Moby 2 becomes more useful when it understands how your business operates, what your brand represents, and which rules should shape its recommendations.

Moby can use your connected Triple Whale data to understand what is happening in your business. You can provide additional context to help Moby understand what matters, how your team evaluates performance, and how you want the work presented.

You can review and manage much of this information directly from the Moby 2 chat screen.

This article explains how to:

You do not need to document your entire business before using Moby. Start with the information that would materially change its answer or recommendation.

Connected data may show Moby that your New Customer ROAS declined. Business context helps Moby understand whether the decline requires action.

For example, your team may know that:

Without that information, Moby may provide a technically reasonable recommendation that does not fit your strategy.

The right context helps Moby evaluate performance through your team’s operating rules instead of relying only on general ecommerce patterns.

Gather the information and assets that would change how your team interprets performance or makes a decision.

You may want to prepare:

When practicing unfamiliar workflows, use a demo or test environment if one is available. When configuring your actual business, do not include credentials, API keys, private customer information, or files that should not be available to other authorized users.

Open Triple Whale and select Moby 2.

The chat screen includes:

The plus menu is the main entry point for reviewing files, customizing Moby, and checking Slack.

Select the plus icon in the Moby chat bar, then select File Manager.

File Manager can include the following areas:

Uploaded Files contains documents, images, folders, and other materials available for Moby workflows.

These files may support work such as:

When you want Moby to use a file, explain what the file contains and how it should influence the work.

For example:

Use the attached marketing calendar to identify active promotions and product launches when you analyze revenue changes. Treat the calendar as supporting context. Validate any relationship against the performance data before presenting it as a cause.

This gives Moby both the source and the rule for interpreting it.

Moby Generations contains assets created through Moby.

Review generated assets before reusing or publishing them. Check:

Keeping generated assets organized can make them easier to find and reuse in later conversations.

Published Ads can provide existing creative and available performance information for advertising work.

This can help Moby review:

Available metrics and advertising sources depend on your connected accounts and data access.

Product Imagery contains images associated with products from your connected commerce business.

For example, if your Shopify store is connected to Triple Whale, Moby can make the imagery associated with those products available for supported creative, advertising, and landing-page workflows.

This helps Moby work with the products your business actually sells instead of inventing or reconstructing their appearance.

Review the available product imagery before using it and confirm that:

Product Imagery is separate from Uploaded Files. Use Uploaded Files for additional documents or assets you provide directly. Use Product Imagery to review product images brought in from your connected store.

Availability depends on your connected commerce platform and the product information available through that connection.

The Competitors area in File Manager lets you search for and track competitor brands, then review their available advertising creative.

To add a competitor:

Competitor data is powered by Foreplay and uses publicly available advertising-library information. Brand Tracker can only add brands found in Foreplay’s index.

If a search returns no result, try the brand’s full name or an alternate domain. If the brand still does not appear, it may not currently be indexed by Foreplay and cannot yet be added to Brand Tracker.

Finding no matching brand is different from tracking a brand that has no available ads. A tracked brand may still have limited or no creative coverage based on the public advertising data Foreplay can collect.

Competitor Analysis does not provide private performance metrics such as competitor spend, revenue, CPA, or ROAS.

Select the plus icon again, then select Customize Moby.

This opens the Make Moby Work Your Way area.

The available sections shown in the current interface include:

These areas help you review the information and capabilities Moby may use.

Open Connectors.

The current interface organizes connectors into areas such as:

Available connectors may include business platforms, advertising accounts, Google Workspace tools, and other supported services.

Examples shown in the current interface include:

The connections available to your business may differ.

Before relying on a connector, confirm:

A connected platform does not always mean Moby can make changes to it. Read-only access may support analysis but not actions.

If a required source is unavailable, ask Moby to identify the limitation rather than replacing it with an unsupported assumption.

Select Business context.

Business context can contain reference files that explain how your organization operates.

Examples may include:

Select a file to preview its contents. Review the file to confirm that the information is accurate and current before relying on it as context for Moby.

Think about what you would explain to a new analyst before asking them to evaluate your business.

Useful context can include the following information.

Examples:

Document any definitions that are specific to your team.

Examples:

Examples:

Examples:

Focus on information that should influence multiple conversations or workflows. Temporary campaign details can remain in the relevant conversation or Automation instructions.

Keep your business context current. Update or replace information when your targets, strategy, promotions, or constraints change.

Select Brand Vault.

Brand Vault gives Moby guidance about your identity, messaging, products, and visual direction so generated content can better reflect your business.

An existing Brand Vault may include sections such as:

The Brand Vault may describe your:

The next step depends on whether your business already has a Brand Vault.

Select Build Brand Vault with Moby.

This opens a new Moby conversation and sends the following prompt:

Build the Brand Vault for my shop using your Brand Vault skill.

Moby analyzes your connected store and available brand information to create the initial Brand Vault.

When it is complete, review how it represents your positioning, messaging, colors, typography, products, logos, and visual direction.

Review the current Brand Vault, then select Edit in Moby.

Use this prompt:

Moby, I want to update our Brand Vault. Using your Brand Vault skill, review what we currently have. Then ask me the questions you need, one at a time, to refine and fill in any gaps before you update it.

Moby will review the existing guidance before asking for additional information. Answer each question using the most current details about your brand.

You can also request a specific conversational update.

