Good morning
Here is your content overview.
Your content pipeline
Posts This Month
-
of monthly allocation
Awaiting Approval
-
posts need your review
Published
-
this month
Auto-Approve
-
posts approved automatically
Lead pipeline
My Posts
Review, approve, and manage your scheduled posts.
Loading your content...
Media
Your logos, product shots and other assets. Use them in the Studio or as a reference for AI.
Images (JPG, PNG, WebP up to 100MB), video (MP4, MOV up to 500MB), voiceovers (MP3, M4A, WAV) and documents (PDF, Word, ZIP). Large clips upload in the background.
My Brand
Everything that makes your brand unique. Keep this current for best results.
Brand Profile
Generate Brand Profile from Website
Enter your website URL and AI will auto-fill your brand details. Press anytime to refresh after you update your site.
Offers
Your products, services and main call to action. The AI uses these to promote what you actually sell.
Products & Services (your Offers)
Add what you sell. The AI uses these to write promotional posts for each specific offer. Each product gets its own URL and can be featured on its own. e.g. "12-Week Hyrox Prep Programme", "1:1 Online Coaching", "Race-Day Nutrition Guide".
Default CTA URL
Your main link, added to posts that aren't promoting a specific product. Think of it as your fallback CTA: booking page, lead magnet, or homepage. Products & Services above each have their own link; this is the catch-all for everything else.
Settings
Fine-tune brand, quality and safety defaults. Scheduled work is controlled in Forge Agent.
Run, pause and approve work in one place
Forge Agent › Scheduled tasks is the control centre for every routine, connection blocker and workspace control level.
Automation details
Advanced content mix, timing and quality guardrails. Day-to-day on/off controls also appear in Scheduled tasks.
Autopilot - flip the switch
Turn the core post, prospecting and outreach automations on together. Partner outreach, newsletters and Forge Agent stay under their own safety controls below.
Forge only auto-publishes posts that score at or above your post quality bar (currently 90, set below), and only auto-actions leads that clear your lead-score bar. AI can still make mistakes, so we recommend keeping a light eye on things.
Your content creator
Auto-generate posts
Forge writes a fresh batch of on-brand posts to keep your schedule full.
Posts per day
How many posts Forge writes for you each day, across your connected platforms. This is yours to set: nothing is generated (and no credits are spent) until you choose a number. Pick 0 to keep it off, or set a daily buffer. You can change this any time.
Content buffer
How far ahead to keep your queue filled. Separate from posts per day: if scheduled content drops below this many days, Forge tops it up automatically (at your posts-per-day rate). Leave at 7 days unless you want a bigger runway.
Content mix · video vs image
For posts Forge writes for you automatically: how often to make a short video instead of an image. Videos cost more credits but stop the scroll. Balanced is recommended for best results.
Default post size
The shape Forge uses when a platform does not force one. Auto (recommended) picks the best size per platform (square for feed, tall for stories and reels).
These apply to auto-generated posts. You can still change any single post when you edit it.
Auto-approve & schedule posts
Posts that score at or above your post quality bar (default 90, set below) are approved and scheduled automatically. Pro and Max plans.
Developer · API & MCP
API key & MCP access
Drive your Forge account from ChatGPT, Claude or Gemini. Generate a key, then connect it as an MCP server (or call the REST API) at
forgecontent.io/.netlify/functions/api using Authorization: Bearer <key>. Available tools: get_credits, list_posts, generate_post. Each generated post uses credits like any other.Your lead finder & outreach
Boost · Web Search daily
Runs your Boost Web Search every day to find ideal-client businesses that need marketing, and adds them to your prospect queue. Same switch as Autopilot on the Boost › Web Search screen.
Auto-approve prospects
Prospects scoring at or above your quality bar are auto-approved and added to your Pipeline as cold leads. They are cold-contacted (never the opt-in nurture) only when Boost - Email outreach below is on; otherwise they wait for you to reach out. Lower scores wait for your review either way.
Boost · Partner
Finds complementary local businesses that already serve your customers (physios, nutritionists, sports shops, allied health, corporate wellness) and lists them on the Boost › Partner screen, ready for you to propose a referral partnership. Partners are not added to your sales pipeline, and Forge never emails them for you: partner outreach is always your click. Same switch as Autopilot on the Boost › Partner screen.
Boost · Email outreach
Cold autopilot (the master outreach switch). While you are away, Forge finds ideal-customer prospects, adds them as cold leads and cold-contacts them by email: each message identifies your business, states it is a cold introduction, and includes an opt-out / STOP line (never the opt-in nurture). Respects your daily send caps, sending hours, consent and de-dup. Needs a sending inbox connected (Gmail, Outlook or SMTP). This is the same switch as Autopilot on the Boost › Email screen and the Active toggle on Outreach, flip it anywhere and it stays in sync. Runs only while cold autopilot is enabled platform-wide.
Auto newsletter
Forge writes a branded newsletter to your contacts on a schedule you choose. Review and approve each one like a post, or let it send automatically. Every email carries a one-click unsubscribe.
Referral / affiliate program
Shows the “Refer a friend, get 1 month free” referral link in your account. Turn this off if you don’t want to run a referral or affiliate program.
Guardrails & qualityApply to every automation above
Post quality bar
Only auto-publish posts scoring at or above this.
90
Outreach lead-score bar
Leads scoring below this are skipped by automated outreach and wait for you to contact them by hand. Set it to 0 to switch the bar off and let automation contact every lead. Leads with no score yet are never skipped.
Off
Currently not limiting: every lead in your automation gets contacted.
