Asking the Vipter Agent
Ask questions in plain language about sales, subscriptions, customers and coupons, or about how Vipter works, and get the answer with the report numbers and the help-center articles.
The Vipter Agent answers questions about your store's data from the same reports and KPIs as the dashboard, and questions about the system from this help center. It lives behind the black sphere with the Vipter mark at the top right of every store page and the ⌘J shortcut (Ctrl+J on Windows). On a computer, opening it folds the side menu and the conversation takes the right part of the screen with the page still visible; on a phone it fills the screen. Esc closes it.
Queries are read-only. Changes to the store (pausing, refunding, creating a coupon) become a card you confirm; see Actions with confirmation.
How to ask
Write the way you would to a teammate, in English, Portuguese or Spanish. Some examples:
- How much did I sell in the last 30 days, and how does it compare to the previous period?
- Which offers sold the most this month?
- What is the approval rate by payment method in the last 7 days?
- How do I make a partial refund?
- "How many orders did Maria place this year?"
- "What does MRR mean?"
When no period is given it uses the last 30 days. "This month", "yesterday" and "last week" follow the store's time zone; amounts come in the store's currency, or the one you ask for. Each conversation belongs to one store: to ask about another, switch stores in the selector at the top.
What the answer contains
One or two paragraphs with the key numbers highlighted and, below them, what the queries produced, in the same look as the dashboard lists:
- Indicators as tiles, with the change against the previous period in green or red (for refunds and cancellations, going down is green).
- Rankings as bars, with the channel's or provider's logo and the payment method's icon; the button beside them switches to the full table.
- Orders with the short clickable number (
#77004E), the method, the amount and the status in its usual colour. - A chart when there is a daily series.
- The Open report button opens the report with the same period and filters, and the Consulted: line shows where each number came from.
If no report can answer the question, it says so and suggests the closest one instead of making a number up.
Questions about Vipter
Questions such as "how do I make a partial refund?", "where do I turn on invoices?" or "what happens when a subscriber's card fails?" are answered with the steps, the names of the menus and buttons, and a Help center card with the article the answer came from. It only answers what is documented: when the help center does not cover a subject, it says so.
Actions with confirmation
Besides answering, the Vipter Agent does what you already do on the screens, always in two steps: it proposes, you confirm. Ask, for example, "pause Maria's subscription", "refund R$ 50 of order #EA0544", "mark the order as shipped by Correios with tracking BR123" or "create the coupon SPRING10 at 10%". It finds the record, shows a card with what it will do, to whom (with the short number) and with which parameters, and the Confirm and Cancel buttons. Nothing changes until you confirm; the card expires after 30 minutes.
What it can propose, by the same role as the screens:
- Subscriptions: pause, resume, cancel (at the period end or now), reactivate and change the offer. Up to 20 at once when you ask for a group ("pause every subscription in dunning").
- Orders: internal note, manual status, mark shipped or delivered; refund and resend e-mail for Admins only.
- Customers: create, and edit name, e-mail and phone.
- Coupons (Admin) and quick links: create.
A confirmed action runs through the same code as the screens and is logged in the activity record under your user. The demo store's example records cannot be changed.
Modes and credits
- Standard: 1 credit. Direct answers, one or two queries.
- Deep: 3 credits. More queries and chained comparisons.
Credits belong to the account (the store owner), like the plan. Every plan includes an amount per billing cycle; when it runs out, the account can buy a pack on the plan page or turn on auto-recharge. A question about the system costs the same as a query. An answer that fails because of an error on our side does not consume a credit.
Privacy
Questions and answers are kept in the conversation, visible to whoever asked and to the store's administrators. To answer, the question and the data consulted are sent to the model provider (Anthropic) and are not used to train models. Customer documents and e-mails reach the model masked; cards, addresses and credentials never leave Vipter.
Understand the reports
Filter and compare the 29 sales, conversion, subscription, customer and finance reports, export CSV by e-mail and get the weekly summary.
Transactions: search and filter
Find an order by its number or the buyer's e-mail, filter by status, seller and period, and read each column of the list.