Copilot

Copilot is an AI analyst you chat with about your store. Ask a question in plain English, such as “What were my top 5 products last month?”, and it answers with numbers, charts and tables from your store’s data.

Open Copilot from the top of the navigation.

The Copilot page with past conversations listed beside a chat that shows an answer with a chart

How It Works

Asking a Question

Type your question in the box at the bottom and press Enter. Press Shift+Enter for a new line. While Copilot works, it shows each step it takes, such as “Looking up data”, and then writes its answer.

Ask a follow-up in the same conversation and Copilot keeps the context, so “And the month before?” works. Choose New chat to start a fresh conversation.

Copilot answers one question at a time in a conversation. Anything you type while it’s answering stays in the box, ready to send when the answer is done.

Where the Numbers Come From

Copilot looks up its numbers with the same calculations the reports use, so its figures match what you see on the report pages. It can look up your sales, orders, customers, segments, products, profit, refunds and returns, inventory and sales forecasts.

It can also look up one customer by name, email or ID, or one product by its title. It answers with their numbers and a link to their page.

It can list your goals, the notes on your charts and the forecasts you’ve saved. Ask how a goal is doing and it says where you stand this period, when your store has goal progress.

Some answers need a connection first:

Traffic and conversion questions need das Pixel, or Google Analytics with a property chosen.
Email and SMS questions need Klaviyo.
Ad spend and ROAS questions need an ad platform, such as Google Ads or Meta.
Questions about sales das Pixel traced to paid ad clicks need das Pixel and an ad platform. Copilot answers about Direct Sales Traced to a Paid Ad Click, Days From Ad Click to Purchase, Who Your Paid Clicks Brought In and What Each Platform’s Customers Are Worth.

Copilot also reads your Business Profile: your Primary Goal, the ad platforms you run and what you’d love help with. It uses them to decide what to point out and what to suggest.

How It Handles Vague Questions

When a question doesn’t say which time period or level of detail, Copilot is set up to pick a default and say which one it used. For a sales trend, that’s the last 30 days, day by day. For cohorts and retention, it’s the last 12 months, month by month.

Ask again with a different range if you wanted something else.

When it isn’t clear which measure you mean, such as “How’s this month going?”, it’s set up to ask before it looks anything up.

Comparing With Similar Stores

Ask “Is my AOV good?” and Copilot compares your store with similar stores over the last 90 days. That needs a store category on your Business Profile. Questions about ad measures, such as “How does my ROAS compare?”, also need a connected ad platform.

Ask “How fast do my customers come back compared with similar stores?” and Copilot compares the median days between a customer’s first and second order. This one doesn’t use the last 90 days.

It counts customers whose first order was 1–3 years ago and who ordered again within 365 days, on a later day. Your store needs at least 30 of them.

Copilot looks for at least 25 comparable stores. It starts with stores like yours in category, size and country, and widens step by step to all stores. When even all stores have fewer than 25 with the data, Copilot says there’s no benchmark to show.

This comparison is in beta.

Asking Copilot to Set Things Up

Copilot can draft something for you to save. It shows the draft above its answer with a button, and nothing changes until you choose it. Ask for changes in the same conversation and it drafts again.

A dashboard. Name the reports you want on it, such as sales, sales by channel and return rate. Choose Create Dashboard. It’s shared with your team, or personal if you can’t edit dashboards.
A segment, and sending it. Say which customers belong in it, such as “customers with lifetime value over 500 who haven’t ordered in 90 days”, or ask who to win back. Name a connected platform, such as Klaviyo, to send it too. Copilot answers with a card, described below.
A card on a dashboard. Ask it to add a report to one of your dashboards. Choose Pin Report.
A goal. Give the target and the period, such as 50,000 in sales each quarter. Choose Create Goal.
A note on your charts. Say what happened and on which date. Choose Add Annotation.
A scheduled export. Ask for a report sent on a schedule, by email or to Google Drive or Dropbox. Choose Schedule Export.

