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 has now evolved into a unified assistant in the Optmyzr platform, giving you guidance, insights, and support across all account-specific tools.
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.
Note: Sidekick is available for all platforms — Google, Microsoft, Amazon, Yahoo, Meta, and LinkedIn ads.
Why Use It?
With Optmyzr Sidekick, you can:
Get started with a personalized onboarding plan tailored to your account from day one.
Save time analyzing performance by letting Sidekick summarize reports, highlight key trends, and point out areas that need your attention.
Turn insights into action faster with tailored optimization recommendations based on your account data and current view.
Avoid repeating work across tools by continuing the same conversation as you switch contexts, without losing history or insights.
Learn and onboard quickly without external help, using guided walkthroughs and simple explanations tailored to your current task.
Explore complex questions and strategies in one place, using Sidekick’s full-screen workspace to analyze data, build plans, and refine your approach.
Make more confident decisions by validating AI-driven insights against your account data, with Sidekick supporting your expertise.
Make changes to your accounts safely. Sidekick shows exactly what will go live and waits for your approval before applying anything.
Exploring Key Features
Accessing Sidekick
First-time experience: New users, including free trial accounts, don't need to go looking for Sidekick — it opens automatically with a personalized setup plan the first time you log in. Read here for more details.
Across Tool Availability: Access Sidekick, both full and mini, from any tool in Optmyzr and get contextual insights across all account-specific pages.
Responsive Mobile Experience: Use all of Sidekick’s features directly from your mobile browser.
Dynamic Account Selection: On pages like All Portfolio Dashboard, All Account Dashboard, and Alerts Management, Sidekick can respond without account selection. If a question requires context, Sidekick recognizes this and prompts you to select an account.
Sidekick in Slack: Chat with Sidekick directly in Slack using slash commands, mentions, or DMs. You can ask questions and approve changes to your accounts without opening Optmyzr. Read Optmyzr Integration with Slack to learn more.
Contextual Upgrades
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.
Insights and Analysis
Industry and competitor insights: Sidekick lets you discover top competitors, identify keyword gaps, and analyze industry trends and benchmarks to guide your strategy.
Search Term Analysis: Sidekick can fetch and analyze search term data directly within your conversation. Query search terms across all platforms, get positive and negative keyword suggestions, and explore performance patterns.
Direct platform queries: Sidekick can pull data directly from Google Ads, Microsoft Ads, Meta, and LinkedIn, so it can answer questions beyond Optmyzr's built-in reports. These queries are read-only, and values are shown in your account currency. (Learn more)
Day-by-day reporting: Sidekick supports data segmentation. You can break down Google Ads account, campaign, ad group, and ad performance reports by day.
Quality Score: Ask Quality Score questions in plain language instead of opening the Quality Score Tracker. Sidekick supports Quality Score for Google Ads (Search network only) at account, campaign, ad group, and keyword level. (Learn more)
Optimization and Actions
Optimization suggestions: Sidekick can surface relevant optimization suggestions directly within your conversation. This helps you identify and act quickly on opportunities. These optimizations are surfaced for Google, Microsoft, Amazon, Yahoo, Meta, and LinkedIn Ad accounts.
In-chat actions: Upgrade settings, manage keywords, and make changes across key tools without leaving your conversation. Every change goes through a Change Request, so nothing goes live until you approve it.
Alerts Management: Fetch triggered and configured Portfolio Alerts, create simple Portfolio Alerts in-chat, and query portfolios by Portfolio ID. For more complex alert setups, Sidekick will route you to the Alerts Management page.
Make Changes with Change Requests: Sidekick can make changes to your accounts, the same way the Optmyzr MCP can. Tell Sidekick what you want changed, and it creates a Change Request for that account. You can then:
Apply it right away from the chat, or
Send it to a teammate for review.
Sidekick always shows exactly what will go live and waits for your "yes" before applying anything. Every request is recorded under Change Reviews in Optmyzr. This works in Sidekick in Optmyzr and in Slack.
Learn more in the Change Requests User Guide and the MCP User Guide.
Getting Started
Where Can You Find 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. You can also expand the Sidekick window to view it in full-screen mode.
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.
You can save custom prompts by creating one in the "Explore More Prompts" pop-up or by using the Save CTA on a prompt you’ve already sent in a chat.
Access saved prompts in two sections:
My Prompts: Your personal collection of saved prompts.
Team Prompts: Shared across your organization.
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. Optmyzr currently supports English, German, Spanish, French, and Japanese.
The first time you open Sidekick, it opens with a personalized setup plan tailored to your account — a great starting point before exploring the prompts. Learn more in Day One of Your Optmyzr Account.
In-Chat Actions
Sidekick lets you take action directly in your workflow. When you ask for a change, Sidekick creates a Change Request, shows you a preview, and applies it only after you confirm. You can also send the request to a teammate for review.
Sidekick also works directly with these tools:
All Accounts Dashboard: Manage your portfolios and search or sort your accounts based on performance metrics.
