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AI Chat

How Chat works, what it can do, and how to get the best out of it.

Written by Shaquira Jeyasingh

Chat is your AI co-pilot inside Opteo. You can analyse performance data, generate ideas, work through PPC problems conversationally, and make changes directly to your Google Ads accounts.

What is Chat?

Chat is deeply integrated across the Opteo app. You can launch it from the sidebar, or you'll see options to "Analyse with AI" throughout features like Account Manager, Trends, N-Gram Finder and more.

Chat isn't a generic LLM interface. It has:

  • Access to your advertising data

  • Secure API-based connections

  • Structured data fetching

  • Account context passed in automatically

  • Built-in prompt library and custom prompt support

  • The ability to make changes directly to your Google Ads accounts

Some of the ways you can use Chat include:

  • Analysing performance

  • Troubleshooting issues

  • Brainstorming creative ideas

  • Looking for patterns in search terms or keywords

  • Fetching specific datasets

  • Auditing an account

  • Summarising changes

  • Researching via web and SERP lookups

  • Making changes directly in Google Ads

Where to find Chat

You'll find Chat in the left-hand sidebar — look for the ChatGPT-style icon.

Inside Chat, you'll see:

  • Account selector

  • New Chat (Cmd + O)

  • Prompt Library (Cmd + P)

  • Settings (Cmd + S)

  • Chat history

Starting a Chat

Use the message box at the bottom of the screen to type your question or instruction. We also offer "starter prompts" in the main screen — things like:

  • Generate ads from landing page

  • Campaign performance overview

  • Find keywords & search term report

Clicking one will drop a prebuilt prompt into Chat and start the conversation.

Fetching data

When you ask a question that requires real performance data, Chat retrieves structured information directly from your connected ad accounts. We call these Tool Calls.

For Google, Microsoft and TikTok ads, Chat can work with:

  • Account-level performance

  • Campaigns, ad groups, ads and keywords

  • Search terms and negative keywords

  • Web content and SERP previews

  • Change History

For Meta Ads, Chat can work with:

  • Account performance

  • Campaigns

  • Ad sets

  • Ads and creatives, including images

  • Web search / SERP context

  • URL content

For LinkedIn Ads, Chat can work with:

  • Account performance

  • Campaigns

  • Ads

  • Web search / SERP context

  • URL content

Known limitations

⚠️ Ad group and keyword data is only available in preset date ranges (the last 30, 90, 180 or 365 days).

Attaching campaigns, ad groups, keywords & files

Chat gets much more accurate when you attach snippets of data — think of it as giving Chat a small, focused file that tells it exactly what you're referring to.

Click + (left side of chat box), and choose:

  • Campaigns

  • Ad groups

  • Keywords

  • Uploaded files (CSV, JSON, images, videos, etc.)

When attaching ad account entities:

  • A picker appears with your campaigns/ad groups/keywords

  • For campaigns: you can choose any custom date range

  • For ad groups/keywords: choose from preset ranges only (30, 90, 180 days or last year)

  • Chat receives a compact, structured mini-table — not the entire account

This helps to prevent hallucination and makes multi-entity analysis very accurate. Examples:

  • "Compare the two campaigns I just attached."

  • "Summarise performance changes vs last month."

  • "Do these keywords contain any of the N-Grams I highlighted?"

Prompt Library

The Prompt Library is where you save and reuse prompts in Chat. It has two tabs: Saved Prompts, which are private to you, and Team Prompts, which can be shared across your Opteo account by admins.

Open it from the side menu in Chat, or with Cmd + P. Recently used prompts also appear at the top of any new chat for quick access.

For the full guide — including how to create prompts, what makes a good one, and how Team Prompts work — see the Prompt Library article.

Making changes

AI Chat can make changes to your Google Ads accounts directly. When Chat identifies something worth acting on — editing an RSA headline, adjusting a bid, adding a negative keyword — it presents a confirmation card showing the proposed change. You can edit the fields on the card before confirming. Chat also validates the change against the Google Ads API before asking you to act, so you only see a confirmation when the change is ready to go through.

To apply a change, review the confirmation card, adjust any details if needed, and confirm. The change goes live immediately.

⚠️ Write actions are currently available for Google Ads accounts only. Support for other platforms is coming.

Chat settings

There are a few settings available, to help tailor Chat to your preferences. On the left hand side of Chat, under Settings, you can customise:

Orchestrator

Opteo uses Orchestrator to manage model selection automatically, optimising for accuracy and cost across different task types. You don't need to select a model manually.

Custom default prompt

You can override the Opteo default system prompt, with your own.

(Opteo's default prompt simply positions Chat as a PPC assistant and guides it to use structured data responsibly.)

Preferred language

Choose your preferred output language.

Chat history and sharing

All chats are automatically saved in the sidebar. Hover over the chat to:

  • Rename a conversation

  • Delete it

  • Share a chat

Sharing generates a public link (Opteo-branded) that anyone can view — ideal for clients or teammates.

Privacy and data security

Opteo sends data to your selected AI provider via official API endpoints only.

All major providers — OpenAI, Anthropic and Google (Gemini) — state that API-submitted data is not used to train their models.

This means:

  • Your data is not added to training sets

  • It is not used to improve future models

  • It remains private to your session

Providers may retain API data briefly for abuse monitoring, depending on their policy, but none of it is used for training.

Chats are also private to you. Your teammates cannot see your chats unless you choose to share them. The only way to share a chat is by generating a public link yourself.

Best Practices

  • Be conversational, and use natural language.

  • If something looks slightly off, ask it to revise.

  • Tell it to shorten, rewrite, expand or re-run an analysis.

  • Attach specific entities if you want precise comparisons.

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