Lesson 4 of 7 in Make the System Learn
- 1Read What Changed
- 2Understand Marketing Memory and decision history
- 3See how skipped channels and outcomes inform future recommendations
- 4Use Chat with Marketing Advisor for context-aware advice
- 5Approve, dismiss, or defer a decision
- 6Review a proposed plan adaptation
- 7Build a repeatable weekly review habit
Why this matters
The advisor is the one place in the system that reasons across everything you have: the diagnosis, the plan, the task outcomes, the recorded memory, the connected integrations. Used well, it answers in your workspace's context, with provenance you can check. Used badly (asked to invent numbers, competitor facts, or citations), it becomes a confident guesser. This lesson is about getting the first and never accepting the second.
When to use it
When you need advice that depends on your workspace: interpreting a result, choosing next week's move, reading a competitor, or checking what the evidence actually supports.
Before you start
- Business context is complete enough to reason about (the advisor is only as grounded as your workspace).
- Integrations connected help: connected providers give the advisor real numbers to cite.
Do this
- 1Open the advisor in one of two ways: the top-right "Chat with Marketing Advisor" button (available everywhere), or the Command Center's in-page box, "YOUR MARKETING ADVISOR" / "What are we working on?" ("Ask a question. Share an idea. Start something."), with suggestion chips ("Plan a campaign", "Analyze results", "Research a competitor", "Create something").
- 2Ask a question grounded in your workspace, for example: "What does the current evidence show, what remains Unknown, and what should we verify next?" Specific context gets specific answers.
- 3Check the answer's provenance: it should distinguish source context from verified evidence from owner info from model interpretation from recommendation from measured outcome. If it blends them, ask which is which.
- 4When the evidence is thin, expect a structured research-needed response: what is missing, what would fill it, and how to get it. Accept this as the honest answer. Do not push the advisor past the evidence.
- 5Never ask the advisor to invent metrics, competitor facts, attribution, revenue, or citations. If an answer contains any of these without a named source, treat the claim as unverified. A source's existence is not proof its claims are true.
- 6Remember the boundary: the advisor answers from your workspace, including Marketing Memory and pending decisions, but a chat does not write to Marketing Memory on its own; measured outcomes do. Give it the real constraints, not the polished version, so its answers fit.
What you should see
Answers that name their sources and separate evidence from interpretation. When evidence is missing: a clear research-needed response instead of a guess. Suggestion chips that start real workflows, not small talk.
How to judge it
For any important answer, you can say which part is verified evidence (source named), which part is interpretation, and which part is a recommendation, and you know what is still Unknown. If the answer cannot be decomposed, do not act on it.
What it does not mean
The advisor is not an oracle and not a search engine. "Needs research" is not evasion; it is the system declining to guess with your budget. And nothing the advisor says overrides your decision: it advises, you decide.
Try it in Signal & Science
From the Marketing Plan, click "Chat with Marketing Advisor" and ask which changes since the last plan are actually relevant to your objective.
Open in Signal & Science