How to Work in Mergado Marketing Buddy? on Mergado Knowledge Base

Basic Layout

Mon, 01 Jan 0001 00:00:00 +0000

Basic Layout#

All pages in Mergado Marketing Buddy share the same basic layout: the navigation panel on the left, breadcrumb navigation at the top, and the page content in the middle. The left panel stays in place wherever you are, so you can get to the chat, your agents, or the organization settings from any page with a single click.

Interface layout#

The page has three parts:

Chat

Mon, 01 Jan 0001 00:00:00 +0000

Chat#

The chat is the main workspace of Mergado Marketing Buddy. You write your request here, the AI responds and, depending on the tools you have enabled, reaches into the web, your documents, Mergado, or other connected services on its own.

Page layout#

Welcome area – until you send your first message, the logo and a welcome sentence appear in the middle. The sentence changes each time – it is just a greeting.
Input field – the “Write a message…” text field with a send button (arrow) and a microphone icon for dictation.
Settings bar below the field – items showing the current conversation settings: model, tool approval mode, Saved prompts, and enabled extensions. Click any of them to open the Chat settings panel at the corresponding section.
Files row – files attached to this conversation.

You can start a new chat from anywhere with Ctrl+E (Cmd+E on Mac) or with the Chat item in the menu.

Dashboard

Mon, 01 Jan 0001 00:00:00 +0000

Dashboard#

The Dashboard page shows what runs in the organization without you being present and what has happened in it recently. At the top is a weekly calendar of scheduled agent and automation runs, with the event history below it.

Page layout#

Weekly calendar#

Seven columns for the current week from Monday to Sunday, with today highlighted. The calendar shows the active time triggers of your organization’s agents and automations:

Agents

Mon, 01 Jan 0001 00:00:00 +0000

Agents#

An agent is a saved AI assistant with fixed instructions. Instead of writing the same request over and over again, you describe once what the agent should do, which tools it should have, and when it should run – and then you simply call it or let it run automatically.

Page layout#

The Agents page has two parts:

Organization Agents – your organization’s agents; all members can see them.
Public Agents – ready-made agents prepared by Mergado that you can use but cannot edit.

In the left panel, both parts are also available as separate items under Agents. Click an agent card to start a new chat in which the agent gets straight to work.

Automations

Mon, 01 Jan 0001 00:00:00 +0000

Automations#

An automation is a fixed process made up of steps that you can run repeatedly and that always runs the same way. While an agent makes its own decisions, with an automation you know in advance what will happen in the first, second, and third step. The AI programs the process based on your request; subsequent runs only execute this program, so automations save both time and credits.

Docs

Mon, 01 Jan 0001 00:00:00 +0000

Docs#

Docs are the organization’s knowledge base. You store internal procedures, prompts, client briefs, or notes here – and the AI draws on them in the chat when the Docs extension is enabled. With this extension, the AI can also create and edit documents.

Page layout#

The Docs heading, a switch between card view and table view, and the New document button with a drop-down menu.
The search bar: the Search in switch (Name = by name, Content = by content), a query field, and the Search in metadata button. Start the search with Enter or the magnifying glass; cancel it with the cross.
A grid of document cards, sorted from the most recently changed. Each card shows a content preview, the name, and the date of the last change. More documents load as you scroll down the page.

Click a card to open the document preview. The “…” icon on the card offers these actions:

Clients

Mon, 01 Jan 0001 00:00:00 +0000

Clients#

The Clients section is a simple CRM. You keep records of clients here, to which projects, contact persons, and documents are then linked. In the chat, the CRM extension can work with the CRM data – it can search for, create, and edit clients, projects, and contacts.

Page layout#

The Clients heading with the number of records, the Import from CSV button, and the New client button.
The Search by name… field – filters the table as you type.
The Search in custom fields button – searches by the values of custom fields (see below).
A table of clients with the columns Name, Projects (number of linked projects), Hours CZ, Hours EUR, Price CZ, and Price EUR. Hours and prices are totaled from the linked projects (price = hours × hourly rate).
These are followed by custom fields with the Show in overview option. The first column and the column with buttons stay in place; with more columns, the middle part of the table scrolls sideways.
At the end of each row are buttons for editing (pencil) and deleting (trash).

The number in the Projects column is a link – click it to go to Projects filtered by that client. Click a column header to sort the table (first click ascending, next click descending).

Projects

Mon, 01 Jan 0001 00:00:00 +0000

Projects#

Projects are linked to clients and hold the business side of the cooperation: who is responsible for the project, how many hours are contracted, and at what rate.

