Every PPC professional knows that managing campaigns isn’t just about data. It’s about navigating different tools, keeping track of what’s happening, and making sense of it all as quickly as possible. Between shifting metrics and complex workflows, even the best teams can end up spending too much time switching views, retracing steps, or searching for the right next action.
That’s where Optmyzr Sidekick comes in. It started as a helpful companion on the dashboard, answering quick questions and summarizing reports. But as our tools evolved, so did the need for a smarter, more accessible way to get help. One that works right inside the platform, wherever you are.
Today, Sidekick has grown into a full-screen, natural-language workspace inside Optmyzr. It can help you explore data, generate visualizations, save and reuse prompts, tailor recommendations to your business context, and even take actions on Optmyzr tools directly from chat. And because it now works across more tools, pages, and devices, Sidekick is available in more of the moments where PPC work actually happens.
In this post, we’ll take a closer look at what Sidekick is, what’s new in version 6.0, and how it can make your day inside Optmyzr a lot smoother
What is Sidekick?
Optmyzr Sidekick is your built-in AI-powered PPC assistant that helps you work smarter inside the platform. It combines generative AI with Optmyzr’s own machine learning and optimization logic to help you understand performance, explore data, and take action across tools.
Whether you’re reviewing reports, learning a workflow, analyzing account trends, or planning next steps, Sidekick can explain how tools work, highlight areas for improvement, generate reporting-style visualizations, and guide you toward the right actions, all without taking you out of Optmyzr.
So, what’s new in Sidekick?
The latest version of Sidekick expands it from an in-tool assistant into a more complete AI workspace inside Optmyzr. It builds on what users already liked about Sidekick, while adding richer analysis, better accessibility, more personalized guidance, reusable prompts, direct in-chat toolactions, and new ways to connect Sidekick to external AI workflows.
Here’s what’s new:
1. A new full-screen Sidekick experience
You can now expand Sidekick into a full-screen view, giving you a dedicated space to analyze, explore, and act on PPC data using natural language. This experience makes it easier to ask detailed, multi-part questions, follow up naturally, and work through complex workflows without switching between tools.
In full-screen mode, Sidekick goes beyond quick assistance. It can help you analyze performance in more depth, generate visualizations, build optimization strategies using the Rule Engine, review alerts, and continue longer conversations without losing the thread. It also gives you more room to explore complex questions that would be harder to work through in a smaller in-tool panel.
2. Deeper insights with visual and contextual analysis
Sidekick can now generate a wider range of visualizations to help you understand performance more quickly.
Instead of just summarizing data in text, it can turn your questions into visual views that make trends, comparisons, and changes easier to spot
You can also ask Sidekick to filter visualizations by campaign type, making it easier to focus on the slice of performance that matters for the question you’re trying to answer. Based on the visualization list you shared, this can include things like performance trends over time, comparisons between periods, breakdowns by device or audience, and other reporting-style views that help turn raw performance data into something easier to interpret.
You can also use Sidekick to go beyond account-level performance and explore broader context. It can surface competitor insights, highlight keyword gaps, and help you understand industry trends or benchmarks that may be influencing your results. This makes it easier to connect what’s happening in your account to the larger competitive landscape, not just the numbers in front of you.
3. Available across more tools, pages, and devices
Sidekick is now easier to access throughout Optmyzr. You’ll still find it across major account-specific tools, where it can provide quick answers, walkthroughs, and contextual guidance without forcing you to leave the page. But Sidekick is no longer limited to those account-level views alone.
Users can now also access a mini version of Sidekick on the All Portfolio Dashboard, All Account Dashboard, and Alerts Management pages.
On these pages, Sidekick can answer many questions even if no account has been selected yet. And if your question needs account-specific context, it can recognize that and prompt you to choose the right account. Sidekick now also has a responsive mobile experience, so users can access its features directly from a mobile browser when they’re away from the desktop.
4. Unified chat history and seamless account switching
As you move between tools within the same account, your Sidekick conversation stays connected, so you don’t need to restart your chat or repeat your question every time your workflow shifts. That continuity makes it easier to carry the same thread of analysis from one tool to another.
In the full-screen experience, Sidekick also supports account context switching mid-conversation, which makes it easier to compare performance, explore trends, or work through questions across multiple accounts without starting from scratch each time.
5. Built-in walkthroughs
If you’re using a tool for the first time, or just want a refresher, you can ask Sidekick something like “Walk me through this tool.” It can guide you step by step inside the interface, helping you learn by doing instead of stopping to search through documentation.
