How to Work in Mergado Marketing Buddy?#

The Mergado Marketing Buddy interface is similar to commonly available AI chats. It is divided into several logical sections that enable effective management, team collaboration, and task automation.

Your current credit balance is permanently displayed in the bottom-left section of the extension.

The interface contains the following sections:

Your organisations (Your organizations)#

In the Your organizations section, you can create a new organisation or switch between organisations you have created yourself or been invited to. This section also shows invitations to other organisations, which you can accept or decline here.

Quick Access#

Quick Access is a section where you can save favourite agents, automations, or chats for quick access. Favourite chats can also be pinned — they always appear first in the list and are marked with an icon.

Chat#

Interaction and communication with Mergado Marketing Buddy takes place within chats, where you can submit your queries both in text and by voice. You can also attach files either by uploading from your computer or by pasting a public URL.

Directly in the chat window, you choose the specific LLM model (Anthropic, OpenAI, Google, Gemma) and activate tool groups that Mergado Marketing Buddy should have access to in the given conversation. The chat remembers which tool groups you had active — when you reopen the conversation, they will be set the same as last time.

Instead of selecting tools manually, you can choose the Auto Discovery option. Buddy will then dynamically detect which tools are available for the current context and activate only the relevant ones — no manual configuration needed.

Buddy can create a file (CSV, JSON, XML, HTML, and other formats) and return a download link. The maximum file size is 250 MB.

Buddy can also send messages directly to Rocket.Chat channels — simply connect Rocket.Chat in Organizations → Credentials and Buddy will send the message on your behalf without leaving the chat. It can also send a notification to a specific user or to all users with access to an online store directly via the Mergado API.

The list of past conversations is displayed in the left panel under Your chats, where they can be searched by name, renamed, deleted, pinned to the top of the list, or added to the Quick Access section. Organisation owners and admins can also copy any conversation including all messages to another organisation they have access to — useful for sharing results or transferring work between organisations. The entire left panel can be hidden to gain more space for the chat itself.

Organisation (Organization)#

In each organisation you belong to, you can invite additional users (e.g. colleagues from your team) and share chats, agents, documents, and all information within that workspace with them. You can do this in the Organization section → General → the Invite user button.

In the General section, you will also see a list of all organisation members and an overview of sent but not yet accepted invitations. A clear graph shows credit consumption over time and an activity overview for each member of the organisation.

In the Credentials section, you manage login credentials for external services such as Fakturoid, MailerLite, GitHub, and others, which Mergado Marketing Buddy then uses via tools in its work. The preview of each connection shows the icon and name of the service; sensitive values such as API keys or passwords are masked. The connection name can be changed at any time.

Dashboard#

The Dashboard section gives you an instant overview of what Buddy is doing and when. In the calendar view, you can see when your agents and automations ran or are scheduled to run. No need to search through conversations — everything important is in one place.

Documents (Docs)#

In the Docs section, you can manage documents that serve as a knowledge base for the AI. These are documents containing specific information that can be attached to a chat so that the AI responds in line with this data.

Documents are displayed in a clear preview (similar to Google Docs), making it easy to get an overview of their content without opening each one individually. Buddy can handle large documents too — it can display their structure (headings) without loading the full text and search for a document directly by name.

Each document is assigned a unique ID, which can be used directly in prompts to speed up querying. Individual documents are created and edited directly in the extension using an editor that supports both Markdown and standard WYSIWYG view.

The Docs page offers pagination (15 documents per page), filtering by name and content, and sorting by name or date of last edit.

Agents#

Agents are specialised virtual assistants with a specific focus. They are the main strength of Mergado Marketing Buddy and allow you to automate routine tasks. You can launch, create, and manage them on the Agents page.

Agents can be duplicated, deleted, or scheduled for repeated execution at set intervals. The agent then runs automatically on its own, without any manual intervention. Agents can also be part of advanced workflows, where one main agent manages the work of multiple sub-agents. While an agent is running in the background, a progress indicator is displayed so you know Buddy is working.

Unlike automations, an agent uses the AI model each time it runs to evaluate the assignment — making it suitable for tasks that require reasoning or may produce a different output each time.

Types of agents#

• Public agents (Public Agents) — Pre-built agents designed for specific tasks. Clicking on a selected agent launches its opening system prompt and you can start a conversation with it.

• User agents (Organization Agents) — Agents that you create yourself, tailored exactly to your specific needs.

How to create a custom agent#

1. In the Agents tab, click the Create agent button.
2. Choose an icon for easy identification in the agent list.
3. Enter the agent name and a short description that will appear in the agent list.
4. Define the system prompt — instructions specifying what role the agent should fulfil, how it should proceed, and what outputs you expect from it.
5. Select the default LLM model (e.g. from the GPT, Claude, or Gemini families).
6. Activate the necessary tools that the agent should have available (e.g. access to data in Mergado Editor, Websearch, or Scraping Camel), or select the Auto Discovery option.
7. Optionally, in the Triggers section, choose when the agent should launch automatically if you want it to run repeatedly on a schedule. Or select a one-time execution at a specific date and time.
8. Optionally, in the Sub-agents section, choose which sub-agents this agent should activate when it runs.
9. Optionally, in the Starter questions section, enter opening questions that the agent will ask the user to gather input information before starting the analysis.
10. Save by clicking Create agent.

You can also test the agent immediately during its creation by clicking the Test agent button.

Automations (Automations)#

On the Automations page, you set up predefined routines that Buddy runs automatically without you having to enter instructions manually each time. Simply tell Buddy in the chat what you want to create, and it will generate a programme that carries out the task on its own — without the AI model having to “think” from scratch every time. This means automations save credits — the routine part of the task is handled by the generated programme, and AI only processes the final output.

FAQ#

Where in the interface can I see how many credits I have left?#

The current credit balance is permanently displayed in the bottom-left section of the extension.

What is an organisation?#

An organisation is a workspace in which you share chats, agents, automations, and documents with your colleagues. You can have multiple organisations and switch between them freely.

How can I invite colleagues to my organisation?#

Send an invitation in Organization → General. You can also see an overview of sent but not yet accepted invitations there.

What are documents (Docs) and how do I use them?#

Documents in the Docs section serve as a knowledge base for the AI. Attach them to a chat and the AI responds in line with the information they contain. Each document has a unique ID that can be used directly in prompts to speed up querying. Documents are displayed in a clear preview and can be easily searched.

How do I create or edit documents in Docs?#

Directly in the extension, using an editor that supports both Markdown and standard WYSIWYG view.

Can I run an agent automatically at regular intervals?#

Yes. You can schedule each agent for repeated execution at set intervals, or for a one-time run at a specific date and time. The result is then saved to a selected document or remains in a newly created chat.

Can one agent manage the work of other agents?#

Yes. Agents can be part of advanced workflows, where one main agent coordinates the work of multiple sub-agents and processes their results into a single final output.

What is the difference between an automation and a repeatedly scheduled agent?#

An agent uses the AI model each time it runs to evaluate the assignment — it is therefore suited for tasks that require reasoning or may produce a different output each time. For automations, Buddy generates a programme based on your input in the chat, which carries out the task on its own without involving the AI model each time. The AI model then only processes the final output. This makes automations faster and more credit-efficient, but they are best suited for routine, repeatable tasks with a predictable process.