Overview
This article walks you through requesting and reviewing an action in Moby chat, including how to approve it when approval is required.
By the end, you will know how to ask Moby for a real change in a connected platform, such as pausing an ad, updating a budget, or creating a discount code, without leaving Triple Whale.
Before you begin
Connect the account for the platform you want Moby to act on, such as Meta Ads, Google Ads, Shopify, or Klaviyo.
Make sure the connected account can make changes. Actions do not work with read-only access.
If you want to review new campaigns, ad sets, or ads before spend begins, tell Moby to create them in a paused state.
⚠️ Warning: Actions run in your live connected accounts once executed. To undo an executed action, ask Moby in chat to restore the previous setting.
Moby can use the action details to help reverse supported changes, including prior and new values when available. You can also make the change manually in the connected platform.
Steps
Open Moby chat.
Describe the change you want in plain language.
Include the platform, the exact campaign, ad set, ad, product, or item name, and the specific change you want.
Review Moby’s proposed action or result.
Depending on your account’s action approval behavior, Moby may either prepare the action for review or execute a supported action automatically.
Respond to the approval card when one appears.
When an action requires approval, Moby shows an approval card headed “Moby needs your approval to continue.” Choose one of the options:
Approve
Reject
No, and tell Moby what to do differently
Select Submit if approval is required.
If approval is required, Moby only proceeds after you approve the action.
Wait for the result.
Moby reports whether the action succeeded or failed. If the action cannot be completed, Moby shows the error.
Verify it worked
Moby confirms the action result in chat. You can also check the campaign, ad, product, discount, or item directly in the connected platform to confirm the new setting.
Example requests
Specific, single changes:
“Turn off my Meta ad called ‘Summer Sale Creative.’”
“Increase the budget for my Meta campaign titled ‘Holiday Promotion’ by 20%.”
“Duplicate my top performing ad into my prospecting ad set.”
“Create a discount code called WELCOME15 for 15% off.”
“Update the product title and description for this Shopify product.”
Data-driven changes:
“Turn off all ads that have spent more than $500 and have Return on Ad Spend below 1.0 in the last 7 days.”
“Increase budgets by 30% for all campaigns that have spent more than $1,000 with ROAS greater than 2.5.”
“Pause my weakest Google campaign and move its daily budget to my strongest one, based on Pixel ROAS over the last 7 days.”
“Create a segment of customers who spent over $500 in the last 90 days, then sync it to Meta.”
“Create a new Google Ads Search campaign with a $50 daily budget, set to paused so I can review it before it goes live.”
💡 Tip: For new campaigns, ad sets, ads, or ad groups, ask Moby to create them in a paused state when you want to review them before spend begins.
Bulk actions
When your request matches multiple entities, Moby may prepare multiple actions. Review each proposed action carefully when approval is required.
For each approval card, choose Approve, Reject, or No, and tell Moby what to do differently.
If something fails
If an action fails or does not run, see My Moby action failed or didn’t run.
Related questions
How do I ask Moby to take an action?
What should I include in an action request?
How do I approve a Moby action?
Can Moby run actions automatically?
How do I reject an action or give feedback?
How do I confirm an action worked?
What should I do if an action fails?