like brand mentions and the trends behind them — get richer once Adze can see your site's data. Connecting [Search & Analytics](/connections/insights) gives Reports more to work with.
## What's next?
- [Understanding Opportunities](/opportunities/understanding-opportunities) — what sits behind your opportunity action rate.
- [What Adze Learns](/business-understanding/what-adze-learns) — what those business updates are.
- [Connecting Search & Analytics](/connections/insights) — give Reports more to work with.
---
# Connections Overview
Source: https://help.adze.cloud/connections/overview
Section: Connections
> Connect Adze to the tools you already use — your blog, X, email inbox, and analytics — so it can publish, post, send, and spot trends for you.
Connections link Adze to the tools you already use, so it can act on the work it does for you — publishing an approved post to your blog, sending an approved outreach email from your inbox, or reading your site's analytics to spot what's working. You'll find them under **Settings → Connections**.
## What you can connect
Each connection unlocks a different part of what Adze can do for you. You don't need all of them — connect the ones that match how you work, and add more later.
| Connection | What it does | Notes |
|---|---|---|
| **AI providers** | Choose which AI powers Adze's work, or bring your own account. | A Pro feature. See [Choosing Your AI Provider](/connections/ai-providers). |
| **Blog** | Auto-publish approved blog posts straight to your blog. | Supports Ghost, WordPress, Sanity, and Webflow. See [Publishing to Your Blog](/connections/publishing-to-your-blog). |
| **Social** | Post approved tweets and threads from your X account. | Connected per person. See [Social & Email Accounts](/connections/social-and-outreach). |
| **Email** | Send approved outreach emails from your own inbox. | A Pro feature, connected per person. See [Social & Email Accounts](/connections/social-and-outreach). |
| **Insights** | Let Adze read your Search Console and Analytics to spot trends and power Plans. | Read-only. See [Connecting Search & Analytics](/connections/insights). |
## How connecting works
Most connections use a **one-click secure sign-in** — you sign in to the tool, approve access, and you're done. There's no copying secret keys around. A few blog platforms use an **API key** instead, which you paste in once.
Whatever the method, you stay in control: Adze never posts, sends, or publishes anything until you've reviewed and approved it.
## Personal vs. organisation connections
Connections come in two flavours, depending on what they touch:
- **Per-person connections** — your social and email accounts. Each teammate connects their own X account or email inbox, so approved content goes out from *their* handle and *their* inbox.
- **Organisation-wide connections** — your blog and your analytics. These are set up once for the whole team and shared by everyone.
Anyone on your team can connect their own personal accounts (social and email). Organisation-wide connections — your blog and your Search Console / Analytics — are set up by an admin, since they apply to everyone in the workspace.
## What it costs
Connections themselves are free to set up. Some of what they unlock — choosing your own AI provider and sending outreach from your inbox — are **Pro** features. You can see what each plan includes on the [Plans & trial](/billing/plans-and-trial) page.
## What's next?
- [Publishing to Your Blog](/connections/publishing-to-your-blog) — connect Ghost, WordPress, Sanity, or Webflow.
- [Social & Email Accounts](/connections/social-and-outreach) — post to X and send outreach from your inbox.
- [Connecting Search & Analytics](/connections/insights) — let Adze watch how your site is doing.
---
# Publishing to Your Blog
Source: https://help.adze.cloud/connections/publishing-to-your-blog
Section: Connections
> Connect Ghost, WordPress, Sanity, or Webflow so Adze can auto-publish approved blog posts, push drafts to your CMS, or hand you copy to paste.
Connect your blog and Adze can do the last, tedious step for you: once you approve a blog post, it can publish straight to your site — no copying, pasting, or formatting by hand. You set this up under **Settings → Connections**.
## Supported platforms
| Platform | How you connect | Notes |
|---|---|---|
| **Ghost** | API key | |
| **WordPress** | Secure sign-in | |
| **Sanity** | API key | May ask you to map a few fields after connecting. |
| **Webflow** | Secure sign-in | |
| **Hashnode** | — | Coming soon. |
| **Framer** | — | Coming soon. |
A couple of blog platforms are available on higher plans. If a platform looks locked, check what's included on the [Plans & trial](/billing/plans-and-trial) page.
## How it works
Connecting a blog takes a minute or two:
- **Sign in or paste a key.** Depending on the platform, you'll either sign in securely or paste an API key from your blog's settings. Either way, you only do it once.
- **Pick a default publishing target.** If you have more than one blog or site, choose which one Adze should publish to by default.
- **Map a few fields, if asked.** Some platforms (like Sanity) ask you to tell Adze which field holds the post title, which holds the body, and so on. This makes sure your posts land in the right shape.
## Publishing an approved post
Once your blog is connected, every approved blog post gives you three ways to get it live:
- **Auto-publish** — Adze publishes the post to your blog for you.
- **Push as a draft** — Adze sends it to your CMS as a draft, so you can give it a final look and hit publish yourself.
- **Copy & paste** — grab the finished post and place it wherever you like.
You choose per post, so you can auto-publish the routine ones and review the bigger pieces in your own editor. See [Reviewing Drafts](/content/reviewing-drafts) for how approval works.
