First steps in Julexis
Julexis works best when you set it up in a fixed order: the client first, then their accounts, then what Juls needs to know about them. After that, every plan and post takes minutes.
Find your way around
- Create post at the top of the sidebar — one post for one or more networks.
- Dashboard — your getting-started checklist and all your plans, with their status and progress.
- Clients (on the Personal plan, Business Settings) — each client's accounts, brand kit and history.
- Planner — AI editorial plans. Calendar — everything scheduled.
- Juls, Inbox and Analytics — your assistant, conversations and results.
- The AI credits card shows your balance; Notifications collects approvals, feedback and alerts.
Your getting-started checklist
The dashboard shows a checklist built for your plan. It ticks itself off as you go, from your real data, so you always see what's left. The "start creating" steps unlock once you have a client.
| Agency and SMM | Personal | Invited collaborator |
|---|---|---|
| Add your first client | Set up your business | Join your team |
| Connect a social account | Connect a social account | Complete your profile |
| Personalize your client | Teach Juls about your business | Create a post for a shared client |
| Brand your workspace | Plan your first month with AI | Choose your notifications |
| Create an AI plan and send it for review | Schedule your first post | |
| Schedule a single post | ||
| Invite a teammate (Agency) |
Invited by someone else? Start with Work as a team.
1. Add your first client
Everything in Julexis belongs to a client — a brand you publish for. On the Personal plan, the client is your own business.
- Open Clients and add a client (Personal: set up your business).
- Enter the name and industry. Juls uses the industry to choose topics and tone.
- Set the review password your client will use to open review links, or generate one. (Not needed on Personal.)
- Save. Brand details can wait — connecting accounts comes next.
2. Connect their social accounts
Right after saving, Julexis offers to connect the client's accounts. Connect at least one network so you can publish. Each network has its own steps — Facebook asks you to choose a Page, LinkedIn a Page or profile. See Connect your social accounts.
3. Teach Juls the brand
Open the client, choose Edit, then Personalization. Paste the client's website and Juls drafts the brand profile for you, or fill in the key fields — tone of voice and keywords first. Add the brand colour on the Basic information tab. See Personalize a client.
4. Brand your workspace
On the SMM and Agency plans, upload your own logo in Settings → Logos and, on Agency, add your company name. They appear on the review pages and reports your clients open. See Brand your workspace. Personal skips this step.
5. Create your first plan or post
- A whole month at once: in the Planner, choose the client, the networks and the posting days, write a short brief and let Juls draft the plan. Review it, then save it or send it to your client. See Create an AI editorial plan.
- A single post: select Create post, choose the client and networks, write the caption, add media and schedule it — or save it as a draft. See Creating posts.
Each network has its own media rules; Julexis checks your files as you upload them. See Platform media requirements.
See it all in the calendar
Everything you schedule appears in the Calendar. Filter by client and network, switch between day, week and month, and drag a scheduled post to move it. See Scheduling and calendar.
Understand AI credits
AI credits power everything Juls does. There's nothing to set up — no API key, no external account. Your plan includes a credit allowance that renews with each billing period, and your balance is always in the sidebar. Most actions cost a few credits; analysing a client's website costs about 200. See AI credits and usage.