Cart recovery, win-back, loyalty
Query checkouts abandoned in the last N days, generate unique discount codes per customer, and tag them for re-engagement.
Identify customers who have not ordered in N days, export a re-engagement list, and tag them in Shopify.
Identify high-LTV customers by order count and lifetime spend, tag them, and export a loyalty-ready contact list.
Pricing, stock, SEO, product data
Query products by collection or tag and update all variant prices by a percentage or fixed amount, with optional floor/ceiling constraints.
Read-only: lists orphan products (in zero collections) and over-collected products for catalog hygiene.
Reorder products in a manual Shopify collection by inventory level, moving in-stock products to the top and out-of-stock to the bottom.
Read-only: cross-references inventory levels with order velocity to flag items with positive stock but zero sales in N days.
Read-only: finds duplicate SKUs or barcodes across all product variants.
Apply inventory quantity adjustments to specific variants at specific locations — after a cycle count, 3PL return batch, or sync discrepancy correction.
Moves inventory units from one location to another by decrementing the source and incrementing the destination.
Read-only: calculates total inventory value (quantity × cost) per location and per vendor for accounting and insurance.
Query all tracked product variants below a stock threshold and export a restock list grouped by vendor.
Bulk set or delete metafields on products, variants, or customers filtered by tag or collection.
Audit inventory levels across all active locations, flagging variants where Available quantity is negative or Committed exceeds On Hand — a signal of inventory sync drift.
Read-only: scores each product on data completeness across description, images, SEO, weight, barcode, cost, and metafields.
Read-only: flags products and variants with missing images or fewer than a minimum number of images.
Bulk transition products through DRAFT → ACTIVE → ARCHIVED status for seasonal launches and sunsetting.
Add or remove tags on all products matching a collection, existing tag, or search query — for campaign setup, teardown, or catalog organization.
Read-only: scans products, collections, and pages for missing SEO titles or meta descriptions.
Read-only: calculates days-of-supply and sell-through rate per SKU and location for replenishment planning.
Detects inconsistent variant option naming (Sm vs Small vs S) and bulk-corrects to a standard set.
Orders, refunds, returns, WISMO
Update the shipping address on an unfulfilled order before it ships.
Retrieve and summarize full order details for a customer by email, order number, or phone number.
Process a full or partial refund on an order and optionally create a replacement draft order for the customer.
Create a formal Shopify Return record for an order, specifying line items, quantities, and return reason — the first step in the native returns workflow.
Identify orders at risk of generating WISMO support tickets: shipped orders with stale tracking, and unfulfilled orders past their SLA window.
Segmentation, tagging, B2B
Read-only: lists B2B company accounts with locations, catalogs, and payment terms for wholesale management.
Read-only: groups customers by first-purchase month and tracks repeat purchase rate and revenue per cohort.
Adds internal notes to customer records in bulk — useful for post-campaign flags, import annotations, or support context.
Calculates lifetime spend per customer and applies tier tags (Bronze/Silver/Gold/Platinum) based on configurable thresholds.
Read-only: finds likely duplicate customer records by matching email, phone, or name combinations.
Read-only: audits email and SMS marketing consent status across the customer base for compliance and segmentation.
Discounts, performance, gift cards
Aggregate abandoned checkout data for a time range, broken down by cart value bucket and hour of day (UTC).
Compare redemption rates and revenue performance across two or more discount codes over a specified date range.
Issue Shopify gift cards (store credit) to customers as a goodwill gesture, post-return incentive, or loyalty reward.
Rank products by revenue, units sold, and refund rate over a date range by aggregating order line items.
Shipping, routing, tracking
Batch-fulfill open fulfillment orders with tracking numbers. Supports partial fulfillment and customer notification toggle.
Cancel an unfulfilled order, optionally restock inventory, and optionally notify the customer — all in a single validated workflow.
Read-only: calculates average time from fulfillment creation to delivery by carrier using fulfillment and order data.
Reassign fulfillment orders from one location to another for warehouse overflow or regional routing.
Generate a daily fulfillment triage digest: all open orders segmented by fulfillment age and flagged for holds or exceptions.
Place or release fulfillment holds on open orders in batch — with a stated reason and optional expiry date.
Splits a multi-line fulfillment order into separate shipments for partial or location-specific shipping.
Batch-update tracking numbers and URLs on existing fulfillments when a carrier reassigns tracking IDs.
Revenue, tax, refunds, AOV
Read-only: tracks AOV over time buckets and segments by new vs. returning customers.
Read-only: lists all active gift cards with remaining balance, expiry, and last-used date for liability tracking.
Read-only: calculates refund rate by product, collection, or period — identifies quality and listing issues.
Read-only: breaks down revenue by fulfillment location for multi-warehouse P&L and location performance.
Read-only: breaks down revenue, units, and AOV by sales channel (Online Store, POS, Draft Orders, etc.).
Read-only: aggregates shipping revenue charged to customers vs. actual shipping line costs by carrier and method.
Read-only: aggregates tax collected by jurisdiction from order tax lines for filing prep.
Fraud, risk, repeat purchases
Tags orders flagged as high-risk for manual review and optionally places fulfillment holds to prevent shipping.
Read-only: extracts and tabulates order notes and custom attributes for ops review of gift messages and special instructions.
Read-only: lists orders by fraud risk level with indicator details for building a manual review queue.
Read-only: calculates what percentage of customers place 2+ orders within N days, segmented by product or collection.
Reasons, SLAs, exchange ratios
Read-only: tracks what percentage of returns become exchanges vs. refunds vs. store credit — measures revenue recovery rate.
Read-only: measures average time from return request to refund completion, surfacing SLA breaches.
Read-only: aggregates return reasons across orders to identify product quality or listing issues.
Redirects, drafts, discounts, pages
Finds expired, zero-usage, or duplicate discount codes and optionally deactivates or deletes them.
Finds stale draft orders older than N days and optionally deletes them to reduce admin clutter.
Read-only: lists all pages and blog posts, flags empty or short content and missing SEO fields.
Read-only: shows which products are published to which sales channels and flags unpublished active products.
Read-only: lists all URL redirects, flags redirect chains (A→B→C) and duplicate targets.