You don't need a connected blog to use Adze for blog content. Without one, every approved post is ready to **copy and paste** into your site — you just do the final step yourself.
## What's next?
- [Reviewing Drafts](/content/reviewing-drafts) — see how you approve a post before it publishes.
- [Social & Email Accounts](/connections/social-and-outreach) — connect your X account and email inbox.
---
# Social & Email Accounts
Source: https://help.adze.cloud/connections/social-and-outreach
Section: Connections
> Connect your X account and your Gmail or Outlook inbox so Adze can post approved tweets and send approved outreach emails on your behalf.
Some of Adze's work goes out under *your* name — a tweet from your handle, an outreach email from your inbox. These personal connections let Adze take care of the posting and sending once you've approved the content. You'll find them under **Settings → Connections**.
## X (Twitter)
Connect your own X account and approved tweets and threads post straight from your handle — no copying into the X composer yourself. Sign in securely once and you're set.
This connection is **per person**: each teammate connects their own X account, so posts always go out from the right handle. Connecting your account doesn't touch anyone else's.
Replies in places like Reddit and Hacker News are intentionally copy-and-paste. Adze drafts the reply and you post it yourself, in your own voice, from your own account — these communities are best handled by a real person.
## Email for outreach
Connect your **Gmail** or **Outlook** inbox and approved outreach emails send straight from you — they land in the recipient's inbox as if you wrote and sent them yourself, because in every way that matters, you did. Sign in securely once to connect.
Sending outreach from your inbox is a **Pro** feature, and like your social account it's connected **per person**. On other plans, your outreach emails are drafted and ready — you just copy them and send from your own email client. See the [Plans & trial](/billing/plans-and-trial) page for what's included.
Adze drafts everything and waits for you. Nothing is ever posted to X or sent from your inbox until you've reviewed it and given the go-ahead in the Review queue.
## What's next?
- [Reviewing Drafts](/content/reviewing-drafts) — how you review and approve content before it goes out.
- [Publishing to Your Blog](/connections/publishing-to-your-blog) — connect your blog for auto-publishing.
---
# Connecting Search & Analytics
Source: https://help.adze.cloud/connections/insights
Section: Connections
> Connect Google Search Console and Google Analytics 4 (read-only) so Adze can watch how your site is doing and turn changes into useful nudges and Plans.
Connect your **Google Search Console** and **Google Analytics 4** and Adze can keep an eye on how your site is actually doing — then turn what it notices into useful nudges and content plans. Both connections are **read-only**: Adze only ever reads your data, never changes it. You set this up under **Settings → Connections**.
## What it unlocks
Once Adze can see your search and analytics data, two things become possible:
- **Proactive nudges.** Adze notices things worth knowing — a week-over-week drop in traffic, a page that's quietly climbing — and brings them to you as a proactive chat, with a suggestion of what to do about it. See [Proactive Chats](/cmo-chat/proactive-chats).
- **Keyword Opportunity Plans.** Adze uses your Search Console data to find keywords you're close to ranking for and builds a content plan around them. These Plans need Search Console connected. See [Keyword Opportunity Plans](/plans/keyword-opportunity-plans).
## How it works
This is an **organisation-wide** connection, so an admin sets it up once for the whole team:
- **Sign in securely.** An admin connects your Google account with a one-click secure sign-in — no keys to copy.
- **Pick what to track.** Choose which Search Console property (your site) and which Analytics view Adze should watch.
- **That's it.** Everyone on the team benefits from the same connection.
Adze never changes anything in your Search Console or Analytics. It only reads the data to understand how your site is performing — your analytics setup stays exactly as you left it.
Once connected, the numbers also feed into your [Performance Reports](/reports/performance-reports), so you can see the trends month by month.
## What's next?
- [Keyword Opportunity Plans](/plans/keyword-opportunity-plans) — turn search data into a content plan.
- [Proactive Chats](/cmo-chat/proactive-chats) — see how Adze brings trends to you.
- [Performance Reports](/reports/performance-reports) — track how your marketing is doing over time.
---
# Choosing Your AI Provider
Source: https://help.adze.cloud/connections/ai-providers
Section: Connections
> On the Pro plan you can choose which supported AI provider powers Adze's work, or bring your own account — otherwise Adze uses a sensible default.
Adze does a lot of AI-powered work for you — learning your business, drafting content, spotting opportunities. On the **Pro** plan, you can choose which supported AI provider powers that work, and even use your own account. You'll find this under **Settings → Connections**.
## Choosing a provider
The idea is simple: pick which of the supported AI providers you'd like Adze to use for the kinds of work it does. If you don't choose, Adze uses a **sensible default** that works well for everyone — so you never have to think about this unless you want to.
If you have an account with a supported provider already, you can **bring your own** — connect it here and Adze will use it for your workspace.
This is for teams who want more control. If you're happy letting Adze handle it, leave it on the default and everything just works.
## A Pro feature
Choosing your AI provider is part of the **Pro** plan. On Trial and Starter, you'll still see the options on this page, but they're locked with an **Upgrade to Pro** prompt — so you can see what's available before you decide. The [Plans & trial](/billing/plans-and-trial) page shows what each plan includes.