Forge Agent
One agent, every conversation. It reads your real numbers, works your pipeline and talks to your leads on the channels below, always after reading that lead’s notes and full message history. The coach reads the numbers, the Agent does the work.
What should Forge call you?
Forge uses your name when it talks to you, the way a colleague would. Leave this blank to use the name on your account, or put in whatever you actually go by. You can also just tell Forge in chat: “call me JJ”.
Agent autopilot
When on, the Forge Agent reviews your account every hour and runs the coach's top actions for you, up to your daily cap. What it will do: run Boost Web Search when your pipeline is light (finds and scores prospects, contacts no one), prepare re-engagement emails for leads that have gone quiet (sent only if your outreach is set to send automatically, otherwise queued on the lead card for your review), and keep one fresh post draft flowing when auto-generate is off. What it will never do: publish anything, email anyone who opted out, message WhatsApp, spend money, or change your plan. Every action is listed under "Forge did this" in your coach panel and uses your normal credits. Turn it off here any time; it stops within the hour.
Daily action cap
The most actions the Forge Agent may run for you in one day, button clicks and autopilot combined. Conservative by default.
Review my conversations
How often Forge goes and looks at the channels below: who replied, who is waiting on you, who has gone quiet. It updates your Pipeline from what it finds and works the leads waiting on an answer, inside your daily action cap. While your outreach is set to review-first, every reply it writes is queued on the lead’s ticket for your click instead of being sent. Off leaves the rest of the Agent running and simply stops the conversation sweep.
Conversation behaviour
Email reply assistant
When a lead replies, Forge reads the message and the complete ticket history, updates your Pipeline, and can draft or send the response in your voice. Off does nothing; Draft waits for your approval; Autopilot sends from your connected inbox and always holds opt-outs, complaints and clear rejections for review.
Start on Draft until you are comfortable with the replies.
Tasks Forge may run on its own
Forge asks before anything that reaches a real person or cannot be undone. Approve a task here and it stops asking for that one only. You can change any of these back at any time.
Connections for your installed apps
Email, calendar, Zoom, WhatsApp and social account connections belong to the apps that use them. Forge shows one central connection checklist containing only what your installed apps require. This Agent section controls behaviour after those connections are ready.
Team
Invite your whole team to view and approve content. Paid plans include unlimited seats.
Team members
Paid plans include unlimited seats - invite your whole team. Members can view and approve content.
Profile
Your personal details, account and login.
Appearance
Theme
Dark is the classic Forge look. Light matches the Forge website: ink on white with the same gradient accents.
Profile photo
A square JPG or PNG works best.
Personal Details
Your name and billing information for invoices. Changes save automatically.
Notifications & security
Your personal preferences for this account.
Notification emails
Receive an email when your weekly content batch is ready for review.
Weekly digest
A summary of your published posts and performance, sent every Monday.
Two-factor authentication (2FA)
When enabled, you receive a 6-digit code by email each time you log in (expires in 5 minutes). Adds an extra layer of security to your account.
Account
Email address
-
Client ID
-
Change Password
Danger Zone
Delete Account
Permanently deletes your account, brand profile, and all generated content, and cancels any active subscription so you're never billed again. This action cannot be undone. Enter your password to confirm.
Insights
How your whole engine performs, from first impression to closed deal. See where leads come from, how they flow, and what is working.
1
Your conversion funnel
Content mix
By format
Lead source mix
Where your leads come from
Landing page performance
Visits and conversions, feeds New lead and Booked
Outbound performance
Cause & effect: how email and AI calls turn into bookings
Social performance
Engagement from your published posts
Results
What it all adds up to
Billing
Your credits, usage, and plan.
Billing details
Used on your invoices.
Help & Support
Get answers, watch guides, or contact our team.
Ask Forge AI
Owner console
Everything across your organization in one place. Only you (the owner) can see this - admins and users can't.
Loading...
Landing Pages
Pages that turn attention into booked enquiries. The Agent writes them, you publish to a live link, then point your posts at it.
Forms
Capture enquiries your way. Build a form for each thing you need, every submission lands in your Pipeline.
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading…
Loading App Store…
Installed apps
Choose what appears in your Create, Capture and Boost workspaces. Your Core, pricing and data stay unchanged.
Loading apps…
Pipeline
Every enquiry from first touch to closed. Leads arrive automatically from your forms and pages. Drag a card to move it along.
Snapshot
Outreach
Follow up every lead automatically so none go cold, by email or your AI phone agent.
Here is what happens to a new lead
When a fresh enquiry lands, Forge can reach out for you straight away, by email first, then your AI phone agent if they opted in. Turn on Automated mode to let it run hands-free, or leave it off and action each lead with one tap below. Every message and call is logged on the lead.
Control level: Manual
Manual lets you send; Approval required prepares work for review; Autopilot runs approved routines inside consent, timing and channel limits.
Sending from
To send emails, connect your own inbox - Gmail, Outlook or SMTP. Forge never sends from a shared address (it protects your deliverability and keeps you compliant). Replies come straight to you.
Your email template
Design a branded email your leads want to open. The copy below is your default follow-up (Auto outreach steps can override it); the look, signature and footer wrap every email Forge sends. Personalise with {{name}} and {{offer}}.
Signature
Live preview
Your leads live in the Pipeline
This screen sets up how email follow-ups look and who they send from. To email a single lead, action a batch, or see what was sent and when, open your Pipeline - every lead's full history is on its card.
Connections
Connect only the services your installed apps use. Add or remove apps and this page updates automatically.
Social accounts
Connect your social accounts so Forge can publish for you.