Success Agent is Finqu’s general AI assistant. You can use it to discuss ideas, get help with practical tasks, plan next steps, and start actions.
You can open Success Agent by clicking the speech bubble icon in the middle of the black top bar.
What can you use Success Agent for?
Success Agent works well in many different situations. You can use it, for example, when you want to:
think about what to improve in your online store
get ideas for content, marketing, or improving sales
solve problems
plan new actions
create new workers
start tasks or actions
Success Agent is often a good place to start if you do not yet know exactly how something should be done.
How to get started
The easiest way to begin is to write a message and start a conversation.
For example, you can:
explain what you need help with
ask for suggestions or a plan
describe a task you want the agent to handle
add an attachment if it helps
You can also choose a suitable mode or skill before sending your message.
Writing your message and guiding the task
With the tools at the bottom of Success Agent, you can guide how the agent approaches your task.
Write a message
In the message field, write what you want to do or what you need help with. You can start simply by describing your situation, your goal, and the kind of help you want.
A good opening prompt usually includes:
what the goal or problem is
what you need help with
what you want Success Agent to do
The more clearly you describe the situation, the easier it is for the agent to help you move forward.
Attach
With the Attach button, you can add attachments to the conversation, such as images. Success Agent can interpret attachments and use them to help solve the task.
An attachment can be useful, for example, when you want feedback on an image, content, or other material.
Choose a mode: Discuss, Execute, or Plan
You can choose the most suitable mode depending on what you want to do.
Discuss is useful when you want advice, ideas, or a conversation
Execute is useful when you want the agent to carry out a task in practice
Plan is useful when you want the agent to help build a plan or an approach
These modes use AI credits differently, so you can choose the one that best fits your situation.
Choose a skill
With Choose a skill, you can guide Success Agent to use a specific skill to solve your task.
A skill can relate to things such as:
a business analytics overview
predictive forecasting
anomaly detection
revenue and conversion insights
SEO views
writing an article or page
policies and practices
creating a worker team
If you already know what kind of task you need help with, choosing a skill can help guide Success Agent in the right direction. You can also start without selecting a skill and begin with a normal conversation.
Conversations and settings
History
On the right side, you can see your previous conversations. You can return to them later and continue them when needed.
Favorites
You can mark important conversations as favorites with the star icon. After that, you can find them more easily later in the Favorites section.
New conversation
New conversation starts a new conversation without context from previous ones.
This is especially useful when the topic changes clearly and you want to start fresh.
History, Favorites, and Starting a new conversation:
Settings
In Settings, you can both personalize Success Agent and manage its permissions.
On the Personalization tab, you can define things like the language, communication style, assistant personality, and the level of business and technical expertise. This helps make the responses better suited to your needs.
On the Permissions tab, you can manage which tools Success Agent can use without asking for permission each time. These permissions can relate to actions such as searching pages and products, updating content, or creating pages.
During a conversation, the agent can also be granted persistent permissions for certain actions. If needed, you can remove them later in Settings.
Success Agent settings:
How to use Success Agent effectively
A good way to use Success Agent is usually this:
Clearly explain what you need help with
Add an attachment if it helps explain the situation
Choose a suitable mode if needed
Choose a skill if you want to guide the agent more precisely
Continue the conversation or ask the agent to carry out the task
If the topic changes a lot, it is often a good idea to start a new conversation. This helps keep the context clearer.
Examples of how to start a conversation
Using Success Agent often begins with one opening prompt, and the conversation continues from there. The more clearly you describe your situation, goals, and expectations, the better the agent can understand what you need.
Success Agent may also ask follow-up questions before suggesting a solution, creating a plan, or carrying out a task.
You can start, for example, like this:
“I want to improve my online store’s product pages because the conversion rate feels too low. I sell natural cosmetics, and I would like to improve the structure of the product pages, the copy, and the elements that support buying decisions. Where should we start?”
“I need a worker that helps me with SEO optimization. It should be able to improve product names, meta descriptions, and product descriptions so they fit my store and support search visibility. Can you help me create one?”
“I want to plan a spring campaign for my online store. I sell home products, and the goal is to increase sales during a two-week campaign. Could you suggest a campaign structure, messaging angles, and content ideas?”
“I attached an image of one of my product pages. I would like you to review it and tell me what should be improved from the perspective of clarity, persuasiveness, and conversion.”
“I want to improve my online store’s conversion rate, but I am not sure where the biggest development opportunities are. Could you help me identify what I should review first?”
Summary
Success Agent is the place where you can discuss, plan, and start tasks in Finqu. You can use it for open-ended idea generation or guide it more precisely by choosing the right mode, skill, and attachments.
When you want to get started, the easiest way is simply to open Success Agent and write your first message.