Overview
What Cass is connected to, and what she is allowed to do without asking.
Connect your ad accounts
Cass is in your Slack. She needs read access to the account she is going to watch. You approve it on Meta, and you can take it back at any time.
Campaigns, ad sets, ads, spend and results. Cass will not spend, pause or change anything unless you tell her to.
Already authorised it?
If you approved access and Cass still does not see the account, give her the ad account ID. You will find it in Meta Ads Manager, at the top of the account dropdown.
You will be sent to Windsor, the data provider Cass reads through, and then to Meta to approve access. You come straight back here.
What happens next
Cass reads the account, and sends you the first thing worth your attention in Slack. One finding, not a report.
Integrations
What Cass is plugged into, and what is on the way.
Permissions
Everything unticked still happens, it just happens after you say yes. Ticking a box only removes the question, never the report.
What Cass can never do from a click
Changing budgets and creating new campaigns, ads or audiences are not on this list and cannot be added to it. Those move money or make new things, so they need a confirmation with the number in front of you. Cass will propose them; she will not execute them on a single tap.
What counts as a result
Cass reads your numbers either way. Without this she can tell you what a number is, but not whether it is good, so she will say so instead of guessing.
Your business model
The conversion that matters
Account
Connection, billing and the way out.
Slack connection
Cass is connected to this workspace. Disconnecting revokes her token at Slack, so she stops reading and writing immediately. Your ad account and permissions stay saved for when you come back.
One thing to know before you disconnect: the link to this panel arrives as a message from Cass in Slack. Once she is disconnected she cannot send it, so come back through heycass.co and install her again. This session stays open either way.
Ad account
Connected through Windsor. Disconnecting keeps Cass in your Slack but stops every scan until you connect an account again. Reconnecting sends you to Windsor for a fresh authorisation, which is also how you move Cass to a different ad account.
Delete account
This removes your installation, the connection to your ad account and everything Cass has stored about your findings. It cancels nothing at Stripe, so cancel your plan there first if you have one. It cannot be undone.
Type your workspace name to confirm.