Guides
How each part of Orsa works
Step-by-step guides for everything from setting up your brand to approving Orsa AI's drafts, grouped the way the app is.
Guide categories
Getting Started
Find your way around Orsa, from your Home page to search and uploads.
- Welcome to OrsaA quick orientation to what Orsa does and where to find things.
- Finding Your Way AroundWhat the sidebar, brand switcher, and account menu do.
- Your First Day on OrsaA short checklist to get from signup to your first piece of content.
- Uploading FilesAdd photos, videos, audio and text files to your brand by dragging them in, browsing or using your camera, with quick crops before upload and checks for duplicates and storage.
- Your Home PageFilter Home by person and brand, add, move, resize and remove widgets, and start new content from the Create menu.
- Searching in OrsaUse Search everything on Home to find designs, scripts, ideas, documents and emails by name, or by meaning with Smart search.
- Sending Feedback and Reporting BugsSend feedback and feature requests from the Feedback page, follow their status, and report bugs with a screenshot from your account menu.
Account
Sign up, log in and look after your account and password.
- Signing Up and Logging InCreate your Orsa account and first brand, sign in with email or Google, and verify your email with a code.
- Resetting Your PasswordForgot your password? Get a reset link by email and choose a new one.
- My AccountChange your name, username, profile photo and password, and check that your email is verified.
Analyze
Read reports by pillar and design, check Brand Pulse and compare with competitors.
- How Metrics Are CalculatedHow Analyze works out engagement rate, averages and % change, what "Public data only" means, which numbers each platform provides, and why a number can look different from what you expect.
- Reports OverviewFind your way around Analyze Reports — pick a channel and dates, read the Overview on Average cards and the breakdowns, and use the Posts Table.
- Upload a Meta CSV ReportAdd Reach, saves, shares and other private Instagram numbers to Analyze by uploading a CSV exported from Meta Business Suite.
- Performance Breakdowns — Content Type, Pillar, Idea and AudienceRead the Performance by Content Type, Pillar, Content Idea and Audience sections in Analyze, learn how each post gets its pillar, idea and audience, and why posts land in "Other".
- Design and Post MatchesHow Orsa links your designs to the real posts on your channels, how to accept or reject suggested matches, and how matches feed pillar, audience and idea results in Analyze.
- Saved Reports and NotesSave a Reports view so your team can reopen it in one click, add notes to each section, and email a performance summary to people on your brand.
- AI InsightsGenerate an AI-written read of a saved report — what's working, which formats and pillars pull their weight, your best and worst posts, and what to try next.
- Compare CompetitorsPut up to five competitor accounts next to your own channel in Reports, read the side-by-side numbers fairly, and get an AI competitor comparison.
- Brand PulseWhat every Brand Pulse card and tile means, how each number is worked out, which ones follow the date picker, and why a number can look off.
Brand
Set up your brand once: kit, Playbook, pillars, audiences, memory and locations.
- Creating and Setting Up a BrandCreate a brand, switch between brands, finish the setup checklist and click Complete Onboarding to unlock the rest of Orsa.
- Set Up Your Brand from Your WebsiteDuring brand setup, Orsa reads your website and suggests your description, channels, audience, colors, voice, images, pillars and Playbook rules.
- Brand Info, Locations and Google ReviewsDescribe your brand, add your business locations from Google Maps, and read your Google reviews inside Orsa.
- Content Channels and SchedulesList the places your brand posts, then set how often you plan to post there, so Orsa can show posting slots on your calendar and track whether you're keeping up.
- Brand Kit — Colors, Fonts and VoiceAdd your brand colors and fonts, describe your brand's voice, and give the AI and your team one place to find them.
- Content Pillars — The Themes You Post AboutSet up the main themes your brand posts about, split them into sub-pillars, choose how much of your content each should get, and schedule seasonal topics.
- Products and PromotionsList what your brand sells, import products and services from your website, and add promotions that show on your calendar and that Orsa AI can mention.
- Audiences — Who Your Content Is ForDescribe the groups of people your brand talks to, with their age, interests, pain points and habits, so your content and the AI stay relevant to them.
- Playbook — Rules the AI FollowsWrite your brand's do's, don'ts and notes, and lists like words to use or avoid, and choose which kinds of content each one applies to.
- Timeline — Launches, Events and Dates to Plan AroundAdd your brand's launches, events, milestones and repeating dates to the Timeline, see them on the Calendar, and let Orsa AI plan posts around what's coming up.
- Strategy and Objectives — Your Focus for This PeriodWrite your brand's current strategy, what makes you different and the objectives you're chasing, so your team and Orsa AI work toward the same goals.
- Brand Memory — What Orsa AI Remembers About Your BrandSee, add, pin, edit and archive the facts, preferences, events and corrections Orsa AI remembers about your brand, and ask questions about them with Ask Memory.
- Your Assets LibraryKeep your brand's photos, videos and audio in one shared library, with folders, filters, tags, search, video transcripts and a list of the designs each file is used in.
- Editing Images and VideosCrop, resize, adjust, add filters, text and drawings to photos, edit objects with AI, and trim, crop, rotate and recolour videos, then save the result as a new copy in your library.
