# The workspace

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

# The workspace

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](/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**.

## 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.
- 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**.

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.