Tasks and sessions

Everything you create in OptiQube starts in a task: a conversation with the agent about one catalog campaign. The screen where that conversation happens is called a session. You can leave a session at any time and pick it up later where you left it.

Ways to start a task

• + New task in the sidebar, then describe what you want. See Start a new task.

• Ideas to try on the New task screen. These are suggestions from the calendar, your catalog and your own campaigns: an upcoming season (Plan your Black Friday campaign now), a category with no ad yet (“Earring” has 40 products and no ad yet), or a style you have not tried (Try Product Only on your products). Click Show all ideas for the full list, or Not now to hide one.

  

• Use this style on any style in the Inspiration library.

• Copy an ad, to rebuild an ad you like in your own brand. See Copy an ad you like.

The session screen

• The conversation shows your messages, the agent's questions and each round's results.

• Direction cards appear in the conversation as each direction finishes. Click a direction to talk about just that one.

• The message box at the bottom. The chip above it shows what your message applies to: Whole session, or a single direction's run. Remove the chip to talk to the whole session again.

• The credits bar under the message box shows your balance and the credits held for rounds that are still running.

While a round is running, you can already type a note; it stays in the message box, and you send it when the round ends. The stop button cancels the round.

Direction cards

Each finished direction has a card with its images and buttons, including:

• Open large opens the direction in the large view, where you refine it and roll it out. See Refine and regenerate creatives.

• Preview as Meta ad shows how the creatives look in several Facebook and Instagram placements.

Find, rename and archive tasks

Your tasks are listed under Recents in the sidebar.

• Click the ⋯ next to a task to Rename or Archive it.
• Click the icon next to Recents to change the view:
  • Show: Active or Archived tasks. Archived tasks are not deleted; you find them here.
  • Group by: None, Campaign, Date or State.
  • Sort: Last activity, Alphabetical or Date created.