For example:

Update our Brand Vault to use RGB 12, 112, 242 as our primary CTA color. Preserve the rest of the Brand Vault.

After Moby completes the update, return to Brand Vault and confirm that the change appears correctly and that unrelated brand guidance was preserved.

Update your Brand Vault when:

Brand Vault gives Moby stronger brand context, but customer-facing work should still receive a final review before publication.

The Memory page also includes an option to import memory from supported AI providers. Select Start import to begin the available import flow. Review imported information before relying on it, and remove anything that should not become durable Moby context.

Select Memory.

The current interface shows memory organized into the following areas:

The Memory page also includes an option to import memory from supported AI providers. Select Start import to begin the available import flow. Review imported information before relying on it, and remove anything that should not become durable Moby context.

Then continue with User memory.

User memory can support durable preferences associated with your individual Moby experience.

Examples may include:

Business memory contains durable information that should help Moby work consistently across the business.

Use it for shared facts, definitions, rules, and preferences that remain relevant beyond one conversation or workflow.

When reviewing or updating Business memory, provide what you want added, changed, or removed. Useful categories include:

Examples include:

When information changes, state exactly what Moby should update or remove.

For example:

Update our New Customer CPA target from $60 to $55. Preserve the rest of our acquisition rules.

Or:

Remove the memory that identifies the summer product launch as our current priority. That launch has ended.

Business memory should contain information that is useful across the business. Keep temporary campaign details, short-term promotions, and instructions for one specific task in the relevant conversation or Automation instead.

Slack memory can provide context associated with a specific connected Slack channel.

This can help Moby understand relevant channel discussions and working context when supported.

Do not assume that Moby can access every Slack channel. Access depends on the connected workspace, channel availability, and permissions.

Workspace memory can hold durable context for work associated with a specific Moby workspace.

This may include:

Workspace memory is separate from Business memory. Use Business memory for information that should apply across the business, and Workspace memory for information that should apply only to a focused area of work.

Workspace memory access and management may depend on the workspace and conversation you are using.

You can ask Moby to save durable information directly from a conversation.

For example:

Save as a memory that our fiscal year ends July 31 every year.

Ask explicitly when you want information saved. Keep temporary promotions, one-time instructions, unconfirmed assumptions, credentials, and private customer information out of durable memory.

Select Skills.

Skills give Moby repeatable instructions for specific types of work. They can define how Moby should approach a task, which requirements it should follow, and how the result should be structured.

The current interface separates skills into two groups:

Triple Whale Skills are default skills available for supported Moby workflows.

Examples shown in the current interface include skills for:

Moby can call the relevant Triple Whale Skill when the requested work matches its purpose.

Business skills are custom skills created for repeatable workflows associated with your business.

Examples may include:

Business skills are useful when you want Moby to follow the same process, rules, and output structure each time.

You can ask Moby to turn a defined workflow into a Business skill.

Your request should explain:

For example:

Create a Business skill for our monthly creative report. Review the previous completed month, analyze Meta creative performance, identify the top performers and fatigue risks, and organize the result into an executive summary, performance table, creative findings, and prioritized next actions. Do not make account changes. Call this skill monthly-creative-report.

Review the finished skill and confirm that its instructions match the workflow you intended.

To use a Business skill from Moby chat, enter / in the chat bar.

Select the skill under Business Skills, provide any required information, and run it.

Using a slash command lets you start a repeatable workflow without rewriting the full instructions each time.

Update a Business skill when:

Close Customize Moby and return to the main chat screen.

Select the plus icon, then select Slack.

If Slack is already connected, the interface will show the existing connection and available routing information.

Moby in Slack can help your team:

Before relying on Moby in Slack, confirm:

This is especially important if your team or agency manages multiple businesses.

Use Slack threads when a follow-up depends on an earlier response. Return to the Triple Whale app when you need to explore dashboards, review detailed visual reports, manage context, or inspect a workflow that is not available from Slack.

For full setup instructions, see:

Return to the main Moby chat screen.

Select the model and thinking control shown inside the chat bar. The visible label reflects the current selection, such as OpenAI - Thinking.

The current interface includes settings for:

Available providers shown in the current interface include:

Available providers, models, and thinking levels may change.

Choose the configuration that fits the work.

A quick operational question may not require the same thinking level as:

If the task is exploratory, begin with the smallest useful request before expanding into a long-running or generation-heavy workflow.

The chat bar also shows your current action preference.

The current interface includes:

Use Ask every time when you want Moby to present supported actions for review before proceeding.

This is the safer starting point when:

Before approving an action, review:

Actions affect live connected accounts after they execute.

After reviewing the available context, ask Moby to help identify any missing information.

Use a prompt like this:

I want to set up Moby for our weekly growth review.

Ask me no more than six questions, one at a time, to understand:

At the end, summarize the proposed setup. Separate confirmed facts, assumptions, and missing information. Do not save anything, create an Automation, or take an action until I confirm the summary.

Review the proposed setup before you ask Moby to reuse or remember it.

Check the proposed setup for the following areas.

Do not treat access to one business or account as proof that Moby is using the intended one. Confirm the target before relying on consequential analysis or actions.

After reviewing and updating the context available to Moby, it should be better prepared to:

Context does not guarantee that every response will be correct. Review important metrics, recommendations, generated assets, and proposed actions before using them.