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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.
The first time you sign in, a short guided flow walks you through connecting a platform and, for admins, setting scope. 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 → Members. See Roles and permissions for the full breakdown.

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After connection

Once a platform is connected and its accounts are in scope, Concord synchronizes their campaigns, and you can work on them from any conversation.

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Interface overview

The sidebar holds what you use constantly:
  • New Chat — where every request starts
  • Skills — your reusable instructions
  • Automations — recurring tasks
  • Recent Automations, Shared Chats, and Recent Chats
Home in Concord, with the message box to start a new chat Campaigns are reached from a conversation: name the campaign or the account and Concord finds it. Open Settings from your name at the bottom of the sidebar. It holds Profile (including your personal instructions), Notifications, Connectors, Scope, Organization Instructions, Members, History, Skills, and Automations.

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First conversations

“Create a campaign from this 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.