Reporting & insights
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Revenue, orders, best sellers and anything weird, compared to last week, in five bullet points.
Give me a recap of my store's sales for the last 7 days compared to the 7 days before. Include revenue, order count, average order value, the top 5 products by units sold, and anything unusual I should look at. Keep it to five bullet points a busy store owner can read in a minute.
Catalog & products
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Works out what actually sells together, then gives you pairings for your top products, ready for the Linked Products tab.
Look at my orders from the last 90 days and work out my top 20 products by units sold. For each one, suggest 2 or 3 upsells and 2 or 3 cross-sells, with a one-line reason for each pairing. Give me the list as a table I can work through in the Linked Products tab.
Inventory
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Works out which products will sell out soon based on how fast they are actually selling.
List every product or variation with stock under 10 units. For each one, use the last 30 days of orders to estimate how many days of stock are left, and sort the list by most urgent. Flag anything that will run out within a week.
Orders & fulfilment
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Catches orders that have quietly sat in Processing for days, before the customer emails you about it.
Find all orders that have been in Processing status for more than 3 days. For each one, show the order number, customer email, what they ordered, and how long it has been waiting. Sort the oldest first and point out any patterns, like a single product or payment method.
Customers
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Your top spenders and most loyal repeat buyers, plus the ones who have gone quiet.
Using my orders, show me my top 20 customers by total spend. For each one, include their email, order count, average order value and when they last ordered. Then list any customers who used to order every month but have not ordered in the last 90 days.
Marketing & promos
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Finds what is gathering dust and sets up a short, sharp coupon you can promote to move it.
Find products with more than 20 units in stock that sold fewer than 5 units in the last 60 days, using my orders. Then create a 20% off coupon code with Advanced Coupons that expires in 14 days, so I can promote those products. Show me the coupon settings before you create it.
Customers
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Gives a small credit to every customer whose order is running late, with a note explaining why.
Find orders from the last 30 days that were placed more than 7 days ago and are still Processing or On hold. For each customer, add $10 of Advanced Coupons store credit with the note 'Sorry your order is taking longer than usual'. List them for me first and wait for my OK.
Inventory
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Compares wishlist saves against sales and stock to show you hidden demand.
Show me my most-wishlisted products. For each one, include how many units sold in the last 60 days and the current stock. Highlight anything that is saved a lot but rarely bought, or that is out of stock.
Customers
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Finds the customer from their orders, checks what they already have, then adds the plan you choose.
Find the customer who uses the email [customer email] from their orders. Show me any memberships they already have, then list my membership plans. Create a [plan name] membership for them, linked to their most recent order, and wait for my OK before you create it.
Orders & fulfilment
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Pulls a customer's orders for a date range and emails the invoice for each one.
Find all completed orders from the customer with the email [customer email] in the last 90 days. List them with the order number, date and total. Then email the invoice for each order using Print Invoices & Packing Lists, after I confirm the list.
Orders & fulfilment
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Gathers every order waiting to ship today and sends one combined pick list.
Find every order in Processing status that was placed today. Show me how many orders and items there are, then send one pick list email that covers all of them using Print Invoices & Packing Lists. Wait for my OK before you send it.
Orders & fulfilment
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Finds shoppers who told the chat assistant about a problem with an order, and logs it on that order so your team sees it.
Look through the chat assistant conversations from the last 14 days for shoppers who mention a problem with an existing order, like a late parcel, a wrong item or a damaged item. Where the chat gives an order number or an email address, find the matching order. Show me a table with the order number, status, what the shopper said and when. Then add a private note to each order with a one-line summary of the chat. Show me the notes first and wait for my OK. Do not send anything to the customer.
Catalog & products
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Finds products that are out of stock and have had no orders in a year, so you can clear old listings out of your catalog.
Find all products that are out of stock. Check our orders from the last 12 months and tell me which of these products have not been in any order. Show me a list with the product name, SKU and the date it was last changed, and wait for my OK. Move only the products I approve to the trash. Do not delete anything for good, and leave alone any product that has sold in the last 12 months.
Orders & fulfilment
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Paste in today's shipped orders and tracking numbers, and each order is marked Completed with the tracking number sent to the customer.
