AI Agent for Campaign Optimization

What is AI Agent Chat?

Ask in plain English and get charts, tables, and reports instantly to guide your next move.

Why it matters

  • Faster answers — Skip manual digging and get direct results.
  • Less debate — Share-ready charts and tables keep everyone aligned.
  • More momentum — Recommendations help move from “what happened?” to “what next?”.

How to use

1

Open AI Agent

Use the chat on your dashboard to start a session.
2

Ask a question

Use plain English. Example: “Show ROAS by platform for last 30 days.”
3

Refine with follow‑ups

Ask for breakdowns, comparisons, or time ranges.
4

Share via Reports

Save or reference visualizations alongside unified KPIs.

AI Agent vs. Manual Analysis (When to use which)

ScenarioUse AI Agent ChatUse manual analysis
Quick answers and visuals✅ Plain-English prompts to charts/tables
Exploratory questions✅ Fast iterations with follow-ups
Deep custom analysis✅ Complex, bespoke analysis
Repeatable reporting✅ Generates summaries and visuals
Audit/validation✅ Verify against native platforms

FAQ: direct answers

What does the AI Agent generate?

Charts, tables, and reports from plain‑English prompts.

Which platforms does it analyze?

Google Ads and Meta Ads today; CRM, lead distribution, and accounting integrations are coming soon.

How fast can I get started?

Most teams connect and see data in minutes. Start with the Quick Start Guide. The Flyweel AI Agent revolutionizes how advertising professionals interact with campaign data. Instead of manually analyzing spreadsheets and dashboards, simply ask questions in plain English and receive instant, intelligent insights backed by machine learning analysis of your Google Ads and Meta Ads performance.

How the AI Agent Works

The AI Agent combines advanced natural language processing with deep advertising domain expertise to:
  • Understand Context - Maintains conversation history for follow-up questions
  • Analyze Data - Processes real-time campaign performance across all platforms
  • Provide Insights - Delivers actionable recommendations based on your specific data
  • Generate Visualizations - Creates charts, tables, and visual reports on demand
  • Identify Opportunities - Proactively spots optimization opportunities and waste

Getting Started with AI Chat

Accessing the Agent

The AI chat interface is prominently featured on your Flyweel dashboard homepage, providing immediate access to campaign insights.
1

Locate the Chat Interface

Find the chat input box at the bottom of your dashboard homepage
2

Ask Your First Question

Type your question in natural language and press Enter
3

Review the Response

The AI will process your request and provide detailed insights with supporting data
4

Continue the Conversation

Ask follow-up questions to dive deeper into specific areas

Understanding AI Responses

The AI Agent presents information in multiple formats to maximize clarity and actionability:

Response Types

  • Text Analysis - Direct answers with explanations and context
  • Interactive Charts - Visual data representations (bar charts, line graphs, pie charts)
  • Data Tables - Detailed metric breakdowns with sorting and filtering
  • Recommendations - Specific, actionable optimization suggestions
  • Deep Links - Direct links to relevant dashboard sections

Performance Analysis Queries

Campaign Performance Questions

Spend Analysis

Ask questions like:
  • “What was my total advertising spend across all platforms last month?”
  • “Which campaigns consumed the most budget this week?”
  • “How does my current spend compare to last month?”
  • “Show me spend trends over the last 90 days”

Traffic & Engagement Analysis

  • “Which campaign had the highest click-through rate last week?”
  • “What’s my average CTR across Google Ads vs Meta Ads?”
  • “Show me impression trends for my top 5 campaigns”
  • “Which ads are getting the most engagement on social media?”

Conversion Performance

  • “What’s my return on ad spend for the current month?”
  • “Which campaigns are driving the most conversions?”
  • “Show me cost per acquisition trends over time”
  • “Compare conversion rates between platforms”

Comparative Analysis

Platform Performance

  • “Compare the performance of my Google Ads and Meta Ads campaigns”
  • “Which platform is more cost-effective for my business?”
  • “Show me CTR differences between Search and Facebook campaigns”
  • “What’s the optimal budget split between platforms?”

