cotera

Shopify Customer 360 View

Get a full customer profile in seconds. Order history, spend data, and contact details without digging through the admin panel.

Customer profilesOrder historyLifetime valueSupport context

The Challenge

A customer calls in and gives their name. You search Shopify, find three Sarah Johnsons, click into each one to check which is which, then flip between tabs to see their orders. By the time you have the full picture, the customer has been waiting two minutes. This prompt assembles the whole profile in one go.

What This Prompt Does

Find the Customer

Search by name, email, or phone across your entire customer base

Pull Full Profile

Get all addresses, tags, notes, and account details

Load Order History

Pull all orders with totals, status, and line items

Surface Insights

Calculate lifetime value, order frequency, and patterns

The Prompt

The Prompt

Task

Build a complete customer profile from Shopify. Start by searching for the customer using @Shopify/Search CustomersName it "Shopify/Search Customers" and call it with @Shopify/Search Customers, then get their full profile with @Shopify/Get CustomerName it "Shopify/Get Customer" and call it with @Shopify/Get Customer. Pull their order history using @Shopify/Get Orders by EmailName it "Shopify/Get Orders by Email" and call it with @Shopify/Get Orders by Email and get details on their most recent order using @Shopify/Get OrderName it "Shopify/Get Order" and call it with @Shopify/Get Order.

Example: "Pull up everything we have on Sarah Johnson. She called in about a problem but I only have her name."

Input

The user will provide one or more of:

  1. Customer name
  2. Customer email
  3. Customer phone number
  4. Customer ID (if known)

Context

Customer Profile Assembly

Build the profile in this order:

  1. Search for the customer by name, email, or phone
  2. Get the full customer record including all saved addresses
  3. Pull their complete order history
  4. Get details on the most recent 2-3 orders for context

What to Include

  • Full name, email, phone
  • Account creation date and status
  • Total lifetime spend and order count
  • All saved addresses (highlight the default)
  • Tags and internal notes
  • Most recent orders with status and items
  • Any patterns (frequency, average order value, preferred products)

How to Present It

Organize the information so a support agent can scan it in 10 seconds and know exactly who they are talking to. Lead with the most actionable info.

Output

Customer Profile:

  • Name, email, phone, account status
  • Lifetime value: total spent, order count, avg order value
  • Account age and customer since date
  • Default shipping address
  • Tags and notes
  • Last 3 orders with status summary
  • Any patterns or observations

Example Usage

Try asking:

  • →"Look up customer Sarah Johnson and show me her full profile"
  • →"Find the customer with email jane@example.com and show their order history"
  • →"Pull up everything on customer ID 7890123456"