## What's next?
- [Plans & trial](/billing/plans-and-trial) — see what's included on Pro.
- [Connections Overview](/connections/overview) — all the tools you can connect to Adze.
---
# Staying Notified
Source: https://help.adze.cloud/notifications/staying-notified
Section: Notifications
> How Adze keeps you informed without overwhelming you — your in-app inbox, notification categories and channels, per-type preferences, and digests.
Adze keeps an eye on your marketing around the clock, which means there's always something it *could* tell you. The aim is to keep you informed about what matters without burying you — so you can tune exactly what reaches you, and where.
## Your inbox
The **notifications inbox** is the in-app list of everything Adze has flagged. From it you can:
- **Filter by category** to focus on one kind of update.
- **Mark read** or **mark all read** to clear the unread count.
- **Dismiss** a single item, or **clear all** to empty the list.
When there's nothing waiting, the inbox simply says **"All caught up"**.
## Categories
Every notification belongs to a category, so you can decide what you care about at a glance:
| Category | What it covers |
|---|---|
| **Opportunities** | New and notable marketing openings Adze has found |
| **Content** | Drafts ready for review, scheduled posts, and content updates |
| **Brand mentions** | When people are talking about you online |
| **Business profile** | Changes to what Adze knows about your business, and gaps to fill |
| **Discovery** | What Adze is learning as it scans for opportunities |
| **Connections** | The status of your connected blog, social, analytics, and other integrations |
| **Digests** | Weekly and monthly summaries of the highlights |
| **Billing** | Invoices, payments, and usage |
| **Chat** | When Adze reaches out to start a conversation |
| **Team** | Invitations, role changes, and team activity |
| **Account security** | Sign-ins and security-related changes |
| **Plans** | Updates about your plan and what's included |
## Channels
Notifications can reach you in a few ways:
- **In-app** — always available in your inbox.
- **Email** — sent to your account address.
- **Slack** — for workspaces that have connected Slack, some notifications can be sent there too.
You choose which categories use which channels — see Preferences below.
## Preferences
Open **Settings → Notifications → Preferences** to decide exactly what reaches you and how. For each notification type you can turn it **on or off per channel** — for example, keep opportunities in-app only, but get billing alerts by email as well. A search box and category filter make it easy to find a specific type.
Your organisation can require certain critical notifications — such as account security alerts — to stay on. These show a small lock and can't be switched off. Everything else is yours to tune.
The **weekly ping budget** for proactive chats also lives here — that's the cap on how often Adze starts a conversation with you. See [When Adze Reaches Out](/cmo-chat/proactive-chats) for how it works.
## Digests
If you'd rather get the highlights in one place instead of a steady trickle, opt into **digests**. Adze rounds up what happened into a **weekly** or **monthly** summary so you can catch up in a couple of minutes. You'll find the digest options under Preferences alongside the other categories.
## What's next?
- Admins and owners: manage notifications across the whole team in [Notification Presets & Team Settings](/notifications/presets-and-team).
- Learn how Adze decides when to start a conversation in [When Adze Reaches Out](/cmo-chat/proactive-chats).
---
# Notification Presets & Team Settings
Source: https://help.adze.cloud/notifications/presets-and-team
Section: Notifications
> For admins and owners: set organisation-wide notification defaults, save reusable presets, and manage how notifications work across your whole team.
If you run a team, you don't want to set everyone's notifications up one by one. Adze gives admins and owners a set of tools to manage notifications across the whole team — sensible defaults, reusable presets, and a per-member view — so the right people hear about the right things without a lot of fiddling.
## Account defaults
**Account defaults** are the organisation-wide settings everyone starts from. Set them under **Settings → Notifications → Preferences → Account defaults**. When someone new joins your team, this is the notification setup they inherit — so getting the defaults right means most people never have to touch their settings at all.
## Presets
A **preset** is a named bundle of notification settings you can save once and reuse. For example, you might create:
- **"Just the essentials"** — only the most important alerts.
- **"Daily digest only"** — a quiet setup that leans on summaries.
Once a preset is saved, you can **apply it to one or more teammates** in a couple of clicks, rather than configuring each person by hand.
## Team settings
Open **Settings → Notifications → Team** to manage everyone in one place. The team view shows each member and **how many custom overrides** they have (i.e. how far they've strayed from the defaults). From here you can:
- **Apply a preset to several people at once.**
- **Copy one person's setup to others** — handy when someone has dialled in a configuration that works well.
- **Reset someone back to defaults** to wipe their overrides and start fresh.
Defaults and presets are starting points, not handcuffs. Members can still personalise their own notifications on top of whatever you've set — the only exceptions are the critical types your organisation has enforced, which stay locked on for everyone.
## What's next?
- Understand the building blocks in [Staying Notified](/notifications/staying-notified).
- Manage who's on your team in [Team Members & Roles](/team-account/members-and-roles).
