Overview
Build Mode is Moby’s hands-on, conversational report builder. Chat with Moby, preview live results in split-screen, and turn any question (or series of questions) into an interactive, share-ready report or a scheduled recurring Agent.
Benefit | Why it matters |
Conversational workflow | Ask plain‑language questions (e.g., “Show spend and ROAS for the last 7 days”). Moby writes the SQL, pulls the data, and builds the visuals. |
Live split‑screen preview | See the chat and report side‑by‑side, so every prompt’s impact is clear. |
Gen UI | Moby generates interactive charts, tables, and text insights presented in a beautiful visual report. |
Shareable & schedulable | Share a password‑protected link or convert the session to an Agent that reruns every 15 min, hourly, daily, or weekly. |
Build Mode vs. Deep Dive
| Build Mode | Deep Dive |
Experience | Manual & conversational. Ask one question at a time, debug as needed, request reports yourself. | Hands‑off & autonomous. Provide a target, wait a short time, receive a comprehensive report. |
Execution model | One SQL/chat step at a time. | Dependency‑graph execution with parallel tasks and auto‑debugging and smart pivots. |
Extra capabilities | Can generate Gen UI when you explicitly ask. | Router Chat → Steps Planner → Execution Engine → Final Report pipeline. |
Ideal for… | Quick explorations, ad‑hoc SQL questions, iterative widget building. | In‑depth investigations, strategic deep dives, recurring insights. |
Key Components
Left Pane – Chat & Data
Type prompts, review Moby’s replies, and see the raw data it extracts.Right Pane – Live Report & Share Options
Gen UI – interactive charts, tables, and tabs
Code – read‑only view of the HTML/CSS/JS used to render the report
Share Link
Send a link to your final report to anyone, with optional password protection.
Agents integration
Turn any Build into a scheduled Agent that delivers the refreshed report by email, Slack, or another destination you choose.
How It Works
Ask a question – “Show spend and ROAS for the last 7 days.”
Moby pulls data – It writes SQL, queries your Triple Whale data, and shows the results in chat.
Ask to build a report – Moby turns the data into a Gen UI report on the right.
Iterate – Prompts like “Break it down by hour” or “Add a spend‑share pie chart” update the report.
Share or schedule – Generate a share link (add a password if needed) or click Create Agent to schedule the report to run automatically in the future.
What You’ll See
Left Pane | Right Pane |
Prompts – your step-by-step questions, and data and insights generated by Moby. | Output – Gen UI visuals and Code panel |
Start Using Moby Build Mode
Open Build Mode
Navigate to Moby from the left navigation panel.
Click Build just below the chat input field.
Write or Pick a Prompt
Type a plain‑language prompt describing the desired outputs.
Example Prompts Build Mode Handles Well
"Make me a Geographic Performance report"
"Build me a Time‑of‑Day & Day‑of‑Week Performance Matrix"
"Show me my top performing meta campaigns this month"
"Give me a report on my paid spend vs revenue per channel"
"Help me understand my campaign budget pacing & provide an end‑of‑month forecast"
"Analyze my retargeting funnel drop‑off"
Ask Moby to Create a Visual Report
Once the data looks right, say “Create a visual report with insights.” The Gen UI appears on the right.
Iterate on the Results
Continue exploring:
Data – For example, “Now break it down by hour.”
Layout – For example, “Change the ROAS chart to columns.”
Use Edit UI (three‑dot menu) to adjust colors, fonts, or spacing. Preview desktop and mobile before saving.
You can also save the design as default or set brand guidelines.
Share or Convert to Agent
Once your Build Mode report looks the way you want, you have two options for making it available to others:
Share a view-only link
Click Share in the upper-right corner of the report.
Configure any extras you need:
Restrict to specific email addresses
Require a password for access
Click Generate Link and drop it in Slack, email, or any doc.
Convert to an Agent
Note: You'll need access to Agents to use this feature. View plans
Saving your Build Mode plan as an Agent lets you:
Automate recurrences – schedule the analysis to run (e.g., every Monday at 9 AM).
Add destinations – after conversion, open the Agent builder to add delivery steps such as Email, Slack, or Google Sheets (Build Mode does not assign destinations automatically).
Build on it - Connect your Build Mode output with other Agents to create even more powerful mega-Agents.
Click Create Agent in the upper-right corner of the report.
Build Mode turns all the steps in your conversation into an Agent workflow.
In the Agent builder, you can finalize the Agent configuration, including:
Edit or reorder steps
Add destinations (Email, Slack, Feed)
Set a schedule (e.g., every Monday at 9 AM)
The Agent now lives in your shop's Agent collection.