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Send data to Agent

Use Review with Agent, Open in Agent, Explain and Summary to analyse what you're looking at in Agent.

Buttons across Opteo send what you're looking at straight to Agent. Click one and Agent opens a new conversation with that data attached, and starts analysing it straight away.

Where you'll find them

  • Improvements: Review with Agent at the bottom of each Improvement, so you can sense-check it before pushing or dismissing.

  • Dashboard: Open in Agent next to the graphs.

  • Segments: Open in Agent on Best and Worst Segments, and Review with Agent on each segment table.

  • Trends: Open in Agent on each section, and Explain on each row for a quick read on that metric and the metrics behind it.

  • Scorecard (Google Ads): Summary on each Scorecard, comparing it with the one before.

  • Toolkit: Open in Agent in Account Manager and N-Gram Finder (Google Ads and Microsoft Ads).

What Agent gets

Agent gets the table as you see it, after any search or filters you've applied, rather than only the rows you've ticked. To focus Agent on a few keywords or campaigns, filter the table first. Performance tables send up to 100 rows, and Toolkit tables up to 5,000.

Ideas for follow-up questions

Once Agent has replied, keep going like any other conversation. For example:

  • On N-Gram Finder: "Which of these n-grams should I add as negatives, and at what level?"

  • On Account Manager: "Summarise how these campaigns did this month for a client update."

  • On Trends: "Why did CPA rise last week?"

  • On an Improvement: "What's the risk if I push this?"

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