Ask Marcenta
Ask workspace questions and move quickly between current tasks, incidents, and reports.
Home is the first page after sign-in. It combines Ask Marcenta, a natural-language workspace assistant, with previews of operational work that may need attention.
Before you start
Ask Marcenta answers from data available to your current workspace. Results are more useful after the relevant provider has connected and completed its initial import. Your Marcenta role and the features enabled for your workspace also affect what you can open or change.
Ask Marcenta
Enter a question or instruction in the Home composer. For a precise answer, identify:
- the object you want, such as tasks, incidents, reports, campaigns, calls, or accounts;
- the source, such as Google Ads, LinkedIn Ads, or Salesforce, when it matters;
- the period you want analyzed;
- the metric, owner, status, or severity you want used;
- the desired output, such as a summary, comparison, or prioritized list.
Example prompts:
- “List open tasks due this week, ordered by priority.”
- “Summarize unresolved high-severity regression incidents from the last seven days.”
- “Which saved reports were updated most recently?”
- “Compare Google Ads spend and conversions for the last 30 days.”
Follow-up questions can refine the current conversation. If a result looks incomplete, restate the source and date range rather than assuming all workspace data was included.
Operational previews
Home provides compact views of:
| Preview | What it shows | Where to continue |
|---|---|---|
| Tasks | Current open work and due dates | Select a task or open Tasks |
| Incidents | Recent changes detected in connected data | Select an incident or open Incidents |
| Reports | Recently created or updated saved reports | Select a report or open Reports |
These previews are entry points, not complete lists. Use View all to open the full product area and apply its filters.
Interpreting answers safely
Ask Marcenta can summarize and organize workspace information, but it does not replace source-system validation. Before acting on an answer with budget, customer, or revenue impact:
- Confirm the requested date range and source.
- Check the related connection for sync errors.
- Open the referenced report, incident, task, or recording.
- Validate important figures against their original provider when necessary.
If an answer is missing or unexpected
| Symptom | What to check |
|---|---|
| A source is absent | Confirm that it appears under Connections and has completed a successful sync |
| Recent data is missing | Check the source's latest sync time and whether its provider data is finalized |
| The answer is too broad | Add a source, metric, owner, status, and explicit date range |
| You cannot open a referenced item | Confirm your workspace membership and feature access |
| The answer conflicts with a provider | Recheck date boundaries, time zones, attribution settings, filters, and provider-side processing delays |
Do not enter passwords, API keys, OAuth tokens, private calendar links, or other credentials in Ask Marcenta.