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Ask Account Editor AI about your store

Account Editor AI is a chat page that answers questions about your own store data — sales, orders, refunds and cancellations. It is headed "What should we improve?" Answers come with charts, a data table, and a note explaining how each number was worked out. It also suggests changes you can make.

Where to find it

Go to /insights in the app.

It is not in the main navigation. You reach it by URL, so most merchants never discover it exists.

What to ask

Ask in plain language, about your own data:

Why are cancellations up this month?
Which products get returned most?
What is driving refunds?
What should we improve?

Suggested questions are offered if you are not sure where to start.

What you get back

The answer — In plain language, with the figures
Graphs — Charts, shown or hidden
Data table — The underlying numbers
What Account Editor can do — Suggested changes, with links into the settings that make them

Answers cover set periods — today, yesterday, this week, last 7 days, this month, last month.

Clear conversation starts again.

The suggestions are the useful part

Alongside an answer, you get recommendations: what to change, why, what to expect, and a link straight to the setting.

That is the difference between this and the Analytics page. Analytics tells you what happened. This tells you what to do about it.

Good to know

Every figure shows its workings. Answers include how the number was measured. Read that before acting on anything surprising.

It reads your store data, not the internet. It cannot tell you about competitors or market trends — only your own orders, refunds and cancellations.

Test orders can be included or excluded. It asks whether to count Shopify test-gateway orders. Excluding them gives a truer picture.

It needs data. A new store with a handful of orders has nothing to analyse.

Check anything surprising. It is a fast way to explore, not an audit. For a figure that matters, confirm it on the Analytics page.

Troubleshooting

The page will not open — Why: It needs extra permission to read orders — Fix: Approve it when asked
It bounces you to the dashboard — Why: The permission was declined — Fix: Approve it and try again
Answers say there is not enough data — Why: Too few orders in that period — Fix: Widen the period
Numbers differ from Analytics — Why: Different period, or test orders counted — Fix: Check both, and the measurement note
It cannot answer a question — Why: It only knows your store data — Fix: Ask about your own orders
You cannot find the page — Why: It is not in the navigation — Fix: Go to /insights

FAQ

What can I ask?

Anything about your own store's sales, orders, refunds and cancellations. It does not know about anything outside your store.

It is reached by URL. If you find it useful, bookmark it.

Are the answers reliable?

Every figure comes with a note explaining how it was measured. Read that, and confirm anything important on the Analytics page.

Does it include test orders?

It asks. Excluding them is usually the truer picture.

How is this different from Analytics?

Analytics is a dashboard of what happened. This answers questions and suggests what to change.

Updated on: 21/08/2026

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