1
Describe the conversion
Open the agent and Assistant. Name the website action, when it succeeds, the destination, and what must not count as a conversion.
2
Provide destination identifiers
Provide the relevant Meta Pixel ID, GA4 Measurement ID, or Google Ads Conversion ID. Ask the Assistant to configure the intended destination.
3
Enter a secret securely when requested
For a Meta Conversions API token, use the dedicated secure card. Never paste the token into chat, knowledge, or screenshots.
4
Verify configuration and receipt
Read the completed result, perform one harmless website test, and inspect the receiving platform for the matching event. Check the actual event, not only a successful setup message.