Chat with the Marketing Advisor

A signed-in account. Business context (intake, diagnosis, or sources) supports client-specific answers; you can ask how to use the app before a diagnosis exists.

1. 1Click "Chat with Marketing Advisor" in the top-right header, or use the Command Center box "YOUR MARKETING ADVISOR" ("What are we working on?", with the prompt "Ask a question. Share an idea. Start something."). Suggestion chips: "Plan a campaign", "Analyze results", "Research a competitor", "Create something".
2. 2Sending from the Command Center launch screen starts a new conversation. Use Recent to reopen an earlier conversation. Inside a conversation, select New to start a fresh one for the same business.
3. 3Ask a specific question, including how to use an app feature. The Academy's Advisor prompts collection has copyable marketing starters.
4. 4Read the provenance under the answer: the "Grounded on" row names the workspace context it drew on (for example Diagnosis, Plan, Research, or Targets). General marketing guidance means the answer did not rely on your saved workspace data. Keep what the evidence shows separate from the advisor's interpretation and recommendation.
5. 5If the advisor labels its answer "Needs research" instead of guessing, supply the research (see Add a research source) and ask again.

An answer grounded in your workspace with named provenance, or an honest statement of what evidence is missing.

Generic-sounding answers mean thin context: complete the intake, add sources, connect integrations. Never ask the advisor to invent measurements, competitor facts, attribution, revenue, or citations. Conversations are private to you by default and belong to the active client workspace.