Marketing and advertising
3. Overview dashboard
The dashboard centralizes revenue, spend, profitability, SEO, and store signals in one place.
- Top KPI cards summarize revenue, spend, profit, and ROAS.
- Charts combine commerce data with advertising performance over the selected date range.
- Live and historical traffic can be shown from GA4 and Search Console.
- If a source is not connected yet, the system can show placeholders or onboarding prompts instead of a blank screen.
15. Advertising audiences and privacy consent
Synchronizing audience segments to advertising networks (Google Ads, Meta, TikTok, and LinkedIn) follows strict data protection and privacy standards.
Advertising permissions are strictly partitioned from newsletter or transactional messages, requiring an explicit affirmative opt-in (separate adConsent flag) before any customer record can be included in synced ad audiences.
- Separate affirmative consent: customers are added to advertising audiences only via active, voluntary opt-in at checkout or lead capture (no pre-checked boxes).
- Immediate revocation: consent can be withdrawn instantly through a dedicated link or by replying 'no' or 'stop' to WhatsApp messages.
- Instant platform purging: withdrawing consent triggers automated removal across all linked advertising platforms.
- Hashed identifier protection: emails and phone numbers are irreversibly hashed using SHA-256 prior to network transmission, never exposing plaintext credentials.
- Full auditability: review consent metrics and audience sync status anytime within the audiences dashboard.
16. Applying recommendations and undoing changes
Applying optimizations and automated recommendations runs through a safeguarded OptimizationChangeSet lifecycle designed to prevent accidental updates.
Every recommendation presents a clear before-and-after diff inspection and requires explicit manual confirmation before modifying live advertising assets.
- Before-and-after diff preview: inspect exact parameters, copy, or budget adjustments before confirming.
- Live snapshot and drift fence: immediately prior to apply, a live snapshot of upstream platform state is verified, rejecting the action with a conflict error if settings were modified outside the platform.
- Read-after-write verification: after applying, the engine immediately verifies upstream platform state to ensure settings took effect.
- Safe undo rollback: revert optimization changes back to their recorded previous snapshot with full precision.
- Refusal upon downstream changes: undo is strictly rejected if the campaign or ad group was modified on the platform since the optimization was applied, preventing state corruption.
Account and settings
4. Shared connections and permissions
Connections are configured centrally and reused across the system. Shared users should see the same business data according to workspace permissions.
- Shared users inherit workspace data access without seeing raw credentials.
- WooCommerce, Meta, TikTok, and Google integrations can be reused across multiple screens and workflows.
11. Settings, language, currency, and time
Settings control account preferences, billing, language, and presentation behavior across the workspace.
- Switch interface language and supported localizations.
- Choose currency and keep financial formatting consistent.
- Reports and date-sensitive views are aligned to the application time zone policy.
12. Resetting a forgotten password
If you forgot your account password, you can reset it via a secure link sent directly to your registered email address from the sign-in screen.
For security and account privacy protection, the system returns an identical neutral response: if the address is registered, a single-use reset link is dispatched.
- The emailed link is valid for 30 minutes and can only be used once.
- Clicking the link opens a form to set a new password (8 to 128 characters).
- Setting a new password immediately revokes all existing sessions across all browsers and devices.
- If your account was created with Google sign-in only, the email will guide you to sign in using Continue with Google.
- After the reset completes, you sign in anew with your new password to maintain full multi-factor security.
13. Privacy requests and data rights
BScale AI users can exercise their personal data rights at any time: access and data export, rectification of inaccurate details, data erasure, or objection to marketing processing.
Every request is initiated through the dedicated privacy request portal and verified via an email link sent to the registered address, ensuring only the verified data owner can access or modify personal records.
- Request verification: after submitting, a confirmation token is sent by email, valid for 48 hours.
- Data export: personal information is packaged in standard JSON and CSV files, accessible via a secure download link valid for 72 hours.
- Erasure and grace window: account deletion enters a 7-day grace period with a cancellation token, allowing you to stop deletion before irreversible purging.
- Rectification and objection: update inaccurate records or opt out of advertising synchronization immediately.
- Statutory resolution limit: all verified requests are resolved within a statutory deadline of 30 days.
14. System notifications and announcements
The BScale AI notification center keeps you informed about operational updates, system announcements, account events, and balance alerts in real time.
The header bell icon shows an unread badge counter and provides immediate navigation to the full /notifications page for review and categorization.
- Header bell and full view: glanceable unread counter on every page and a dedicated workspace at /notifications.
- Category filters: filter messages quickly by all, unread, billing, or system announcements.
- Mark all as read: one-click action to clear pending badges and mark all notifications as read.
- Usage-based balance alert: smart monitoring that alerts when your balance falls below two days of projected spending (calculated over a rolling 14-day history, firing once per downward threshold crossing and resetting on top-up).
- System announcements: important broadcast notices with individual read tracking per user so everyone stays aligned.
- Notification preferences: customize delivery channels and categories directly from account settings.
17. Universal undo across the platform
BScale AI is built on immediate execution paired with pervasive undo safety: rather than slowing you down with repetitive confirmation dialogs, reversible actions apply at once with an inline preview and a persistent bottom undo bar.
The bottom undo bar lets you reverse actions with a single click: a 5-second window for campaign status changes (stop, pause, start, and bulk turn-off) and an 8-second window for general reversible actions.
- Act at once with inline preview: instant visual feedback on screen with unambiguous rollback controls.
- Bottom undo bar: anchored toast bar showing an active countdown (5s for campaign lifecycle actions, 8s for general reversible tasks).
- Page-unload cancellation: closing or navigating away from the page during the deferred execution window cancels the pending commit safely.
- Accessible dialogs for irreversible tasks: truly destructive actions (such as permanent deletion) use fully accessible custom modal dialogs.
- Zero native browser popups: the interface never uses browser-native alert, confirm, or prompt popups.