Each Account Group has its own settings. The context you add here helps Agent understand the business behind every ad account in the group, so you don't have to explain it in each conversation.
Open Group Settings
On the Accounts page, click Group Settings on the group's header. On smaller screens, it's in the three-dot menu.
Each section saves separately, so click its own Update button after making changes.
What you can set
Group Settings: the group's name and colour.
Group Context: a Target Market Statement describing who the business sells to (up to 2,000 characters), and Brand Terms, separated by commas (up to 50). Click Update Group Context.
Group Competitors: click Add Competitor to add your main competitors' websites, then Update Group Competitors.
Group Industry: choose the business's industry, from a broad category down to a niche. Click Update Group Industry.
Google Analytics: connect GA4 to the group. This unlocks the GA4 sections of Group Performance and gives Agent GA4 data for the group. See Connecting Google Analytics (GA4).
Delete Group: see Create and manage Account Groups.
How Agent uses group context
The group's target market, brand terms, competitors and industry are included in every Agent conversation about an ad account in the group.
An ad account can also have its own target market, brand terms and competitors in its Settings. Where it does, Agent uses the ad account's own details instead of the group's, one field at a time. Opteo may fill these in for an ad account automatically, so if Agent seems to be working from the wrong context, check the ad account's Settings too.
Each ad account also has an Account Structure Overview in its Settings: a short summary of how the account is set up. Opteo writes one for you, and you can edit it.
Even a short target market statement and a few brand terms make Agent's answers noticeably better. For more tips, see Help Agent understand your account.