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Shopify Sidekick

Ask Shopify Sidekick about your loyalty program, your customers, your campaigns and our help docs, right from your Shopify admin.

Written by Kris James

Mage Loyalty works with Shopify Sidekick, the AI assistant built into your Shopify admin. You can ask Sidekick questions in plain English and it answers using your live Mage Loyalty data and the Mage Loyalty help center, without you having to open the app.

There is nothing to set up. Once Mage Loyalty is installed, you can start asking questions straight away, as long as Sidekick is available on your Shopify store.


What You Can Ask

Sidekick can answer questions in five areas.

A single customer

Look up one customer by their email address. Sidekick can tell you their points balance, VIP tier and what they need to reach the next tier, when their points next expire, their unused reward codes, their referral link and their recent activity.

Your program setup

Get a summary of how your program is set up, including earning rules, rewards, VIP tiers, points expiry, referrals, emails and the Wishlist.

  • "How is my loyalty program set up?"

  • "What are my VIP tiers and how do customers reach them?"

  • "Which Mage emails do I have switched on?"

Bonus campaigns and points drops

See how a campaign or points drop is set up and how it performed, or check what is live or coming up.

  • "How did my last bonus points campaign perform?"

  • "Do I have any points drops scheduled?"

Wishlist insights

See your most wishlisted products and which wishlisted products turn into sales.

  • "What are my most wishlisted products?"

  • "Which wishlisted products sold best in March?"

How Mage Loyalty works

Sidekick can answer how-to questions using the Mage Loyalty help center, with a link to the full article.

  • "How do I set up a birthday reward in Mage Loyalty?"

  • "How do I enable the Mage Loyalty app embed?"

If your store uses store credit instead of points, Sidekick answers in store credit.


Sidekick Is Read Only

Sidekick can look up your loyalty data, but it cannot change anything. It cannot add or remove points, change a customer's tier, create rewards or edit your program settings. To make changes, open the Mage Loyalty app.


What Sidekick Can See

  • For a customer, Sidekick sees their email and loyalty details, such as points, tier, rewards and activity.

  • It does not see names, phone numbers, addresses or birthdays.

  • It only looks up the one customer you ask about. It cannot list your customers.


Tips for Better Answers

Use the customer's full email address. A name or part of an email will not work.

Ask about one customer at a time. Sidekick cannot compare customers, for example "who has the most points".

Keep questions focused. "How are my VIP tiers set up?" gives a clearer answer than "How is everything set up?".


Troubleshooting

Sidekick cannot find a customer

  • Check the email is typed in full and matches the one on the customer's Shopify account.

Sidekick says Mage took too long to respond

  • Ask again, or ask a smaller question, such as about one campaign.

Sidekick does not answer questions about Mage Loyalty

  • Mention Mage Loyalty in your question.

  • Check that Sidekick is available on your Shopify store.

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