Page layout#

The Projects heading with the number of records, the Import from CSV button, and the New project button.
The Search by name… field, the All clients selection (limits the list to one client), and the Search in custom fields button – it works the same way as in Clients.
A table with the columns Name, Client, Responsible person, Hours CZ, Hours EUR, Price CZ, and Price EUR, followed by custom fields with the Show in overview option. Click a column header to sort the table.
At the end of each row is a pencil (edit) and a trash icon (delete).

When you come to the page by clicking the number of projects next to a client, the client selection is prefilled.

Contacts

Mon, 01 Jan 0001 00:00:00 +0000

Contacts#

The Contacts section keeps records of contact persons – people on the client’s side you work with on specific projects.

Page layout#

The Contacts heading with the number of records and the New contact button.
The Search by name… field (searches the first name) and the Search in custom fields button – it works the same way as in Clients.
A table with the columns Name, Surname, Email, Phone, Position, Client, and Project, followed by custom fields with the Show in overview option. Until you create a contact, the text No contacts yet appears here.
In the left panel, there are the items Contacts and Custom fields.

New contact person and editing#

Organization – General

Mon, 01 Jan 0001 00:00:00 +0000

Organization – General#

The General page is the hub for organization settings. It brings together the list of members, renaming the organization, and an overview of credit usage in one place.

The Organization item in the left panel is visible to the Owner and Admin roles. Below it are the General, Credentials (Organization – Credentials), Files (Organization – Files), and Webhooks (Organization – Webhooks) pages.

Page layout#

The page has three parts, one below the other.

Organization – Credentials

Mon, 01 Jan 0001 00:00:00 +0000

Organization – Credentials#

On the Credentials page, you connect external services. This is where Marketing Buddy becomes truly useful in practice: the AI can reach into your Fakturoid, GitLab, Rocket.Chat, analytics, or other systems, because it has stored access to them.

Page layout#

The Credentials heading and the New connection button.
The Connected services section with a switch between card view and table view.
A filter bar: search by name, service selection, and the Is disabled checkbox (shows only disabled connections).
Connection cards – name, icon, and service name. A disabled connection is grayed out and has a Disabled label.

Each card has a pencil (Edit) and a “…” icon with a menu of actions:

Organization – Files

Mon, 01 Jan 0001 00:00:00 +0000

Organization – Files#

The Files page is the organization’s storage. It collects the files you attached to a chat or downloaded from a URL, and those the AI created with the Create data file tool.

Page layout#

The Files heading.
A filter bar: Name (search by name), Type (file types present in the storage), Size (< 10 kB, 10 kB – 1 MB, 1 MB – 50 MB, > 50 MB), From date, and To date.
A table with the columns File name, Size, Modified, and Download. By default, it is sorted from the newest; click a column header to change the sorting.
Below the table is the number of files (for example 5 files). The page shows up to 200 files.

An empty storage displays No files yet. Generate files with the “Create data file” tool in the chat.

Organization – Webhooks

Mon, 01 Jan 0001 00:00:00 +0000

Organization – Webhooks#

The Webhooks page relates to running agents in response to events from other services. Thanks to webhooks, agents can react to what happens in Mergado or FreeScout – for example, a completed feed export or a new customer reply.

Page layout#

Mergado webhooks#

Mergado webhooks are available to the organization automatically – there is nothing to set up here. You select which Mergado events an agent should react to directly in the agent.

Personal Settings

Mon, 01 Jan 0001 00:00:00 +0000

Personal Settings#

The Personal page contains settings that apply only to you – not to the whole organization. You can find it in the left panel in the Workspace section.

Language#

The language of the application interface: English, Čeština, Slovenčina, or Magyar. Until you choose one, the language of your Mergado account is used. After you change it, the page reloads in the new language.

The choice is saved on the server, so it applies wherever you sign in.

Ask Jev

Mon, 01 Jan 0001 00:00:00 +0000

Ask Jev#

Ask Jev is a page for quickly assessing a text. Jev does not chat, Jev decides: you give it a text and questions with predefined answers, and in a fraction of a second it tells you how confident it is about each answer. It is useful, for example, for sorting customer emails, reviews, or product descriptions.

Page layout#

Try an example – buttons with ready-made examples (Customer email, Product review, Product page) and Start from scratch, which clears the page.
1 Text to assess – a field for the text (up to 20,000 characters), the Model selection, and the send button.
2 Questions – a list of questions Jev should answer, plus the Import from CSV and Add question buttons.

Questions#

Each question has one of three types: