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Add your Account Context, Competitors and Industry

Tell Agent who the business sells to, its brand terms, competitors, industry and how the ad account is set up.

Agent reads these settings in every conversation about the ad account, so you don't have to explain the business each time. They help with things like writing ad copy, finding negative keywords and judging search intent.

Opteo fills in Account Context and Account Structure Overview for you when they're empty. Check what it wrote and correct anything that's off: even small fixes make Agent's answers better.

These settings are shared with everyone on your team.

Account Context

  1. Open the ad account and click Settings at the bottom of the left-hand menu.

  2. In Target Market Statement, describe who the business sells to and where (up to 2,000 characters).

  3. In Brand Terms, add words people use when searching for the brand, separated by commas (up to 50).

  4. Click Update Account Context.

Account Competitors and Account Industry

  • Account Competitors: click Add Competitor, paste a competitor's website, and repeat for your main competitors. Click Remove to take one off. Then click Update Account Competitors.

  • Account Industry: choose the business's industry, from a broad category down to a niche, then click Update Account Industry.

Account Structure Overview

A short description of how the ad account is organised, up to 500 characters. For example: "Brand campaigns start with BR_. One campaign per country." Click Update Account Structure to save.

If the ad account is in an Account Group

Account Groups have their own context, competitors and industry. Where the ad account has its own details, Agent uses those instead of the group's. Because Opteo may fill in the ad account's context automatically, check here too if Agent seems to be working from the wrong details. See Account Group Settings and AI context.

For more ways to help Agent, see Help Agent understand your account.

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