Scale Social
An all-in-one social media management, team collaboration and advanced publishing platform. This document specifies the Web Studio, the Mobile companion app, and the web-based Admin panel.
1. Overview
1.1 Purpose
This document defines the product requirements for Scale Social, an all-in-one platform for agencies, marketers, startups and business owners who need more than post scheduling. It combines advanced publishing, team collaboration, approval workflows, admin control, client management, analytics and monetization in one centralized dashboard. The product spans three surfaces: a Web Studio (the primary publishing and collaboration dashboard), a Mobile companion app, and a web-based Admin panel.
1.2 Product vision
To become the platform teams rely on to plan, create, approve and publish content at scale across every major social network — with the controls, white-labelling and monetization tooling to run it as a branded SaaS business. The goal is to streamline content production, tighten approval workflows, and let an operator control everything from one place.
1.3 Scope
In scope: account & workspace onboarding; social account connection (Instagram, Facebook, X, LinkedIn, TikTok); the multi-platform composer and AI assistant; the visual calendar and scheduling engine; bulk/CSV, RSS and smart-reposting automation; the media library and photo editor; team roles and the post-approval workflow; the Admin panel (users, teams, plans, payments, coupons, affiliates, tickets, reports, channels, content oversight and settings); analytics; monetization (subscription plans, 15+ payment gateways, invoicing, affiliate); and white-label, dark mode, multi-language and RTL support.
Out of scope (v1): native desktop applications, in-platform paid-ads management, a social inbox / DM engagement module, and social networks beyond the five listed above.
2. Personas
Five primary actors interact with the platform.
| Persona | Description | Primary goals |
|---|---|---|
| Agency owner / SaaS operator | Runs the business — may resell Scale Social as a branded product. | Control plans, payments, branding and clients; grow revenue. |
| Marketing manager | Leads a team and owns the content calendar across brands. | Plan campaigns, assign work, approve posts, track performance. |
| Content creator | Writes, designs and schedules posts day to day. | Create fast with AI, reuse templates, schedule in bulk. |
| Client / Approver | Reviews scheduled content before it goes live. | Approve or request changes quickly, with clear context. |
| Platform admin / Ops | Operates the platform itself. | Manage users, billing, support, integrations and system settings. |
3. Web Studio — Advanced Publishing
The Web Studio is the primary surface: a centralized dashboard where teams plan, create, schedule and automate content across every connected network.
3.1 Visual content calendar
Content is organized in a calendar with monthly, weekly and list views. Posts can be rescheduled by drag-and-drop directly on the calendar. Quick actions let a user preview, edit, pause, resume or delete a post in place. Advanced filters narrow the view by account, platform, status, content type or campaign label.
3.2 Composer & scheduling
A single composer targets multiple platforms at once, with per-platform character counters, link preview and link shortening for cleaner posts and better tracking. Users can save drafts to finish later, publish now, or schedule for a future slot in their working time zone. Campaign labels organize content by campaign, purpose or client.
3.3 Bulk & automation
Many posts can be uploaded and scheduled at once via CSV import. Connected RSS feeds auto-post new items; the AI assistant can generate and auto-schedule content; and smart reposting recycles evergreen content to keep channels active. Spintax produces natural content variations for safe reposting, and caption/hashtag templates let teams reuse their best-performing copy.
3.4 Approvals at the point of publishing
Where a workspace requires it, scheduled content routes through an approval workflow before it can publish. Status and reviewer feedback are visible inline on the calendar and in the composer. See the composer, AI assist and publish flow live in the demo →
4. Content Creation & Media
4.1 AI writing assistant
The assistant generates captions, hooks, hashtags and post ideas, and adapts content to a preferred writing style or brand voice (tone adjustment). Predefined AI content templates cover different industries and use cases. AI providers are pluggable — OpenAI, Gemini and DeepSeek — selected and metered from Admin.
4.2 Media tools
A drag-and-drop uploader handles images and video. All assets live in a centralized file manager that can store, organize, search and filter media. Files can be imported from Google Drive, Dropbox, OneDrive and Adobe Express, searched from royalty-free libraries (Unsplash, Pexels, Pixabay), or pulled directly from a URL. A built-in photo editor crops, resizes, adjusts and edits images before publishing, and watermarking can automatically apply a logo. Storage is S3-compatible (Amazon S3, Contabo S3 and similar).