---
# Team Members & Roles
Source: https://help.adze.cloud/team-account/members-and-roles
Section: Team & Account
> Understand Adze's four roles — Owner, Admin, Member, and Viewer — and learn how to invite teammates, change roles, and transfer ownership of your organisation.
Adze uses a simple role-based model with four roles. Everyone in your organisation has exactly one role, and that role decides what they can see and do. You manage all of this from **Settings → Team**.
## Roles at a glance
| Capability | Owner | Admin | Member | Viewer |
|---|:---:|:---:|:---:|:---:|
| Use Adze day-to-day (opportunities, content, chat) | ✓ | ✓ | ✓ | View |
| Open Settings | ✓ | ✓ | — | — |
| Invite, remove, and change roles for members | ✓ | ✓ | — | — |
| Manage workspace and billing settings | ✓ | ✓ | — | — |
| Transfer ownership | ✓ | — | — | — |
| Delete the organisation | ✓ | — | — | — |
## Role details
### Owner
The Owner has full, unrestricted control of the organisation. In addition to everything an Admin can do, the Owner is the only person who can **transfer ownership** to someone else or **delete the organisation**.
There is exactly one Owner per organisation, and it's the person who created it. To hand the role to a teammate, see [Transferring ownership](#transferring-ownership) below.
### Admin
Admins can do almost everything the Owner can. They manage all settings and the whole team — they can invite people, remove them, and change their roles. What they can't do is transfer ownership or delete the organisation.
Admins can only assign roles at or below their own level. That means an Admin can make someone a Member or a Viewer, or promote a teammate to Admin, but cannot grant the Owner role.
### Member
Members do the day-to-day work in Adze — reviewing and acting on opportunities, working with content, and steering the CMO in chat. Members don't have access to Settings, so they can't change the workspace, the team, or billing.
### Viewer
Viewers have read-only access. They can see what's happening across the workspace but can't make changes.
## Inviting a member
Go to **Settings → Team**. You'll see your current members and any pending invitations.
Select **Invite member** at the top of the list.
Type the email address of the person you want to invite. They don't need an Adze account yet — they'll be prompted to create one when they accept.
Pick a role for them: **Admin**, **Member**, or **Viewer**. (The Owner role isn't assigned through invitations.) You can change their role later.
Click **Send**. They receive an email with a link to join your organisation, and the invitation appears in your member list as pending until they accept.
Invitations expire after a while. If one lapses before it's accepted, just send a new one. You can also **revoke a pending invitation** at any time before it's accepted — find it in the member list and choose **Revoke**.
Working solo is free on the Trial, but to add teammates you'll need a paid plan. See [Plans & Trial](/billing/plans-and-trial) for what each tier includes.
## Changing a role
Owners and Admins can change a member's role from **Settings → Team**. Click the role next to their name, choose the new one, and confirm. The change takes effect right away.
Remember that Admins can only assign roles at or below their own level — only the Owner can grant or revoke the Owner role, and that happens through an ownership transfer.
## Removing a member
To remove someone, open the menu next to their name in **Settings → Team** and choose **Remove**. They immediately lose access to the organisation. You can always invite them back later.
## Leaving an organisation
If you're not the Owner, you can leave an organisation yourself. Go to **Settings → Team**, find your own entry, and choose **Leave organisation**. You'll lose access immediately and can be re-invited later.
The Owner can't simply leave — ownership has to go somewhere first. If you're the Owner and want out, transfer ownership to a teammate, then leave.
## Transferring ownership
Only the Owner can transfer ownership, and only to another member of the organisation.
Go to **Settings → Team**.
Find the member you want to make the new Owner and select **Transfer ownership** from their menu.
Review the details and confirm. Ownership moves to that teammate.
After the transfer, the teammate becomes the new Owner and **you become an Admin** — you keep full access to settings and the team, but you can no longer transfer ownership or delete the organisation.
Your Adze account can be part of several organisations at once, each with its own role. You might be an Owner in one and a Viewer in another. Use the organisation switcher to move between them.
## What's next?
- Set up your organisation in [Workspace Settings](/team-account/workspace-settings).
- Manage your personal account and security in [Your Profile & Security](/team-account/your-profile).
---
# Workspace Settings
Source: https://help.adze.cloud/team-account/workspace-settings
Section: Team & Account
> Manage your Adze organisation — its name, workspace URL, logo, chat reasoning, and deletion — from Settings → Workspace.
Your workspace settings cover everything about your organisation as a whole — its name, address, branding, and a couple of behaviour controls. You'll find them under **Settings → Workspace**, and they can be edited by Owners and Admins.
## Name and workspace URL
Your organisation has a **name** (shown across the app) and a **workspace URL** — a short slug made of lowercase letters, numbers, and hyphens that forms part of your web address.
You can change either at any time. When you change the workspace URL, Adze keeps a **redirect from the old address for 30 days**, so any existing links or bookmarks keep working while everyone gets used to the new one.
## Logo
Upload a logo to brand your workspace. Adze accepts **PNG, JPEG, WebP, or GIF** files up to **2 MB**. For the cleanest result, use a square image.
