> ## Documentation Index
> Fetch the complete documentation index at: https://docs.marketer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Working with Marketer

> Follow a request from grounded context through agent work, review, approval, and a verified result.

Marketer turns a marketing outcome into work you can direct and review. Start on **Home**, give the Marketing Agent the context and boundaries it needs, then follow the request to a result or a decision.

<Frame caption="The Home canvas combines performance context, the request composer, active work, and recurring outputs.">
  <img src="https://mintcdn.com/marketer-com/Zy37cwRIaZeFRNpC/assets/product-flows/home-overview.png?fit=max&auto=format&n=Zy37cwRIaZeFRNpC&q=85&s=4de37cc5d8346f9734837363b5598b3c" alt="Marketer Home canvas with overview metrics, request composer, currently running work, Daily Pulse, plans, and reports" width="1020" height="900" data-path="assets/product-flows/home-overview.png" />
</Frame>

## Orient yourself

Confirm the active workspace before you attach records or approve work. Use the main surfaces for distinct questions:

* **Home** starts a request and shows current workspace context.
* **Chats and tasks** reopens prior conversations and longer work.
* **Activity** and the **Agents** panel show progress, outputs, and sources.
* **Awaiting action** in Quick actions holds decisions that still need review.
* Product surfaces such as **Analytics**, **Campaigns**, **Creatives**, and **Workflow** show the current state of the resulting work.

## Use request → work → review

<Steps>
  <Step title="Request a clear outcome">
    Name the deliverable, evidence, scope, and authority boundary. Select **+** for an exact product, brief, campaign, or creative, and select **Upload files** for a one-off document. Use `@` to mention an agent.
  </Step>

  <Step title="Follow the visible work">
    A request can return a direct answer, continue as a task, ask for input, or present a proposal. Read the current state and open the task or **Agents** panel when you need its steps, sources, or outputs. Proposal controls vary; review the displayed cancel, edit, and run branches before allowing work to begin.
  </Step>

  <Step title="Review the result">
    Open the actual deliverable and compare it with the request. Verify decision-driving sources, accounts, dates, attribution, currency, and freshness. Treat suggested follow-ups as new requests. If a separate connected-account change needs approval, decide it in **Awaiting action**, then confirm the result in the product surface that owns it.
  </Step>
</Steps>

<Warning>
  A completed task or approved proposal is not proof that a connected account changed. Verify the current state in the owning product surface and, when needed, the provider.
</Warning>

## Continue with the detailed flows

<CardGroup cols={2}>
  <Card title="Use Home and the composer" icon="house" href="/working-with-marketer/home-and-composer">
    Select exact context, choose automatic routing or a specialist, and handle composer holds.
  </Card>

  <Card title="Navigate the workspace" icon="compass" href="/working-with-marketer/navigation-and-quick-actions">
    Reach recent work, hidden destinations, and configurable tools through Quick actions.
  </Card>

  <Card title="Build a grounded request" icon="messages" href="/working-with-marketer/chat-and-context">
    Attach exact workspace records and define the output and authority boundary.
  </Card>

  <Card title="Recognize the response branch" icon="code-branch" href="/working-with-marketer/answers-tasks-and-proposals">
    Distinguish a direct answer, question, proposal, task, and terminal result.
  </Card>

  <Card title="Answer or approve" icon="circle-question" href="/working-with-marketer/questions-and-approvals">
    Resolve the exact question or decision without granting broader authority.
  </Card>

  <Card title="Follow task progress" icon="list-check" href="/working-with-marketer/tasks-and-activity">
    Read task states, open agent detail, and inspect the finished result.
  </Card>

  <Card title="Control and recover a task" icon="rotate" href="/working-with-marketer/task-control-and-recovery">
    Resume, stop, recover, and verify the selected run.
  </Card>

  <Card title="Inspect specialist work" icon="users" href="/working-with-marketer/specialists">
    Navigate the Agents workbench from overview to one specialist's outputs and sources.
  </Card>

  <Card title="Make a pending decision" icon="inbox" href="/working-with-marketer/awaiting-action">
    Review the proposed change, choose a decision, and verify what happened next.
  </Card>

  <Card title="Reopen earlier work" icon="clock-rotate-left" href="/working-with-marketer/history-and-notifications">
    Follow conversations and notification receipts back to their source.
  </Card>

  <Card title="Find chats and tasks" icon="search" href="/working-with-marketer/chats-and-tasks">
    Search the combined history and open the correct conversation or run.
  </Card>
</CardGroup>


## Related topics

- [Specialists](/working-with-marketer/specialists.md)
- [Answers, tasks, and proposals](/working-with-marketer/answers-tasks-and-proposals.md)
- [Task control and recovery](/working-with-marketer/task-control-and-recovery.md)
- [History and notifications](/working-with-marketer/history-and-notifications.md)
- [Tasks and activity](/working-with-marketer/tasks-and-activity.md)