Quick Start Guide

Quick Start Guide

Welcome to KopplaHQ! This guide walks through account setup and the first steps to creating AI-powered marketing content for mental health practices.

Step 1: Complete Your Practice Profile

When first logging into KopplaHQ, the Dashboard displays a "Welcome to KopplaHQ!" banner outlining four key steps. Start by clicking "Setup Profile":

Basic Information

• Personal Details: Add first and last name
• Practice Info: Enter website URL and location (postal code, city, state)
• Contact: Email is automatically populated from registration

Specialties & Therapy Types

1. Clinical Specialties

• Click "Edit" to open the specialties modal
• Select up to 10 therapy specialties (e.g., Anxiety, Depression, Trauma and PTSD)
• Mark the top 3 as "primary" by clicking the star icon
• Examples: Relationship Issues, Self Esteem, Life Transitions, Women's Issues

2. Types of Therapy

• Click "Edit" to open the therapy types modal
• Choose up to 10 therapeutic approaches
• Mark the primary 3 approaches (e.g., Attachment-based, Relational, Emotionally Focused)
• Examples: Psychodynamic, Trauma Focused, Person-Centered, Family Systems

These selections personalize AI content generation to match the practice's unique focus and voice.

Step 2: Set Up Industry Insights

Stay current with mental health industry news directly in the Dashboard:

1. Navigate to Industry Insights

• Go to Profile → Industry Insights tab
• Curated RSS feeds from trusted sources like APA, Psychology Today, and NAMI appear here

2. Enable News Sources

• All sources are off by default for a clean start
• Toggle individual sources on/off based on interests
• Or click "Enable All Sources" for comprehensive coverage

3. Preview the Feed

• Once enabled, preview recent articles in the Profile tab
• Articles automatically populate the main Dashboard
• Each article shows title, source, publication date, and brief snippet

4. Customize the Feed

• Return anytime to adjust which sources to follow
• Use "All On" or "All Off" buttons for quick changes

Step 3: Connect Tools

Supercharge workflow by connecting external services:

Google Search Console Integration

1. Navigate to Integrations

• Go to the Integrations page from the sidebar
• Or access via Profile → Account → Connected Services

2. Connect Google Search Console

• Click "Connect" on the Google Search Console card
• The browser redirects to Google's secure OAuth screen
• Grant permission for "View Search Console data" (read-only access)
• KopplaHQ never sees Google passwords

3. Complete Setup

• After authorization, the browser returns to KopplaHQ
• Select the website property from the dropdown
• Click "Save" to complete the integration
• If no properties are found, verify the site in Google Search Console first

Other Available Integrations

• WordPress: Connect the practice website for seamless content publishing
• LinkedIn: Share content directly to professional networks
• Additional services: More integrations available on the main Integrations page

Step 4: Research Credible Sources

Use the Research Library to find peer-reviewed articles for authoritative content:

Accessing the Research Library

1. Navigate to Research Library

• Access from the main navigation or Essential Workflow Tools
• Powered by PubMed API for academic credibility

2. Search for Articles

• Enter keywords in the main search field
• Use filters to refine results:
  • Year Range: Limit to recent publications
  • Free Full Text Only: Find openly accessible articles
  • MeSH Terms: Add Medical Subject Headings for precision

3. Review and Save Articles

• Click the document icon to preview abstracts
• Use the star icon to save articles to "My Library"
• Copy citations with one click
• Open directly in PubMed or via DOI

Suggested Searches

• Try pre-populated queries to get started
• Examples: "anxiety management techniques," "therapy effectiveness studies"
• Build evidence-based content with credible research

Step 5: Generate First Content

With profile setup complete, insights enabled, and tools connected, practitioners are ready to create:

Using the Content Studio

1. Navigate to Content Creation

• Access via the "Create" step in the Dashboard workflow
• Or go directly to the Content Studio

2. Generate AI-Powered Content

• Profile specialties automatically personalize AI suggestions
• Choose content types based on practice needs
• The AI understands therapeutic approaches and target audiences

3. Leverage Research

• Reference articles saved in the Research Library
• Build evidence-based content with credible sources
• Cite peer-reviewed research to establish professional authority

Content Planning & Publishing

1. Use the Content Planner

• Schedule content across connected platforms
• Plan campaigns around industry insights
• Coordinate with therapeutic calendar and specialties

2. Publish Seamlessly

• Push directly to WordPress if connected
• Share to LinkedIn through the integration
• Track performance with Google Search Console data