Use the Shopify store performance agent

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

Please note: 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. Admins can configure generative AI features in account management settings. For information on how HubSpot AI uses your data to provide trustworthy AI, with you in control of your data, you can refer to our HubSpot AI Trust FAQs.

Before you get started

Before getting started, do note the following: 

• To use the agent, you must first install 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, navigate to Breeze > Marketplace.
2. On the Agent Marketplace page, click the Shopify Store Performance Agent card.
3. In the dialog box, click Add.
4. 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, navigate to Breeze > Breeze Studio.
2. Click the Shopify Store Performance Agent card.
3. In the upper right, click Configure.

What this agent needs from users

Configure inputs the agent needs from users. By default, the agent needs a Shopify store name each time the agent runs, but other inputs can be added that are used during set up, or each time the agent runs.

To edit the inputs:

1. In the upper left, click Manage inputs.

2. To add an input that's used during the setup of the agent:
   • Under During setup, click the Add input dropdown menu and select an input.
   • Configure the input. 
   • Select the Required checkbox to make it a required field.
   • To add another input, click the Add input dropdown menu and select an input.
   • When you have finished configuring your inputs, click the X in the upper right of the right panel.
3. To add an input that's used each time the agent is run:
   • Under Each time the agent runs, click the Add input dropdown menu and select an input.
   • Configure the input. 
   • Select the Required checkbox to make it a required field.
   • To add another input, click the Add input dropdown menu and select an input.
   • When you have finished configuring your inputs, click the X in the upper right of the right panel.

Guide how this agent behaves

Under Guide how this agent behaves, add extra instructions, tools it can access, and additional knowledge it can use for context when analyzing your Shopify store’s performance. 

To configure how the agent behaves:

1. To add additional instructions for the agent to use to analyze your store’s performance:
   • Under Agent instructions, click Add extra instructions.

• • Enter the instructions in the text box.

2. To add tools and other agents that the Shopify store performance agent can access to help it analyze your store’s performance:
   • To add other tools, click Add tool.
     • In the right panel, use the search bar to search for a tool.
     • Click the Categories dropdown and select a category to filter the results.
     • Hover over a tool and click View details to view the tool details. Click the back arrow in the upper left of the right panel to go back to the list of tools, or click Add Tool to add the tool.
     • To add a tool from the list of tools, hover over the tool and click Add. You can add as many tools as you'd like.
   • To add other agents, at the top of the right panel, click the Agents tab.
     
     • In the right panel, use the search bar to search for a tool.
     • Hover over an agent and click View details  to view the agent's details. Click the back arrow in the upper left of the right panel to go back to the list of agents, or click Add Tool to add the agent.
     • To add an agent from the list of agents, hover over the tool and click Add. You can add as many agents as you'd like.
   • To remove tools or agents, hover over a tool or agent and click Remove.
   • When you have finished adding tools and agents, click the X in the upper right of the right panel.
3. To add knowledge to the agent, like documents and data, click Add knowledge. If you don't add knowledge sources, the agent will use general knowledge, or knowledge from your settings (e.g., brand kits).
   • Existing knowledge vaults will be listed below the search bar. To view the details of the vault, hover over it and click View [in settings/details]. To add existing vaults to the agent, hover over them and click Add.
   • To create a new knowledge vault, in the upper right of the right panel, click Create.
   • Enter a name in the Name field.
   • Enter a description in the Description field.
   • Under Files, click Upload to add a file (.pdf, .txt, .md, .html, .pptx, and .docx formats are supported).
   • Under CRM Objects, click Add to add a CRM object.
     • Select the CRM object to add (custom objects aren't supported).
     • Click + Add filter, and set your filters.
     • Click Add to Vault. 
   • Click Create & Add.
   • To remove a knowledge vault from the agent (the knowledge vault will still be available for this and other agents), hover over the vault and click Remove.
   • To edit a knowledge vault's name and description, hover over the vault and click View details. In the upper right, click the ellipses, then click Edit.
   • To delete a knowledge vault, hover over the vault and click View details. In the upper right, click the ellipses, then click Delete.

4. When you've finished configuring the knowledge vaults, click the X in the upper right of the right panel.

About this agent

To update the description of the agent:

1. Under About this agent, click the description field and edit the default description.
2. In the upper right, click Publish to save your changes.

Test the agent

To test the agent:

1. In the Store Name field, enter the name for your Shopify store. 
2. Click Run agent.
3. The agent will use the information provided to analyze your Shopify store’s performance.
4. Review the response and make any adjustments to the agent. Click New test to run another test.

Analyze your store's performance

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
2. Click the Shopify Store Performance Agent card.
3. In the Store Name field, enter the name for your Shopify store. 
4. Click Run agent.
5. The agent will use the information provided to analyze your Shopify store performance. 
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. 

View agent history

You can view the history of when the agent has run in Breeze Studio.

To view the agent's history:

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
2. Click the Shopify Store Performance Agent card.
3. In the History panel, hover over an entry to view the date and time of the agent's run.
4. To rename an entry, hover over the entry, click the ellipses, then click Rename. Enter a new name and press enter on your keyboard.
5. To copy a link to an entry, hover over the entry, click the ellipses, then click Copy link.

Clone the agent

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
2. Hover over the Shopify Store Performance Agent card and click the three vertical dots in the upper right of the card.
3. Click Clone.
4. In the dialog box:
   • Select Stay connected if you want the cloned version of the agent to receive updates whenever the marketplace version of the agent changes.
   • Select Make it your own to get a fully customizable copy of the agent that won't receive any future updates.
5. Click Clone.
6. Configure the agent, then click Publish.

Delete the agent

1. In your HubSpot account, navigate to Breeze > Breeze Studio.
2. Hover over the Shopify Store Performance Agent card and click the three vertical dots in the upper right of the card.
3. Click Delete.
4. Click Delete agent to confirm deletion.