Everything in the workspace is 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 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.

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.

Click Create automation in the top right.
Enter a Name and a Prompt (the task for Soku to repeat). Optionally Add files.
Set a Schedule: Hourly / Daily / Weekly / Custom, and pick a time (shown in your timezone, stored in UTC).
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.
A Soku noticed AI insight bar sits at the top — click View details for structured insights and recommendations.

Prerequisite: connect an ad account in Settings → Integrations 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.

Click Install on a skill card. It changes to Installed and takes effect in your next conversation after about a minute.
In Chat, type @ to search for and reference an installed skill — Soku calls it as needed.
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.