# Working in a brand

A tour of the day-to-day brand workspace: Chat, Automations, Dashboard, Marketplace, and Memory — the five things you'll use most after setup.

# Working in a brand

The pages below are all scoped to the **brand** you're currently in — its own conversations, ad accounts, dashboard, and automations. Switch brands or organizations from the top-left; see [What is Soku](/docs/what-is-soku) for how the two relate.

Day to day, you'll spend most of your time in five places in the left nav: **Chat**, **Automations**, **Dashboard**, **Marketplace**, and **Memory**.

> Looking for the view across *all* your brands — total credit usage, ad spend, and a cross-brand audit trail? That's the [organization workspace](/docs/organization-workspace), reachable from the same top-left switcher.

## Chat — talk to Soku

Soku is an AI marketing assistant that analyzes data, writes reports, and runs tasks. Click **Chat** and ask in plain language.

In the composer you can:

- **Attach file** to upload files (CSV, images, etc.).
- Type **/** to bring up slash commands.
- Type **@** to reference a skill, campaign, or other context.

The home screen offers quick directions — **Ads / Social Media / SEO / Email Marketing** — and ready-made templates: Daily Performance Analysis, Ad Account Health Audit, Creative Performance Report, and Budget Optimization Insights. Click one to start.

Open past conversations from **View history** (⌘K), or start a **New chat** (⇧⌘O). Conversations are shared within a brand, so teammates can see them.

Example prompts:

- "Analyze the top-spending creatives from last week."
- "Build me a performance report for this week's Facebook ads."
- "Audit the health of all my ad accounts across platforms."
- "Look at my budget allocation and suggest ways to improve ROAS."

## Automations — run tasks on a schedule

Turn recurring analyses and reports into scheduled tasks, and Soku runs them automatically — no need to ask each time. Go to **Automations**.

1. Click **Create automation** in the top right.
2. Enter a **Name** and a **Prompt** (the task for Soku to repeat). Optionally **Add files**.
3. Set a **Schedule**: Hourly / Daily / Weekly / Custom, and pick a time (shown in your timezone, stored in UTC).
4. Click **Create**.

From the list you can pause or resume with a toggle, view **Recent runs**, or open the detail view and click **Run now** to run immediately.

## Dashboard — interactive ad performance

See spend, clicks, conversions, and trends across all connected ad accounts in one place. Go to **Dashboard**.

- Pick a **date range** at the top and turn on comparison with the previous period (KPI cards then show ↑↓ trends).
- Core content: KPI cards (Cost, Clicks, Impressions, CPM, ROAS), Spend vs Revenue trend, CTR & CPC trends, platform share, spend by creative type, and a campaign-level detail table.
- View tabs inside the dashboard switch what you see: **Overview**, **Breakdown** (pivot by campaign, ad group, creative, ...), **Creative**, **Quadrants**, **GA4**, and **Campaigns**. Which of them are present depends on the brand — Creative, GA4 and Campaigns each render only when that brand qualifies — so look for a tab by its name rather than by counting its position.
- **Campaigns** is where you browse and manage ChatGPT Ads campaigns — campaigns, ad groups, and ads with their status, budget, and metrics, plus create and edit flows. The tab appears only when the brand has a ChatGPT Ads ad account assigned to it — opened through Integrations → ChatGPT Ads, not connected or authorized.
- A **Soku noticed** AI insight bar sits at the top — click **View details** for structured insights and recommendations.

You can also ask Soku in Chat, “Where can I see my campaigns?” After Soku creates a campaign, it can return that campaign's platform-specific, brand-scoped destination: **Campaigns** for ChatGPT Ads or **Campaign breakdown** for another platform. A new or undelivered campaign may not have a Breakdown row until reporting data arrives. For a general question, Soku checks the current brand; if several platforms are connected, one default link may cover only ChatGPT Ads, so the answer should identify that scope and tell you where the other platforms appear. When you ask about a specific Google, Meta, TikTok, or other non-ChatGPT campaign, a **Campaigns** link is not its destination and should be omitted; use **Dashboard → Breakdown** instead, even when there is not yet a campaign row or direct app link to provide. **Integrations** is used only when connection or reassignment is required. Use the matching link from the current answer rather than reusing one from another brand.

> **Prerequisite:** connect an ad account from the top-level Integrations entry in the sidebar and assign it to the current brand first. With no accounts, the page shows "No ad accounts to show / Connect an ad account."

## Marketplace — the skill marketplace

Browse and install ready-made **Skills** to extend what Soku can do, or upload your team's private skills. Go to **Marketplace**.

1. Click **Install** on a skill card. It changes to **Installed** and takes effect in your next conversation after about a minute.
2. In Chat, type **@** to search for and reference an installed skill — Soku calls it as needed.
3. Click **Upload private skill** in the top right to upload your own (a `.zip` containing a `SKILL.md`).

Skills are isolated per brand: each brand installs and uploads independently.

## Memory — long-term context per brand

Memory lets the agent accumulate lasting knowledge about each brand, so its work gets sharper over time.

Pick the brand, then go to **Settings → Memory**. The agent automatically draws on this memory when working on that brand, and keeps adding to it as you converse.

Most brands start empty. It's worth seeding each one with:

- **Core KPIs** — so the agent aligns report conclusions with the client's current goals.
- **Other context** — reporting-style preferences, special considerations, the client's history, and so on.