All guides, by feature
Check your setup by asking Data chat
Ask Data chat about your clients, connections, mapped accounts or sync status. It answers straight from Orbit’s records.
Before you start
- Who can do this
- Anyone at your agency
- Where in Orbit
- Sidebar › Workspace › Data chat
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Data chat.
Ask about your setup, for example “How many clients do we have?”, “Which platforms are we connected to?” or “Which ad accounts are mapped to Acme?”.
To check freshness, ask “Is my data up to date?”. Data chat lists each connection with when it last synced.
Fix anything it flags in Integrations, such as a connection that failed to sync.
When it worked
When every connection is fresh, Data chat says “All connections are up to date.”
If something goes wrong
Data chat says some connections failed to sync.
Open Integrations and hover Failed in the Last Sync column to read the error. Then reauthenticate the connection.
Data chat says some connections haven’t synced in over 24 hours.
Those connections are stale. Open each one from Integrations and check its Recent ETL Sync Jobs.
Orbit showsNo ad accounts are mapped yet.
Assign accounts to clients in Account Mapping.
Orbit showsYou don't have any active clients set up yet.
Add a client in Clients, or ask an Owner or Admin to give you access to yours in Team.
How it works
Explainer: What Data chat can answer, and where answers come from
Data chat answers from the same synced performance data as your clients’ reports. Questions about your setup come from Orbit’s own records, and a few kinds of question need the platform itself.
| You ask about | Data chat answers from |
|---|---|
| Spend, clicks, conversions, revenue and other results | Orbit’s synced performance data, the same data as performance reports. |
| Your setup: clients, connections, mapped accounts, sync status | Orbit’s own records, counted directly. |
| “Why” follow-ups about an earlier answer | Only the numbers already shown in the conversation. |
| Today’s numbers | The platform directly, where it can be queried. Otherwise complete days only. |
| Age, gender, device, placement, location, keyword or hour | The platform directly, where it can be queried. Otherwise it says it can’t. |
| HubSpot, Salesforce, Slack, Google Drive, monday.com or BigQuery | That source directly, since its data isn’t stored with your ad results. |
| Something it can’t pin down | It asks you what you meant, with options to pick. |
- Results can be split by date, platform, channel, account, campaign, ad group or ad set, creative and client.
- Metrics are spend, impressions, clicks, conversions, revenue, leads and purchases. CTR, CPC, CPM, CPA and ROAS are worked out from the summed totals.
- If the synced data has nothing for your period, Data chat says so. It never fills the gap with numbers from the platform, so it stays in line with the report.
- Answers are read-only. Data chat never changes anything on a platform.
Explainer: What each sync status means
Each connection has a sync status: on the Dashboard’s Data sync card, and in short in the Last Sync column in Integrations. Synced means it finished a sync in the last 24 hours. Failed and Stale are the ones to act on.
| Status | What it means | What to do |
|---|---|---|
| Synced | Finished a sync in the last 24 hours. | Nothing. |
| Syncing | A sync is running now. | Wait for it to finish. |
| Stale | Its last finished sync is more than 24 hours old. | Open the connection and check its recent syncs. |
| Failed | Its latest sync failed. | Press Retry. If it fails again, reauthenticate. |
| Never synced | It hasn’t synced yet, usually because no accounts are chosen. | Choose its accounts. |
- The Last Sync column shows a time such as “3h ago”, Syncing…, Failed or Never. Hover Failed to read the error.
- Errors are shown as the platform reported them, in the platform’s own words.
- Sync health is the share of your connections that are Synced. Failed and Stale count as issues to review. Never synced lowers the percentage without counting as an issue.
- The “Data updated” badge shows the oldest last sync among your Synced connections, so it’s only as fresh as your least fresh data.
Explainer: What assigning an account does
Each ad account belongs to one client. That decides whose dashboards, reports, pacing and Data chat answers its data appears in.
- Until an account has a client, its data syncs but appears nowhere: not in dashboards, reports or Data chat.
- An account can belong to one client only.
- Assigning an account starts a sync straight away. Earlier days catch up as Orbit re-syncs them, up to 90 days back.
- When you choose accounts on a connection, Suggested means Orbit pre-filled a client because its name appears in the account’s name. Nothing is saved until you save.
- Find Accounts adds accounts already chosen on a connection that are missing from this list. It doesn’t fetch new accounts from the platform: to add those, open the connection from Integrations.
- Re-check account names from Google/Meta refreshes names for every connection whose accounts you pick from a list, not only Google and Meta. Google Analytics, Shopify and Amazon Marketplace aren’t included.