BetaUse the Shopify store performance agent

With the Shopify store performance agent, powered by HubSpot's AI, you can get a complete view of your store's performance. The agent will offer key metrics, summarize performance trends, and recommend actions. This will help you optimize your ecommerce business, avoiding a lot of manual analysis.

Please note: you can manage AI feature access in your AI settings and configure what data is shared. Review HubSpot's AI Trust FAQs and AI Model Cards for detailed information on AI security controls, data use, and compliance.

Avoid sharing any sensitive information, such as Protected Health Information (PHI), in your enabled data inputs for AI features, including your prompts. For example, invoices or receipts containing identifiable healthcare payments. 

Before you get started

Before getting started, do note the following: 

• To use the agent, you must first connect the HubSpot-Shopify integration.
• While HubSpot has security measures in place, AI agents may occasionally generate incorrect, biased, offensive, or misleading information. Verify the accuracy of the output's content, especially any statistics or facts.
• The large language model that powers AI agents tends to produce inconsistent results in non-English languages. HubSpot is working on better supporting these languages in the coming months. For now, use extra care in checking non-English content for accuracy and clarity. 

Set up the Shopify store performance agent

1. In your HubSpot account, click More, then navigate to Agents > Agent Marketplace. If More doesn't appear in your account, navigate to Agents > Agent Marketplace directly.
2. Click Explore all at the bottom of the page.
3. Search for and select Shopify Store Performance Agent.
4. On the Shopify Store Performance Agent page, click Add.
5. To open the agent, click Open. You'll be directed to the agent editor.

Configure the Shopify store performance agent

Configure the agent by adding extra instructions, tools, and knowledge, to help it enrich its insights and analysis.

1. In your HubSpot account, click More, then navigate to Agents > Agent Hub. If More doesn't appear in your account, navigate to Agents > Agent Hub directly.
2. Click the Agents tab. 
3. Click Edit for Shopify Store Performance Agent.

Instructions

In the Instructions text field, enter your instructions to further define the agent's role, goal, approach and expected output. 

Actions 

To add tools that the Shopify store performance agent can access to help it analyze your store’s performance:

1. In the Actions section, click Add action.
2. In the right panel, click the HubSpot, Default, or Connectors tabs and select your actions.

Knowledge

1. In the Knowledge section, click Add knowledge.
2. In the right panel, click Custom, Default, or Integrations and select your knowledge.

Inputs

Configure the required inputs for the agent. By default, the agent needs a Shopify store name each time it runs.

To configure additional inputs: 

1. In the Inputs section, click Add input.
2. Click the Input type dropdown menu and select an option (e.g., CRM Object).
3. In the Label field, enter a name for the input.

Test the agent

To test the agent:

1. In the top right of the agent builder, click Test. 
2. In the Store Name field, enter the name for your Shopify store. 
3. In the Order Creation Timeframe field, enter the order timeframe you want to analyze. 
4. Click Test agent.
5. The agent will use the information provided to analyze your Shopify store’s performance.
6. Review the response and make any adjustments to the agent. Click New test to run another test.

Publish the agent

Once you've tested your agent and confirmed the output meets your expectations, save and publish the agent to make it available for use.

1. To publish the agent, in the top right, click Publish. 

2. In the right panel, review the agent's details. 
3. Click Publish. 

Analyze your store's performance

1. In your HubSpot account, click More, then navigate to Agents > Agent Hub. If More doesn't appear in your account, navigate to Agents > Agent Hub directly.
2. Click the Agents tab.
3. On the Shopify Store Performance Agent card, click View details. 
4. In the top right, click Run.
5. The agent will analyze your Shopify store performance and generate a response. 
6. Review the response. To refine it, enter refinements in the Refine outputs field in the bottom left and press return on your keyboard.
7. Click Export PDF to export the analysis to a PDF file. The PDF will be emailed, and you'll be notified in HubSpot, when it's ready.
8. Click Copy link to copy a link to the response to share with other HubSpot users.

The agent will generate a summary of key metrics for your Shopify store’s performance, as well as HubSpot-specific recommendations.

Key metrics and strategic recommendations

• Orders Analyzed: the total number of orders that synced from Shopify to HubSpot.
• Total Revenue: the total revenue generated from all orders.
• Average Order Value: the average amount of each order.
• Top Product: this is based on the frequency of a product's associated line item in orders.
• Cart Abandonment Rate: the percentage of started carts that didn’t convert. 
• Discount Usage Rate: the percentage of orders using a discount code.
• Most Used Discount: the most used discount code. 
• Geographic Distribution of Orders: orders are split by the shipping address.
• Customer with most Orders: this is based on the frequency of an order's associated contact.
• Industry Benchmark Comparison: this compares your Shopify store’s performance against established standards or best practices within the industry. 
• Strategic Recommendations: HubSpot-specific recommendations for your account.