AI Chat Getting Started

AI Chat gives you a conversational interface with Claude Sonnet 4, fully aware of your client's Google Ads data, business profile, and optimization history. Ask questions, get analysis, and receive strategic recommendations - all in natural language. This guide shows you how to start conversations and use AI Chat effectively.

What You'll Learn

Time needed: 10 minutes to read

What Is AI Chat?

Definition: Real-time conversational AI assistant powered by Claude Sonnet 4, trained on your client's Google Ads performance data, business profile, and optimization history.

What it does:

What makes it special:

[Screenshot: AI Chat interface] Clean conversation interface with streaming responses

Where to Access AI Chat

Per-Client Chat

Location: Client Details → AI Chat Tab

Context: AI knows about THIS CLIENT only

Use when:

Example questions:

Global AI Chat

Location: Main Navigation → AI Chat

Context: AI can discuss ANY client or general topics

Use when:

Example questions:

Starting Your First Conversation

Step 1: Navigate to AI Chat

Per-client:

  1. Open client details page
  2. Click "AI Chat" tab
  3. See conversation interface

Global:

  1. Click "AI Chat" in main navigation
  2. See conversation interface

Step 2: Type Your Question

Good first questions:

"What are the top 3 issues in this account?"
"Summarize this month's performance"
"Why is my CPC increasing?"
"Which campaigns need attention?"
"What optimizations should I prioritize?"

Tips for good questions:

Step 3: Watch Response Stream

How streaming works:

Benefits:

[Screenshot: Streaming response in progress] Responses appear in real-time as AI generates them

Step 4: Continue Conversation

AI remembers context:

You: "Which campaign spent the most last week?"
AI: "Brand Campaign spent $1,450 last week..."

You: "What was its conversion rate?"
AI: "Brand Campaign had a 4.2% conversion rate..."
     (AI knows you're still asking about Brand Campaign)

Conversation memory:

Quick Action Templates

What Are Templates?

Pre-written prompts for common tasks

Benefits:

Location: Above chat input, as clickable buttons

[Screenshot: Quick Action template buttons] Click templates for instant questions

Available Templates

Performance Summary

Template: "Summarize this month's performance"

AI Response includes:
- Total spend, clicks, conversions
- Key metrics (CTR, CPC, conv rate)
- Month-over-month comparison
- Top performing campaigns
- Issues detected

Top Issues

Template: "What are the top 3 issues to fix?"

AI Response includes:
- 3 most critical problems
- Severity and impact
- Recommended fixes
- Priority order

Budget Analysis

Template: "Analyze budget pacing"

AI Response includes:
- Monthly spend vs budget
- Daily burn rate
- Projected month-end spend
- Budget utilization percentage
- Recommendations for adjustment

Optimization Priorities

Template: "What should I optimize first?"

AI Response includes:
- Prioritized optimization list
- Expected impact of each
- Effort required
- Quick wins highlighted

Campaign Comparison

Template: "Compare campaign performance"

AI Response includes:
- Side-by-side metrics
- Best and worst performers
- Efficiency analysis
- Budget reallocation suggestions

Keyword Analysis

Template: "Find wasted keyword spend"

AI Response includes:
- Keywords with high spend, zero conversions
- Recommended negative keywords
- Estimated monthly savings

Custom Templates (Coming Soon)

Planned feature:

Understanding AI's Context

What Data AI Can See

Complete context (per-client chat only):

1. Campaign Data (last 30 days):

2. Ad Group Data:

3. Keyword Data:

4. Ad Copy:

5. Conversion Data:

6. Geographic Data:

7. Device Data:

8. Time Data:

9. Budget Tracking:

10. Business Profile:

11. Optimization History:

12. Active Alerts:

[Screenshot: Context badge showing "12 data sources"] AI has access to comprehensive account data

What AI Cannot See

Data NOT available:

Why it matters: AI works from synced data, not live Google Ads

Conversation Features

Stop Generation

When to use:

How:

Auto-Summarization

What it is: AI automatically summarizes older conversations to save tokens and reduce cost

How it works:

After 10 messages:
- AI summarizes first 5 messages into 1 paragraph
- Keeps last 5 messages full
- Maintains key context
- Reduces token usage by 60-80%

Benefits:

Example:

Original 5 messages (2,500 tokens):
You: "What's my top campaign?"
AI: "Your top campaign is..."
You: "What's its CTR?"
AI: "The CTR is..."
You: "How can I improve it?"
AI: "To improve CTR..."

Summarized (500 tokens):
"User asked about top campaign (Brand Campaign), its CTR
(4.2%), and how to improve it. I recommended refreshing
ad copy and testing new headlines."

Savings: 2,000 tokens (80% reduction)

[Screenshot: Auto-summarization notification] Notification when conversation is auto-summarized

Conversation Management

Viewing conversations:

Continuing conversations:

Starting fresh:

Exporting Conversations

Export Options

Formats:

What's included:

Use cases:

How to Export

Steps:

  1. Open conversation
  2. Click "Export" button
  3. Choose format
  4. File downloads

File naming:

{ClientName}_AIChat_{Date}.{format}

Example:
ACME_Corp_AIChat_2025-10-04.pdf

[Screenshot: Export dialog with format options] Export for client reports or documentation

Cost Optimization

Token Usage

What are tokens: Units of text AI processes

Typical conversation:

Cost (approximate):

Auto-summarization saves 60-80% on long conversations

Best Practices for Efficiency

1. Be specific:

❌ Bad: "Tell me about my account"
   (AI generates long, generic response = 1,500 tokens)

✅ Good: "What was my CPC last week vs this week?"
   (AI gives focused answer = 400 tokens)

2. One question at a time:

❌ Bad: "Analyze all campaigns, compare to last month,
         find issues, and recommend fixes"
   (AI generates massive response = 3,000 tokens)

✅ Good: "Compare this month vs last month performance"
   (Follow up with specific questions)

3. Use templates:

4. Stop if unnecessary:

Example Conversations

Example 1: Performance Analysis

You: "Why did my CPC increase 30% last week?"

