Summary
Shopify Customer Intelligence automatically syncs your Shopify customer and order data into Wati's Customer Data Platform (CDP). It enriches customer profiles with commerce insights that help you understand buying behavior, create targeted customer segments, personalize marketing campaigns, automate customer journeys, and give support agents valuable customer context in Team Inbox.
Availability
Shopify Customer Intelligence is available if:
Your Shopify store is connected to Wati.
Customer Data Platform (CDP) is enabled for your account.
After setup, customer profiles and commerce events are synchronized automatically and continue updating as customers interact with your Shopify store.
Instructions
What is Shopify Customer Intelligence?
Shopify Customer Intelligence brings your Shopify customer and order data into Wati's Customer Data Platform (CDP), turning raw commerce data into meaningful customer insights.
After you connect your Shopify store, Wati automatically syncs customer profiles, purchase history, and commerce events. It then generates intelligent customer attributes that help you:
Better understand your customers
Build highly targeted customer segments
Personalize marketing campaigns
Automate customer journeys
Provide agents with customer context in Team Inbox
Since customer data is synchronized automatically, you don't need to manually export or manage customer information.
Why use Shopify Customer Intelligence?
Every interaction a customer has with your Shopify store provides valuable information about their shopping behavior. Shopify Customer Intelligence transforms this data into actionable insights that can be used throughout Wati.
Instead of relying only on basic information such as a customer's name or phone number, you can understand:
How often they purchase
How much they spend
Which products or categories they prefer
Whether they use discounts regularly
Where they are in their customer lifecycle
These insights help you create more relevant customer experiences.
Build smarter customer segments
Create customer segments based on shopping behavior instead of basic profile information.
For example, you can identify:
High-value customers
Repeat buyers
Customers who haven't purchased recently
Customers who frequently buy from specific product categories
Customers who regularly use discounts
Personalize marketing campaigns
Deliver campaigns that are more relevant to each customer.
Note: You can select an existing customer segment that you previously created using Shopify Customer Intelligence attributes. Alternatively, you can create a new customer segment while setting up the campaign to target a specific Shopify audience.
Examples include:
Exclusive offers for VIP customers
Product recommendations based on purchase history
Repurchase reminders
Win-back campaigns for inactive customers
Promotions for customers who frequently use discounts
Personalized campaigns can improve engagement and increase conversions.
Automate the customer lifecycle
Use commerce insights to trigger automations throughout the customer journey.
For example, you can:
Welcome first-time customers
Send post-purchase follow-up messages
Re-engage inactive customers
Send order updates automatically
Trigger campaigns based on lifecycle stage
Improve customer support
Customer Intelligence enhances Team Inbox by giving agents important customer information during conversations.
Agents can quickly view details such as:
Total orders
Lifetime spend
Latest order information
Order status
Shipment tracking details
This allows agents to resolve customer queries more efficiently without switching between multiple platforms.
Who should use this feature?
Shopify Customer Intelligence is designed for businesses that want to make better marketing and customer engagement decisions using commerce data.
It is especially useful for:
Ecommerce businesses with growing customer bases
Marketing teams creating targeted campaigns
CRM and lifecycle marketing teams
Customer support teams using Team Inbox
Businesses focused on improving customer retention and repeat purchases
How Shopify Customer Intelligence works
Once your Shopify store is connected, Wati automatically processes data from Shopify, including:
Customer profiles
Orders
Order updates
Checkout activity
Customer tags
Customer metafields
Product purchase history
Using this information, Wati generates intelligent customer attributes that stay updated and are available across the platform for:
Customer Segments
Campaigns
Automation workflows
Team Inbox
How to use Shopify Customer Intelligence
Once Customer Intelligence is enabled, your Shopify data is automatically synchronized and enriched within Wati.
Step 1: Connect your Shopify store
Connect your Shopify store to Wati and ensure Customer Intelligence is enabled for your account.
Step 2: Wait for your data to sync
Customer profiles and commerce events are synchronized automatically.
As customers place orders or update their information, Wati continuously refreshes their customer profiles.
Step 3: Access Customer Intelligence
Once synchronization is complete, customer insights become available throughout Wati, including:
Contact Profiles
Team Inbox
Customer Segments
Campaigns
Automation Rules
Step 4: Start using customer insights
You can now use Customer Intelligence to:
Build customer segments
Personalize marketing campaigns
Create automation workflows
View customer context during support conversations
Customer Intelligence attributes
Shopify Customer Intelligence automatically generates a rich set of customer attributes for every synchronized customer.
Customer value
Understand how valuable each customer is to your business.
Available attributes include:
Total Orders
Lifetime Spend
Average Order Value
Highest Order Value
Customer Value Tier
Purchase behavior
Understand how recently customers have interacted with your store.
Available attributes include:
First Order Date
Last Order Date
Days Since Last Purchase
Orders in the Last 30 Days
Orders in the Last 90 Days
Orders in the Last 180 Days
Purchase frequency
Measure how often customers make purchases.
Available attributes include:
Purchase Frequency
Average Purchase Interval
Repeat Customer
Customer lifecycle
Understand where customers are in their buying journey.
Available attributes include:
Lifecycle Stage
Predicted Spend Tier
Product preferences
Identify what customers are most interested in purchasing.
Available attributes include:
Top Category
Favorite Product
Recent Category
Category Affinity Score
Discount behavior
Identify customers who frequently purchase using promotions.
Available attributes include:
Discount Orders
Discount Dependency
Average Discount Percentage
Customer metafields
Shopify customer metafields are synchronized as custom customer attributes.
These merchant-defined attributes help enrich customer profiles and can be used alongside standard customer information for more personalized segmentation where supported.
Customer context in Team Inbox
Shopify Customer Intelligence automatically enriches Team Inbox with commerce information, giving support agents better context while assisting customers.
Depending on the available Shopify data, agents can view:
Total Orders
Lifetime Spend
Average Order Value
Last Order Number
Last Order Date
Order Status
Fulfillment Status
Tracking Number
Tracking Link
Having this information available within the conversation helps agents provide faster and more personalized support.
Frequently Asked Questions (FAQs)
Overview
1. What is Shopify Customer Intelligence?
Shopify Customer Intelligence enriches customer profiles with commerce insights generated from Shopify customer and order data. These insights can be used for customer segmentation, personalized campaigns, automation workflows, and customer support.
Data synchronization
2. Do I need to manually import customer data?
No. After your Shopify store is connected and Customer Intelligence is enabled, customer profiles and commerce events are synchronized automatically.
3. How often is customer data updated?
Customer profiles are updated automatically as Shopify events occur. Commerce insights are refreshed periodically to keep customer information up to date.
4. Does Customer Intelligence update automatically when customers place new orders?
Yes. Customer profiles and commerce attributes are updated automatically as new Shopify customer and order events are processed, helping keep customer data current.
Customer attributes
5. Can I use Customer Intelligence attributes to create customer segments?
Yes. Customer Intelligence attributes can be used to build advanced customer segments for marketing campaigns and automation workflows.
6. Can Shopify customer metafields be used with Customer Intelligence?
Yes. Shopify customer metafields are synchronized as custom customer attributes and can be used, where supported, to enrich customer profiles.
Team Inbox
7. Can support agents view customer purchase information in Team Inbox?
Yes. Team Inbox displays key commerce information, including recent orders, lifetime spend, order status, and shipment tracking details. This helps support agents assist customers more effectively.