How to Use Agent / Chat
The Agent is your built-in AI marketing assistant. It works like other conversational AI platforms, letting you interact with your workspace data through natural language — ask questions, pull performance metrics, generate creative concepts, and analyze trends without navigating spreadsheets or design folders.
Part 1: Interacting with the Chat Engine
The central workspace is an interactive conversation canvas for rapid troubleshooting, brainstorming, and analytics tracking.
1. Navigating the Inputs
- •Main Input Box: Type your questions or commands naturally into the "Ask anything" text area.
- •Media Uploads: Use the paperclip attachment icon to feed visual assets to the AI for feedback, layout critiques, or design inspiration.
- •Conversation History: The left sidebar tracks your Recents, automatically saving past threads so you can step back into a strategy session anytime.
2. Utilizing Quick-Start Action Cards
The main dashboard features four core action panels. Clicking any option automatically writes and executes a specialized prompt for you:
- •Analyze: Queries your data pipeline for deep-dive insights (e.g. Show campaign performance, Show ROAS trends, Check ad fatigue).
- •Generate: Directs the creative engine to execute asset creation (e.g. Make a static image ad, Create a product video, Draft a creative plan).
- •Launch: Moves from strategy into live deployment (e.g. Launch my ads, Create a retargeting campaign, Launch a Meta traffic campaign).
- •Brand: Reviews market positioning and competitor metrics (e.g. Who are our main competitors?, Summarize our brand positioning).
3. Reading Agent Outputs & Takeaways
When a prompt is executed, the Agent displays an interactive performance thread with three essential components:
- •Execution Steps: Transparent, real-time status checkmarks (e.g. Querying performance data) as it pulls metrics from your ad channels.
- •Performance Overviews: Custom tables detailing Spend, Impressions, Clicks, CTR, and CPC per campaign, alongside automated bar graphs.
- •Key Takeaways: Bulleted notes summarizing headline findings — budget distribution wins, efficiency leaders, and system warning alerts.
Part 2: Managing Your Agent Outputs
The sub-tabs on the left sidebar act as an automated filing cabinet, storing data logs generated exclusively through your chat interactions. General manual storefront uploads will not appear here.
1. The Assets Repository
Click Assets to manage creative drafts, strategies, or visual formats built by the AI.
- •Filtering Tools: Sort using category pills (Creative Plan, Creative Strategy, Creative Image, Table, etc.), search terms, custom tags, or creation dates.
- •Interacting with Images: Hover over an image card for a preview, or click Tap to view full screen. Use the top-right icons to expand, export, or download.
- •Identifiers: Each card logs critical tracking parameters, including its unique tracking job ID and an attribution stamp showing it was built by agent.
2. The Reports Repository
Click Reports to review deep-dive performance summaries requested during chat brainstorms. When you prompt the Agent to build a data summary, it compiles a structured master file and pushes it directly into this tab. Each tile displays the official name (e.g. Performance Overview — Last 30 Days), publication state (Draft), and total structure length (5 Sections).
Part 3: The Product Connectivity Rule
When instructing the Agent to write a creative plan or generate new ad styles, the workflow requires data from your product library. The chat thread will pause and prompt you to input target metrics via an automated prompt card:
Pick a Product to Continue: Select the exact catalog item you want to feature from the dropdown menu.
Who Should This Speak To?: Explicitly describe your audience segment (e.g. "Urban millennials who shop online").
Click Continue to return these parameters to the Agent and unlock the rest of your chat generation.
Because the Agent requires an active catalog item to advance, you must add and configure the item in the Products section first. If the item isn't in your catalog beforehand, it will not appear in the Agent's dropdown and you won't be able to progress the chat generation workflow.