Kaivo — How It Works
How It Works

From signup to insights
in five steps.

Kaivo connects your agency’s ad accounts, ingests campaign data across every platform, and tells you exactly what to do next — all in one place.

Step 01

Sign up and connect
your ad accounts.

Create your Kaivo agency account and connect the ad platforms you manage. Using secure OAuth, Kaivo links directly to your existing Meta, Google, TikTok, and other accounts — no credentials stored, no access shared.

Secure OAuth — you stay in control of your accounts
8 platforms live at launch, with many more in development
Takes less than 5 minutes to connect
1
Connect
Connected platforms
Meta
Google
TikTok
YouTube
Instagram
Reddit
Spotify
MSFT Ads
All connected securely via OAuth
Kaivo — unified & ready
Step 02

Add your clients and
assign their accounts.

Create a workspace for each client inside Kaivo. Once a client grants your agency access to their ad accounts, you bring them into Kaivo and assign them to that client — keeping every client’s data clean, separate, and organised.

Separate workspace per client — no data bleed
Assign multiple platforms to a single client
Client-level permissions and reporting controls
2
Organise
Client workspace — Harbor Coffee Co.
HC
Harbor Coffee Co.
3 platforms · 6 campaigns · Live
Score: 91.2
Meta
3 ad sets · 7 ads
$4,800
TikTok
2 ad sets · 4 ads
$2,900
Spring Product Launch
Lookalike 2% · 3 ads
82.1
● Live
Video — Product Demo
Broad · 2 ads
38.9
⚠ Review
YouTube
1 ad set · 2 ads
76.4
Step 03

Kaivo ingests all
your campaign data.

Once accounts are connected, Kaivo continuously pulls campaign data from every platform — spend, impressions, clicks, conversions, CTR, CPC, and more. Everything is normalised into a single data model so you can compare performance across platforms that don’t speak the same language.

Real-time data sync across all connected platforms
Normalised metrics — compare Meta CTR to Google CTR
Full campaign, ad set, and creative-level data
3
Ingest
Live data ingestion
Meta
$6,200
Google
$4,800
TikTok
$3,100
YouTube
$2,400
Reddit
$1,500
Total managed spend $18,000
Step 04

AI generates your
performance score & insights.

Kaivo’s AI engine analyzes every campaign across every platform 24 hours a day. It assigns an overall performance score to each client and surfaces specific, plain-language insights — not vague suggestions, but precise actions like “pause this creative” or “shift $800 from TikTok to Google this week.”

Performance score per client — updated in real time
Critical issues flagged immediately, not at end of week
Plain language — no data science degree required
4
Analyse
76

Portfolio AI Score

Up 3.1 pts from last period
3 clients need attention

Critical — YouTube
Creative fatigue detected. Video completion rate dropped to 12%. Pause and replace the hook.
Advisory — Meta
Audience overlap at 34% across ad sets. Consolidate to reduce CPM waste.
Healthy — Google
ROAS tracking 2.4x above target. Budget pacing on track.
Step 05

Act on recommendations.
Stay in control.

Kaivo tells you what to do — you decide whether to apply it. Review AI recommendations for each client, apply changes in one click, or adjust manually. Your agency stays in the driver’s seat while Kaivo handles the monitoring, analysis, and flagging 24/7.

One-click to pause, restart, or change budget on any campaign
Creative, audience, and targeting changes are reviewed and applied manually
Budget and status changes push directly to the platform instantly
5
Act
AI recommendations — Harbor Coffee Co.
Pause YouTube creative — completion rate critically low
Shift $400 to Google — ROAS 2.4x above Meta this week
Expand TikTok audience — lookalike performing above benchmark
8+
Ad platforms connected
at launch
24/7
AI monitoring across
every campaign
1
Dashboard for every client,
every platform

Ready to see it
for your agency?

Get started with an agency plan today or book a walkthrough with our team.