Axi assistant

Axi is the AI analyst built into the AxiTrace admin panel. It works on the workspace you have open: it reads your campaigns, orders, leads, products, traffic, fraud results and settings, asks your connected ad accounts for details the stored reports do not have, explains how AxiTrace works and, when you ask, changes a setting for you after you confirm it.

On this page

• Opening Axi
• What Axi can answer
• Changes you confirm
• What Axi always refuses
• AI credits
• Limits
• Your data
• Team members and agencies
• API and MCP

Opening Axi

• Axi lives in a panel on the right side of every workspace page. Open or close it with the Axi button in the top bar or with Cmd+J (Ctrl+J on Windows and Linux). On a phone it opens as a full-screen sheet from the Axi button in the corner.
• The panel can be docked beside the page, widened for long tables or folded into a narrow rail. Your choice is remembered while you are signed in, and a conversation keeps running while you move between pages.
• On the first page after you sign in, Axi opens with a short greeting about your store and suggests a few questions. Every page also shows a tip about what that page answers and three questions to start with. Greetings and tips never use credits.
• Axi is not available on demo workspaces: there the panel only says that Axi works on your own workspaces.

What Axi can answer

• Your reports: revenue, orders, ad spend, ROAS, traffic sources, campaigns, products, leads, store health, attribution models and fraud results, for any range, with the comparison you ask for. Every figure comes from the same calculation as the page it belongs to, and each answer links to that page.
• Live ad account details: for questions the stored reports do not break down, such as spend by device, placement, region, hour, age or gender, the text of an ad, the targeting of an ad set or the search terms of a campaign, Axi asks your connected Meta, Google Ads or TikTok account directly. These queries are always read-only: Axi never creates, changes, pauses or deletes anything in an ad account.
• How AxiTrace works: setup guides, events, cookie consent, attribution and troubleshooting, with links to this documentation.
• Where to go: Axi can open the right page for you, for example the ad connections page when you want to connect Facebook, and the conversation continues there.
• Notes it keeps: ask Axi to remember a fact about your store (your target ROAS, how your fiscal month is counted, which campaigns are brand campaigns) and it uses it in every conversation of the workspace. Every user of the workspace sees these notes.
• A person: when Axi cannot help, it offers to connect you with our support team in the chat window.

Axi says when your data is too young for a reliable answer, for example in the first days after installing tracking, and what to connect next. It states the period, currency, attribution model and data source before it compares figures.

Turn on Deep analysis in the message box for a harder question: Axi then reasons longer and checks more data before it answers. A deep analysis uses about 2 to 3 times the credits of a normal answer.

Changes you confirm

Axi never changes anything on its own. When you ask for a change, it shows a card with what will change and what it means for your store, for example how many orders and how much revenue each attribution model credited in the last 30 days, or how many sessions arrive with the Do Not Track signal. Nothing happens until you click Confirm; the card then shows the result, and you can cancel instead.

Axi can change, after your confirmation:

• Data collection and privacy: dataLayer tracking, Do Not Track and cookie consent.
• Attribution: the default attribution model and IP fallback attribution.
• The reporting timezone and the sources that count as leads.
• Fraud Detection settings, and blocking, unblocking or whitelisting an IP address (Business and Custom plans). While Google Ads Auto Exclusion is on, a blocked address is sent to your Google Ads account as an IP exclusion: this is the only change AxiTrace ever makes in an ad account.
• Product Labels rules, starter templates and an immediate label refresh.
• Lead notes and statuses, custom events and surveys, the same actions as the write tools of the AI assistant connector.

What Axi always refuses

Some actions stay in your own hands. Axi does not do them and instead links to the page where you can:

• Deleting your account or a workspace.
• Changing a password, an e-mail address or two-factor authentication.
• Changing your plan or billing, or buying credits.
• Creating or revealing API keys and access tokens.
• Inviting, removing or changing the role of team members.
• Changing campaigns, budgets, ads or anything else in an ad account, other than the Fraud Detection IP exclusions above.
• Disconnecting an integration, and connecting one: Axi opens the connection page so you can sign in to the platform yourself.
• Deleting leads.

AI credits

• Axi is available on every plan, including Free, and uses the AI credits of the account that owns the workspace. On the Free plan it uses the 3,000 welcome credits.
• Each answer is charged its actual cost, which depends on how much data Axi reads. A short answer usually takes under 100 credits, an analysis with a few lookups about 150 to 400. The message box shows the expected cost before you send.
• Before an answer starts, its expected cost is reserved; when it finishes you are charged what it really used and the rest is released. One answer never uses more than 1,500 credits (3,000 with Deep analysis).
• If an answer fails after Axi started working on it, you are charged only for the work already done. An answer that fails before it starts costs nothing. Clicking Confirm on a change card, greetings, page tips and refused requests never use credits.
• When the balance reaches zero, you keep your conversations, the page tips and the suggestions; the message box is replaced by a card to top up or the date of your next monthly credits.

Limits

You can stop an answer at any time with the Stop button; you are charged only for what it used until then.

Your data

• Axi only reads the workspace you have open and never talks about other workspaces or other stores.
• Your shoppers' personal data (e-mail addresses, phone numbers, names) is masked in what Axi reads. Contact details are shown only to a role that may see personal data, and only when you ask about one specific lead.
• Text that comes from your store or ad accounts, such as campaign names, ad copy and lead messages, is treated as data and never as instructions.
• Answers are written by an AI model of Anthropic, the AI provider AxiTrace uses for its AI features; see the Privacy Policy.
• Conversations belong to the workspace and are kept until the workspace is deleted. You can remove a conversation from your list. When a user leaves the team, their conversations stay with the workspace without their name or e-mail address.
• Rate an answer with the thumbs up or down under it.

Team members and agencies

• The owner and team members can ask questions; changes need a role that may edit the workspace settings.
• An agency with view access can ask questions but not confirm changes. An agency with manage access can confirm changes too. Agency questions use the credits of the client's account.

API and MCP

Every tool Axi uses is also available to your own AI assistant through MCP and to your scripts through the REST API, with the same permissions: see Settings API and MCP, Fraud Actions API and MCP, Live Ad Queries API and MCP, Axi Memory API and MCP and Docs Search API and MCP.