GoMarble

Teams

Manage your collective workflow by inviting collaborators and switching between different team environments. Here is how to get your team up and running.

Getting Started with Teams

Learn how admins can control, preview, and edit which accounts individual team members can access in GoMarble AI.

Managing Member Access to Specific Accounts

Learn how sharing a dashboard automatically extends Viewer or Editor permissions to its linked chat transcript, and what each role can see or do.

Sharing a Dashboard and Its Chat: Viewer and Editor Permissions Explained

GoMarble MCP

GoMarble MCP - Overview

How the draft-first workflow works when creating prompt-based agents through the GoMarble MCP — save an agent as a draft, review it, then activate it when ready.

Creating Agents via MCP: Draft, Review, and Activate

Getting started with GoMarble AI

What the GoMarble AI Assistant can do across connected ad and analytics platforms.

GoMarble Capabilities

Simply Ask the AI

Getting Started with GoMarble AI 

Prefill Prompts are quick-start buttons designed to help you run powerful, complex analyses with a single click. Instead of typing out a long question, you can use these expertly crafted prompts to get immediate insights.

How to Use Prefill Prompts for Quick Analysis

The Remix feature is the best way to create a comprehensive, well-structured report without starting from scratch. It allows you to take a pre-built report template from our Community gallery and instantly apply it to your own connected data sources.

How to Remix a Report from the Community Gallery

Attachments let you share files directly with GoMarble for analysis, review, and processing.

Attachments in GoMarble AI

How to connect GoMarble MCP with Claude?

How to select Instant, Medium, or High reasoning modes in the chat interface and when to use each one.

Choosing an Intelligence Level for Your Conversation

Learn what to expect the first time you open Dashboards, how to confirm or cancel the initial data sync, and what happens while your data loads.

Understanding the Dashboard Setup Flow: Syncing Your Account for the First Time

Agents turns GoMarble into a paid media autopilot. Instead of logging in to run the same analyses over and over, you define a job once, set a schedule, and GoMarble runs it automatically — then delivers the output straight to your Slack or email.

GoMarble Agents

What are GoMarble Agents?

Once your report is complete, GoMarble AI makes it easy to automate delivery and share your findings with stakeholders. This guide covers how to schedule, manage, and share your reports.

Scheduling and Sharing Your GoMarble AI Reports

GoMarble Agents - A how to guide

How to view and edit an agent's governance policy — allowed actions, budget cap, and approval mode — after the agent has been created.

Setting Agent Limits and Governance Policies

Enable the Agent Learning toggle so your scheduled agents remember what past runs found and stop re-reporting the same findings.

Using Agent Learning to Help Your Agent Remember Past Runs

Palkush Chawla

Connectors

How to Connect a Meta (Facebook) Ads

How to Connect a Google Ads

How to connect LinkedIn Ads

How to Connect a Google Analytics 4 (GA4) Account

How to Connect a Shopify Account

Follow these steps to connect your TikTok Ads account and import your advertising data into GoMarble AI.

How to connect a TikTok account

Follow these steps to connect your Google Sheets account and import your data into GoMarble AI.

How to Connect Google Sheets

How to connect a Klaviyo account

How to Connect Your Instagram & Facebook Organic Pages

Learn which plan includes Slack workspace connection, how to connect, and what to do if you see an upgrade prompt.

How to Connect Your Slack Workspace to GoMarble

Learn how to use the new Integrations screen to connect and manage all your data sources in one place.

How to Connect Your Accounts Using the Integrations Screen

Troubleshooting Your Connections (FAQs)

Step-by-step guide to re-authorizing a previously connected ad account using GoMarble's OAuth reconnect flow.

How to Reconnect a Saved Ad Account via OAuth

Details and TnCs of GoMarble Referral Program

GoMarble Referral Program

Gomarble Capabilities

Learn what Brand IQ shows, why certain creatives appear, and how to interact with active creative cards and landing page previews.

Understanding Brand IQ: Active Creatives and Landing Page Insights

Invite your friends on GoMarble and get rewarded

Reports

GoMarble AI offers two powerful ways to generate comprehensive marketing reports: creating a report from a custom prompt or remixing a pre-built template from our Community gallery. This guide will walk you through both methods.

Creating Your First Report in GoMarble AI

Once a report is generated in GoMarble AI, you have complete control to refine its content and appearance. This guide covers how to edit text, change visual themes, and add images.

Customizing and Styling Your GoMarble AI Reports

Projects

GoMarble Projects is a feature that brings context to your analysis. Projects help you work more efficiently by remembering your preferences, maintaining relevant context, and keeping related work organized in one place.

Getting Started with Projects

Creating and Setting Up a Project

Project Instructions and Knowledge

Agent Mode

See every action Agent Mode can take — live in your ad accounts

Explore Agent Mode Capabilities

Agent Mode can launch new Meta ads from Google drive or device upload - campaigns, ad sets, and ads, all reviewed by you before going live.

Explore Launch Flow Capabilities

How to view and apply AI-driven ad recommendations directly from Slack recommendation cards.

Acting on GoMarble Recommendations in Slack

Understand performance, discover resources, and prepare approval-based TikTok Ads campaign changes through conversation. (Beta)

Manage TikTok Ads with GoMarble

Plans and Billing

Learn about our shift to usage-based pricing and how we’ve simplified our plan structure to better support your growth.

Pricing Update: Jul 2026

This guide answers common questions about managing your GoMarble AI subscription, including upgrades, cancellations, and invoices.

Managing Your Subscription: Billing FAQs

Refund Policy

All your financial documents and payment settings are centralized in one place for easy access. Whether you need to download a receipt for taxes or update your credit card, you can handle it directly from your dashboard.

Managing Your Invoices and Receipts

Step-by-step instructions for cancelling an active GoMarble AI subscription or free trial.

Cancel Your Subscription or Free Trial

Step-by-step guide to discovering and purchasing subscription add-ons from the Billing settings page.

How to Browse and Purchase Subscription Add-Ons

Usage Limits

To ensure fair performance for all users, GoMarble AI plans include limits on the number of accounts you can connect and the total ad spend that can be analyzed. This guide explains how these two types of limits work.

Understanding Account & Ad Spend Limits in GoMarble AI

Usage limits define the number of AI-powered actions you can perform within a billing cycle. These limits apply to our paid plans (Pro and Max) to ensure fair resource allocation and consistent performance for all users.

How AI Usage Limits Work in GoMarble AI

Data Storage and Security

This article answers common questions about how GoMarble AI handles data, what permissions are required, and where we stand on compliance and certifications.

Data Storage, Permissions & Compliance 

This article explains how agencies can connect GoMarble to client accounts without breaching confidentiality. It outlines what GoMarble stores, how data is used, and provides ready‑to‑send templates and clause snippets you can paste into your client agreements.