Quick setup
Connect your DSPs
Link DV360 and/or Meta accounts. Concord will automatically sync your campaigns, brands, and performance data.
Talk to the Agent
Ask questions like “What campaigns are running?” or “Show me top performers this month.”
Request changes
Say “Pause underperforming campaigns” - the Agent creates platform actions for your approval.
Your role permissions
- Org Member: View campaigns, use Agent, approve actions
- Org Admin: Member permissions + manage organisation settings
- Org Owner: Admin permissions + ownership capabilities
Contact your account manager to add team members or change roles.
After connection
Once DSPs are connected, Concord automatically creates:- Brands from your DSP advertisers
- Media plans organized around campaign groups
- Performance reporting (DV360 campaigns only)
Interface overview
- Home: Chat with the Concord Agent
- Campaigns: View and manage all campaigns
- Brands: Organize by marketing entity
- Media Plans: Strategic campaign groupings
- Settings: Manage integrations and Agent instructions
First conversations
Try these with the Concord Agent:Performance insights
Performance insights
“What are my top 5 campaigns by ROAS this month?”
Optimization requests
Optimization requests
“Increase budget for campaigns with ROAS above 3.0”
Strategic planning
Strategic planning
“Help me plan a Q4 holiday campaign with $50K budget”