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 at the top of the customer profile and is written from the same figures the dashboard already shows, so the numbers always agree. It is off by default and does nothing until you enable it and add your own API key.
🚀 How it works
- Open any customer profile and find the AI Customer Summary card at the top.
- If there is no summary yet, click Generate summary. The plugin builds a compact digest of that customer and sends it to your AI provider.
- You get back one tight paragraph of roughly 50–80 words. The caption underneath shows when it was generated and which model wrote it.
- The summary is saved, so re-opening the profile shows it instantly (marked Cached) at no cost. Click Regenerate for a fresh one from the latest data.
The paragraph weaves together, in order of importance: the customer’s value tier (inferred from lifetime value and order count), their subscription health, any open or recent support issues, and their churn risk (order recency, cancelled or failed orders). Only an Administrator or Shop manager (the manage_woocommerce capability) can enable AI, save a key, or generate a summary.
📤 Exactly what is sent
Each summary sends a compact JSON digest of one customer — never their full order history. It contains:
| Group | Fields sent |
|---|---|
| Customer | First name only (for tone) and WordPress role |
| Value | Currency, gross and net lifetime value, order count, average order value, first and last order dates |
| Churn signals | Days since last order, order counts by status, net revenue by year |
| Subscriptions | Up to 10 subscription records (status, dates, plan/licence details) and whether Subscriptions is active |
| Support | Total conversation count, which integrations are enabled, and up to 5 recent conversation subjects with their status and date |
What is never sent
- No email address, phone number or postal address.
- No support-conversation message bodies — subjects only.
- No full order history — only the aggregate figures above.
- Your API key is never sent to Zorem, and nothing is routed through Zorem.
🔑 Bring your own key
There is no Zorem AI subscription and no middleman. You supply an API key from the provider of your choice, requests go straight from your store to that provider, and they bill you at their rates for what you use. API access is governed by each provider’s commercial / API terms, not their consumer product terms.
| Provider | Where to get a key | Terms & privacy |
|---|---|---|
| Claude (Anthropic) | console.anthropic.com | Terms · Privacy |
| ChatGPT (OpenAI) | platform.openai.com | Terms · Privacy |
| Gemini (Google) | aistudio.google.com | Terms · Privacy |
⚙️ Settings
Go to WooCommerce → Customer Info, click the gear at the top-right, and open the AI tab.
| Setting | Description | Default |
|---|---|---|
| Enable switch | Turns the AI Customer Summary on or off. The status badge reads Active, Needs API key or Disabled. | Off |
| Provider | Claude (Anthropic), ChatGPT (OpenAI) or Gemini (Google). Each card shows Key saved or No key. | Claude |
| API key | Your key for the selected provider. Once saved it is shown masked; leave blank to keep it, or paste a new key to replace it. | Empty |
| Model | Which model to call. Leave blank for the provider default, or pick a cheaper model to cut cost. | See below |
| Test connection | Sends a tiny test request and reports whether the key and model work, with the response time. | — |
Leaving Model blank uses each provider’s default: claude-sonnet-5 for Anthropic, gpt-4o-mini for OpenAI, and gemini-2.5-flash for Google. Each provider keeps its own key, so you can save several and switch without re-entering anything. Click Save changes when done.
💰 Keeping costs down
- Summaries are generated on demand — nothing is sent until you click Generate or Regenerate. Nothing runs on a schedule.
- Each result is cached against a fingerprint of that customer’s data and reused until the customer actually changes — a new order, a change in spend, or a subscription update.
- Only the compact digest above is sent, and the reply is capped so a summary can’t run long.
🗄️ What is stored, and for how long
| Where | What | Kept for |
|---|---|---|
{prefix}customer_info_ai_insights table | The generated summary text, with the provider and model used | 90 days, then pruned automatically |
| WordPress options | Your AI settings and your encrypted API key | Until you change or remove them |
| WooCommerce logs | Errors only (source customer-info) — never the key, the digest, or the reply | WooCommerce’s own log retention |
🔒 Privacy
Your API key is encrypted in your own database and never routed through Zorem. Generating a summary sends that customer’s digest to your chosen provider, so review their data-handling terms and your own privacy policy before enabling this on a production store. If you are in the EU or UK, enabling AI means transferring customer data to a third-country processor — any data-processing agreement is with your AI provider, not with Zorem.
🧰 Troubleshooting
| Problem | What to check |
|---|---|
| Badge says Needs API key | AI is enabled but no key is saved for the selected provider. Paste a key on the AI tab and save. |
| Test connection fails | The key is wrong for the selected provider, the model name is not valid for that provider, or your server can’t reach the provider. The error message names which. |
| Generate returns an error | Usually an invalid or over-quota key, or a provider rate limit. Check WooCommerce → Status → Logs (source customer-info) for the provider’s message. |
| Summaries look stale | A cached summary is reused until the customer’s data changes. Click Regenerate to force a fresh one. |