AI: "Your CPC increased from $4.20 to $5.46 (30% jump)
over the past 7 days. Here's the analysis:

Primary Causes:
1. Quality Score dropped on 8 high-volume keywords from
   7-8 to 4-5 (accounts for ~60% of the increase)
2. Increased competition in Brand Campaign (Auction
   Insights shows 2 new competitors)
3. Shift to mobile traffic (mobile has 40% higher CPC)

Recommended Actions:
1. Improve Quality Score by updating ad relevance
2. Add new ad variations to compete with new entrants
3. Consider mobile bid adjustment of -15%

Would you like me to break down any of these in detail?"

Example 2: Optimization Guidance

You: "What should I optimize first?"

AI: "Based on your account data, here are the top 3
optimizations with highest impact:

1. Fix Budget Exhaustion (Estimated impact: +$1,200/mo revenue)
   - Brand Campaign exhausts budget by 2 PM daily
   - Missing 45% of daily conversion opportunities
   - Action: Increase budget from $100 to $145/day

2. Add Negative Keywords (Estimated savings: $650/mo)
   - 23 search terms spent $650 with 0 conversions
   - All are informational queries, not buyer intent
   - Action: Add provided list as negative keywords

3. Improve Quality Score (Estimated savings: $420/mo)
   - 15 keywords dropped from QS 7 to QS 4
   - Causing 65% CPC increase on these keywords
   - Action: Refresh ad copy to improve relevance

Would you like the detailed fix steps for any of these?"

Example 3: Monthly Summary

You: "Summarize this month's performance"

AI: "October 2025 Performance Summary for ACME Corp:

Overall Metrics:
- Spend: $4,250 (85% of $5,000 budget)
- Clicks: 1,840
- Conversions: 92
- Revenue: $18,400

Key Performance Indicators:
- CTR: 3.2% (↓ 0.3% vs Sept)
- CPC: $2.31 (↑ 15% vs Sept)
- Conversion Rate: 5.0% (↑ 0.4% vs Sept)
- CPA: $46.20 (↑ 12% vs Sept)
- ROAS: 4.3 (↓ 0.4 vs Sept)

Top Campaigns:
1. Brand Campaign: 45 conversions, $32 CPA
2. Non-Brand: 28 conversions, $51 CPA
3. Competitor: 19 conversions, $62 CPA

Issues Detected:
- CPC increasing across all campaigns
- Budget underspend (15% under target)

Recommendations:
- Address CPC increase through QS improvement
- Increase budgets to capture full opportunity

Would you like to drill into any specific area?"

Tips & Best Practices

Ask Follow-Up Questions

Don't stop at first answer:

AI: "Your CTR is 3.2%"
You: "Is that good?"
AI: "3.2% is slightly below industry average..."
You: "How do I improve it?"
AI: "To improve CTR..."

Conversation flow is powerful

Provide Time Frames

Be specific about dates:

❌ Vague: "How's my performance?"
✅ Specific: "How was my performance last week vs this week?"

❌ Vague: "Is my CPC high?"
✅ Specific: "What was my CPC in September vs October?"

Use for Reporting

Generate client reports:

You: "Create a summary I can send to my client about this month"

AI: (Generates client-friendly summary)

You: "Export this as PDF"

Ask "Why" and "How"

Go deeper:

AI: "Your conversion rate dropped"
You: "Why did it drop?"
AI: "Likely due to landing page change..."
You: "How do I fix that?"
AI: "Recommend A/B testing..."

Validate AI Responses

AI is smart but not perfect:

Common Questions

Q: Is my conversation private? A: Yes. Only you can see your conversations. Not shared with other users.

Q: How often is data updated? A: AI uses data from last Smart Sync. Check last sync date in client details.

Q: Can AI make changes to my Google Ads account? A: No. AI can only analyze and recommend. You implement changes in Google Ads.

Q: Does AI remember conversations across sessions? A: Yes. Return to a conversation and AI remembers context.

Q: Can AI see my other clients (in per-client chat)? A: No. Per-client chat is sandboxed to that client only.

Q: How much does AI Chat cost? A: Included in platform. Token costs are minimal (~$0.01 per conversation average).

Q: Can I delete conversations? A: Yes. Click "Delete" on any conversation. Permanent deletion.

Troubleshooting

Problem: AI gives inaccurate data

Diagnostics:

  1. Check last sync date
  2. Verify data in Google Ads directly
  3. Compare AI's numbers to dashboard

Solution:

Problem: AI response is too generic

Cause: Question too broad

Solution:

Instead of: "Optimize my account"
Try: "What are top 3 wasted keyword spend opportunities?"

Be specific for specific answers

Problem: Conversation too long, losing context

Symptom: AI forgetting earlier context

Solution:

Next Steps

Master AI Chat with these guides:

Start your first conversation - ask "Summarize this month's performance"

Try Quick Action templates for common questions

Last Updated: October 4, 2025