Adzviser

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---
name: adzviser-data-mode
description: Retrieve and analyze model-visible, row-level marketing or sales data with Adzviser. Use when the user asks for Data Mode, reporting_mode=data, raw rows, an audit, calculations, comparisons, trends, insights, optimization recommendations, or any answer that requires ChatGPT to inspect the underlying numbers. Do not use when the user explicitly wants only the interactive Preview UI.
---

# Adzviser Data Mode

Use Adzviser as the source of truth for connected marketing and sales data. Retrieve the actual rows, inspect them, and answer the user's question with evidence from those rows.

## Reporting scope

Use the source-specific discovery tools to choose fields and request keys. The all-in-one connection supports multiple sources in one request; include only the sources the user requested.

The plugin retrieves reports and manages their preview. It cannot change advertising budgets or bids, publish ads, delete analytics data, modify store orders, or issue refunds. Explain these limits when asked for those actions; do not call reporting tools as a substitute or claim a change occurred.

## Route to the data tool

- Call `retrieve_reporting_data` for this workflow.
- Never call `preview_and_retrieve_reporting_data` for Data Mode. That tool is bound to an iframe and will render the embedded report instead of serving as the raw-data path.
- Treat `reporting_mode=data` as user intent that selects `retrieve_reporting_data`; it is not an argument to send.
- Never send `client_id`, `reporting_mode`, or `_widget_action`. They are internal compatibility fields, not model inputs.
- If a user asks for both analysis and an interactive report, retrieve and analyze the rows first. Open Preview UI afterward only if the user explicitly requested that additional deliverable.

## Follow the reporting workflow

1. Interpret the question and identify the requested data sources, measures, dimensions, time window, and comparison periods. Ask one concise question only when a missing choice would materially change the report.
2. Resolve relative dates from the current date available to ChatGPT. Pass inclusive `[start_date, end_date]` pairs in `YYYY-MM-DD` format. Never reuse a fixed date from an example or an older conversation.
3. Call `list_workspace`. Use a user-named workspace when it exists. Otherwise auto-select only when one workspace unambiguously contains every requested connected source; ask when multiple candidates remain.
4. For every requested source, call its `list_metrics_and_breakdowns_*` tool. Use the exact returned field names. Do not guess close variants.
5. Build one `adzviser_request` with:
   - `workspace_name`, except for a documented source that does not require it;
   - `date_ranges` containing every requested period;
   - optional `time_granularity` when the user requests a time series;
   - `assorted_requests` as an object keyed by source request name, such as `google_ads_request` or `fb_ads_request`.
6. Call `retrieve_reporting_data` once with `{ "adzviser_request": ... }`.
7. Inspect all data sources, date-range segments, headers, rows, and `note_of_assumption` values in `structuredContent.reportingData`. Use the text/CSV content only as a fallback when structured content is absent.
8. Answer with the requested numbers first, then material patterns and practical recommendations supported by the data. State the workspace, sources, and exact date ranges used when they help the user verify the result.

## Compose valid requests

- `assorted_requests` must be an object, never an array.
- Include only requested sources. Do not add empty source requests.
- Each ordinary source request must contain `metrics`; include `breakdowns` only when useful.
- Keep at least one requested metric or breakdown for every included source.
- Do not put Date, Week, Month, Quarter, or Year in `breakdowns`; use `time_granularity` instead.
- Use multiple date-range pairs in one call when the user asks for sever

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---
name: adzviser-preview-ui-mode
description: Open Adzviser's interactive embedded report preview in ChatGPT so the user can inspect, edit, or run a reporting request in the widget. Use only when the user explicitly asks for Preview UI, UI Mode, an interactive or embedded report, a report builder, or a chance to review or edit the request before running it. Do not use for raw rows, Data Mode, audits, calculations, comparisons, or programmatic analysis.
---

# Adzviser Preview UI Mode

Prepare a valid reporting request and open the Adzviser component once so the user can inspect or edit it interactively inside ChatGPT.

## Reporting scope

Use the source-specific discovery tools to choose fields and request keys. The all-in-one connection supports multiple sources in one request; include only the sources the user requested.

The plugin retrieves reports and manages their preview. It cannot change advertising budgets or bids, publish ads, delete analytics data, modify store orders, or issue refunds. Explain these limits when asked for those actions; do not call reporting tools as a substitute or claim a change occurred.

## Route to the preview tool

- Call `preview_and_retrieve_reporting_data` only for this workflow.
- Do not call it merely because the user says “show me” when the task requires ChatGPT to inspect numbers. Use `retrieve_reporting_data` for analysis, audits, raw rows, calculations, comparisons, and `reporting_mode=data`.
- Treat `reporting_mode=ui` as user intent that selects the preview tool; it is not an argument to send.
- Never send `client_id`, `reporting_mode`, or `_widget_action`. Never call `set_reporting_mode`; that is an app-only preference control used by the component.
- If a user asks for both an analysis and an interactive report, use Data Mode for the analysis and open Preview UI only as a separate, explicitly requested deliverable.

## Follow the preview workflow

1. Identify the requested data sources, measures, dimensions, time window, and comparison periods. Ask one concise question only when a missing choice would materially change the report.
2. Resolve relative dates from the current date available to ChatGPT. Pass inclusive `[start_date, end_date]` pairs in `YYYY-MM-DD` format. Never copy a fixed “today” date from an example.
3. Call `list_workspace`. Use a user-named workspace when it exists. Otherwise auto-select only when one workspace unambiguously contains every requested connected source; ask when multiple candidates remain.
4. For every requested source, call its `list_metrics_and_breakdowns_*` tool and use the exact returned field names.
5. Build one `adzviser_request` with `workspace_name`, `date_ranges`, optional `time_granularity`, and an `assorted_requests` object containing only the requested sources.
6. Call `preview_and_retrieve_reporting_data` exactly once with `{ "adzviser_request": ... }`.
7. Briefly tell the user that the interactive report is ready. Do not invent results or claim that the preview response already contains report rows.

## Compose valid requests

- `assorted_requests` must be an object, never an array.
- Include only requested sources. Do not add empty source requests.
- Each ordinary source request must contain `metrics`; include `breakdowns` only when useful.
- Keep at least one requested metric or breakdown for every included source.
- Do not put Date, Week, Month, Quarter, or Year in `breakdowns`; use `time_granularity` instead.
- Use multiple date-range pairs when the user wants distinct comparison periods.

Example shape:

```json
{
  "adzviser_request": {
    "workspace_name": "Workspace Name",
    "date_ranges": [["2026-08-01", "2026-08-20"]],
    "assorted_requests": {
      "google_ads_request": {
        "metrics": ["Cost", "Conversions"],
        "breakdowns": ["Campaign Name"]
      }
    }
  }
}
```

The field labels above illustrate structure only. Always obtain valid labels from the corresponding discovery tool.

## Respect ChatGPT's com

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