For the account manager
For the strategist
For the agency owner
Your Jepto account at a glance — plan, seats, status.
What plan am I on and how many clients do I have?
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Every client in your account, indexable in seconds.
List all my retail clients.
Which clients run Google Ads and Facebook Ads?
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Business details, industry, contacts, channels, services delivered.
Tell me about your client — what do they sell?
What channels are we running for your client?
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Notes, briefs, brand guidelines, strategy docs — all searchable in chat.
What's your client's target audience and brand tone?
Pull up the latest strategy notes for your client.
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Live data from connected platforms — sessions, conversions, ROAS, CPA — broken down however you ask.
Give me a detailed breakdown for your client's spend.
Compare your client's conversion rate this quarter vs last, by channel.
Show me your client's daily spend vs target for this month.
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Real-time KPI status, predictions, and recommendations across every client.
Which clients have KPIs flagged critical?
Is your client on track for this month's targets?
Forecast our ROAS for the rest of the quarter.
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Create, update, and delete budget targets for any client — across one or many ad accounts.
List all my retailCreate a budget for your client: $1,500 over 65 days, all Google Ads campaigns. clients.
Extend your client's brand budget by two weeks.
Delete your client's retainer budget — we restructured it.
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Set up and update performance KPIs — thresholds, time periods, channels.
Create a CPA KPI for your client: under $50, monthly.
Update your client's ROAS target to 4× from next month onwards.
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Take action directly in your connected ad platforms — pause, enable, adjust — without opening Google Ads or Meta.
Pause the brand campaign in your client's Google Ads account.
Re-enable your client's brand campaign.
Bump your client's Performance Max daily cap by 20%.
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