Working with customers

If you run social media for more than one client — or for several distinct brands under one roof — you can tell Sosyabot which customer each channel belongs to. Everything you make from that channel is then filed under that customer, and you can narrow the calendar, the inbox and your reports down to one of them.

You don't have to use this. If you leave it alone, everything sits in one pile exactly as before.

Assign a channel to a customer

Go to Channels. Each channel card has a Customer picker. Choose a customer, and from then on every post you create from that channel and every message that arrives on it is filed under them.

One channel, one customer

A channel belongs to a single customer. If two of your customers genuinely share an account, leave it Unassigned — the posts stay visible in the unfiltered view.

What "Unassigned" means

Unassigned is not an error state. It's the bucket for everything that hasn't been given a customer: channels you never assigned, and everything created before you started using customers. Selecting Unassigned in a filter shows you exactly that bucket, which is a useful way to find what still needs sorting.

Filter by customer

The customer picker appears in three places:

• Publishing calendar — see only one customer's schedule.
• Inbox — triage one customer's conversations.
• Reports — the engagement trend, the summary, top posts and best posting time narrow to that customer. The other cards on that page stay workspace-wide, and the page says so.

On the calendar the filter also lives in the address bar, so a filtered view is a link you can bookmark or send to a colleague.

Share a customer's calendar

With a single customer selected on the calendar, use the copy link button next to the picker. It gives you an address of the form /b/<workspace>/<customer> that opens straight into that customer's calendar.

The link is a shortcut, not a door: whoever opens it still has to be signed in and still has to be a member of your workspace. It never exposes anything to someone outside it.

The one thing that surprises people

Assigning a customer to a channel does not go back and re-file the posts you already made. The customer is recorded on each post and message at the moment it is created, which is what keeps your history honest — a post really was made before you organised your customers.

So the usual pattern is: assign your channels first, then everything from that point on is filed correctly. If you need older work re-filed, that's a one-off migration your administrator runs, not something the picker does.