What is Optmyzr Sidekick?
Optmyzr Sidekick is your personal AI-powered PPC assistant built directly into the platform. It combines the power of generative AI with Optmyzr’s homegrown machine learning algorithms to help you:
Learn about tools and workflows in real time
Uncover account strengths and areas for improvement
Get actionable recommendations for optimizations
Summarize complex reports and highlight trends
Initially available only on the Account Dashboard and Reports, Sidekick 5.0 has now evolved into a unified assistant in the Optmyzr platform, giving you guidance, insights, and support across all account specific tools.
What’s New in Sidekick 5.0
The latest version of Sidekick introduces a redesigned, more intelligent experience with expanded coverage:
Presence across tools: Access Sidekick from all Optmyzr tools, and get insights across multiple tools, not just dashboards or reports.
Unified chat history: Conversations follow you as you switch between tools within the same account, so you don't lose your chat history.
Contextual awareness: Sidekick tailors its responses based on the tool and page you’re currently viewing.
Tool-specific walkthroughs: Ask Sidekick to guide you through features and workflows step by step.
Redesigned interface: A cleaner, more intuitive design that makes chatting, exploring, and acting on insights easier.
How to Use Sidekick
1. Open Sidekick
Look for the Sidekick icon on the top right side of your screen; it’s now available across all account-specific tools. Click on the icon to open the Sidekick chat.
2. Start a Conversation
Use the Sidekick's "Walk me through this tool" prompt to get a real-time walkthrough of the page you are on.
Use pre-configured prompts* like “Summarize this report” or “Suggest optimizations for budget” to choose from. If you can't find a suitable prompt, you can also ask custom questions.
Use the voice assistant to record your own question if you don't want to type it out.
If your browser is set to a non-English language, you can select your preferred language from the dropdown menu at the top right of the tool.
*Pre-configured prompts are available only in the Account Dashboard and Report Previews.
Use Cases
Tool Guidance and Training
If you’re new to Optmyzr, Sidekick makes it easier to get started. You can ask questions like “What does this tool do?” and get simple explanations right away. You’ll also see context-aware prompts that guide you based on the page you’re currently viewing.
When you’re exploring a feature for the first time, Sidekick can walk you through the steps by triggering a guided walkthrough. You can then follow step-by-step instructions and learn to use the tool without leaving the platform.
Persistent Guidance Across Tools
As you move between different tools in your account, Sidekick comes with you. Your chat history stays intact, so you don’t need to repeat yourself or start fresh every time you switch contexts. Think of Sidekick as your always-available companion for optimizations, tool guidance, and account insights.
Faster Insights and Optimizations
When you’re reviewing performance, Sidekick helps you cut through the noise. As you move from one tool to another, you will continue to see account summaries, areas that need attention, and clear recommendations for next steps. You can use the Sidekick to quickly spot strengths, weaknesses, and trends.
Sidekick’s AI-generated content is designed to support your decision-making. Please review the AI-generated responses before applying any changes. Occasionally, AI responses may also adjust the names of metrics or tools. If something looks unfamiliar, cross-check within the platform.