How Zimmer Works
Workspaces, projects, and agents
Everything in Zimmer lives in a workspace — your top-level account, holding your members and billing. Each workspace is fully isolated: none of its data is shared with any other. Because of that, a workspace is the right level to keep a different client or business completely separate. If you need more than one, Zimmer can set it up for you, and you can switch between the workspaces you belong to.
Inside a workspace you work in projects. A project has its own connections, agents, and access — create more than one when you want parts of your work kept separate. You can create as many as you need.
An agent is what does the work on an account — an optimizer that spots what's working, catches what's wasting spend, and proposes or makes changes; or a conversational assistant that answers your customers. Agents are created from kits, and you can run as many as you need.
Inside a project
Almost everything in Zimmer is scoped to a single project, so one project's setup never affects another:
- Connections — your ad platforms (Meta, Google Ads, YouTube, TikTok, DV360, and more). Connect the platform once, then run as many agents on top as you like. → Connections
- Agents — the optimizers and conversational agents in this project. → Optimizer agents · Conversational agents
- Campaigns & Campaign Insights — your campaigns and how each one is performing. → Campaign Insights
- Runs — every change your agents propose or make, to review or approve. → Runs
- Goals — track KPIs and progress toward a target across campaigns and platforms, with optional third-party measurement. → Goals
- Studio AI — give it your media plan (in chat or as an attachment) and it drafts campaigns across platforms, ready for you to review and launch. → Studio AI
- Knowledge Bases & Data Tables — the content and structured data your agents draw on. → Knowledge & Data
The one workspace-wide exception is brand training — shared across every project, it builds Brand Insights, the cross-platform picture of how you're performing across all your connected accounts. → Knowledge & Data · Brand Insights
Building agents from kits
Kits are ready-made optimizers that Zimmer builds and maintains — one for each platform and job. Think of a kit as a template: each agent you create from it is your own copy that runs on one account — so to cover several accounts, you create a separate agent from the kit for each one.
To create one, open Kits (opens in a new tab), choose a kit, and select Use this kit. You decide how each agent acts — Monitor (advice only), Approve First (you approve each change), or Auto (changes applied automatically) — so it never does more than you allow. → Optimizer agents
Publishing
Every agent starts as a Draft and goes live only when you publish it — drafts never run or affect anything live.
- Optimizer agents run on a schedule (and other triggers), but only once published. A draft optimizer won't run on its schedule — publish it to put it to work.
- Conversational agents go live with a landing-page URL and an embed code for your website when you publish.
Roles and access
Access is role-based:
- Owner — full control of the workspace, including billing, with access to every project.
- Admin — manage members, connections, and workspace settings, with access to every project (everything except billing).
- Editor — build and update agents, connections, and knowledge, but only in the projects they're assigned to.
- Viewer — read-only access to assigned projects.
Members and project access are managed in Settings → Members. When you invite someone as an Editor or Viewer, you choose which projects they can access. → Workspace & Team