Time-Based Comparisons

  • “How did this month’s performance compare to last month?”
  • “What are my year-over-year growth trends?”
  • “Show me week-over-week changes in key metrics”
  • “Compare Q4 performance to Q3”

Campaign Segmentation

  • “Analyze performance by campaign type”
  • “Compare brand vs. non-brand campaign performance”
  • “Show me mobile vs. desktop performance differences”
  • “Break down performance by geographic region”

Advanced AI Features

Conversation Memory & Context

The AI Agent maintains context throughout your conversation, enabling sophisticated follow-up analysis:
  • Session Memory - Remembers previous questions and responses within a session
  • Context Building - Connects related queries for deeper insights
  • Progressive Analysis - Builds on previous findings for comprehensive understanding
  • Reference Tracking - Recalls specific campaigns, metrics, or time periods mentioned

Predictive Analytics

Leverage AI-powered forecasting for strategic planning:
  • Performance Forecasting - Predict future campaign performance based on historical trends
  • Budget Planning - Estimate budget requirements for target outcomes
  • Seasonal Adjustments - Automatic recommendations for seasonal campaign modifications
  • Growth Projections - Forecast potential expansion opportunities

Automated Insights

The AI proactively identifies important patterns and anomalies:
  • Performance Alerts - Notifications about significant changes in campaign metrics
  • Optimization Opportunities - Proactive identification of improvement areas
  • Trend Analysis - Automatic detection of meaningful performance patterns
  • Anomaly Detection - Alerts about unusual performance variations

Best Practices for AI Interaction

Asking Effective Questions

Be Specific

Good: “Show me conversion rates for my Google Search campaigns in December” ❌ Vague: “How are my campaigns doing?”

Provide Context

Good: “Compare this month’s ROAS to last month for campaigns spending over $1000” ❌ Limited: “Show me ROAS”

Use Natural Language

Good: “Which of my Facebook campaigns are wasting the most money?” ✅ Also Good: “Identify my least efficient Meta Ads campaigns”

Managing Conversations

Chat History Management

  • Clear Chat - Start fresh conversations for unrelated analysis
  • Session Organization - Group related questions in single sessions
  • Context Preservation - Reference previous findings within the same conversation
  • Follow-up Questions - Build on AI responses for deeper insights

Integration with Flyweel Features

AdGrid Connection

The AI Agent seamlessly integrates with the AdGrid Campaign Manager:
  • Real-time Data Access - Queries current campaign data from AdGrid
  • Filter Application - Apply AI-recommended filters directly in AdGrid
  • Custom Views - Create AdGrid views based on AI insights
  • Dashboard Navigation - Direct links from AI responses to relevant AdGrid sections

Reports Dashboard

AI insights automatically enhance your Reports & Analytics:
  • Automated Report Generation - Create reports based on AI analysis
  • Insight Documentation - Save AI findings for future reference
  • Visual Enhancement - Transform AI insights into dashboard visualizations
  • Stakeholder Sharing - Export AI-generated insights for presentations

Troubleshooting & Support

Common Issues

AI Response Accuracy

  • Data Freshness - AI responses reflect data last synchronized from platforms
  • Platform Delays - Some metrics may have 24-48 hour reporting delays
  • Attribution Differences - Results may vary based on platform attribution models

Query Understanding

  • Clarification Requests - AI may ask for clarification on ambiguous questions
  • Synonym Recognition - Use platform-specific terms or common advertising terminology
  • Context Limits - Very complex queries may need to be broken into smaller questions

Getting Better Results

Question Optimization

  • Use Specific Timeframes - “Last 30 days” vs “recently”
  • Specify Platforms - “Google Ads” vs “all campaigns”
  • Include Metric Definitions - “ROAS above 3.0” vs “good ROAS”
  • Reference Campaign Names - Use exact campaign names when possible

What’s Next?

Maximize your AI Agent effectiveness by exploring related features:
  1. AdGrid Campaign Manager - Apply AI insights to detailed campaign analysis
  2. Reports & Analytics - Visualize AI-recommended metrics and trends
  3. Platform Connections - Ensure optimal data quality for AI analysis

Advanced Usage Tips

  • Daily Check-ins - Start each day with performance summary questions
  • Weekly Deep Dives - Use AI for comprehensive weekly performance reviews
  • Strategic Planning - Leverage AI forecasting for budget and campaign planning
  • Continuous Learning - Experiment with different question types to discover new insights

Ready to transform your campaign analysis? Start chatting with the Flyweel AI Agent and discover intelligent insights that drive advertising success.