A six-person agency onboards a new restaurant-chain client by email. The client authorizes Instagram, Facebook, and Google Business Profile accounts directly. The agency’s content team and the client’s brand reviewer share one calendar, and posts route through an approval workflow whose stages the agency names. When customers leave reviews on Google Business Profile, the unified inbox surfaces them alongside Instagram DMs. No password ever changes hands.
RecurPost Collaborate & Engage
Onboard clients without passwords. Manage every reply in one inbox.
RecurPost invites clients to connect their own social accounts (no credential handoff), shares calendars with client reviewers, routes posts through approval, manages every DM, comment, and review in one inbox, and automates Instagram DM replies with custom CTA buttons.
RecurPost’s collaboration and engagement workflow is the place inside RecurPost where two team workflows meet. Before publishing, RecurPost handles client onboarding without passwords, isolates each client in their own workspace, lets the agency share the calendar with the client for review and comments, and routes every post through an approval workflow whose stages the agency names. After publishing, RecurPost consolidates DMs, comments, mentions, and reviews from four connected business account types into one inbox with AI-drafted reply suggestions.
RecurPost’s password-free client onboarding is the headline behavior here: clients receive an email or link invite, authorize their own account directly on the platform’s own permission screen, and never share credentials with the agency. Add Social Profile via Link sets out which platforms and profile types connect this way, and what the client sees before approving.
Inside Team and Engagement Workflows
RecurPost groups these into seven capabilities.
Add Social Profile via Link
Password-Free Client Onboarding
RecurPost invites clients to connect their own social accounts via email or link, without ever handing over passwords.
- Email or link invite to the client
- Client authorizes their own account directly
- Supports Instagram, Facebook, LinkedIn, Google Business Profile, and more
Explore Password-Free Onboarding
Workspace Management
One client, one isolated space
RecurPost isolates each client in their own workspace with separate accounts, libraries, members, and reports.
- Per-client workspace isolation
- Switch workspaces in one click
- Workspace-scoped team access
Explore Workspace Management
Shared Calendars
No-Login Client Access
RecurPost lets clients view and comment on the content calendar through a shareable URL, without creating a RecurPost account.
- A shareable calendar URL scoped to the accounts you pick
- Client comments roll up to the agency view
- No client login required
Explore Shared Calendars
Social Inbox with AI Replies
Every reply in one place
RecurPost consolidates DMs, comments, mentions, and reviews from four connected business account types into one inbox.
- One inbox across four account types
- AI-drafted reply suggestions
- Inbox labels and team assignment
Explore Social Inbox
Instagram DM Keyword Automation
Turn keywords into leads
RecurPost automates Instagram DM replies based on keyword triggers, with custom CTA buttons inside the auto-reply.
- Trigger replies from any keyword
- Custom CTA buttons (Visit, Claim, Book)
- Turn a DM keyword into a tracked link click
Explore Instagram DM Automation
Roles and Permissions
Decide what each member can do
RecurPost gives each team member one role per workspace, built from ten permission groups the account owner controls.
- Role templates, every switch editable
- Ten permission groups, seven with a master switch
- Custom roles alongside the four role templates
Explore Roles and Permissions
Five dimensions that separate RecurPost’s Collaboration and Engagement
Password-free client onboarding
RecurPost invites clients to connect their own social accounts through an email or link invite. The client authorizes their own account directly. The agency never stores or rotates client passwords. Onboarding by credential handoff forces credential rotation every time a client's marketing lead leaves the role, and the invite model removes that step.
Workspace isolation per client
RecurPost separates each client into a dedicated workspace with isolated accounts, libraries, team members, and reports. A 20-client agency runs 20 workspaces with zero cross-client visibility, so a content writer on Client A cannot see Client B's calendar, library, or analytics. Workspace switching takes one click.
Approval workflow with named stages
RecurPost routes a one-off post through stages the account owner names, and each stage names the roles allowed to act on it. A stage timeout escalates a post nobody acts on, so a review does not stall past its publish date. The approval workflow sets out the four stage types, the Assigned roles field and the Kanban board, and roles and permissions covers the roles each stage draws on.
Unified social inbox with AI-drafted replies
RecurPost pulls DMs, comments, mentions, and reviews from four connected business account types into one inbox. AI drafts reply suggestions so an account manager scans and approves rather than retyping from scratch. Labels and team assignments let a 4-person agency split inbox volume across roles. The RecurPost social inbox page lists which account types connect and the platform limits that apply.
