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Product Requirements Doc (PRD)

Status Draft v1.0
Owner Product
Series
Ad Copilot Portfolio Doc

This PRD defines the zero-to-one scope for Ad Copilot: an AI co-pilot for performance marketers that generates ad creative, monitors live campaign performance, and routes every AI action through confidence-based human review lanes.

Thesis: the product isn’t valuable because it uses AI — it’s valuable because it makes a trust boundary explicit: what the AI can do autonomously, what it must escalate, and how a marketer builds confidence in it over time.

1. Goals

2. Non-goals (v1)

3. Personas

Primary — In-house Performance Marketer. Manages $50K–$500K/mo paid social & search; team of 1–4; no dedicated data scientist. Distrusts black-box automation; will not adopt anything that spends money without a paper trail. Biggest time sink is creative production, not analysis.

Secondary — Marketing Lead. Cares about Incremental ROAS from the tool and LLM cost as % of managed spend — not engagement vanity metrics inside the product.

Admin / Compliance. Needs brand-safety filtering, configurable lane thresholds (bounded by hard platform ceilings), and immutable audit history.

4. Solution summary

  1. Creative Generation — variants from product feed + past top performers, each with a confidence score.
  2. Performance Monitoring & Recommendation — watches ROAS/CPA/CPL targets; proposes budget/bid changes on drift.
  3. Human Review Queue — every AI action lands in Auto-apply, Suggest, or Escalate based on confidence + blast radius + account trust tier.

5. Core user flows

Flow 1 — Connect ad account

Marketer connects Meta (v1) via OAuth → last 90 days of campaign/ad set/ad data syncs → sync-status shown until ready.

Flow 2 — Set targets & monitor

Per campaign, set target ROAS or CPA (not both). Drift monitoring compares live metrics to targets hourly and generates recommendations with reasoning.

Flow 3 — Generate & review creative

On-demand (and later scheduled) generation → brand-safety filter → confidence score → Suggest/Escalate queue → approve / edit / reject.

Flow 4 — Act & audit

Approved/auto-applied actions execute via platform APIs; all lanes write to an immutable audit log; Auto-apply supports a 5-minute rollback window.

6. Functional requirements

IDRequirement
FR-1Generate 3–5 ad copy variants (headline / primary text / CTA) for a selected ad set from product feed + historical top performers.
FR-2Display a confidence score (bucketed High/Medium/Low) on every generated variant and recommendation.
FR-3Support on-demand generation; optionally schedule auto-refresh when creative fatigue signals fire (CTR decline).
FR-4Run deterministic brand-safety wordlist screening before any variant reaches a reviewer; log suppressions for admin audit.
FR-5Detect performance drift by comparing live metrics to campaign targets on an hourly cadence.
FR-6Allow target ROAS or target CPA per campaign; campaigns without a target are excluded and marked “no target set.”
FR-7Surface recommendations with triggering metric, current vs target, proposed action, confidence, and plain-language reasoning.
FR-8Classify every AI action into exactly one lane: Auto-apply, Suggest, or Escalate.
FR-9New / low-data accounts cannot land in Auto-apply regardless of model confidence.
FR-10Reviewers can approve, reject, or edit Suggest-lane items before execution.
FR-11Immutable audit log of all AI actions across lanes; rollback for Auto-apply within 5 minutes.
FR-12Admins can configure lane thresholds per account within hard platform-level blast-radius ceilings.
FR-13Enforce per-account monthly LLM generation caps before the model call is made; notify at 80%.
FR-14Tiered model routing: lower-cost model for first-pass candidates; higher-capability model only for top-N refinement.
FR-15Cache generation outputs for unchanged product-feed inputs (keyed by feed hash + prompt template version).

7. Non-functional requirements

IDRequirement
NFR-1Performance data refreshed hourly; rate-limit aware with backoff; stale data flagged in UI rather than acted on blindly.
NFR-2Auto-apply rollback available within 5 minutes of execution.
NFR-3Audit log is append-only and not user-editable.
NFR-4Every LLM call logs token count, model tier, and prompt-template version for cost control and regression tracing.

8. Phased scope

  1. Phase 1 (MVP): Meta only; creative generation + Suggest/Escalate review; cost caps; no Auto-apply.
  2. Phase 2: Google Ads + budget/bid recommendations; still Suggest-lane only; P1 stories (auto-refresh, threshold config, caching) considered from Phase 1 learnings.
  3. Phase 3: Opt-in Auto-apply for trust-tier-eligible accounts; hard blast-radius ceilings enforced and non-configurable.

Detailed entry/exit gates and feature flags live in the Release Plan. Story-level mapping lives in User Stories.