A Chat is a conversation with Vaizle AI about your marketing data. Use it to review performance, investigate a change, compare results or plan your next steps. You can ask follow-up questions in the same conversation to explore an answer in more detail.

For a brand team, a Chat might focus on paid advertising or organic search. For an agency, it might cover one client’s weekly performance review. Start with a clear question and choose the accounts that can help answer it.

Before you start

Connect the accounts you need in Accounts. These might include an advertising account, analytics property, social page or Shopify store. For client work, use accounts you are authorized to access.

An account connected to your workspace is available to select. It is not automatically included in every Chat. See How to Add and Manage Accounts in Vaizle AI for connection steps.

Create a Chat

• Select New Chat in the sidebar to open Add Chat.
• Enter a descriptive name in Chat Name, such as “Brand name weekly ad review.”
• Under Select Accounts, use the checkboxes to choose the accounts you want to analyze. Use Search or the platform filters to find the right accounts.
• Check the Chat name and selected accounts, then select Save.
• You can add Context after creating the Chat, using Context in its message composer.

Choose the right accounts

Select the accounts relevant to the question you want to answer. A Chat can use multiple accounts, including sources from different platforms.

For example:

• Select a brand’s Meta Ads account to review its campaign performance.
• Select its Google Search Console and Google Analytics accounts to explore search visibility and what visitors do on the website.
• Select relevant advertising accounts for a cross-channel review, and ask Vaizle to keep each platform’s reported results separate.

Check the brand, client and property names before continuing. If you manage several clients, keep each client’s investigation in its own Chat. Projects can group related Chats and Agents by brand or workstream.

Add useful Context

Select Context in the message composer, then use the circular selection controls on the resource cards to choose relevant saved resources. Check the selected count and close the panel using the X in the top-right corner. A brand website can explain your products and positioning. A specific webpage can support a landing-page review. Guidance can provide business priorities or preferences for how answers should be presented.

For example, pair a brand’s advertising account with its landing-page Context when you want to explore whether the offer and page support the campaign’s message.

Choose only the resources that matter to the conversation. Saving a Context in the workspace does not automatically select it for every Chat. See How to Add and Manage Contexts in Vaizle AI for setup instructions.

Ask your first question

Write your question in the message box and send it. Include the period you want to review, the metric or outcome that matters, and the kind of answer you need.

Instead of asking “How are my ads doing?”, try:

“Compare the last seven complete days with the previous seven days for this Meta Ads account. Show spend, conversions and cost per conversion. Identify the three campaigns with the biggest changes and explain what needs a closer look.”

For an organic search review, try:

“Compare the last complete month with the month before. Which landing pages lost Google Search clicks, and what does GA4 show about engagement on those pages? Prioritize three pages to investigate.”

For an agency update, add the intended audience:

“Summarize the findings for a client who does not work with analytics every day. Lead with the most important change, explain the evidence and finish with three recommended actions.”

If you need a starting point, open Prompts. The suggestions are tailored to the sources attached to the Chat. Choose one and make the business goal and date range specific to your task.

Use follow-up questions

Continue in the same Chat when your next question builds on the answer. You can narrow the analysis, request evidence or change how the findings are presented.

For example:

• “Break that change down by campaign.”
• “Which dates and metrics support that conclusion?”
• “Separate confirmed findings from possible explanations.”
• “Turn these recommendations into a prioritized action list.”

Review the dates, account names and metric definitions in the answer. Different platforms can report conversions differently, so ask for separate source totals when comparing channels. A recommendation can also depend on business information that you have not provided, such as profit margins or lead quality.

Add another account to the Chat

Open Accounts in the message composer, select the additional account and choose Add to chat. Newly added accounts become available in your next message.

Accounts already in a Chat cannot be removed. If you selected the wrong client or want to work with a different set of accounts, start a new Chat with the intended sources.

Return to your work

Open Chats to find an existing conversation. Use search or the platform filters to locate it, then continue with another question.

Keep using the same Chat for related questions. Start a new one for a different client, brand or investigation so the accounts, Context and conversation remain focused.