Automate your social content with Hapee

Anyone who has run a business's social media knows that publishing is the easy part. The hard part comes after: the 200 DMs a day that campaigns generate, the comments piling up across 6 different platforms, the lead who asks "how much does it cost?" on a Friday at 11:47 PM and goes cold until Monday. That is where most businesses lose sales they had already won.

Hapee solves this with four modules that live on the same platform: Social Planner (planning + publishing), AI Content (content generation), Conversations (unified omnichannel inbox) and Workflows (trigger-based automation). This guide shows you how they connect and what they can do together.

The real problem

If a community manager spends 4 hours a day on social media, in a typical business that time breaks down like this:

• 1 h designing and building the post (Canva, captions, hashtags)
• 30 min scheduling it in Buffer/Metricool, copying the same text adapted to each network
• 2 h replying to DMs and comments across 6 different inboxes, pasting the same message 30 times
• 30 min putting together the weekly report by hand, collecting screenshots from each platform

80% of the time goes to operational work, not creative work. Meanwhile, unanswered DMs lose value with every hour they sit in the queue. Meta ads studies show that after 30 minutes without a reply, the chance of closing drops by half.

What is Social Planner

Social Planner is the social media management module inside the suite. It has four main views:

Connect your accounts to the dashboard · the step that changes everything

One-click OAuth: go to Settings → Integrations → Social and authorize each account with a button. Once an account lives inside the dashboard, everything that comes next — AI, scheduling, workflows, unified inbox — works on top of that connection. That's why this is the cornerstone and the most important step.

Channels you connect to Hapee:

• Instagram (Business / Creator) — posts, reels, stories, carousels
• Facebook (Pages) — posts, stories, reels
• TikTok Business — vertical videos
• LinkedIn (Page + Personal) — text posts, articles, documents
• X / Twitter — posts + threads
• YouTube — shorts + full uploads
• Google Business Profile — GMB posts for local SEO
• WhatsApp Business API — broadcasts with approved templates

Each account is assigned to a workspace. If you manage several brands or locations (typical for franchises), each one has its own permissions and reports. One authorization, all your publishing from the same place.

Content generation · a direct bridge to Claude

Once your accounts are connected to the dashboard, AI Content runs on top of that data. And the engine behind it isn't a generic LLM: it's the same Claude (via native MCP) that answers your customers in the conversational agent. The tone you already validated in your public chat carries over identically to organic content, without training two different systems.

Webhooks and API: integration with your stack

This is where Hapee stops being "just another tool" and becomes infrastructure. Every social action (post, comment, DM, mention) can be triggered or captured via webhook, connecting Hapee with the rest of your operation:

• Hapee → your stack · when something happens on social media, Hapee notifies your system. E.g.: comment qualified as interested → POST to your CRM, Google Sheet, Slack or in-house system.
• Your stack → Hapee · you trigger actions from your system. E.g.: a contract is signed on your platform → Hapee publishes a "new customer" post on LinkedIn.
• Claude as a direct bridge · via the MCP integration, your conversational AI agent can generate and publish content from a conversation. "Hey, post a story with the discount we closed with María" and the agent builds the caption, suggests the asset and schedules it. Without going through the dashboard.

Visual scheduling with the Hapee calendar

With your content ready, you schedule in bulk:

• Drag-and-drop on the calendar — move a post from Sunday to Tuesday by dragging it
• Bulk upload via CSV — 50 posts at once, imported with date, channel, caption and media
• Best-time-to-post suggested by AI based on your historical engagement (not a generic table)
• Recurring posts — a post that goes out every Monday at 10:00 AM (typical for a "Monday lead magnet" or "tip of the week")
• Multi-channel in one click — the same post goes to IG + FB + LinkedIn + X simultaneously, each with its own variant

The secret sauce: workflows that reply for you

This is where Hapee sets itself apart from any scheduling tool. Every social interaction can trigger a workflow.

Available triggers

• New comment on an IG / FB / LinkedIn post
• Mention in an Instagram story
• New DM on any network
• WhatsApp message with a specific keyword
• Comment that matches a pattern (regex, keyword, sentiment)
• New reaction on a post

Actions inside the workflow

• Reply with a message (fixed text or AI-generated in your voice)
• Send a DM with a link, a calendar or a PDF
• Create/update a contact in the CRM with tags by channel and by pillar
• Assign to a salesperson based on rules (language, time, tag, estimated amount)
• Trigger a nurturing email/SMS
• Notify the team on Slack/Discord/Teams
• Wait X minutes, add a condition, do A or B

Conversations: 1 queue, all channels

DMs that are not answered automatically land in Conversations: a single unified inbox with conversations from IG, FB Messenger, WhatsApp, X DMs, LinkedIn, SMS, email and web chat.

Metrics that matter (not just likes)

Reporting gives you the reports a business owner actually needs:

What changes when everything lives in the dashboard

You notice the real operational change in three concrete things — not in "likes":

• Response time drops substantially. DMs and comments stop sitting in the queue because workflows answer the frequent ones automatically and the unified inbox groups the ones that need a human.
• DM → sale conversion goes up. The lead reaches the salesperson already tagged by channel, pillar and intent. The salesperson steps in with context instead of asking the basics.
• Unanswered comments trend toward zero. The workflow auto-replies to the frequent ones ("price?", "do you ship?", "in stock?") and frees up the team for the truly conversational ones.

The exact numbers vary by industry and business volume, but the pattern repeats consistently: less manual work, more qualified leads without extra effort from the team.

How to get started in 24 hours

Anyone with access to the dashboard can get it up and running on day one. Here is the exact sequence:

1. Connect channels (30 min) Go to Settings → Integrations → Social and authorize each account. Check that the last 30 days of posts show up imported.
2. Set up your brand voice (15 min) Describe how you want to sound in 1-2 paragraphs (formal/casual, ironic/professional, approachable/corporate) and a few key rules (which words to avoid, how to close posts). The AI uses that as the base for all generation.
3. Load 2 weeks of content (1 h) Import a CSV or paste 10 captions into the composer. Hapee generates variants per channel and places them on the calendar at the best-time-to-post slots.
4. Set up 3 base workflows (45 min) (a) comment with "price/cost" → DM with calculator · (b) DM with "demo" → booking calendar · (c) story mention → thank-you DM + coupon.
5. Turn the inbox on (15 min) Assign your salespeople, set a 5-minute SLA, enable AI Assist. The first message that arrives already goes through the whole flow.
6. Daily email report (5 min) Enable the digest: every morning at 8:00 AM you get yesterday's summary with closing numbers and the top 3 posts.

Total: ~3 hours of setup, and it keeps running 24/7.

Beyond the basics

Features you turn on once the base flow is up and running:

• Full white-label — your brand, your domain, your logo. Your customers don't see "Hapee", they see your agency.
• API + two-way webhooks — every social interaction can trigger your stack (Sheets, Notion, Slack, in-house system) or be triggered from it.
• Multi-workspace — manage several brands or locations with separate permissions, independent KPIs, billing per workspace.
• Cross-channel campaigns — coordinate email + WhatsApp broadcast + organic posts from a single timeline.
• Conversational agent + unified organic content — the same Claude answers customers and writes the posts, ensuring consistent tone and messaging across every touchpoint.

The complete stack

To make it clear what each piece does inside Hapee:

Tomorrow

If you made it this far, you already understand that automating social media isn't about saving time. It's about capturing the sales that are slipping away between unanswered comments and DMs that arrive at 11:47 PM on a Friday.

The community manager goes from copying messages to deciding what to say. The salesperson receives qualified leads with context. And you see real numbers instead of likes.