General
Handy information to general topics.
By Dan and 2 others3 authors46 articles
- Personal data and BoldstreamGuidance on using personal or personally identifiable information (PII) within Boldstream, and your responsibilities under applicable data protection law.
- Draft and publish social posts directly from chatAgents now draft social posts from a chat, route them to a new Approvals queue, and publish to your connected accounts in one click. Pick an image from your Brand…
- Pick from your brand's image library — right inside chatWhen an agent needs a visual, it now asks: use an image from your Brand Hub library, or generate a new one. The picker opens in chat — your real…
- Choose how fast the assistant answersSpeed up replies or ask for deeper thinking — with the model picker, a quick word in your prompt, or Stream mode.
- Set your presentation format and detail levelChoose PowerPoint or PDF and a Quick or Professional detail level once on your Account page, and every presentation follows your preference.
- Get a Professional, on-brand presentationQuick vs Professional presentations — what each gives you, how long they take, and when to use which.
- Make every presentation follow your PowerPoint templateUpload your PowerPoint template once and every Professional presentation Boldstream builds will follow your layouts, fonts and colours.
- Add a branded end card to your AI videosFinish every AI-generated video with a clean end card — your logo and brand colours — set up once in Brand Hub.
- Queue your next message while Boldstream is replyingNo more waiting for a reply — keep typing, queue up to three follow-ups, and Boldstream sends them automatically as each turn finishes.
- Edit a social post's caption without re-promptingClick to edit the caption on any social post Boldstream drafts — in chat or on the Approvals page — and your edit is what gets published.
- Get notified when your design is readyGenerating a design or presentation? Switch on 'Notify me' and Boldstream will let you know the moment it's done.
- Edit documents and presentations without leaving chatOpen any Word doc or presentation Boldstream creates in a built-in editor — change it by hand or with Ask AI, then save the new version straight back to your…
- A guide to creative outputs: choosing the right quality levelQuality vs speed for the things you make most — images, short videos, out-of-home and presentations. What each level gives you, how long it takes, real examples, and when to…
- Quick vs Professional presentations: side-by-side examplesThe same presentation built both ways - a fast Quick deck and a fully on-brand Professional one - with real example slides and when to use each.
- Documents now arrive as editable, on-brand Word filesAsk for a document in chat and get a real Word file — your logo, your fonts, ready to edit straight away. Plus a new Account setting for where your…
- Teach Boldstream your business's own termsSave your reporting year, shorthand and counting rules once in Brand Hub — data answers then speak your language.
- Check the sources and citations behind any AI answerOpen the panel beneath any AI reply to see exactly where the answer came from — or just ask.
- Choose where your routine's results landScheduled routines now let you pick the destination for each run's results — a fresh conversation every time (the default), or building in the original chat.
- Ask your agents for live Google search trendsYour agents can now pull live Google search-trend data — a 12-month interest chart, seasonal peaks and rising related searches, right in chat.
- Use your own images and videos in any formatPick any image or video from your brand library, right in the chat, and turn that exact source into a finished social post, raw image, paid ad, out-of-home billboard or…
- Filter your Approvals queue by channelNarrow the Approvals queue to one channel at a time, so you can review and release posts for LinkedIn, Instagram or Facebook separately.
- Ask for a web page and get a working oneAsk any agent for a web page and you get a real, working page — open it, share it, or give it a public address in one click.
- The Trend Center is back, properly poweredTrends is fully relaunched with a faster news pipeline, a tidier story feed, and brand-relevant filtering — your daily window onto what's moving in your category, the conversations your audience…
- Every AI run on Boldstream now offsets its own carbonBoldstream has quietly turned its environmental impact widget back on. Every AI run on the platform now contributes to a verified carbon offset, and your cumulative environmental impact is visible…
- Workstreams, agents and projects now appear as cards in chatWhen the assistant surfaces a workstream, an agent, or a project mid-conversation, it now renders as a clickable card grid instead of a plain text list. One pattern, three places…
- Agents can now read live web pages, mid-conversationEvery agent in Boldstream can now read any public web page directly during a chat — drop a URL, ask the agent to pull what's on it, and the live…
- Every agent got sharper this weekA behind-the-scenes upgrade rolled out across every agent in Boldstream this week — cleaner edits, tighter conversations, editable documents alongside PDFs, and smarter link reuse. The agent you used yesterday…
- A clearer Activity view with named notificationsThe Activity page has a cleaner Notifications panel — scheduled routine completions and alerts now show the routine name in the title, so you can scan results at a glance.
- Workstreams now appear as cards in chatAsk the assistant about workstreams and you'll get a clean, clickable card grid instead of a markdown list.
- Routines now run monthly, quarterly, and on the last day of the monthScheduled routines now support monthly and quarterly cadences (including "last day of the month"), a customer-filtered agent picker, and clearer schedule labels — everything you need to put your most…
- Jump anywhere in long chats with the Timeline railA new left-side timeline rail in any long chat lets you click or drag to jump between days, hours, and milestones — no more endless scrolling.
- The new Market Intelligence tab in Data & AnalyticsA new Market Intelligence tab in Data & Analytics brings share of voice, brand mentions and competitor benchmarks into one customer view.
- Bigger, better Brand Hub image uploadsBrand Hub image uploads now support up to 10MB per file, more formats, and multi-select batched uploads — get your full reference gallery in place faster.
- Share project, workstream and thread linksSend a colleague a direct link to any project, workstream or conversation. One click copies a canonical URL straight to your clipboard.
- Put any AI workflow on a schedule with RoutinesSchedule any chat, custom prompt, or agent to run automatically on a daily or weekly cadence. Outputs land in a fresh thread, so your original conversation stays clean.
- A polished project dialogRefreshed spacing, typography, and form layout for a cleaner project setup experience.
- A cleaner analytics navigationRefreshed tabs with bigger labels and clear icons for faster scanning across your analytics views.
- Explainer videos now play automaticallyOpen any explainer dialog and the video starts on its own — no more clicking play.
- Upload knowledge documents the easier wayAdd several documents to Knowledge at once — up to 10 files per upload, with a clear destination and no silent drops.
- Your new analytics home is hereData & Analytics has a refreshed look with faster, cleaner dashboards tailored to your brand.
- Control who can see and edit your projectsSet project visibility and add specific teammates as members so the right people see the right work.
- Set up multi-factor authenticationAdd a second layer of security to your Boldstream account using an authenticator app on your phone.
- Paste images directly into chatQuickly share screenshots, photos, and diagrams by pasting them straight into the chat input.
- Memory - build context that carries across every chatLearn how Memory works in Boldstream - what it saves, what it doesn't, and how to turn it on or edit your preferences.
- Connecting your social accounts to BoldstreamBoldstream lets you publish content directly to Facebook, Instagram, LinkedIn, and X. This article explains how to connect your social accounts and start posting.
- Boldstream Data Integration