Understand logins, ad accounts, and account scope - Nerve AI Help Center

A provider login can give access to several advertising accounts or properties. Connecting that login is the first step; selecting the intended data scope is the next.

Term	Meaning in your work
Nerve workspace	The working area with a team, connections, workflows, and billing.
Platform connection or login	The identity authorized to access a provider such as Google or Meta.
Ad account, advertiser, customer, or property	The particular business dataset you want to analyze. The term depends on the platform.
Advertiser group	A collection of supported accounts for one business, used by Analytics and available for chat scoping.

An agency Google login can access both Example Retail and Example Travel. Connecting that login does not tell the assistant which client your next question concerns. Choose Example Retail’s customer account, then ask for that account’s campaigns and dates.

Choose scope for your experience

In Nerve AI, select accounts or an advertiser group and apply the selection before sending the message.
In Claude or ChatGPT, check the connected accounts and identify the intended account in your prompt. Naming an account is an instruction; do not treat the prompt as an access-control setting.
In a workflow, inspect every configured source and selected account before running it.
In Analytics, select the intended advertiser group.

Confirm the scope in the answer

Before analyzing results, identify the platform and account you will use.
If multiple accounts have this name, ask me to choose. Then confirm
the date range, timezone, and currency. Do not combine other clients.

If the listed accounts differ from those visible in your browser, check the external assistant’s authorization context. See Choose the correct workspace and Choose chat accounts.