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How to start a conversation with Archie

When you open a new Archie session, you start a conversation by providing a source (document, video, audio recording, or URL). Archie then analyzes the source and extracts the key themes and ideas it contains. Those ideas become the raw material for your social media posts. and transforms it into platform-ready social media posts for LinkedIn, Facebook, and Instagram.

Please note: To begin a conversation with Archie, you must first create a Playbook. Steps for creating a Playbook are available here.

In this article, we will cover:


Supported content types

Archie supports the following source types:

Source type

How to add it

What Archie does

Supported format

Maximum file size

PDF/document

Upload a file from your computer

Extracts themes, key insights, and quotes

PDF

N/A

URL (article, blog post)

Paste a link

Scrapes and analyzes the page content

Articles, blog posts, and web pages

N/A

Video file

Upload from your computer or library

Transcribes and extracts themes

MP4, MOV, & WebM

2 GB

Audio file

Upload an audio file

Transcribes and extracts themes

MP3, WAV, M4A

500 MB

Video Clips

Upload from your computer or library

Extracts clips from an uploaded video

MP4, MOV, & WebM

2 GB

How to connect a knowledge source for Archie

In Agorapulse, you can connect your Slite, Notion, and Confluence accounts. Connectors allow Archie to pull context from these tools when it creates content for you.

Please note: Archie can only read, and not write to these tools.

To connect one of these accounts to Agorapulse, you will need to:

  1. Click your avatar in the bottom left corner

  2. Select Personal settings

  3. Under Personal, click Connectors

  4. At the top of the page, under Knowledge sources for Archie, you will see three separate boxes for Slite, Notion, and Confluence. Clicking the Connect button in each box will open a pop-up to allow you to connect the relevant account to Agorapulse.

After clicking Connect for either Slite, Notion, or Confluence, each platform follows different steps to authorize and connect these accounts to Agorapulse. The steps to connect each platform are listed in the drop-downs below.

Connect Slite

To connect your Slite account, you will need to:

  1. After clicking Connect, a pop-up will open. At the top of the window, if you are already signed in to a Slite account, the account will be listed here. Click Open

  2. On the next page, you will be asked to sign in to your Slite account

  3. Once you have signed in, click Authorize on the next page to authorize Agorapulse to access your account.

If your Slite account doesn't appear in the window when clicking Connect, you will have two options:

  1. Find your teams

    1. Under Find your teams, you will need to enter the email that you use when logging into your company's Slite account and click the Arrow button

    2. You will receive an email at the email address you entered that will show a list of the Slite accounts you have joined under this email. Next to the Slite account that you would like to use, click Sign in

    3. Sign in to your Slite account

    4. Close out of the connect window from Agorapulse and reopen the window by clicking Connect below Slite in Agorapulse

    5. Your account should now be available when re-opening the window, and you will need to follow the steps above to connect your account.
      ​

  2. Use your team URL

    1. Under Use your team URL, enter your company's Subdomain for the Slite account in the box
      (ex., Google.slite.com)

    2. Click the Arrow button

    3. Sign in to your Slite account

    4. Once you are signed in, click Authorize on the next page to authorize Agorapulse to access your account

Connect Notion

To connect your Notion account, you will need to:

  1. After clicking Connect, a pop-up will open. Enter your Email address in the box and click Continue
    ​Note: If your Notion account was created using your Google, ChatGPT, Apple, or Microsoft account, or if you use a Passkey or SSO, you can select to log in using these options below the email field.

  2. After clicking Continue, depending on how your account was set up, you will be asked to either enter a Verification code or your Password. Enter the Verification code that was sent to your email or your Password, and then click Continue

  3. On the next screen, under Select workspace, select the workspace that you would like to connect

  4. In the yellow box, click the checkbox saying that you recognize and trust this URL, and then click Continue

Your Notion account will now be connected to Agorapulse

Connect Confluence

Please note: Before you can connect your Confluence account to Agorapulse, the administrator of your Confluence account will need to make sure to add the following link as a trusted domain: https://api.foundation.agorapulse.com/api/organizations/337173/knowledge-base/mcp/callback
​
To add this link as a trusted domain, open this link and follow the steps under Add domains.

To connect your Confluence account, you will need to:

  1. After clicking Connect, a pop-up will open asking you to allow Agorapulse to connect to your Confluence account. At the bottom of the page, you can click the checkboxes to allow access to your Jira, Confluence, and Compass apps

  2. Once you have selected the apps to give Agorapulse access to, click Approve

  3. On the next page, you will be asked to log in to your account. Enter your email and click Continue
    ​Note: If your Confluence account was created using your Google, Apple, Microsoft, or Slack account, or if you use a Passkey, you can select to log in using these options below the email field.

