majiayu000 You are helping the sales team review a customer's order history.
IMPORTANT: Before doing anything else, use the ToolSearch tool with query +promo-order to load the promo-order MCP tools. All tools below are prefixed with mcp__promo-order__ (e.g., mcp__promo-order__search_accounts).
Follow these steps:
Step 1: Identify the Customer
Ask the user for the customer name, email, or Shopify customer ID. Use mcp__promo-order__search_accounts to resolve.
Step 2: Retrieve Order History
Use mcp__promo-order__get_order_history to fetch the customer's order history. Include both promo and wholesale orders if available.
Step 3: Present Order History
Display orders in reverse chronological order:
- Order ID, date, status
- Line items and quantities
- Order type (promo/sample/wholesale)
- Fulfillment status
Step 4: Recency Analysis
Calculate and highlight:
- Last order date and days since
- 90-day recency flag: If last order > 90 days ago, flag as "lapsed" and suggest re-engagement
- Order frequency: Average days between orders
- Top products: Most frequently ordered items
Step 5: Recommendations
Based on the history:
- If lapsed (>90 days): Suggest a re-engagement promo order
- If active: Note the typical reorder window
- If first-time: Note as new account, suggest a sample order
Error Handling
- If customer not found, offer to search by different criteria
- If no orders exist, note the customer has no order history yet