Choose or change the accounts in a chat

Select accounts or an advertiser group for Nerve AI, apply the choice, and confirm the scope before continuing a conversation or starting a new one.

Choose at least one account before sending a Nerve AI message. The picker separates account selection from the platform login you connected earlier.

Select individual accounts

1. Open AI Agents > Agents and click the account picker near the message box.
2. Use the platform tabs and Search all accounts to find the intended accounts.
3. Tick the accounts you want. Check the selected count. Use the platform’s select-all or clear control only when you intend that scope.
4. Choose Apply. Use Cancel to discard the picker changes.
5. Ask the assistant to confirm the selected account before analyzing it.

The initial All accounts label does not replace making a selection. If the message area says Select ad accounts to start, choose an account and apply it.

Use an advertiser group

Choose Select advertiser group when the task concerns all accounts in a configured group. Review the group membership first, especially for a client-wide report. Use Clear group scope when returning to individual account selection, if that control is shown.

Change scope during a conversation

Update the selection, then make the scope change explicit in your next message:

Use only the accounts selected now for this next analysis.
Restate the platform and account names before comparing results.
Do not include the previous client's data or make any changes.

Check remembered selections in new and reopened chats. Do not rely on the conversation title as proof of the current accounts.

If a platform or account is missing, confirm its connection and whether it is available in this chat surface. See integration availability. Use an external assistant when the task needs a supported connector that is unavailable in the chat picker.