These orders shipped today, with tracking numbers: [order number, tracking number, one per line]. Look up each order and check it is in Processing. Show me a table with the order number, customer email, total and tracking number, and point out any order that is not in Processing. Wait for my OK. Then mark each one Completed and add a customer note with the tracking number and the carrier [carrier name].
Orders & fulfilment
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Finds orders stuck in Pending payment for over a week and cancels them, so your order list shows only real orders.
Find all orders that have been in Pending payment for more than 7 days. Show me the order number, customer email, total, payment method, items and how long each has been waiting. Point out any customer who placed a paid order after the pending one, since they probably just tried again. Wait for my OK, then cancel only the orders I approve and add a private note to each that says it was cancelled for no payment.
Pricing & wholesale
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Looks at your recent wholesale order sizes, suggests a sensible threshold, then adds a discount when the cart passes it.
List my wholesale customers. Then look at their completed and processing orders from the last 90 days and tell me the average and typical order total. Suggest a cart subtotal threshold a bit above the average, and a discount to go with it. Show me your suggestion and the checkout label you will use, and wait for my OK. Then add the cart subtotal discount for the [wholesale_customer] role.
Pricing & wholesale
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Finds how many small wholesale orders you get, suggests a minimum order amount or quantity, and sets it for the role.
Look at orders from my wholesale customers over the last 90 days. Tell me how many were under [$150] and what share of wholesale revenue they made up. Suggest a minimum order subtotal, a minimum quantity, or both, for the [wholesale_customer] role. Show me your suggestion and wait for my OK, because this replaces the current minimum for that role. Then set it.
Pricing & wholesale
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Checks which payment methods your wholesale customers really use, then sets the list a wholesale role can pick from at checkout.
Look at orders from my wholesale customers over the last 6 months and count them by payment method. Then suggest which payment methods the [wholesale_customer] role should see at checkout. Show me the counts and the final list of payment method IDs, like bacs or cheque. Wait for my OK, because this replaces the list that role has now. Then save it.
Marketing & promos
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Makes a coupon work only in your quiet hours, like weekday afternoons, so the discount drives sales when you need them.
Look at my orders from the last 60 days and tell me which days of the week and hours of the day are the quietest. Then set up a happy hour coupon for those times. Use the code [code] if it exists, or create a new 10% coupon with that code. Make it work only on the days and times you suggest, and show the message "Happy hour is over, come back during our next one" outside those hours. Show me the schedule and wait for my OK before you save it.
Marketing & promos
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Gives customers store credit after they buy, so the reward brings them back for a second order instead of cutting today's price.
I want a cashback offer that brings customers back. Look at my completed orders from the last 90 days and tell me the average order value. Suggest a cashback amount, as a percentage or a fixed amount, that is worth a second visit but does not cost too much. Then create a cashback coupon with the code [code] that pays out as store credit after a 14 day waiting period, so refunds are not rewarded. Set it to expire in 60 days. Show me the setup and wait for my OK before you create it.
Affiliates & loyalty
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Checks a customer's order and points history to see if points really are missing, then fixes it with a note.
A customer says they did not get points for order [order number]. Look up the order and show me its status, total and items. Then find the customer, show their current points balance and their points history, and check if there is an entry for that order. Tell me in plain words if points are missing and how many they should have got. If they are missing, show me the adjustment and the note you will add, and wait for my OK before you add the points.
Customers
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Finds members whose access came from an order you refunded, so nobody keeps paid access for free.
Find orders refunded in the last [number] days and skip guest orders. For each customer on those orders, list their memberships and show any membership whose order ID matches the refunded order, with the plan name, status and start date. Show me the list and wait for my OK. Deleting a membership removes the customer's access and cannot be undone, so only delete the ones I confirm.
Customers
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Looks up a customer's memberships by email and explains their status, dates and plan, so you can answer a support ticket fast.
A customer with the email [email] says they cannot access members-only content. Find their customer ID from their orders. Then list all their memberships with plan name, status, start date, end date, and any paused or cancelled date. Tell me which plan should give them access, and whether it is expired, paused, delayed or cancelled. Suggest what I should do next, but do not change anything.
Orders & fulfilment
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Sends a packing list for every order that is waiting to ship, so your packers have what they need without logging in.
Find all orders in Processing status placed since [time or date]. Show me the order number, customer email and items for each one. Then email a packing list for each order to my packing list recipients. Show me the list first and wait for my OK before you send anything.
