Agent reads the context you've set in Opteo at the start of every conversation. The more you fill in, the less you have to explain, and the better its answers.
Ad account context
Open the ad account and click Settings at the bottom of the left-hand menu.
Account Context: add a Target Market Statement (who you sell to and where) and your Brand Terms, separated by commas.
Account Competitors: click Add Competitor to add your competitors' websites.
Account Structure Overview: up to 500 characters on how the ad account is organised. For example: "Brand campaigns start with BR_. One campaign per country."
Account group context
If the ad account is in an account group, you can add Group Context and Group Competitors in the group's settings, from the Account Centre. Agent uses these for every ad account in the group. Anything set on the ad account itself takes priority. See Account Groups.
Targets, goals and budget
Agent uses your performance mode, target CPA or ROAS, performance goal and monthly budget to judge whether things are on track. See Choosing a Performance Mode and Targets, Campaign Groups and Conversion Actions.
Google Analytics (GA4)
Connect GA4 so Agent can see what happens after the click. See Connecting Google Analytics (GA4).
Custom instructions
Add anything Agent should always know about how you work, like "Report in GBP" or "We never use broad match".
Open Agent and press Cmd/Ctrl + S, or click Settings in the sidebar.
Write your instructions under Custom Instructions.
Click Update Custom Instructions.
Custom instructions are personal to you and apply to all your conversations, in every ad account.