## Deeper reasoning for chat
This optional control lets you decide how much extra thinking your CMO can put into complex requests. Turn it up and Adze will take a little more time to work through harder problems before answering; keep it lower for quicker, lighter replies. It's a trade-off between depth and speed — most teams are happy with the default and only reach for more on genuinely tricky asks.
## Deleting the organisation
Only the Owner can delete an organisation. Deletion isn't instant and permanent — your organisation stays **recoverable for 30 days**, during which the Owner can restore it. After that window it's permanently removed along with its data.
Deleting an organisation removes access for every member. If you only want to step away yourself, leave the organisation instead — see [Team Members & Roles](/team-account/members-and-roles).
## What's next?
- Manage who's in your organisation in [Team Members & Roles](/team-account/members-and-roles).
- Review your plan and billing in [Managing Your Subscription](/billing/managing-your-subscription).
---
# Your Profile & Security
Source: https://help.adze.cloud/team-account/your-profile
Section: Team & Account
> Manage your personal Adze account — display name, avatar, theme, timezone, password, connected accounts, and two-factor authentication.
These settings are about *you*, not your organisation — your name and avatar, how Adze looks, your timezone, and how you sign in. You'll find them under your **Profile**, and they follow you across every organisation you belong to.
## Profile
- **Display name** — how your name appears to teammates across Adze.
- **Avatar** — a picture for your account; upload one or use your initials.
- **Theme** — choose **Light**, **Dark**, or **System** (which follows your device's setting).
## Timezone and calendar
Your **timezone** decides how dates and times are shown to you, and it affects schedules and reports across Adze. You can set it manually, or turn on the option to **follow your browser automatically** so it stays in step as you travel.
You can also choose whether your **week starts on Monday or Sunday**, which changes how calendars and weekly reports are laid out.
## Password and email
If you sign in with an email and password, you can manage both here:
- **Change your password** — enter your current password, then your new one.
- **Change your email** — enter the new address; Adze sends a verification link there, and the change takes effect once you confirm it.
## Connected accounts
If you sign in with **Google** or **GitHub**, you can manage those connections here. You can disconnect one **as long as you still have another way to sign in** — for example, a password or a second connected account. Adze won't let you remove your only remaining sign-in method.
## Two-factor authentication (2FA)
Two-factor authentication adds a second step when you sign in, so a stolen password isn't enough to get into your account. We **strongly recommend** turning it on. Adze offers two methods.
In your Profile, open the security section and choose to add an **authenticator app**.
Open your authenticator app and scan the QR code Adze shows you.
Type the 6-digit code from your app to confirm it's working.
Adze gives you a set of recovery codes. Save them somewhere safe — they're your way back in if you lose your device.
In your Profile, open the security section and choose to add a **security key or passkey** — this can be Face ID, Touch ID, or a hardware key.
Give the key a name so you can recognise it later (for example, "MacBook Touch ID").
Your browser or device will walk you through registering the key.
Save the recovery codes Adze gives you somewhere safe in case you lose access to the key.
Once 2FA is on, you can **add more keys**, **rename or remove** the ones you have, and **regenerate your recovery codes** at any time. Turning 2FA off means removing all of your methods.
Recovery codes are the only way back into your account if you lose your phone or security key. Store them somewhere safe and private — a password manager is ideal. Treat them like a spare key to your house.
When you turn on two-factor authentication, Adze signs out your other active sessions for safety — you'll just sign back in as usual.
If your sign-in is managed by your company's identity provider (single sign-on), two-factor authentication is handled there rather than in Adze.
## What's next?
- Manage your team and roles in [Team Members & Roles](/team-account/members-and-roles).
- New to Adze? Start with [Creating Your Account](/getting-started/creating-your-account).
---
# How Credits Work
Source: https://help.adze.cloud/billing/how-credits-work
Section: Billing & Credits
> Credits are Adze's single usage unit. Learn what spends them, the difference between plan and purchased credits, and where to track your balance.
Credits are Adze's single unit of usage. Almost everything Adze does for you — finding openings, drafting content, answering in chat, learning about your business — uses some credits. One unit for everything keeps billing simple: there's just one number to watch.
## What uses credits
| Activity | What it is |
|---|---|
| **Opportunity discovery** | Adze scanning for relevant conversations and marketing openings for you. |
| **Content generation** | Drafting on-brand content for an opportunity or a plan. |
| **Chat** | Your back-and-forth with the CMO on Home. |
| **Learning** | Adze studying your business so it gets better at its job. This is highest in your first month during onboarding, then settles into a low background level. |
The amount each activity uses varies with how much work it involves — a quick chat reply costs far less than a long piece of content.
## Two kinds of credits
Your balance is made up of two kinds of credits, and Adze always spends them in a sensible order.
**Plan credits** come included with your subscription. You get an allowance every billing period, and it **refreshes at the start of each period**. Plan credits **don't roll over** — anything unused at the end of a period is replaced by your fresh allowance rather than added to it.
**Purchased credits** come from top-up packs you can buy on a paid plan. They **don't expire** while you're on a paid plan, and they're only drawn down **once your plan credits for the period have run out**. So your included allowance is always used first, and your top-ups sit safely in reserve.