Instagram DM keyword automation with custom CTA buttons
RecurPost triggers Instagram DM replies from any keyword and places a custom CTA button inside the auto-reply. A DM with the word "PRICING" auto-responds with a pricing summary plus a "Visit Pricing" button that opens the agency's link. The CTA button turns a DM keyword into a measurable lead-capture action.
In practice
How Agencies Use Collaboration and Engagement
Onboarded password-free
Restaurant-chain client
Post approval workflow
Three content writers, two account managers, one creative director. Writers draft, and each post enters a Manager Review stage whose Assigned roles field names the account manager role. Posts for top clients add a second review stage for the creative director. Each writer works only inside the client workspaces they are added to, so nobody touches accounts they do not manage.
6-person agency
IG DM automation for lead capture
A solo freelancer running social for a B2B SaaS client sets up Instagram DM keyword automation. A DM with “PRICING” auto-replies with a one-line pricing summary plus a “Visit Pricing” CTA button. A DM with “DEMO” auto-replies with a Calendly link. The freelancer reviews actual conversations in the inbox; the automation handles first-touch lead capture.
Solo freelancer
When This Fits, When It Doesn’t
Built for:
- Agencies whose clients hesitate sharing platform passwords.
- Teams that need a content writer → manager approval workflow before posts go live.
- Agencies sharing calendars for client review, who refuse to log into another tool.
- Solo freelancers wanting Instagram DM lead capture without manually replying to every message.
Skip if:
- You operate a single personal account alone. RecurPost’s collaboration workflow is built for team-and-client work; a solo single-account operator does not need it.
- You sell social listening as a service line. RecurPost’s social inbox handles responses, not enterprise-grade conversation discovery. Browse RecurPost comparisons – Hootsuite (Talkwalker-powered) and Sprout Social are the listening category leaders.
Where Collaborate & Engage fits the broader RecurPost workflow
RecurPost positions collaboration and engagement at two points in the workflow. Collaboration happens before publishing, when the agency and the client decide what gets posted. Engagement happens after publishing, when DMs, comments, and reviews come in. To see the other workflow areas (Compose, Schedule, Measure) plus Tools and Templates, head to the RecurPost features overview. Before configuring roles and approvals, the Social Media Team Structure guide resolves who owns which accounts and which role to add next. It is the first of RecurPost’s operational guides.
Supported Platforms
RecurPost’s composer supports Instagram, Facebook, LinkedIn, X, TikTok, YouTube, Pinterest, Google Business Profile, Threads, and Bluesky. See the full platform matrix on Supported Platforms.
Frequently asked questions
RecurPost Collaborate & Engage FAQs
Do my clients have to give me their social account passwords to use RecurPost?
RecurPost invites clients to connect their own social accounts through an email or link invite. The client authorizes their own account directly on the platform’s own permission screen, and the agency never stores or rotates the client’s credentials.
Can I share the content calendar with a client without making them log in?
RecurPost generates a shareable calendar URL the client opens directly. The client views the calendar and leaves comments without creating a RecurPost account or learning a new tool.
Does RecurPost have one inbox for DMs, comments, and reviews across every platform?
RecurPost consolidates DMs, comments, mentions, and reviews from the four business account types it connects into one inbox. AI drafts reply suggestions, and inbox labels plus team assignment route conversations to the right person on the agency team.
How does Instagram DM automation work — what's the keyword trigger?
RecurPost triggers an Instagram DM auto-reply from any keyword you define (PRICING, DEMO, BOOK, BUY). The auto-reply carries the response text plus a custom CTA button inside the DM (Visit Pricing, Open Calendar, Claim Offer). The CTA button turns a DM keyword into a measurable lead-capture action.
Can content writers send posts for manager approval before publishing?
Yes. A team member sends a post to the workspace owner or named teammates through Send for approval, and reviewers approve, reject, or edit it before it publishes. On the Agency plan the approval workflow enforces that instead: a post travels the stages you name, and each stage names the roles allowed to act on it.
Does RecurPost include enterprise-grade social listening like Hootsuite or Sprout?
RecurPost’s social inbox handles responses to DMs, comments, mentions, and reviews on connected accounts. RecurPost does not provide brand-wide social listening across the web the way Talkwalker or Brandwatch do. If listening is a service line for your agency, browse RecurPost comparisons — Hootsuite and Sprout Social are the right category.
Try RecurPost
RecurPost’s Agency plan covers 20 social accounts for $79/month with 3 team members included. Additional team members are $20/month per member. Shareable client calendars come in blocks of 10 for $10/month.