Getting Started - AI Sales Rocket

Getting Started Guide

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Welcome to AI Sales Rocket!

This guide matches the Start Here onboarding flow. Complete these four steps to start marketing your books.

Step 1: Set Up Your AI Key

Add your Claude or OpenAI API key so the platform can generate content.

  1. Go to Set Up in the sidebar (or click Set up AI key on Start Here)
  2. Click Add API Key
  3. Select your provider (OpenAI or Claude) and paste your key
  4. Optionally test the key and set it as default
Fund your API account: Content generation uses your provider credits. Ensure billing is active at OpenAI or Anthropic.
API Keys Guide
Step 2: Add Author and Upload Book

Create a pen name (author profile) and upload your book file.

  1. Go to Books in the sidebar
  2. Click Upload Book
  3. Select an existing author or create a new pen name inline
  4. Choose book type: Text book or Low/no-text book
  5. Upload your file (.docx preferred; .epub also works; PDF as last resort)
  6. Fill in title, genre, description, and optional cover
  7. Click Upload
After upload, book analysis runs in the background (10–20 minutes for large books). Check progress on the book details page.
Uploading Books Managing Authors
Step 3: Set Up Social Accounts

Connect the platforms you want to post to. Connections are scoped to the current author.

  1. Go to Set Up in the sidebar
  2. Confirm the correct author is selected in the connections bar
  3. Click Connect for each platform
  4. Complete the OAuth or credential flow for each platform
  5. For Pinterest, select a board after connecting

Currently available on Set Up: Facebook, Instagram, Threads, LinkedIn, Bluesky, Pinterest, and WordPress (self-hosted).

Note: TikTok, Substack, and Medium connections are temporarily hidden from Set Up. See the Connecting Platforms guide for details.
Connecting Platforms
Step 4: Generate Content

Create AI-powered marketing posts for your book.

  1. Open Content in the sidebar
  2. Click Bulk Generate (recommended) or use Create for a single piece
  3. Select your book and content types
  4. Configure tone, language, and image options
  5. Click Generate All or Generate
  6. Review content on the Generated Content page or open a piece to edit
Pro Tip: Bulk generation creates multiple pieces at once — the fastest way to build your content library.
Generating Content
Next: Schedule or Post Your Content

Once content is generated, you can post immediately or schedule for later.

  • Post Now: From Generated Content or content details - publishes immediately (no Advanced Scheduling required)
  • Bulk schedule: Three paths - Launch Calendar → Add to Bulk Schedule; select content across pages → Schedule Selected; or Schedule All Drafts. Requires Advanced Scheduling.
  • View scheduled posts: Content → Scheduled (available to all users)
  • Copy-only types (X, Medium, Reddit, etc.): Copy text and publish manually — see Publishing guide
Publishing Content Scheduling Posts
Quick Links