Each period Adze spends your refreshing plan credits before touching any purchased credits — so a top-up pack is there for the months you need a little extra, not something you'll burn through by accident.
## Where to see your balance
Head to **Settings → Billing** to see how many credits you have left this period, how much you've used, and a breakdown of where they went. Adze warns you as your balance runs low so there are no surprises.
For current allowances and what each plan includes, see the [pricing page](https://adze.cloud/pricing).
## What's next?
- Compare tiers in [Plans & Trial](/billing/plans-and-trial).
- Buy top-ups and manage your plan in [Managing Your Subscription](/billing/managing-your-subscription).
---
# Plans & Trial
Source: https://help.adze.cloud/billing/plans-and-trial
Section: Billing & Credits
> Adze has three tiers — Trial, Starter, and Pro. Learn what each includes and which features need a paid plan.
Adze comes in three tiers: **Trial**, **Starter**, and **Pro**. They all run the same core loop — learning your business, finding opportunities, drafting content, and steering it all through chat — but differ in how much you can do and which extras you unlock.
## Trial
The Trial is **free, needs no card**, and is **time-limited** with a starter allowance of credits so you can try the full loop end to end — let Adze learn your business, surface a few opportunities, and draft content for them. When the trial ends, you upgrade to a paid plan to keep going.
## Starter and Pro
**Starter** and **Pro** are paid plans, billed **monthly or yearly**, each with its own monthly [credit allowance](/billing/how-credits-work). Pro builds on Starter with higher limits and extra capabilities.
## What needs a paid plan
| Feature | Where it's available |
|---|---|
| Inviting teammates | Any paid plan |
| Running discovery on demand | Starter and up |
| Choosing your AI provider | Pro |
| Auto-sending outreach emails | Pro |
Upgrading never starts you from scratch. Everything Adze has already learned about your business comes with you — you simply get more room to work and more capabilities.
For current prices and exact allowances, always check the [pricing page](https://adze.cloud/pricing) — it's the source of truth.
## What's next?
- Understand the usage unit in [How Credits Work](/billing/how-credits-work).
- Upgrade, downgrade, or cancel in [Managing Your Subscription](/billing/managing-your-subscription).
- Pick your provider in [AI Providers](/connections/ai-providers).
---
# Managing Your Subscription
Source: https://help.adze.cloud/billing/managing-your-subscription
Section: Billing & Credits
> Everything on Settings → Billing — view your plan and usage, buy credits, upgrade, downgrade, manage invoices and payment methods, and cancel.
Everything to do with your plan and payments lives in one place: **Settings → Billing**. From here you can see where you stand, top up, change plans, and handle invoices.
## Current plan and usage
The top of the Billing page shows your **current tier**, **when your period renews**, and how many **credits you've used this period**. Adze flags low and empty balances here too, so you'll know before you run out. For a fuller explanation of the usage unit, see [How Credits Work](/billing/how-credits-work).
## Buying more credits
On a paid plan you can buy **top-up packs** for extra credits. These don't expire while you're on a paid plan, and they're only used once your included allowance for the period runs out — so they're a handy buffer for busier months.
## Upgrading
Go to **Settings → Billing**.
Select the tier you want to move up to.
Review and confirm. The upgrade **takes effect immediately**, and you're charged a prorated amount for the rest of the current period.
## Downgrading or switching monthly/yearly
Downgrading to a lower tier, or switching between **monthly and yearly** billing, is **scheduled for the end of your current period** — you keep your current plan's features until then. A banner shows the pending change, and you can **cancel it** any time before it applies.
## Invoices, payment history, and payment method
Your invoices, payment history, and payment method are managed in the **secure billing portal**, which you can open from the Billing page. There you can update your card and download past invoices.
## Cancelling
Go to **Settings → Billing**.
Select the option to cancel your subscription and confirm.
Cancellation **takes effect at the end of your current period** — you keep full access until then. You can resume before that date if you change your mind.
Whether you upgrade, downgrade, or cancel, everything Adze has learned about your business stays put — see [Plans & Trial](/billing/plans-and-trial).
## What's next?
- Understand what spends credits in [How Credits Work](/billing/how-credits-work).
- Compare tiers in [Plans & Trial](/billing/plans-and-trial).
---
# Glossary
Source: https://help.adze.cloud/reference/glossary
Section: Reference
> Definitions of the key terms and concepts you'll encounter across Adze — from opportunities and credits to your business profile and brand voice.
A reference of terms you'll see in the Adze app and throughout this documentation.
---
**Adze** — your AI marketing platform and "CMO". It learns your business, finds opportunities, drafts content, and learns from your feedback. See [What is Adze?](/getting-started/what-is-adze).
**Assign** — handing an opportunity to a specific teammate so they can act on it. Available on team plans. See [Acting on Opportunities](/opportunities/acting-on-opportunities).
**Auto-publish** — letting Adze publish approved content automatically (to a connected blog or your X account), within the windows you set in a [publishing policy](/content/publishing-policies). Community replies and outreach are never auto-published.
