Interaction Design

Menu, AI Search Integrated

Optmyzr's tool menu got a refresh: platform picker built in, AI-powered smart search added, and navigation reorganized for clarity — all to help users find what they need with fewer clicks and less guesswork.

Yellow Flower

Team

PM, Eng.

My Role

UX Designer

Duration

2 weeks

Tools

Figma

Overview

Challenge

To enhance the navigation experience, a long list of tools needed structure — the menu was scattered and fragmented. Platform switching, search, and navigation each lived in separate places, forcing users to hunt across the interface for basic tasks. Labels were vague, sections were disconnected, and finding a specific tool often took more clicks than it should have.

Old Menu ↓

Solution

Redesigned the navigation menu around one core idea: search first, click less. A unified search bar surfaces tools, help articles, and tutorials instantly, with AI-powered actions — like Sidekick executing a task directly from a typed query — replacing multi-step navigation entirely. A platform filter narrows the menu to relevant tools per ad platform, and related tools are grouped into clear categories, reducing clutter across the board.

Research

Analysis drew from CS team tickets, synthesized to identify recurring patterns in how users struggled with the existing menu. Key findings revealed that most issues weren't missing tools but fragmented access — searching, filtering, and task execution each required a different, disconnected path.

Fragmented Search

28% of tickets came from users unable to locate a tool — the tool navigation & search lived in entirely separate places.

Platform Switching Friction

Task Completion Gaps

Process

Wireframe

Early wireframes explored how search, platform filtering, and tool navigation could live in one menu. The left rail stayed as the anchor, with the search bar and platform filter placed above the menu items. Search got its own states: popular queries and top tools on landing, then Sidekick suggestions, results, and query suggestions while typing. Content and details were refined through later high-fidelity iterations.

Design

Platform Filter

The platform picker is now integrated directly into the menu. Hovering over any section filters tools by platform — Google, Microsoft, Amazon, social accounts, and even optimizer portfolios — making it easier to switch between views and quickly surface the tools supported for each one.

Each tool also includes a short description and its supported platforms. Hovering over any tool reveals a tooltip with a quick explanation of what it does and which platforms it works with.

Smart Search

Clicking the search bar now transitions the menu into a dedicated search mode, surfacing results without needing to know a tool's exact name.

Before typing, the same search mode surfaces recent searches and a Popular tab, giving quick access to frequently used tools without any input at all. Typing broad terms like "keywords" or "shopping" returns the most relevant tools, along with related help articles and video tutorials for quick guidance — all without leaving the menu.

Take Action via AI Assistant or Direct Shortcut

Beyond finding tools, the search bar can now execute actions directly — typing a task like "create a portfolio" surfaces both a direct shortcut and an option to Ask Sidekick (Optmyzr's AI assistant), which interprets the request and responds conversationally.

Some common actions include creating portfolios, linking accounts, and launching campaigns. Selecting an action opens a side tray, letting the task be completed without ever leaving the current view — turning search from a way to find things into a way to do them.

Menu Reorganized

The menu structure has been reorganized with clearer naming and logical grouping, replacing flat tool lists with categorized subsections. In Audits & Insights, for example, tools are now grouped under headings like Account Health & Audits and Performance Trend & Forecasting, making related features easier to locate at a glance.

This restructuring reduces clutter across the menu and helps surface the right tool faster — with fewer clicks and less guesswork.

Fullscreen View ↓

Outcomes

  • Search-driven navigation cut average time-to-tool from three clicks to one.

  • Discoverability-related tickets dropped by 35% in the first month post-launch.

  • 50% of active users engaged with the new search bar within the first two weeks of launch.

  • Roughly 1-in-4 search queries resulted in a direct action, like "create a portfolio," instead of a manual navigation click.

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