How-To

Install the DV360 Enterprise Agent

One task, a few steps. Run the prompts in your approved AI workspace.

setup
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Where to run this

One agent, backed by a shared knowledge library. Set it up once in Claude, ChatGPT, or Gemini, then use it for every DV360 task: planning, setup QA, diagnosis, optimisation, testing, and reporting.

Upload first

  • A Claude Project, Custom GPT, or Gemini Gem you control
  • The agent instructions file (below)
  • The knowledge guide files (below)

Steps

  1. 01

    How this agent is built

    Do this

    This is one agent with one set of instructions, backed by a library of knowledge guides it draws on together for every request — the same structure used to run this workspace. It is not a set of separate agents with their own private knowledge. One install covers setup, planning, audits, diagnosis, optimisation, testing, and reporting.

  2. 02

    Download the agent instructions

    Do this

    Download the instructions file below. This defines the agent's role, how it separates facts from assumptions, and the rules it will not break (no invented benchmarks, no invented data, no claiming a live account was changed).

  3. 03

    Download the knowledge guides

    Do this

    Download the guide library below. These are the reference documents the agent checks before answering — covering setup, supply, audiences, measurement, creative, optimisation, testing, and reporting.

  4. 04

    Create your agent and upload everything

    Do this

    In Claude: create a Project, paste the instructions as the Project's custom instructions, and upload every guide file to its knowledge. In ChatGPT: create a Custom GPT, paste the instructions, and upload the guides as its knowledge files. In Gemini: create a Gem, paste the instructions, and attach the guides as knowledge.

  5. 05

    Verify it before relying on it

    AI prompt
    Confirm you have loaded all the knowledge guides. List each guide you can see and its subject. Then tell me your operating rules for handling missing information and for claiming an account change.

    Do this

    Run this check once, right after setup. If any guide is missing, or the agent invents a number instead of flagging it as an assumption, re-upload before using it on real work.

Downloads

Knowledge files to upload into your AI workspace.

Practitioner notes

Notes from other practitioners

What actually happened when you ran this. Gotchas, better prompts, platform quirks. Notes post immediately and are visible to everyone.

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