Customer Info can generate an AI Customer Summary — a single short paragraph that tells a support agent who they are about to help, before they read a single order. It appears as a card on the customer profile and is written from the same figures the dashboard already shows, so the numbers always agree.
🚀 How It Works
- Open any customer profile and find the AI Customer Summary card.
- Click Generate. The plugin builds a compact digest of that customer — value, orders, subscriptions, support activity — and sends it to your AI provider.
- You get back one tight paragraph of roughly 50–80 words, written for a few seconds of reading.
- The summary is cached, so re-opening the profile costs nothing.
The summary weaves together, in order of importance: the customer’s value tier (inferred from lifetime value and order count), their subscription health (status, upcoming renewal, licence usage), any open or recent support issues, and their churn risk (order recency, cancelled or failed orders).
🔑 Bring Your Own Key
There is no Zorem AI subscription and no Zorem middleman. You supply an API key from the provider of your choice, and requests go straight from your store to that provider. You are billed by them, at their rates, for what you actually use.
| Provider | Where to get a key | Key looks like |
|---|---|---|
| Claude (Anthropic) | console.anthropic.com → Settings → API Keys | sk-ant-… |
| ChatGPT (OpenAI) | platform.openai.com → API keys | sk-proj-… |
| Gemini (Google) | aistudio.google.com → Get API key | AIza… |
⚙️ Settings
Go to Customer Info → Settings → AI.
| Setting | Description | Default |
|---|---|---|
| Enable AI features | Turns the AI Customer Summary card on or off. | Off |
| Provider | Which AI service to use: Claude, ChatGPT or Gemini. | Claude |
| API Key | Your key for the selected provider. Stored encrypted. | Empty |
| Model | Which model to call. Pick a cheaper model to cut cost per summary. | Provider default |
| Test connection | Sends a throwaway prompt to confirm the key and model work before you rely on them. | — |
Each provider keeps its own key, so you can save keys for more than one and switch between them without re-entering anything.
💰 Keeping Costs Down
- Summaries are generated on demand — nothing is sent until you click Generate.
- Each result is cached against a fingerprint of that customer’s data.
- A cached summary is reused until the customer actually changes — a new order, a change in spend, or a subscription update.
- Only a compact digest is sent, never the customer’s full order history.
🔒 Privacy
Your API key is stored encrypted in your own database and is never routed through Zorem. Generating a summary does send that customer’s data to your chosen AI provider, so review their data-handling terms and your own privacy policy before enabling this on a production store.