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Find your way around Opteo

What each icon in Opteo's left-hand menu does, from Accounts and Agent to Alerts and your settings.

The left-hand menu is on every page in Opteo. It takes you to the places that cover your whole team and all your ad accounts. When you open an ad account, a second menu appears next to it with that ad account's pages. See Find your way around an ad account.

At the top

  • Opteo logo: goes to your Accounts page, the first page you see when you log in. It lists all your ad accounts with their key numbers. See Accounts.

  • Agent (the animated orb): opens Agent, where you can ask questions about your ad accounts and ask for changes. When Agent is busy, hovering over the orb tells you what it's doing, like Thinking or Working in Background. See Agent.

You can also send data to Agent from pages across Opteo. See Send data to Agent.

At the bottom

  • Moon icon: switches to dark mode. In dark mode it becomes a sun, which switches back to light mode.

  • Linked Accounts (three circles): choose which ad accounts Opteo works on and who sees them. See Linked Accounts.

  • Bell: opens Alerts. A red number shows how many alerts you haven't read. See Alerts.

  • Your profile picture: opens your settings: Account Settings, Team Management, Billing and Invoices, and Impact Statistics. See Your account settings pages.

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