5. Team Collaboration & Approval Workflow
Scale Social is designed for teams that need structured workflows, shared access and publishing control.
| Capability | Behaviour |
|---|---|
| Member management | Add and manage team members from one workspace. |
| Roles & permissions | Control what each user can access or manage; separate creators, editors, managers and admins. |
| Shared social accounts | Teams work on the same channels without sharing passwords — access is brokered through stored tokens. |
| Post approval workflow | Review and approve posts before they go live; request changes with comments. |
| Client & campaign workflow | Structured control for agencies managing multiple brands or customers. |
6. Admin Panel
The Admin panel is the web-based operations and configuration hub, organized as a grouped left-sidebar navigation.
6.1 Navigation structure
| Category | Items |
|---|---|
| Dashboard | Landing page with platform KPIs and metrics. |
| User Management | Manage user accounts, activity and access. |
| Team Management | Monitor teams, collaboration workflows and account usage. |
| Plan Management | Create and manage subscription plans and usage limits. |
| Payment Management | Transactions, invoices, gateways and payment history. |
| Coupon Management | Discount campaigns and promotional offers. |
| Affiliate Management | Run and control the referral program. |
| Ticket Management | Support requests with categories, labels and ticket tracking. |
| Report Dashboard | Reports for user activity, sales, payments and AI token usage. |
| Channel Management | Connected social accounts across users and teams. |
| Content Oversight | Monitor published, scheduled, failed and pending posts. |
| System Configuration | Branding, language, integrations, email templates and platform settings. |
6.2 Dashboard metrics
The dashboard surfaces platform health across growth and finance: account stats (active users, teams, connected channels); revenue (MRR, total earnings, revenue by plan and gateway breakdown); publishing health (posts published, scheduled, pending approval and failed); and AI usage (token consumption by provider).
7. Supported Social Platforms
| Platform | Supported post types |
|---|---|
| Single image & video, carousel, Reels, Stories, and auto first comment for hashtags. | |
| Text, link posts with preview, single & multiple images, and video for Pages. | |
| X (Twitter) | Text tweets, single & multiple images, and video. |
| Text updates, link posts, image & video — for profiles and company pages. | |
| TikTok | Schedule video caption & hashtags; save posts as drafts in the TikTok app for final review and publishing. |
Some features depend on third-party API availability and platform limitations; the scheduling engine is designed to degrade gracefully when a network's API changes or rate-limits.
8. Analytics, Monetization & Business Tools
An analytics dashboard tracks performance, posting activity and account growth across connected channels. On the business side the platform is built to be run as a SaaS: flexible subscription plans, 15+ payment gateways for global reach, manual payment for offline or custom billing, automatic invoices and payment history, a full affiliate system (tracking clicks, conversions, commissions and payouts), and a blog & FAQ module to support SEO and customer education.
9. Customization, Localization & UX
White-label
Customize brand, logo, theme, email templates and platform identity end to end.
Dark mode
Built-in dark mode for a modern experience across Studio and Admin.
Multi-language & RTL
Reach users in different regions; full right-to-left language support.
Social login & security
Login with Facebook, Google or X; reCAPTCHA protects against spam and abuse.
10. Non-Functional Requirements
Performance
Composer and calendar interactive under 2 seconds; scheduled jobs fire within 60 seconds of their slot.
Scalability
A queue-first publishing engine scales to tens of thousands of scheduled posts with per-platform rate-limit handling.
Security & privacy
OAuth tokens encrypted at rest, no password sharing, role-based access control, and reCAPTCHA on public forms.
Reliability
Publish retries with backoff; graceful handling of platform API outages; 99.9% uptime target.
Compliance
Operates within each network's API terms; data handled per applicable privacy regulation and chosen data residency.
Observability
Audit logs for publishes, approvals, admin and payment actions; AI token metering per provider.
11. Publishing Status Model
| Status | Meaning |
|---|---|
| Draft | Created but not submitted; editable by the author. |
| Pending approval | Submitted; awaiting a reviewer in workspaces that require approval. |
| Approved | Cleared by a reviewer; eligible to schedule/publish. |
| Scheduled | Queued for a future slot in the scheduling engine. |
| Publishing | Being dispatched to one or more network APIs. |
| Published | Live on all targeted channels; analytics begin collecting. |
| Failed | A network rejected the post; eligible for automatic retry or manual fix. |
12. Open Questions
- Which AI providers are enabled by default, and how are token costs metered or passed through to plans?
- Is the approval workflow single-stage or multi-stage, and do external clients approve via shareable links?
- Which payment gateways are prioritized for the launch region versus later phases?
- Default media storage provider (Amazon S3 vs Contabo S3) and retention policy for assets.
- Which platform API tiers (notably Instagram and TikTok) and rate limits should the queue be designed around?