- Discover Sources — Choose the Accounts, Websites and Topics to WatchPick the social accounts, websites, web searches and Reddit communities Discover watches for your brand, mark competitors, and stay within your plan's source limit.
- Visual Identity — Keep Every Design On-BrandSet the rules for how your brand looks, so every design stays on-brand, whoever or whatever makes it.
- Plans and BillingCompare the Free, Solo and Teams plans, choose monthly or annual billing, buy add-on packs, manage billing in Stripe, and see what happens when your trial ends.
- Brand SettingsOwners and admins use the Settings tab to pick status colors, manage review alerts, Quality Gate checks and members. Owners can also archive or delete the brand.
Collaborate
Invite your team, set approvers and share work with people outside it.
- Team Roles and PermissionsWhat the Owner, Admin and Member roles can each do in a brand, how to transfer ownership, and how to remove someone from a brand.
- Inviting Your TeamInvite teammates to a brand by email as an Admin or Member, track invitations, and accept an invitation from the notification bell.
- Comments and MentionsComment on ideas, designs, documents, marketing emails, tasks, boards and transcript scenes, @mention teammates, react, resolve, record voice messages and pin comments to a design.
- Reviews and ApprovalsMove content to Review, pick approvers, send a review request email, set default approvers, and keep up with the Reviews widget and Review Alerts digest emails.
- NotificationsUse the notification bell, mark notifications read or unread, answer invitations, choose which notifications you get, and see which emails Orsa sends.
- Sharing with Share LinksShare a design, document, transcript or board with anyone through a View only, Can comment or Can edit link, collect guest comments, and revoke a link at any time.
Create
Make designs, scripts, documents, blogs and emails, and send them through the Quality Gate.
- The Create Page — Find and Start Every Piece of ContentBrowse, search, filter and start designs, AI designs, transcripts, documents, blogs, marketing emails and boards from one page.
- Using the Design EditorFind your way around the design editor, set sizes, work with pages, and learn how saving, Exit and locked designs work.
- Design Templates and Your Brand KitStart designs from templates, add on-brand text, colors and logos, and use your own photos, favourites and stock media in the design editor.
- Exporting DesignsDownload a design as PNG, JPEG, PDF, GIF, MP4 video, HTML or SVG, pick pages and quality, and preview it as a post first.
- Design Versions and CollaborationGo back to an earlier version of a design, and work on designs with your team without losing each other's changes.
- AI Image ToolsRemove a photo's background, find and edit objects in a photo by describing them, fix text case in one click, and trim and fit videos in the design editor.
- AI Design Requests — Ask for a Design from a BriefSet up an AI design request, from size and slide count to content source, inspiration and description, then generate it On Demand or in Batch.
- Reviewing and Editing an AI DesignLook through an AI design's versions, ask for revisions, approve it, star favorites, download it, or open it in the design editor.
- Writing Video Scripts with TranscriptsPlan a video script scene by scene, set speakers and speaking pace, track word count and length, add directions, links and files, collect suggested edits, and rehearse with Preview Mode.
- Writing DocumentsWrite briefs, guides and notes in the document editor, format with the / menu and toolbar, link your designs and ideas, and understand how saving works.
- Editing Documents with Orsa AIAsk Orsa AI to write a paragraph inline, rewrite selected text, or edit the whole document from the Orsa AI panel, and approve each change before it's applied.
- Document Versions and ExportLook back at earlier versions of a document, bring one back, export a document to PDF, or delete it.
- Writing a Blog with AITurn a content idea into a full blog post step by step. Pick a length, review Orsa AI's outline, approve it, then edit and revise the written post.
- Designing and Exporting a BlogTurn a written blog into a designed web page, compare and revise design versions, approve one, and copy the HTML and SEO details into your website.
- Creating a Marketing EmailBuild a marketing email in Orsa with click-to-edit preview, the Code tab, Orsa AI's suggestions and your own templates, and write a subject line and preview text that get opened.
- Testing and Exporting a Marketing EmailSend yourself a test of a marketing email, copy or download its HTML for your email tool, and save it as a template. Orsa doesn't send to your list.
- Boards — Brainstorm and Map Out Your ContentBrainstorm on a free-form whiteboard, add sticky notes, checklists, votes and other nodes, turn drafts into real content ideas, add files, and export or share the board.
- The Quality Gate — Check Content Before It Goes OutWhat the Quality Gate checks, when it runs, how to read its findings, how to re-run or override it, and how admins set each check to Fail, Warning or Exclude.
- Repurpose and Similar Content — Reuse Your Work, Don't Repeat ItTurn an approved transcript, document, blog or marketing email into a new piece of another type, see what each piece was made from, and check whether you or a competitor have already covered the same topic.
Discover
Track the accounts and sites you care about and spot what's breaking out.
- How Discover Updates — When New Posts and Articles ArriveWhen Discover collects new posts, articles, web results and Reddit threads, how far back the first update goes, and why a new source takes a day to fill in.
- Discover Feed — Browse Everything Your Sources PublishBrowse posts, articles, web results and Reddit threads from your Discover sources in one feed, filter and search them, open the details, and save or turn the best ones into ideas.
