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Key Concepts

Welcome to Aliveo AI! These are the fundamental building blocks you’ll use to turn raw data into actionable insights and automated workflows.

Aliveo AI Data Agents

Your AI-powered data assistant, embedded throughout the platform.

  • Natural-language interface: Ask questions in plain English and get instant answers with visualizations, or summaries.
  • Context-aware: Automatically uses your connected datasets, business context and each account's data model to deliver relevant answers. Its memory retains context across interactions, so follow-up questions build on previous insights.
  • Smart suggestions: Proactively recommends next questions, based on your data and past interactions, to help you explore deeper.

Overall, Data Agents work like personal data analysts, guiding you through your data and surfacing insights you might not have thought to ask for. Under the hood, an AI analysis agent plans each analysis, writes and runs code against your data, checks the result and explains it. See The Analysis Agent.

Analytics Chat

An interactive conversational workspace where you can collaborate with Aliveo AI towards solving data challenges.

  • Multi-turn dialogue: Track context across messages—follow up on previous questions, drill down into anomalies, or pivot to new analyses.
  • Saved history: Every chat is saved, so you can come back to it and pick up where you left off.
  • Rich outputs: Charts, tables, links and images appear right in the chat. Charts are interactive: open the ⋯ menu on a chart to zoom, pan, autoscale, or download a PNG.
  • Click-to-chart: Click Chart under a table to open Generated Charts, where Aliveo builds up to three charts from that table.
  • Mentions and chips: @-mention accounts, metrics, or saved context inside the message editor; selected accounts, data contexts, and date ranges appear as chips below the input so you always know what scope you’re asking inside.
  • Export & share: Easily share an entire chat with your teammates, save visualizations, or export the data table to Google Sheets or CSV for further analysis.

Automation Agents

Automate repetitive multi-step data processes without writing code.

  • Step-wise builder: Create workflows by chaining together different complex data tasks.
  • Schedule: Run workflows on your schedule—weekly reports, daily campaign monitoring, monthly business reviews on the first or any specific day of the month, quarterly business reports, or one-off analyses.
  • Templates: Start from pre-built workflow templates for common tasks like monitoring ad performance, anomaly detection, root-cause analysis, creative performance, keyword suggestions, competitor insights, and more. See the Agent Library.
  • Re-run and Fresh run: Re-run runs an agent's saved steps again on the latest data. Fresh run rebuilds the steps from the agent's instructions and context first—useful after you change your context or when a template has been improved.
  • Report Chat (Deep Dive): Every agent report has a built-in chat panel. Click Deep Dive in the report's right sidebar to ask follow-up questions grounded in that exact run—drilldowns, comparisons, validations, what-ifs—without leaving the page. See Report Chat.
  • Notifications: Receive alerts on email or Slack when workflows complete, so you can take action immediately.

Actioning

Turn insights into changes—push updates straight to your ad platforms from inside Aliveo, always with a human in the loop.

  • Supported platforms: Google Ads, Meta, LinkedIn, Apple Search Ads, Amazon Ads, Snapchat, TikTok, and Moloco.
  • What you can change: budgets, bids, bidding strategies, status (pause/enable), keywords, and more—depending on the platform.
  • Review first: proposed changes appear in an action table for you to approve—nothing is applied automatically without your say-so.
  • Action log & restore: every applied change is logged, and you can roll back to a previous state with one click.
  • Permissioned per user: admins control exactly who can push changes, down to the account or platform.

See the Actioning guides for per-platform details.

Dashboards

Centralized spaces for monitoring KPIs and trends. An easier way to visualize your data and share insights with your team.

  • Multi-data views: Combine multiple metrics across different datasets into a single dashboard view.
  • On-demand filters & drilldowns: Easily filter on specific column values or metric ranges and save for future views.
  • Scheduling: Set up dashboards to refresh on a schedule, so you always have the latest data at your fingertips.
  • Alerting: Set thresholds and get an email when metrics breach defined limits. This feature is fully set up in natural language, so you can say things like “Alert me when WoW ROAS drops by 10%” or “Notify me if CPA exceeds $50 only for those campaigns which have ‘Travel’ in their name.”

