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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
Updated this week

Chat is your AI co-pilot inside Opteo. You can analyse performance data, generate ideas, and work through PPC problems conversationally.

What is Chat?

Chat is deeply integrated across the new 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

  • Model selection from OpenAI, Anthropic and Google

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

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.

You can switch model at any time using the dropdown on the right side of the message box.

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 and LinkedIn ads, chat can work with:

  • Account performance

  • Ad group performance

  • Campaigns performance

  • 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 helps you reuse good prompts, instead of rewriting instructions over an over again. You can:

  • Use our starter prompts

  • Or write your own, custom prompts

  • Save prompts to your personal library

  • Edit, duplicate or delete prompts

  • Apply saved prompts to any account you manage

Creating your own prompt

  • In Chat, select Prompt Library from the side menu

  • Click Create Prompt (top right)

  • Choose an icon + colour

  • Write your system prompt in natural language

  • Save, and it appears in your Saved Prompts section

To use a saved prompt, open the Prompt Library and choose one. Or start a brand new chat — your recently saved prompts will appear at the top of the window for quick access.

Saved prompts are private to you. Your team cannot see them.

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:

Model provider

Choose between:

  • OpenAI

  • Anthropic

  • Google

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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