1. Use authorized information
The system works only with information provided in intake or available through integrations you authorize. A disconnected source is reported as unavailable; it is not replaced with sample client metrics.
2. Explain the recommendation
A useful recommendation includes its source, the issue or opportunity it addresses, and any expected cost or impact that can be supported by available data. You can review, approve, or dismiss recommendations where that workflow is enabled.
3. Keep consequential changes under review
Budget increases, billing changes, new campaign launches, and public website changes require explicit approval. Account activity is recorded for supported actions. Automatic changes are limited to features that have been specifically enabled and tested.
Frequently asked questions
What can AI do without my approval?
It can assist with analysis and draft work. Any live action is limited to the approved service scope and configured safeguards; consequential changes require approval.
Can I turn off an AI recommendation?
Where the dashboard recommendation controls are enabled, you can dismiss an item. Ask your account manager if you need help with an account-level setting.
Does the dashboard always have live data?
No. Live reporting depends on each data connection and its permissions. The dashboard should identify when a source is not connected or current.
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