What workspace instructions do
Customize how Concord behaves across your entire organization by providing context about your business, goals, and preferences.
Instructions help Concord understand:
- Your business context and industry
- Campaign management preferences
- Key performance indicators and targets
- Approval processes and constraints
- Brand guidelines and messaging requirements
Setting workspace instructions
Open settings
Click your profile in the top right and select “Settings”.
Go to Instructions tab
In the settings modal, click on the “Instructions” tab.
Add your instructions
Write instructions in the text area. Use ⌘↵ to save quickly.
Save changes
Click “Save” to apply instructions across all Concord interactions.
Instruction examples
Business context:
We are a fashion retailer targeting women aged 25-45.
Our main KPIs are ROAS (target 4.0+) and conversion volume.
We operate in US and UK markets with seasonal campaigns.
Budget guidelines:
- Always ask before changing budgets above $5,000
- Prefer gradual bid adjustments over large changes
- Focus on our top-performing audience segments first
- Campaign launches need manager approval
- Include estimated impact in all recommendations
- Flag any changes affecting brand safety
- Provide weekly performance summaries on Mondays
Best practices
Writing effective instructions
Be specific: Instead of “increase performance,” say “improve ROAS to 4.0 while maintaining current conversion volume.”
Include constraints: Mention budget limits, timing requirements, stakeholder approvals, and compliance needs.
Provide context: Explain your business model, target audience, competitive landscape, and seasonal patterns.
Set clear thresholds: Define specific numbers for when you want to be asked for approval.
Start with fundamental business context and core preferences. You can always refine instructions based on how well they work in practice.
