Working in conversations

Everything in Concord happens in a conversation. These are the controls around it.

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Starting a conversation

Click New Chat in the sidebar to start from Home. Name the advertiser and the campaign in your first message and Concord finds them — there is no page to navigate to first.

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Picking up a campaign in a new conversation

When you start a new conversation about a campaign, Concord already knows what earlier conversations decided about it: what was changed, what was ruled out, and what was left open. You do not need to repeat the brief.

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Finding a past conversation

The sidebar lists your Recent Chats, where a conversation a teammate shared with you carries a shared icon, and the conversations your automations produced under Recent Automations.

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Organizing conversations

Group related conversations in sections in the sidebar, for example one per advertiser or campaign. Sections are personal: your teammates do not see yours.

• Create a section. Click New section in the sidebar, type a name, and click Create section. You can also drag a conversation onto New section to start a section with it.
• Move a conversation. Drag it into a section, or open its ⋮ menu and choose Move to section, then pick a section or New section…. Choose Remove from section to send it back to Recent Chats. Dragging also reorders the conversations inside a section, and the sections themselves.
• Fold a section. Click its heading to fold or unfold it.
• Rename or delete a section. Open the ⋯ menu on its heading and choose Rename or Delete section. Deleting a section deletes no conversation: they go back to Recent Chats.
• Rename or archive a conversation. In the ⋮ menu of a conversation, choose Rename or Archive. An archived conversation no longer appears in your recent chats.

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Sharing a conversation

Click Share at the top of a conversation, then pick workspace members under Add people. The panel lists who it is Shared with, including its owner, and Copy link copies a link teammates can open. Once a conversation is shared, the button shows the people it is shared with. It appears in their Recent Chats, marked with a shared icon.

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Temporary chats

Toggle temporary chat at the top of Home to ask something without keeping it. A temporary chat is not saved to your history, and it does not send browser notifications. Good for a quick check you do not want cluttering the thread list. Not the place for work you will want to come back to — including anything you want a teammate to be able to find later.

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Replying to a passage

Select text in a message and click Reply to point Concord at that passage. In a long conversation this is the difference between “no, the other campaign” and being understood immediately.

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When Concord asks you something

Concord stops and asks rather than guessing when a required detail is missing and your rules do not supply a default. Answer in the thread and it picks the work back up where it left off. If it asks something you would rather it defaulted, that is a good candidate for a Skill: tell it what to assume next time.

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Retrying a failed run

When a run fails, the conversation says so in place of the reply, with a Retry button. Nothing has to be re-typed. If a run stopped because the request was too large for one turn, retry with a narrower request.

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Long conversations

A conversation that runs for a long time is condensed as it goes so it can keep going. It works, and it has a cost worth understanding — see Long conversations. The short version: one task, one conversation.

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Sending messages

By default, Enter adds a new line and Ctrl/Cmd + Enter sends. To send with Enter instead, change Enter key behavior in Settings → Profile.

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Browser notifications

Kick off a long campaign build, switch to another tab, and let Concord call you back. See Notifications.

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Best practices

Be specific. Budget, dates, targeting, objectives, split logic — in the first message. Attach the brief. Attach it or paste it. Concord reads the whole document and builds from it, which beats re-entering every detail. Name what you are working on. Name the advertiser and campaign in your first message. See Best practices.