**Backlink opportunity** — a site or roundup that accepts guest contributions or submissions, surfaced as a link-building opportunity and prioritised by how authoritative the site is. See [Understanding Opportunities](/opportunities/understanding-opportunities).
**Brand mention** — a place online where your company or product is mentioned — a question to answer, praise to amplify, or misinformation to correct. Surfaced as an opportunity with a sense of sentiment.
**Brand voice** — how your content should sound, set per platform with tone sliders, plus your writing rules and formatting preferences. See [Brand Voice & Writing Rules](/business-understanding/brand-voice).
**Business profile** — the structured facts Adze keeps about you: your identity, product, pricing, ideal customer, competitors, tracked sites, and keywords. See [Your Business Profile](/business-understanding/your-business-profile).
**Business Understanding Engine (BUE)** — Adze's understanding of your business, organised into three layers — narrative, structured, and learned memory. It's everything that lives under **Business**. See [How Adze Understands Your Business](/business-understanding/knowledge-layers).
**BUE health** — an indicator showing how much of your understanding is validated and high-confidence. Keeping it high keeps drafts sharp. See [What Adze Learns From You](/business-understanding/what-adze-learns).
**Calendar** — your publishing schedule, with day/week/month views and drag-and-drop scheduling. See [The Content Calendar](/content/the-calendar).
**CMO Chat** — the chat with Adze on the **Home** screen; the main way to work with the platform. See [Using the CMO Chat](/cmo-chat/using-the-chat).
**Content gap** — a search term you don't rank well for yet, surfaced as an opportunity and prioritised by search volume and ranking difficulty. Content gaps are the basis of [Keyword Opportunity Plans](/plans/keyword-opportunity-plans).
**Content type** — the kind of content Adze drafts: blog post, tweet thread, single tweet, Reddit reply, Hacker News comment, Stack Overflow answer, outreach email, or website-page content. See [Content Types & Lifecycle](/content/content-types).
**Credit** — Adze's usage unit. Everything Adze does for you — discovery, content generation, chat, and learning — uses credits. See [How Credits Work](/billing/how-credits-work).
**Discovery** — the process of scanning for opportunities, on a schedule or on demand. See [Discovery & Scanning](/opportunities/discovery-and-scanning).
**Distribution rule** — an automation that turns one approved piece of content into follow-on pieces across other channels (for example, a blog post into a tweet thread and a Reddit comment). See [Distribution Rules](/content/distribution).
**Engage** — acting on an opportunity so Adze drafts a response for it (a reply, email, or content brief), which lands in your Review queue.
**Initiative / proactive chat** — a conversation Adze starts with you when it spots something worth your attention. An invitation, not a noisy alert. See [When Adze Reaches Out](/cmo-chat/proactive-chats).
**Insights connection** — a read-only link to Google Search Console and Google Analytics 4, so Adze can watch your performance and power Plans. See [Connecting Search & Analytics](/connections/insights).
**Keyword Opportunity Plan (Plan)** — a phased SEO content roadmap built from your real search data and competitor analysis. See [Keyword Opportunity Plans](/plans/keyword-opportunity-plans).
**Keyword universe** — the set of keywords Adze associates with your business, grouped into Brand, Problem / Pain, Category, and Long-tail. Part of your [business profile](/business-understanding/your-business-profile).
**Learned memory / learnings** — patterns Adze picks up from your edits over time and applies automatically to future drafts. See [What Adze Learns From You](/business-understanding/what-adze-learns).
**Narrative documents** — the free-form prose Adze keeps about your business (your story, positioning, differentiation, customer pains, and more). The understanding layer of the BUE.
**Opportunity** — a specific, timely marketing opening Adze found for you. The five types are social, competitor, brand mention, backlink, and content gap. See [Understanding Opportunities](/opportunities/understanding-opportunities).
**Organisation (org)** — a workspace in Adze, holding one business's profile, opportunities, content, and team. You can belong to more than one. See [Creating Your Account](/getting-started/creating-your-account).
**Ping budget** — the weekly limit you set on how many proactive chats Adze can start, so it never becomes overwhelming. See [When Adze Reaches Out](/cmo-chat/proactive-chats).
**Plan credits** — the credits included with your subscription each billing period; they refresh each period and don't roll over. Contrast with **purchased credits**. See [How Credits Work](/billing/how-credits-work).
**Publishing policy** — a rule that defines *when* Adze is allowed to auto-publish a content type (days, time windows, timezone). See [Publishing Policies](/content/publishing-policies).
**Purchased credits** — credits from one-off top-up packs; they don't expire while you're on a paid plan and are used only after your plan credits run out.
**Review queue** — where drafts wait for your approval. You edit, regenerate, approve, or discard them here. The **Review** screen. See [Reviewing Drafts](/content/reviewing-drafts).
**Role** — a member's permission level in an organisation: Owner, Admin, Member, or Viewer. See [Team Members & Roles](/team-account/members-and-roles).
**Score** — a 0–100 rating on each opportunity showing how strongly Adze thinks it's worth your time, based on how well it fits your business, the timing, and how visible the source is.
**Signals** — the at-a-glance facts shown on an opportunity card (such as upvotes and comments, a competitor's activity, a site's authority, or a keyword's search volume and difficulty).