Account Dashboard: Quickly fetch performance data and apply filters for specific devices, networks, or campaign types.
Budget Dashboard: Update monthly budget targets and monitor spend, pacing, and trends.
Spend Projection: Set target budgets and date ranges to view simulated spend projections.
Keyword Lasso: Filter keyword suggestions, change match types, and move or submit keywords directly to your account.
Reallocate and Optimize Budgets: Ask questions about budget pacing, spend projections, and reallocation opportunities, and take actions within the tool directly from your conversation.
Querying Your Account Data
You can ask Sidekick queries in plain language, filter and sort the results, and pair them with charts in the full-screen view.
Direct Platform Queries
Sidekick is no longer limited to Optmyzr's built-in reports. It can run queries directly against your ad platforms.
Google Ads: Ask things like "Show me conversions by hour of day for this account," "Break down performance by device and geo," or "What changed in this campaign last week?"
Microsoft Ads: Pull performance reports, such as "Show me search query performance for this campaign last month" or "What's our share of voice in these markets?" You can also get complete lists of what's in the account, such as "Show me all negative keyword lists and ad extensions."
Meta: Ask things like "Split spend by placement," "Show me the demographic breakdown for this ad set," or "What's the change history on this campaign?"
LinkedIn: Ask things like "Break down this campaign by geo" or "Show me performance by member seniority, job function, or company size."
Note: Direct queries are read-only capabilities, and aren't supported for Amazon or Yahoo ad platforms.
Quality Score
You don't need to open the Quality Score Tracker tool separately, as Sidekick shows the exact data from the tool and the Account Dashboard.
When you ask for any Quality Score metric, Sidekick returns the full set: Quality Score at the start and end of your date range, the change between them, single-day Quality Score, and the three components (Expected CTR, Ad Relevance, and Landing Page Experience).
You can:
Diagnose issues: Ask "Why is my Quality Score low?" and Sidekick drills down from account to campaign to keyword to show which component is weakest.
Filter and sort: Ask "Which keywords have a Quality Score below 5 and cost above $200?" or "How much of my spend is on low Quality Score keywords?"
Note: This is available for Google Ads, Search network only, at account, campaign, ad group, and keyword level.
Sidekick Full-Screen View
You can expand the Sidekick window to view it in full-screen mode. The expanded view gives you a dedicated, natural-language workspace to analyze, explore, and act on PPC data across your accounts.
You can ask more complex questions, switch contexts seamlessly, and work through advanced workflows, all without leaving Optmyzr.
The full-screen Sidekick's capabilities go beyond quick assistance:
Unlimited prompt length - Ask detailed, multi-part questions and follow up naturally without restrictions.
Reporting-style visualizations - Generate charts and visual summaries directly from your questions to better understand performance and trends.
Strategy building - Sidekick can help you craft optimization strategies using the Rule Engine, build and analyze alerts, or explore performance insights across tools.
Account context switching - Switch between accounts mid-conversation without losing your chat flow, making it easier to manage and optimize multiple accounts from a single interface.
Conversation control - View past conversation history and pick up where you left off, or start a new chat whenever you need a fresh context.
Prebuilt prompts for exploration - Jumpstart account analysis using a curated set of prompts, or move straight into custom questions.
Sidekick chooses how to present an answer. When a chart, a stat tile, or a highlighted insight communicates a result better than a table, that's what you'll get. For queries that require row-level detail, you'll see a table.
Supported chart types are line, area, bar, pie, donut, scatter, bubble, and mixed. You can ask for a specific one, for example, "show me a pie chart of spend by device", or you can let Sidekick decide. You can also narrow what a visual covers by saying so in your prompt, such as filtering by campaign type.
You can also set your preferred chart type in the 'My Profile' section of your AI Profile settings, and Sidekick will remember it for each query. Charts and advanced visualization are supported through the Optmyzr MCP as well.
AI Profile for Personalized Insights
AI Profile helps Optmyzr’s AI assistant, Sidekick, understand your business, your role, and your accounts, so it can deliver more relevant recommendations, insights, and content.
Instead of generic suggestions, AI Profile lets you define three layers of information:
Organization Profile: Your brand identity and voice
Defines your company’s identity and ensures all AI outputs stay aligned with your brand. The more clearly you define tone and positioning, the better AI-generated messaging will match your brand.
My (User) Profile: Your role, preferences, and expertise
The parent user and every child user in Optmyzr can set up their user profile. User Profile helps Sidekick tailor communication style and recommendations based on your role and experience. If you prefer quick, actionable insights, specify that here, and Sidekick will adjust accordingly.
Account Profile: Specific goals, structure, and nuances for each ad account
Customizes AI recommendations for each ad account.
Please note that the Organization profile and Account profile will be retained for all team members once they're added by any user.
Together, these profiles ensure that Sidekick adapts to how you work and what your business needs. AI Context is designed to improve over time. As your business, role, or accounts evolve, you can update these profiles to keep Sidekick aligned with your needs.
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.
You can read more about Sidekick's use cases in our blog post.