Datasets

Your structured goldmine—tables, views, or query results you can explore and share.

  • Ad Platform Data: We automatically connect to your ad platforms (Google Ads, Meta, LinkedIn, Apple Search Ads, Amazon Ads, Snapchat, TikTok, and Moloco) and pull not only campaign performance data, but also change logs, keywords, creative assets, settings, breakdown details and more. Overall, we handle the data wrangling for you, so you can focus on insights. We provide the following unified datasets:
    • Ad Performance Data: Campaign performance metrics, settings, and change history grouped at different granularities such as campaign, ad group, and ad level.
    • Creative Data: Ad creatives, images, videos, and metadata, plus extracted features (themes, captions, visual attributes) for video and image creatives.
    • Keyword Data: Keyword performance, match types, search terms, and historical changes.
  • Custom Data: Bring in your own data from your data warehouse, a Google Sheets URL, or a CSV upload. You can select which columns to include, apply filters, and create custom views. Custom datasets can be joined with ad platform data on a key column for deeper insights. Each column has a type (Date, ID, Metric or Category), an aggregation (Sum or Mean) and a description, so the AI knows how to use it.

Knowledge Documents

Free-form supporting documents that teach Aliveo AI about your business—campaign-naming conventions, brand books, KPI definitions, audience playbooks, partner agreements, and so on.

  • Supported formats: Google Docs, Google Sheets, CSV, and inline custom text.
  • Scoped sharing: Attach a document to a specific account, to a business, or globally across the organization.
  • Used where you point to them: @-mention a document in your context, a chat question or an agent's instructions, and Aliveo reads it to understand acronyms, naming conventions, and business rules.

See Knowledge Documents for the full guide.

Context System

A layered system that tells Aliveo AI how your business reads its own data—what KPIs matter, what acronyms mean, what to exclude, and how to interpret edge cases.

  • Global Context: Organization-wide defaults that apply to every business and every account—company-wide language and conventions.
  • Org Context: Per-business overrides for a specific line of business.
  • Account Context: The narrowest scope—instructions, definitions, and document attachments that apply to a single ad account or a group of accounts.
  • Cascade: Account inherits Org, which inherits Global. Each level adds its own rules to its parent's, or can leave the parent's text out.
  • Always in play: Aliveo uses the full context for your accounts in every chat and agent run. For knowledge documents you @-mention, it reads the passages most relevant to your question.

See The Context System for the full guide.

How Aliveo Understands Your Data

Aliveo keeps a data model for each account, so it reads your data the way your team does:

  • Metric hints: Each account records which KPIs and metrics matter, so you can ask “Which campaigns were performing poorly?” without naming the KPI.
  • Column descriptions: Every column carries a description and type, so Aliveo knows what each field means and how to add it up.
  • Campaign tags: Aliveo infers tags on your campaigns and brings in labels from your ad platforms. Use them to group campaigns—“What is the ROAS for all BOF campaigns?” or “Show me US vs EMEA.”
  • Creative features: For image and video creatives, Aliveo extracts features such as themes, visual elements, CTAs and captions, so you can ask “Which discount-themed ads outperformed brand-trust ones?”

See how Aliveo models your data for more.

Workspaces, Roles & Authentication

Aliveo AI is built for teams. The basics:

  • Organizations (lines of business): Each line of business is its own organization in Aliveo, with its own integrations, context, chats, dashboards and agents. Your Global Context applies across all of them.
  • Primary and secondary users: Primary users administer the workspace and can invite secondary users—teammates with scoped access to the same data. Either can also be set up as read-only.
  • 2FA enforcement: Primary users can require two-factor authentication for every member of the team.
  • Step-up auth (email OTP): Sensitive actions—enabling/disabling users, changing Slack permissions, toggling 2FA enforcement—require a fresh one-time-code re-authentication, even after you’ve already signed in.
  • SSO/SAML: Enterprise customers can sign in via their identity provider; user management surfaces adapt to SSO-managed teams.

See User Management for the full guide.