Email Reports for WooCommerce can open each report email with an AI insights block: a short written summary of what changed in the period and why, your key totals with their recent trend, callouts for unusual movements such as a refund spike or a coupon being passed around, and up to three suggested next steps.
AI Insights was added in version 3.7.8. If you do not see an AI Insights tab under WooCommerce → Email Reports, update the plugin.
What’s included
| Part of the block | What it shows | Written by |
|---|---|---|
| Headline and summary | One sentence naming the most important change, then two or three sentences on what happened and what drove it. | AI |
| Verdict badge | STRONG, STEADY or SLOW for the day, week or month, compared with your usual level. | Your data |
| Key totals | Up to three totals with the change on the previous period and a small bar chart of recent periods. | Your data |
| Unusual movements | Refund spikes, sales drops, rising discounts and a coupon used far more than usual. | Your data |
| Suggested next steps | Up to three practical actions, each citing the figure behind it. | AI |
Every figure in the block comes straight from WooCommerce Analytics, the same as the rest of the report. The AI service only writes the sentences around those figures, and is told to use nothing but the numbers it is given.
How to turn it on
- Save an API key at WooCommerce → Email Reports → AI Insights. See Setting Up AI.
- Open a report in the report builder and turn on Show insights summary under Report Settings. Each report has its own switch. See The Insights Block.
Who can set it up
Saving, replacing or removing a key, choosing the service and model, pausing AI and testing the connection all need the manage_options capability — in practice, an Administrator. Report recipients do not need a WordPress account; they simply receive the block in the email.
Troubleshooting
| Problem | What to check |
|---|---|
| There is no AI Insights tab | You are on a version before 3.7.8, or you are not logged in as an Administrator. |
| There is no Show insights summary switch in the report builder | The switch only appears while AI is on. Check that a key is saved and the API key row shows Connected, and that Use the AI features is not paused. |
| The block shows the totals but no written summary | The AI service could not answer for that report. The email still goes out with the figures and a plain headline worked out from them. Use Test connection on the AI Insights tab, and check WooCommerce → Status → Logs for the sre-log source, which records why a summary was skipped. |
| No unusual movements are shown | Callouts only appear when something is genuinely out of line, and most need at least three earlier periods to compare against. See Unusual Movement Callouts. |
| I changed the model, but the summary is the same | Saving the AI Insights tab clears saved summaries, so the next preview or send asks again. If you changed the report’s own options instead, the summary refreshes when the figures change. |