The chat mode lets you switch the Marketing Agent's response style between three options: Auto, Create, and Consult — each one shapes whether the agent focuses on suggesting, creating, or analyzing.
What Is the Chat Mode
The chat mode is a setting that controls whether the Marketing Agent prioritizes making suggestions or producing output.
You can change between the three modes at any time, even in the middle of a conversation. If you usually leave it on Auto, the agent decides how to act based on the situation. Switch to Create or Consult only when you want to steer it toward a specific way of working.
How the Three Modes Differ
The three modes differ in the way the agent prioritizes how it works.
| Mode | How the agent works | When to use it |
|---|---|---|
| Auto | Automatically switches between suggesting and creating based on the situation | Everyday use. Pick this when in doubt |
| Create | Prioritizes producing rough drafts and first versions | When you just want something put together |
| Consult | Prioritizes brainstorming, analysis, and organizing direction | When you want to think things through while reviewing data |
Auto Mode
Auto mode lets the agent automatically decide the best way to act based on the content of the conversation.
It switches between suggesting and creating according to what you say.
- "Create a broadcast" -> it works on building a Message Broadcast
- "How did our recent broadcasts do?" -> it reports the analysis results
- "What should we do next month?" -> it proposes a monthly plan
Because the agent handles everything from planning to preparation once you share your goal, Auto mode is recommended unless you have a specific preference.
Create Mode
Create mode prioritizes producing concrete output.
Rather than analysis or consultation, it focuses on putting something together first.
- Quickly drafts a Message Broadcast
- Suggests Segment settings (the conditions for narrowing down recipients)
- Starts designing a Workflow
Use it when you think, "I can analyze later — for now I just want to create a broadcast."
Consult Mode
Consult mode prioritizes analysis and strategy discussions.
Rather than creating right away, it focuses on organizing direction while reviewing data.
- Analyzes performance data from Message Broadcasts
- Digs deeper into Friends trends
- Helps you compare and weigh different approaches
Use it when you think, "We haven't decided on a direction yet" or "I want to look at the data before deciding."
Switching Modes
You switch modes from the agent's Chat screen.
Click the chat mode display above the input field (which shows the current mode name) to open the list of Auto, Create, and Consult. Select the mode you want to use, and it switches so the agent responds in that mode from your next message. When you switch, the new mode name appears on the screen.
When Things Don't Work
Most uncertainty about the chat mode resolves quickly with one of the following.
- You don't know which mode to use: Choose Auto. The agent will automatically switch between suggesting and creating based on the situation
- Responses don't change even after switching modes: Modes adjust the style of the response. When you give specific instructions like "Analyze this" or "Create this," the agent acts more clearly