Home: attention, sign-offs, portfolio, schedule
Use Home to see what needs you, approve actions and check your portfolio.
Home is the first screen you see in Koast. It tells you what needs you today, lets you approve what your Agent Tasks want to do, and shows how every ad account is spending.
The top of the page
The greeting says good morning, afternoon or evening, and the line under it sums up your day: how many sign-offs are waiting, how many suggestions when your brand gets them, how many Agent Tasks are running and, when there's been spend, how much. Agent controls under it opens Settings, Agent.
Under it is the agent composer, "Ask about this account…". Type a question, or click one of the ten chips, the same ones the full-page agent offers, such as Triage the account, Today's Pulse or Generate creatives. Either way, Koast opens the full-page agent with your question in a new chat. See One-click reports.
Needs attention
Alerts that need you. Select Dismiss once you've dealt with one. An ad account request that needs something from you shows here first, like "Phone verification required", with a button that opens the request where you do it. It has no Dismiss: it goes away once it's done. See When we need something from you.
Needs you
When your brand gets daily suggestions, the changes the agent suggests wait here, with when each one expires. Select Review on a card to see the numbers, then approve, adjust or decline it. With nothing waiting, it reads "Nothing needs you."
Needs your sign-off
Actions your Agent Tasks are waiting to run, such as a pause or a budget change that needs approval. Select the chevron at the end of a row to see what will happen, then Approve or Decline.
Approving runs the action
Approving executes immediately, with no second confirmation. Declining cancels the task run.
This section appears only when something is waiting. See Approvals and the Sign-off queue.
Portfolio
One row per ad account, with Spend, ROAS, CPA, CTR, Results, Purchases, CPM and a 30-day change, and an All accounts total at the bottom. The change column stays blank for now. The date picker starts on Last 30 Days. Use Columns to hide a column, or, with Hyros connected, to add Hyros columns.
Click an account's row to switch to that account and open its Ads Manager.
If Koast can't load your accounts, you'll see "We could not load your ad accounts. This is a temporary problem, not a disconnection." with a Retry button. Your accounts are still connected.
Scheduled
The Agent Tasks that run on a schedule, with each one's next run time, for example "Tomorrow 9:00 AM". With none set up, you'll see No scheduled runs yet and a New schedule button. Both take you to Agent Tasks. See Scheduled agent flows.
Good to know
- Portfolio lists every ad account you have access to, one row each. If an account has more than one connection, you see its default.
- An ad account with no connection still gets a row, sorted to the top, so you can see what needs fixing.
- View Only teammates can read Home, but Koast refuses an approval they try to send.