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Agent Overview

Your AI assistant inside Opteo. What it does, where to find it, and how to get the most from it.

Agent is your AI assistant inside Opteo. It analyses your performance, answers questions about your ad accounts, researches competitors and makes changes for you on Google Ads, Microsoft Ads, Meta Ads, LinkedIn Ads and TikTok Ads.

What you can use Agent for

  • Analysing performance and explaining why something changed

  • Auditing an ad account, or checking search terms for wasted spend

  • Writing and editing ads, keywords and negative keywords

  • Building campaigns and making changes, with your approval

  • Researching competitors, search results and landing pages

  • Turning data into a summary or a file you can download

Where to find Agent

Click the animated orb, second in the left-hand menu under the Opteo logo, or go straight to Agent.

The orb also shows what Agent is doing, even after you leave a conversation. Hover over it to see Thinking, Working, Working in Background, Response Required or Something Went Wrong. When a conversation needs your response, a blue dot appears next to it in the sidebar, and clicking the orb takes you straight to it.

You can also send what you're looking at to Agent from across Opteo, with Review with Agent on Improvements, Open in Agent in Performance and the Toolkit, Explain on Trends, and Summary on Scorecard. See Send data to Agent.

How Agent works

Each conversation belongs to one ad account, the one shown at the top of the sidebar. Agent can read your other linked ad accounts too, for example to compare two clients, but it only makes changes in the ad account the conversation belongs to.

Agent fetches data from your ad accounts as it needs it. It also knows the context you've set up in Opteo, like your targets, budget, competitors and GA4 connection, so you don't have to explain your ad account every time.

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