> For the complete documentation index, see [llms.txt](https://docs.roadmap.so/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.roadmap.so/getting-started/sidekick-integration.md).
# Sidekick Integration
Ask Shopify's Sidekick assistant about your Roadmap data: loyalty, referral, review, subscription, churn, discount, and bundle reports, plus direct lookups of customers, subscriptions and more!
**Sidekick** is Shopify's AI assistant, built into the Shopify admin. With Roadmap installed, Sidekick can read your Roadmap data: ask a question in plain language and it answers from your live loyalty, subscriptions, reviews, discounts, bundles, forms, and Tag Library data.
Everything is **read-only**: Sidekick can report and look things up, but it never changes your Roadmap configuration or customer data.
### First-time access
The first time you ask Sidekick a Roadmap-related question, it asks for permission to access your Roadmap app data:
> *Allow Sidekick to access your Roadmap app data to answer questions about loyalty points, customers, and more?*
Choose **Yes** to allow it for that conversation, or **Yes, and don't ask again** to grant it permanently. That's the whole setup: from then on, just ask.
### Reports and numbers
Every report compares against the previous period, so you see trends rather than just totals.
**Loyalty report**: how much members spend versus non-members, across sales, orders, and average order value. Narrow it down by membership tier, where members came from, whether they redeem points, or by market.
> "How much more do loyalty members spend than non-members this month?"
**Referral report**: sales from customers referring friends, plus referral emails sent, how many people referred, how many new customers arrived, and what share of customers participate.
> "How much revenue did referrals bring in this quarter?"
**Review report**: total reviews, average star rating, how many are still unpublished, the 1-to-5-star breakdown, a trust score from verified reviews, your most-reviewed products, and a 12-month trend.
> "What's our average star rating, and how many reviews are waiting to be published?"
**Subscription report**: how many subscribers are active, new, or cancelled, total subscription revenue, the churn rate, and how long subscriptions typically last.
> "How is subscription churn trending?"
**Churn report**: the last 30 days of cancellations and pauses: how many customers tried to leave, how many were won back (save rate), how long pauses usually last, and the number one reason people give for cancelling.
> "What's the top cancellation reason this month, and what's our save rate?"
**Discount report**: overall sales, orders, and conversion driven by discounts and gift-with-purchase campaigns, plus a per-campaign breakdown so you can see which ones actually work.
> "Which discount campaign drove the most sales?"
**Bundle report**: total sales from product bundles, and a per-bundle breakdown showing units sold and revenue, ranked best-seller first.
> "How are our bundles selling?"
### Looking things up
Browse lists or fetch one specific item:
**Loyalty customers**: browse your members with their point balance, tier, and total spend. Search by name or email, or filter to one tier.
**One customer's loyalty**: everything about a single customer's loyalty: points, tier and when they reached it, plus coupons they haven't used yet and ones they've used before.
> "What's 's points balance, and does she have any unused coupons?"
**Subscriptions**: the shop's subscription list, sorted by who's due to be billed next (a past date means overdue). Filter by status, payment status, payment method, or search for a customer.
> "Which subscriptions are overdue for billing?"
**Reviews**: find reviews, product questions, or store reviews. Filter by status (published or hidden), product, or rating.
> "Show me all the 1-star reviews."
**Discounts**: the shop's discount and gift-with-purchase campaigns, filterable by active, scheduled, or expired, or by discount type.
**Forms**: the shop's storefront forms with their names and submission counts. Ask about one specific form and you get its full setup: fields, confirmation and notification emails, and integrations like Klaviyo or Google Sheets.
**Tags**: Tag Library tags and what each one targets. Ask about one tag and you get its full rules: which products or collections it applies to, which pages, and when it's active.
**Bundles**: the shop's product bundles with their discount and exactly which products each bundle contains.
{% hint style="info" %}
Sidekick itself is a Shopify feature: its availability on your store is controlled by Shopify, not Roadmap. If Sidekick is available in your admin, the Roadmap data will be readily available to pull.
{% endhint %}
### Related guides
* [Loyalty analytics](/loyalty-and-rewards/loyalty-analytics.md)
* [Manage loyalty customers](/loyalty-and-rewards/customer-management/manage-loyalty-customers.md)
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://docs.roadmap.so/getting-started/sidekick-integration.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
