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Quick setup

1

Sign in

Google SSO, Microsoft SSO, or a one-time email link. See Signing in.
2

Connect your advertising platforms

Link your accounts. Concord synchronizes your campaigns, advertisers, and delivery data.
3

Set your scope

An admin chooses which advertisers and accounts the workspace can act on. See Managing scope.
4

Talk to Concord

Paste a brief, or ask for a change: “Extend the summer campaign by two weeks and add $10K.”
5

Approve

Concord prepares a platform action detailing exactly what will change. Nothing is applied before you approve.
New workspaces open with a short guided flow that walks through connecting a platform, setting scope, and importing a first media plan. See Onboarding.

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Your role

Every workspace member has one of three roles: Owner, Admin, or Member. Admins manage the team, the scope, the shared instructions, and the workspace Skills. Members do day-to-day campaign work within that scope.
Admins can invite team members and change roles from Settings → Collaborators. See Roles and permissions for the full breakdown.

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After connection

Once a platform is connected and in scope, Concord creates:
  • Brands from your platform advertisers
  • Media plans organized around campaign groups
  • Delivery reporting for the platforms that support it

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Interface overview

The sidebar holds what you use constantly:
  • New chat — where every request starts
  • Search — across your conversations, brands, and media plans
  • Skills — your reusable instructions
  • Automations — recurring tasks
  • Recent conversations
Brands, media plans, and campaigns are reached from a conversation or through Search, rather than from a permanent nav entry. Settings holds Profile, Notifications, Connectors, Scope, Description, Members, and History.

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First conversations

“Create a campaign from this media plan brief — targeting 25-45 women in the US, $20K budget, running October 1–31.”
“Increase the budget on my Back to School campaign by $5K and extend the end date by two weeks.”
“Which campaigns are underdelivering this week?”
Fill in your Organization Instructions early, then let Skills accumulate as you work.