  4. Enter your password and click Continue

  5. A verification code will then be sent to your email. Enter the code that was sent, and click Verify

  6. Finally, click Accept to give the Atlassian MCP to your Atlassian account

After clicking Accept, your account will now be connected to Agorapulse

How to disconnect a knowledge source from Agorapulse

You can disconnect your Slite, Notion, or Confluence account by:

  1. Click your avatar in the bottom left corner

  2. Select Personal settings

  3. Under Personal, click Connectors

  4. Below the name of the relevant account, click Disconnect

  5. In the window, click Yes, disconnect

How to add content to a conversation

After creating your first Playbook, you will be able to begin chatting with Archie. To start a conversation, you can either Add a source or start a workflow (Batch from a source or Extract video clips).

Adding a Source

Adding a source allows you to choose between adding a PDF, video, URL, or audio files as well as pasting text. To add a source you will need to:

  1. Click on Archie in the left navigation menu

  2. Select New conversation

  3. Click on Playbook to open a drop-down and select a created Playbook
    ​Note: If no Playbooks have been created or you wish to create a new Playbook, you can click Create a playbook from the drop-down

  4. After selecting a Playbook, you will need to select the content source that you would like to add by clicking + Add to select one of the following options:

    • Add PDF

    • Add video

    • Add URL
      ​Note: Documents from Google Drive, Slite, Notion, and Confluence are also supported

    • Paste text
      ​Note: At least 50 characters need to be added

    • Add audio

  5. Once you have selected your source type, you will need to add the source by either:

    • Uploading a file (video, audio file, or PDF sources)

    • Pasting a URL (URL source)

    • Paste a transcript, blog draft, or note (Text source)

  6. After adding your source, Archie will begin to analyze the content
    ​Note: Processing time varies depending on the length and type of source

  7. Once processed, Archie will extract the key themes and ideas it detected in the Ideas tab.
    ​Note: When using the Video clip source, video clips that Archie creates will appear in the Sources tab

Starting a workflow

Below the text box, you will be able to select from two workflows:

  • Batch from a source: Extracts the strongest ideas and drafts a set of posts.

  • Extract video clips: Finds the best moments in video and clips them into posts

To start a workflow, you will need to:

  1. Click on Archie in the left navigation menu

  2. Select New conversation

  3. Under Jump into a workflow, select one of the following workflows

    • Batch from a source
      ​Or

    • Extract video clips

  4. Drag & drop a file into the box or click Browse files

    • Batch from a source supports PDF, video, or audio files up to 2 GB
      ​Note: Batch from a source also supports links and pasted text. To use either of these options, you will want to select either the A link or Paste text buttons below the drag & drop box.

    • Extract video clips supports MP4, MOV, or WebM files

  5. Select a Playbook

  6. Click Extract ideas

  7. Once processed, in the Ideas tab, Archie will extract the following for each workflow type:

    1. Batch from a source: the key themes and ideas it detected in the Ideas tab

    2. Extract video clips: Video clips with a brief summary of what happened or what was said and a timestamp of where this clip was extracted from.

How to manage uploaded sources

After Archie has extracted ideas from your source, if you go back to the Sources tab, you can perform the following actions on your uploaded source:

  • @Reference: Use this source as a reference when talking with Archie
    ​Note: If more than one source has been added, then multiple sources can be referenced

  • Ask a question: Use this to prompt Archie that you have a question regarding this source

  • Extract more: This prompts Archie to extract additional themes from your source

  • Remove: Remove the source

How to manage a conversation

After a conversation has been created, if you hover over the conversation on the left side of the page, you can perform the following actions:

  • Select the Pin icon to pin or unpin the conversation

  • Select the Pencil icon to rename the conversation. After renaming the conversation, you will either need to select either the ✓ button to confirm the change or the ✗ button to cancel.

  • Select the Bin icon to delete the conversation. After selecting the Bin icon, you will either need to select the ✓ button to confirm the deletion of the conversation, or the ✗ button will cancel.


How to work with extracted Ideas

After Archie analyzes your content, a list of ideas appears in the Ideas tab. The Ideas tab acts as Archie's content intake area, based on the source you provided. You can also ask Archie questions about your uploaded content, similar to working with a research assistant. the main topics, angles, and key points it found.
​
From the Ideas tab, you can:

  • Search for Ideas in the search bar at the top of the page

  • Filter by Idea types by clicking on the different idea bubbles (All, Hooks, Stats, Quotes, Stories, or Insights)

  • Select the ideas you want to turn into social media posts.

  • Ask Archie questions about the content, for example, "What are the three most actionable insights for a marketing manager?"

  • Refine the ideas by providing feedback directly in the conversational interface.

You do not have to use every idea. Select the ones most relevant to your current campaign or goal, then move forward to post-generation.

Please note: We have additional information on how to generate posts using Ideas in this article

Tips on how to get the best results

  • Use your richest content: The longer and more detailed the source, the more ideas Archie can extract. A 60-minute webinar will generate more content ideas than a 500-word article.

  • Match your source to your goal: For thought leadership content, use white papers or expert interviews. For product content, use demo recordings or product documentation.

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