Opteo

The Accounts page lists every ad account you manage in Opteo, with the numbers and Issues that need your attention.

Accounts Overview

See how every ad account in an Account Group is performing together, across every ad platform.

Group Performance

What the numbers, colours and buttons in each row of the Accounts page mean, and what to do when a row shows a warning.

What each ad account row shows

Add a group's target market, brand terms, competitors, industry and Google Analytics, and how Agent uses them.

Account Group Settings and AI context

Choose your view, metric columns, sort order and date range, pin a group or person to the top, and hide columns you don't need.

Customise your Accounts page

Group related ad accounts, like all of one client's accounts, move accounts between groups, and rename or delete a group.

Create and manage Account Groups

Set who manages each ad account, and use the Team Members view to see everyone's accounts.

Assign an account manager to each ad account

See every ad account in one place, group them by client, and spot which need attention.

Accounts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

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