This makes Sidekick especially useful for onboarding, self-serve learning, and getting comfortable with more advanced workflows without needing outside help.
6. Contextual guidance
Sidekick understands which part of Optmyzr you’re using and adjusts its answers accordingly. If you’re reviewing a report, it can summarize key trends. If you’re in Budget Pacing, it can explain how to manage your spend more effectively. Every response is shaped by where you are and what you’re doing.
7. Save prompts and personalize Sidekick with AI context
Sidekick now makes it easier to reuse what works. You can save custom prompts either while creating them in the Explore More Prompts pop-up or by using the Save option on a prompt you’ve already sent in chat. Saved prompts are organized into two sections: My Prompts for your personal use, and Team Prompts for prompts shared across your organization.
Sidekick also supports AI Context, which helps it respond in a way that is more specific to your business and workflow.
Users can define organization-level context like brand identity and voice, user-level context like background and preferences, and account-level context like goals and trends.
Together, these profiles help Sidekick tailor recommendations and responses more meaningfully instead of relying on one-size-fits-all guidance.
8. Perform actions directly through chat
Sidekick is no longer just there to answer questions. In several tools, it can now help you take action directly from chat, making it easier to move from insight to execution without breaking your workflow.
You can now use Sidekick to work across five key areas: manage portfolios and sort accounts in the All Accounts Dashboard, fetch performance data and apply filters in the Account Dashboard, update monthly budget targets in the Budget Dashboard, set targets and date ranges in Spend Projection, and manage keyword suggestions and match types in Keyword Lasso. That makes Sidekick feel less like a passive assistant and more like an active workflow layer inside Optmyzr
Read more: How to Use Optmyzr Sidekick: 32 Real PPC Use Cases Across Reporting, Optimization & Budgeting
How can Sidekick help you?
Sidekick isn’t just there to answer questions. It’s designed to make your day-to-day work in Optmyzr faster and smoother.
Here are a few ways Sidekick 6.2 can make a difference in how you work:
1. Get oriented quickly in any tool
Instead of digging through help docs, you can open Sidekick right inside a tool and ask what it does or how to use it. It’s especially helpful for onboarding new users or teammates.
2. Keep your workflow connected across tools
A typical workflow might move from Budget Pacing to Rule Engine to Reporting. With Sidekick staying open, you don’t lose your place or your conversation as you switch tools. In the full-screen experience, you can even switch account context mid-conversation, making it easier to manage multiple accounts from one continuous chat flow.
3. Understand performance changes and act faster
When performance shifts, Sidekick can help you do more than summarize what changed. It can turn your questions into reporting-style visualizations that make trends, comparisons, and breakdowns easier to understand at a glance. That makes it faster to move from “something changed” to “here’s what stands out.”
Whether you want a quick report summary, a trend view, or a more focused look at a specific slice of performance, Sidekick gives you a faster starting point before you dig deeper into the underlying cause.
4. Reuse prompts that work best
If your team has prompts that consistently lead to useful analysis or clearer recommendations, you no longer have to recreate them each time. With My Prompts and Team Prompts, Sidekick makes it easier to save what works, reuse it later, and share useful prompt workflows across the organization.
5. Turn insights into next steps
Sidekick can still suggest what to look at next or which Optmyzr tools are most relevant for a problem. But now, in several workflows, it can also help you act directly from chat, whether that means adjusting budgets, applying filters, working with keywords, or managing account views. That shortens the distance between insight and execution.
Bring Sidekick into your AI workspace
For teams that want to work beyond the Optmyzr interface, Sidekick also supports MCP integration. From the MCP Integration section in Settings, users can generate an API key and connect supported AI assistants like Claude or ChatGPT to Optmyzr. That makes it possible to access Sidekick capabilities from external AI environments while still working with Optmyzr data and workflows.
Smarter help, everywhere you need it.
The new Sidekick is a step toward making Optmyzr a more connected and helpful workspace. Every improvement was designed to make daily PPC work simpler and more intuitive.
Whether you’re optimizing budgets, analyzing reports, or exploring new features, Sidekick is always there to help you make sense of what’s in front of you. This means:
- Faster onboarding for new users
- Less dependency on support or documentation
- Quicker insights into performance changes
- One AI layer across the platform for consistency
Sidekick 6.2 is live across your account. Open any tool and simply ask a question.
New to Optmyzr? Start your 14-day free trial and see Sidekick in action for yourself.
