Today
The state of the engine, what it did today and what needs you.
How it works
From the study to operation. Eight steps, none skipped.
Optmos does not start by operating. It starts by reading. It connects the account, declares the conversion event, studies 90 days of the Meta account and only then, after the subscription, the calibration, the simulation with the write test and the observation, begins adjusting budgets inside your limits.
The eight steps
What you do and what Optmos does.
Connect the account
YouSign in with email and password (or open the demo) and connect the ad account through Facebook Login for Business. Choose the ad account the workspace will operate.
OptmosAsks Meta for two permissions:
ads_read, to read campaigns, ad sets and insights, andads_management, used only to write the daily budget of the ad sets. Stores the token in the database and, at this step, only reads.Declare the conversion event
YouSay which event counts as a conversion: purchase, lead, sign-up, or a custom conversion.
OptmosStarts counting that event in the study, in the calibration and in the engine. It is what defines the cost per conversion of each group.
90-day study
YouWait for the study to finish. There is nothing to press: it starts when you enter the step.
OptmosReads 90 days of the Meta account and delivers the day × time-slot matrix, the cost-per-conversion dispersion and the groups worth operating, with the volume of each one. Free, no card.
Subscription
YouDecide whether you want to operate. If so, subscribe in the Stripe checkout. The card never passes through Optmos.
OptmosCharges a monthly fee on the budget of the groups enrolled in the engine (the ad sets checked in Rules), measured per day, with or without writes, on day 1 of each month, for the month just closed, and shows the amount in the product before the charge. Nothing is charged before this step.
Rule calibration
YouChoose the groups the engine operates and set, for each one, the target CPA, the guard rail, the floor and the cap. Actions per day, cumulative change, time between actions and minimum budget start at the defaults.
OptmosStores the rules per workspace and, when you save, turns the engine on in observation. Everything stays adjustable in Rules: what the engine operates, the limits and the suggestions.
Simulation and write test
YouAlready in observation, see what the engine would have done on the history with your rules, decision by decision, and confirm the result of the test.
OptmosRuns the rules over the history without touching the account. In the write test, in the Meta account, it writes the current budget of the entity with the largest budget onto itself and reads it back: if the value matches, the credential writes; if it differs, some rule in the account is changing what we write. Only with the test checked can the engine leave observation.
Observation
YouSave the rules in step 05: that turns the engine on in observation. Follow in Decisions what it decided and why; if you pause it, turn it back on in Rules › What the engine operates.
OptmosReads the account in the chosen regime and records every decision, without writing. Accounts below 10 conversions per day stay in observation until the volume arrives or the event changes.
Operation
YouFollow Today, Campaigns and Decisions; approve or decline what the engine proposes outside the routine; adjust limits whenever you want.
OptmosAdjusts, on Meta, the daily budget of the ad sets inside the limits, every hour (intraday regime) or in two windows of the day (daily regime). Records every decision with previous value, new value and reason. Never pauses, never deletes, never creates.
Afterwards: the console
Six areas, the same names as the menu.
Campaigns
The account's campaigns and ad sets, with the current budget and what the engine operates in each one.
Decisions
The record: proposals to approve, decisions taken and the audit of every adjustment with previous value, new value and reason.
Rules
What the engine operates (groups, targets, floor and cap, the engine switch), Limits and Suggestions.
Performance
By period and By day and hour: what the account delivered and the study's matrix, always up to date.
Settings
Workspace (connections, disconnect), Team (roles), Subscription and My account.
Roles: owner, admin and viewer. A viewer sees the six areas, but does not change rules, does not turn the engine on and, in Settings, only opens My account.
What the engine never does
Three things that are not in the code.
It does not pause
No engine decision changes the status of a campaign or ad set. When the rule asks to pause or zero out, the engine converts it into a controlled reduction, and the cut stops at the floor.
It does not delete
The engine does not delete campaigns, ad sets, ads or audiences. It only writes one field: the daily budget.
It does not create
The engine does not create campaigns, ad sets, ads or creatives. What exists in the account is what you created on Meta.
In an emergency, with the cost per conversion above the group's guard rail, the engine reduces the budget down to the floor. That is the most it does.
Turning off and disconnecting
Three ways to stop, all yours.
Turn the engine off. The switch is in Rules › What the engine operates. Off, no budget is changed and the engine stops recording decisions until you turn it on again; the observation days keep counting from the entry into the phase.
Disconnect the account. In Settings › Workspace, Disconnect deletes the token at once and the engine stops reading and writing on that account.
Revoke on the platform's side. You can remove Optmos in Meta's apps and websites settings. The token Optmos holds stops working and the engine stops reading and writing on that account. To remove the connection from Optmos, use Disconnect in Settings › Workspace.
To delete the whole account, or only the data of one ad account, the step by step is in Data deletion.
See the eight steps on your account.
The first is connecting. The 90-day study comes before any charge.