Before you start
Set it up
1
Turn the platform on for agents
Open Settings → Ad publishing. Under Platforms, turn on the switch next to the platform.If you skip this, the first create from an owner or admin in chat turns it on. Any other request waits for an approval.
2
Connect your agent
Use the steps for your client in the table below.
3
Pick the access level
On the DATALYR consent page, keep the ads permission that matches the level you want. Untick the others. See the level table below.
4
Ask for an ad
Start a new conversation and ask for a paused ad. See the example below.
5
Read the preview and say yes
The agent shows a summary, and for Meta a link to every placement. Reply
yes only when it is right.Connect your agent
api.datalyr.com under
Settings → Capabilities. See Add ad files.
Pick the access level
Pick Create paused for a first ad. To change the level later, remove the connector
and add it again. Access levels and approvals has
the full rules.
Example conversation
Turn the ad on
The ad stays paused. Turn it on yourself in Ads Manager, or ask the agent. An agent turns it on directly only when you are the workspace owner, you connected with Publish live, and live ads are on for the ad account. See Turn ads on within spend limits.Verify
- Open Ads Manager for the ad account.
- Find the new ad in the ad set. On Meta, filter by the label
datalyr-agent. - Confirm the ad shows as paused.
- Open Settings → Ad publishing → Activity in DATALYR.
- Confirm the entry
Created 1 paused adnames you and your agent.
When it does not work
More fixes: Troubleshoot agent ads.
Next
- How agents publish: the preview, the yes, and what comes back.
- Add ad files: attach, link, or upload images and videos.
- Meta: objectives, targeting and formats an agent can use.