**Social opportunity** — a conversation on Reddit, Hacker News, X, or Stack Overflow where you can join in helpfully.
**Tone sliders** — five per-platform controls for your brand voice: formality, technical depth, humour, self-promotion, and assertiveness. See [Brand Voice & Writing Rules](/business-understanding/brand-voice).
**Tracked sites** — competitor sites Adze re-checks regularly to feed page-change signals into discovery. Part of your [business profile](/business-understanding/your-business-profile).
**Trial** — the free, time-limited plan with a starter allowance of credits so you can try the full loop. See [Plans & Trial](/billing/plans-and-trial).
**Writing rules** — your plain-language do/don't rules (Always, Never, Prefer, Avoid) that shape every draft. See [Brand Voice & Writing Rules](/business-understanding/brand-voice).
---
# Common Questions
Source: https://help.adze.cloud/troubleshooting/common-questions
Section: Troubleshooting
> Answers to common questions and quick fixes — from onboarding and discovery to credits, publishing, and account access.
Quick answers to the things people most often ask. If you're still stuck, ask your CMO in [chat](/cmo-chat/using-the-chat) — it can explain settings and walk you through fixes.
## Onboarding & your business profile
**Onboarding couldn't read my website.** Double-check the URL (including `https://`) and use "Start over" to try again. If your site blocks automated readers or is behind a login, Adze may only see part of it — you can fill in or correct anything by hand during the review step, and later under [Business → Profile](/business-understanding/your-business-profile).
**The draft answers from onboarding aren't quite right.** That's expected — onboarding is generate-*then*-review. Edit or rewrite any answer before confirming, and adjust competitors and keywords on the same screen. Nothing is final until you confirm.
**My understanding looks thin or out of date.** Open **Business** and check your [BUE health](/business-understanding/what-adze-learns) indicator. Expand any understanding document to edit it, then "Save & validate". The more complete and validated your profile, the sharper your drafts.
## Discovery & opportunities
**My feed is empty.** On a brand-new organisation, your first scan takes a little while — you'll see a waiting panel as it works. If it stays empty afterwards, make sure your [business profile](/business-understanding/your-business-profile) and keywords are filled in, then run a scan from the **Scan now** button.
Running discovery on demand requires a paid plan. On the Trial, discovery runs on its schedule. See [Plans & Trial](/billing/plans-and-trial).
**The opportunities aren't relevant.** Dismiss the ones that miss with a reason — that's the fastest way to teach Adze. Then tighten your keywords and ideal-customer details in your [business profile](/business-understanding/your-business-profile). See [Acting on Opportunities](/opportunities/acting-on-opportunities).
**A scan is taking a long time or seems stuck.** Some sources need deeper analysis and can take a while; the progress panel shows each source's phase. You can cancel a source — anything already found is kept — and start a fresh scan later. See [Discovery & Scanning](/opportunities/discovery-and-scanning).
## Plans
**I can't generate a Plan.** Keyword Opportunity Plans need Google Search Console connected, since they're built from your real search data. Connect it under [Settings → Connections → Insights](/connections/insights), then try again.
## Content & publishing
**My blog post won't auto-publish.** Auto-publishing needs a connected blog ([Settings → Connections → Blog](/connections/publishing-to-your-blog)) and an open window in your [publishing policy](/content/publishing-policies). If no window is open, the post waits in *Approved* until one is — or use **Publish now** to override. You can always copy and paste instead.
**Why can't Adze post my Reddit / Hacker News reply for me?** Community replies are always copy-and-paste — you post them yourself, from your own account, so you stay in control of how you show up in communities. Adze reminds you when a scheduled one is due.
**A draft failed.** Failed items are pinned to the top of your [Review](/content/reviewing-drafts) queue with a **Retry** option. If it keeps failing, discard it and try again from the opportunity or with a fresh brief.
## Credits & billing
**I've run out of credits.** Everything Adze does uses [credits](/billing/how-credits-work). Top up with a credit pack (paid plans) or upgrade your plan from [Settings → Billing](/billing/managing-your-subscription). Your plan credits also refresh at the start of each billing period.
**Why was my first month's usage higher?** Adze does its deepest learning up front, while it gets to know your business. *Learning* usage is highest in your first month and then settles to a low background level.
## Account & access
**I lost my authenticator and can't sign in.** Use one of the recovery codes you saved when you turned on two-factor authentication. If those are gone too, an Owner or Admin in your organisation can help. See [Your Profile & Security](/team-account/your-profile).
**I can't find Settings.** Settings is available to Owners and Admins. Members and Viewers don't see it. See [Team Members & Roles](/team-account/members-and-roles).
**I deleted my organisation by mistake.** A deleted organisation is recoverable for 30 days before it's permanently removed. Contact the Owner or reach out to support within that window.
## What's next?
- [Glossary](/reference/glossary) — definitions of key terms.
- [Using the CMO Chat](/cmo-chat/using-the-chat) — ask Adze for help directly.
- [How Adze Works](/getting-started/how-adze-works) — the big picture.
---