- Swipe File — Save and Organize Your Best InspirationSave posts, articles and Reddit threads from Discover to your team's Swipe File, add things by hand, write notes, tag and search them, and get an AI summary of why each one works.
- Signals — Spot What's Working Before Everyone ElseGet alerted when an account you follow has a post doing far better than usual, or when new content matches something you told us to watch for.
Organize
Plan on the ideas board and calendar, and keep tasks next to the work.
- Planning Content with the Ideas BoardCapture content ideas, see them as a table, cards or a Kanban board, find them with search and filters, and start the design, script, doc or email for each one.
- Working on an IdeaEverything on an idea's page — its content pieces, status, inspiration, sub-pillars, tags, approvers, similar content, performance, comments, tasks and activity history.
- Content Groups and Custom FieldsSort your ideas into content groups, give each group its own custom fields (dates, dropdowns, people, files, products and more), and put ideas on the calendar with Start and End Date fields.
- AI Fields — Let Orsa AI Fill In Your IdeasAdd an Orsa AI field to a content group, write one prompt with {{Title}}, {{Description}} and your own fields, then click Ask Orsa AI on any idea to get a caption, hashtags or hooks written for it.
- The Content Calendar — See Everything Planned for the MonthSee scheduled designs, dated ideas, schedule placeholders, Timeline entries, national days, marketing emails, tasks and promotions on one monthly calendar, filter them, and drag items to new dates.
- Tasks — Assign Work and Track It to DoneCreate tasks with a priority, due date and assignees, link them to ideas and content, break them into subtasks, discuss them in comments, and find them on Home, on ideas and on the Calendar.
Orsa AI
Ask Orsa AI for ideas and drafts, approve its cards and manage your credits.
- Meet Orsa AI — Your AI Assistant in OrsaWhat Orsa AI is, where to open it, what it already knows about your brand, what it looks up when it needs to, and how long brand changes take to reach it.
- Approving Orsa AI's ActionsHow Orsa AI's approval cards work, what needs your approval and what doesn't, Approve All and Reject All, what each status means, and what happens after you decide.
- Orsa AI Chats — New, Search, Rename and DeleteStart a new Orsa AI chat, find an earlier one with Search chats, rename or delete chats, and understand who can see them and how Orsa AI handles long chats.
- Pointing Orsa AI at Your Content with @ MentionsTag an idea, script, design, blog, document, email, social post, product or file in an Orsa AI chat with @, so Orsa AI reads exactly that item, including how to share library files.
- What Orsa AI Can Do — and What It Can'tEverything Orsa AI can look up on its own, everything it can add or change after you approve, and the things it can't do, like publishing, scheduling or editing your calendar.
- Answering Orsa AI's Questions and Design BriefsHow to answer Orsa AI's question cards, type your own answer or dismiss them, and fill in the Design brief form, with its formats and limits.
- Orsa AI's Specialists and Task PlansHow Orsa AI shows its step-by-step plan, hands bigger jobs to specialists like the Script Writer or Content Idea Creator, how many run at once, and how it checks their drafts before you see them.
- Generating Content Ideas with Orsa AIAsk Orsa AI for content ideas, see what data it bases them on, how it avoids repeating what you've already done, and how approved ideas land in a content group on your Ideas board.
- Drafting Scripts, Documents, Emails and Designs with Orsa AIAsk Orsa AI in the main chat for a first draft of a video script, document, marketing email or design, preview it on a card, approve it to save it, and get revisions by giving feedback.
- Orsa AI in the Editors — Design, Transcript, Document and EmailHow to open Orsa AI inside the Design, Transcript, Document and Marketing Email editors, what it can see there, what it can change with your approval, and how each editor's chat stays with its item.
- Orsa AI Credits and LimitsWhat uses your brand's AI credits, what you see when they run out, where to check how many are left, the hourly message limit, and why there's no model picker.
- Getting Help from Orsa AIAsk Orsa AI "how do I…" or "why isn't this working?" and its Help Guide specialist answers from these guides, checks your brand's real setup, and links you to the exact section.
Publish
Connect your accounts, schedule from the design and follow each post to the end.
- Connecting Your Social AccountsConnect your brand's Instagram, Facebook, LinkedIn, TikTok or YouTube account so you can post designs straight from Orsa, and learn what Disconnect does.
- Scheduling a PostPost a design to a connected social account right away or at a set time, from the Publish tab of the design editor.
- Platform Rules for PostsA quick reference of post types, slide counts, caption limits, story rules, image formats and timing rules for each platform you can post to from Orsa.
- Instagram Post OptionsAdd collaborators, a first comment, tags, alt text, a location, music, a cover and more to an Instagram post or reel from Advanced options on the Publish tab.
- Post Status and FailuresTrack your scheduled social posts on the Publish tab, understand each status, cancel or retry a post, fix common failures, and learn how posting locks a design.
- Where Your Posts AppearFind your scheduled and published posts on the design's Publish tab, the Calendar, the Home page's Publishing Today widget and design cards.
- Emailing a DesignSchedule an email that sends teammates a link to download a design at a set time, from the Email option on the design's Publish tab.