Copilot leaves out what your store can’t use, and is set up to say why. Saving follows your role on the store, the same as making the change yourself in the app.

Approving a Segment Send

Ask Copilot who to win back, or name a group of customers and a connected platform such as Klaviyo. Copilot answers with a card instead of a draft.

A Copilot answer that proposes sending Candle Buyers Due Back to Klaviyo, with a card that lists who is in the group, how many customers, where it goes, the offer and why, above the Approve and Send and Cancel buttons.

The card lists:

Who: the customers in the group, in plain words.
Customers: how many are in it.
Segment: whether it’s one of your saved segments, one recommended for your store, or a new one.
Sends To: the platform, and whether it’s sent once or updated on a schedule.
Offer: the offer in words, when there is one.
Why: why Copilot suggests the group.

Choose Approve and Send to add the segment if it’s new, sync it to the platform and send it now. A card that doesn’t send anywhere has Approve and Create instead, which only adds the segment. Choose Cancel to do neither.

For an ad platform with more than one account, choose the account on the card first. When the segment already syncs to the platform, approving sends an update now. Its schedule stays as it is.

Nothing is created or sent until someone approves. Approving a send needs the Manage integrations permission. Without it, the card says so and offers only Cancel.

A card expires after a day, so ask Copilot again after that. The offer is words only: By the Numbers doesn’t create the discount code, so create it in Shopify.

Once someone approves, the card becomes a receipt. It says what was added and sent, who approved it, and links to the segment. The Audit Log lists the change with the source Copilot.

What Copilot Doesn’t Do

It never changes anything on its own. You save each draft and approve each card yourself, and it can’t change settings or delete anything.
It has no breakdowns by ZIP or postal code. It can break sales down by country, state or province, and city.
It has no age, gender, income or interest data. For those, sync a segment to an ad platform and look there.

Copilot is also set up to:

forecast only when you ask it to
answer only questions about your store and its customers
say when something isn’t in your data, such as profit before your product costs are set, and offer the closest measure it has

Answers You Can Keep

Under each answer you can:

Rate it with Thumbs up or Thumbs down. Select it again to clear your rating.
Copy as Markdown, to paste it into a document or a message.
Download as Markdown, to save it as a file.

Conversations Are Shared

Every conversation belongs to your store, not to one person. Everyone on your team sees the same list of conversations, so a teammate can pick up where you left off.

The list shows your 50 most recent conversations, newest first, each titled with the start of its first question. A conversation opened from an insight button is titled “Copilot AI Insights for” and the report’s name. It isn’t shown on narrow screens such as phones.

To delete a conversation, choose the delete icon beside it in the list. Anyone on your team can delete any conversation. Deleting it removes its messages too.

If your subscription doesn’t include Copilot, the Copilot page still lists your past conversations, even on a phone, and you can open each one to read it. There’s no New chat, no box to ask in and no delete icon. A store with no past conversations sees the locked page instead.

Monthly Messages

Your subscription includes a number of Copilot messages each month. Every answer Copilot writes counts as one, including answers from insight buttons on reports. The count starts again on the 1st of each month in UTC, not your store’s time zone.

When the month’s messages run out, Copilot won’t answer new questions or write insights until the count starts again.

To see how many you’ve used, open Subscription and find Copilot AI Usage.

When you use your last message for the month, the message box turns off and a notice links to Copilot AI Usage. Copilot works again when the count starts over.

What It Means for You

Use Copilot for questions that cut across reports, or when you don’t know which report holds the answer. Start broad, then narrow down with follow-ups: “Which products drove that?”, then “Show me just returning customers.”

Copilot is an AI, so treat its explanations as a starting point. Before you act on an important number, open the report behind it and check.

If an answer stops with “Copilot couldn’t finish that response”, ask the question again.

Pulse: the weekly and monthly summary Copilot writes for your store.
Universal Search: when nothing matches what you type, send it to Copilot as a question.