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Opteo for Slack: alerts and AI agent

Get Opteo alerts and ask the Opteo AI agent about your ad performance in Slack.

The Opteo app for Slack brings Opteo's monitoring and analysis into Slack. Get alerts in the channels your team already uses, and ask the Opteo AI agent questions about your advertising performance without leaving the conversation.

What is Opteo?

Opteo is an advertising optimisation platform for Google Ads, Microsoft Ads, Meta Ads and LinkedIn Ads. It monitors your accounts around the clock, flags problems and opportunities, and recommends improvements. The Opteo app for Slack works with your existing Opteo account.

What problem does it solve?

Performance problems in ad accounts are expensive when nobody notices them. A budget can run out early, a campaign can stop serving, or conversions can drop, and it might be days before someone finds out. Answering a simple question like "why did spend jump yesterday?" usually means logging into several ad platforms and building a report. With Opteo in Slack, those issues come to you, and you can get answers by asking in plain English.

How it works in Slack

Performance alerts

  • When you connect Slack, you choose a channel. Opteo posts alerts there when it detects something significant: KPI anomalies, zero impressions, zero conversions, budget issues, performance records and new improvements.

  • You can send all alerts to one team channel, or give each ad account its own channel. Turn individual alert types on or off in Opteo.

Opteo AI agent

  • Agent panel: open Opteo from Slack's AI app panel and ask a question, for example "Which campaigns spent the most in the last 30 days?"

  • Direct messages: send the Opteo app a direct message.

  • Channels and group DMs: invite @Opteo to a public or private channel, or include it when you start a group DM. Mention @Opteo to ask a question, then reply in the thread to follow up without mentioning it again.

  • Files and reports: share a CSV or a screenshot and ask about it, or ask for a report. The agent can upload CSV files to the thread.

  • Read-only: the agent reads your connected advertising data. It never changes your ad accounts.

  • Help: send "help" to the agent at any time to see what it can do.

The Opteo agent answering a question about ad spend in a Slack thread and attaching a CSV report

Install the Opteo app for Slack

  1. Sign in to Opteo at app.opteo.com. If you don't have an account yet, start a free trial and connect at least one ad account.

  2. Click your avatar in the bottom left, then open Team Management.

  3. Under Connect Slack, click Connect Slack, choose your workspace, pick the channel for alerts and click Allow.

  4. You'll return to Opteo, and a confirmation message appears in the channel you chose. To start using the agent, open Opteo in Slack's AI app panel or send it a direct message.

To send a single ad account's alerts to its own channel, open that account in Opteo, go to Settings and use Connect Slack Channel.

Please note

  • AI responses can be inaccurate. The Opteo agent is powered by large language models. Its answers can be incomplete or wrong, so check important figures in Opteo or in your ad platform before acting on them.

  • A paid Slack plan is required to use the AI agent in Slack's AI app panel. All other features, including alerts and messaging the app directly, work on free Slack plans.

Data and privacy

  • What we access in Slack: messages and files in conversations where you message or mention the Opteo app, and basic workspace, channel and user details that the app needs in order to reply in the right place.

  • How we use it: only to answer your requests and to deliver the alerts you've turned on. We don't use Slack data to train AI models, and we don't sell it.

  • What we store: your Slack connection details, and the agent's conversation history, so follow-up questions in a thread have context. Conversation history is kept for 1 year.

  • Removing your data: uninstalling the app from Slack, or disconnecting it in Opteo, deletes your stored Slack connection. To request access to your data, a copy of it, or its deletion, email support@opteo.com.

Read our full Privacy Policy.

Support

Questions or problems? Email support@opteo.com or message us from inside Opteo.

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