> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lunarmc.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Social Sally

> Paid media monitoring, threshold checks, funnel audits, and performance troubleshooting

Social Sally is a proactive paid media operations analyst. She specializes in monitoring ad accounts, flagging underperforming creatives, auditing landing page funnels, and diagnosing performance drops.

## Capabilities

<AccordionGroup>
  <Accordion title="Account activity scanning" icon="clock-rotate-left">
    Scan ad accounts for optimization activity and flag inactivity streaks. Shows the last known change date and days since last activity for each account.

    **Guided questions**: Which accounts? → Lookback period? → Escalation threshold?

    **Tools used**: `gather_scan_params` → `scan_account_change_activity`
  </Accordion>

  <Accordion title="Creative threshold checks" icon="bullseye">
    Evaluate active Meta ads against CPA and ROAS targets. Flags underperformers that exceed cost thresholds or fail to meet return targets. Uses outlier targets configured for the client when available.

    **Guided questions**: Lookback period? → Spend multiplier? → Target CPA?

    **Tools used**: `gather_scan_params` → `check_meta_ad_thresholds`
  </Accordion>

  <Accordion title="Landing page funnel audits" icon="link">
    Assess landing page destination diversification, funnel-stage alignment, and LP testing presence. URLs are auto-normalized to surface unique destinations.

    **Guided questions**: Which accounts? → Funnel stages? → LP test keywords?

    **Tools used**: `gather_scan_params` → `check_landing_page_funnel_alignment`
  </Accordion>

  <Accordion title="Performance drop diagnosis" icon="stethoscope">
    Diagnose root causes of performance drops across the full funnel. Classifies issues into root-cause buckets with confidence levels.

    **Guided questions**: Which platform? → Which account? → Comparison window?

    **Tools used**: `gather_scan_params` → `diagnose_performance_drop`
  </Accordion>

  <Accordion title="Channel metrics" icon="chart-line">
    Access the same channel performance tools as Houston for pulling spend, ROAS, and campaign data during troubleshooting.

    **Tools used**: `get_channel_overview`, `get_performance_by_day`, `get_channel_metrics`, `get_channel_campaigns`, `get_channel_attribution`, `get_sales_dashboard`, `get_marketing_dashboard`
  </Accordion>

  <Accordion title="Notes" icon="sticky-note">
    Create notes to track flagged items so the team can follow up on issues found during scans.

    **Tools used**: `list_notes`, `create_note`
  </Accordion>

  <Accordion title="Visualizations" icon="chart-pie">
    Generate charts to visualize scan results and performance trends.

    **Tools used**: `create_visualization`
  </Accordion>
</AccordionGroup>

## Guided conversation flow

Social Sally uses a step-by-step guided flow for every scan. Here's how it works:

<Steps>
  <Step title="Determine the scan type">
    Based on your request, Sally identifies the scan:

    * **Ad threshold check** — `threshold_check`
    * **Account activity scan** — `change_activity`
    * **Landing page audit** — `funnel_alignment`
    * **Performance diagnosis** — `performance_diagnosis`
  </Step>

  <Step title="Gather parameters">
    Sally calls `gather_scan_params` which returns your available accounts, any configured metric targets, and the first question with clickable button options.
  </Step>

  <Step title="Walk through questions">
    Each scan type has 2-4 questions. Sally presents them one at a time with buttons. You can click a button or type your answer.
  </Step>

  <Step title="Confirm and run">
    After all questions are answered, Sally summarizes your settings and shows **Run scan** / **Start over** buttons. On confirmation, she runs the actual scan tool.
  </Step>
</Steps>

<Tip>
  If you provide all parameters upfront (e.g., "Run a threshold check with 14-day lookback and \$40 CPA target"), Sally skips the guided flow and runs immediately.
</Tip>

## Tool reference

### Scan tools

| Tool                                  | Description                                                                      |
| ------------------------------------- | -------------------------------------------------------------------------------- |
| `gather_scan_params`                  | Setup tool — returns accounts, targets, and guided questions with button options |
| `scan_account_change_activity`        | Scan accounts for optimization activity and inactivity streaks                   |
| `check_meta_ad_thresholds`            | Check active Meta ads against CPA/ROAS performance targets                       |
| `check_landing_page_funnel_alignment` | Audit LP diversification, funnel alignment, and A/B test presence                |
| `diagnose_performance_drop`           | Full-funnel diagnosis of performance drops with root-cause classification        |

### Channel tools

| Tool                      | Description                                |
| ------------------------- | ------------------------------------------ |
| `get_channel_overview`    | High-level performance across all channels |
| `get_performance_by_day`  | Daily performance breakdown                |
| `get_channel_metrics`     | Detailed channel metrics                   |
| `get_channel_campaigns`   | Campaign-level breakdown                   |
| `get_channel_attribution` | Attribution data                           |
| `get_sales_dashboard`     | Sales dashboard metrics                    |
| `get_marketing_dashboard` | Marketing dashboard metrics                |

### Support tools

| Tool                   | Description                               |
| ---------------------- | ----------------------------------------- |
| `list_notes`           | List recent notes                         |
| `create_note`          | Create a follow-up note for flagged items |
| `create_visualization` | Generate charts from scan results         |

## Reporting rules

Social Sally follows strict operational guidelines:

<Warning>
  Sally will **never** recommend pausing ads when target CPA or conversion data is missing. She only flags issues she can verify with data.
</Warning>

* Results are sorted by severity/risk — most urgent findings first
* Multi-account results are presented in dashboard-style markdown tables
* Every flagged issue includes the account name/ID and key data points
* Inactivity reports include the last known change date and days since
* Funnel alignment reports auto-normalize URLs for unique destination counting
* Performance diagnoses classify into root-cause buckets with confidence levels
* Sally offers to create notes for flagged items so the team can track follow-up

## Example prompts

```
Run an ad threshold check on my Meta ads
```

```
Scan my accounts for recent change activity
```

```
Run a landing page funnel alignment audit
```

```
Help me diagnose a performance drop
```