Meet Sidekick 5.0: Your AI Co-Pilot Inside Optmyzr

Introduction

Optmyzr Sidekick 5.0 is a built-in AI assistant designed to help advertisers work faster without losing context. Embedded directly inside Optmyzr, Sidekick supports everyday tasks like performance analysis, account reviews, optimization decisions, reporting, and stakeholder prep—right where the work happens.

Instead of jumping between dashboards, reports, and documentation, Sidekick provides contextual answers based on the page you’re viewing, helping reduce manual effort and keep workflows moving smoothly.

What You Will Learn

Getting Started with Sidekick 5.0

• Built-in accessibility: Sidekick is available across most account-level tools and dashboards inside Optmyzr.
• Context-aware AI: Insights are generated based on the page, account, and data you’re actively viewing.
• Flexible interaction: Use prebuilt prompts, custom queries, voice input, or your preferred language.

Faster Onboarding with In-Product Guided Tours

• Learning without friction: New users can explore tools without relying on documentation or training calls.
• Guided exploration: The “Walk me through this tool” prompt launches step-by-step product tours.
• Embedded education: Explanations happen directly inside the interface, not in separate tabs.
• Follow-up friendly: Ask clarifying questions mid-tour to better understand features and data.

Understanding Dashboards, Widgets, and Methodologies

• Widget clarity: Sidekick explains what each dashboard widget shows and where the data comes from.
• Methodology transparency: Get plain-language explanations for metrics like spend projections.
• Smarter forecasting: Learn how historical data, seasonality, and ML models shape projections.

Investigating Performance Changes Without Losing Context

• Root-cause support: Sidekick helps explain cause charts and key drivers behind performance shifts.
• Workflow continuity: Conversations persist as you move between dashboards and tools.
• Internal vs. external signals: Distinguish between account changes and broader platform or market factors.
• Faster insights: Get high-level explanations before diving deeper into tools like PPC Investigator.

Connecting Change History to Performance Impact

• Change analysis simplified: Sidekick overlays recent account changes with performance metrics.
• Time-saving insights: Avoid manually reviewing long change logs and comparison tables.
• Team visibility: Understand the impact of changes made by multiple team members.
• Quickly build narratives for internal reviews or client discussions.

Identifying Wins, Issues, and Optimization Priorities

• High-level diagnostics: Ask broad questions like “What’s working and what isn’t?”
• Surface top and bottom performers across campaigns and keywords.
• Identify specific issues, such as keywords with the worst CPA.
• Decide what to scale, fix, pause, or investigate next—faster.

Preparing Reports and Meetings More Efficiently

• Report summaries: Sidekick highlights key takeaways from saved and prebuilt reports.
• Less manual review: Skip widget-by-widget analysis and focus on insights that matter.
• Consistent narratives: Build confident, data-backed talking points quickly.

Using Sidekick as an Assistant, Not a Replacement

• Supportive role: Sidekick accelerates analysis but doesn’t replace strategy or judgment.
• AI + expertise: Best results come from combining Sidekick insights with human decision-making.
• Evolving capabilities: New use cases and improvements continue to be added over time.
• Sustainable workflows: Spend less time searching for data and more time making informed decisions.

Tools & Resources

• Sidekick 5.0: User Guide
• PPC Investigator: User Guide
• Say Hello to Sidekick 5.0: Faster Help, Smarter Guidance, Better Workflows
• How to Investigate PPC Changes in Your Account With Optmyzr