How to Use Shopedge

Shopedge is your AI marketing analyst embedded directly inside Shopify.
No dashboards. No spreadsheets. Just clear answers.

Step 1 — Install the App

  1. Go to the Shopify App Store./li>
  2. Click Install Shopedge.
  3. Approve Shopify permissions.

You’ll land inside your Shopify admin with Shopedge fully embedded.

⏱ Time to complete: under 60 seconds.

Step 2 — Connect Your Data Sources

To give you complete visibility, Shopedge connects to your key platforms via secure OAuth:

  • Shopify (orders, products, revenue)
  • Meta Ads
  • Klaviyo
  • Google Analytics 4
  • (In the roadmap: Google Ads, Recharge, TikTok, Clarity, and more…)

Click “Connect” next to each platform and authorize access.

Shopedge:

  • Uses read-only permissions
  • Syncs data every 4 hours
  • Can refresh data on-demand for live questions

Once connected, your unified marketing data pipeline is ready.

Step 3 — Ask Real Business Questions

Inside the chat interface, type naturally. Examples:

  • “Why did ROAS drop yesterday?”
  • “Which Meta creatives drove the most profit this week?”
  • “Break down Google spend by keyword yesterday.”
  • “Which product-channel combo brought the most new customers last month?”
  • “Show all budget changes in the last 7 days.”

Shopedge:

  • Pulls data directly from APIs
  • Cross-references channels
  • Explains what changed
  • Cites the source platform
  • Returns results in under 5 seconds

You get conclusions — not raw data dumps

Step 4 — Understand the Insight Layer

Shopedge doesn’t just show metrics. It:

  • Detects anomalies (spend spikes, CVR drops)
  • Highlights creative fatigue
  • Ranks assets by net profit
  • Flags inconsistencies between reports
  • Surfaces hidden inefficiencies

Every answer connects:
Spend → Traffic → Conversion → Revenue → Profit No manual merging required.

Step 5 — Take Action (Optional)

When applicable, Shopedge provides:

  • Suggested budget shifts
  • Creative kill/scale signals
  • Campaign-level performance breakdowns
  • Export-ready summaries for Slack or meetings

Instead of building decks, you can copy or export the conversation thread.

Step 6 — Monitor Changes Automatically

Shopedge tracks:

  • Budget changes across Meta & Google
  • Daily spend fluctuations
  • Performance anomalies
  • And much much more…

You can receive:

  • Daily change logs
  • Performance alerts
  • Channel health summaries
  • And much much more…

This replaces manual platform monitoring.

Common Use Cases

For Shopify Store Owners/Managers

  • Validate agency reports
  • Detect hidden wasted spend
  • Understand true ROAS drivers
  • Enter meetings fully prepared

For Growth Marketers/Agencies

  • Identify winning creatives fast
  • Compare cross-channel performance
  • Diagnose drops instantly
  • Eliminate spreadsheet workflows

Security & Compliance

Shopedge:

  • Uses least-privilege OAuth
  • Encrypts data at rest (AES-256)
  • Secures data in transit (TLS 1.2+)
  • Cleans up tokens on uninstall (GDPR compliant)

Your data stays yours.

What Makes It Different?

Traditional workflow:
Platform → Dashboard → Export → Spreadsheet → Interpretation → Action

Shopedge workflow:
Question → Answer → Insight → Action

Quick Start Checklist

☐ Install app
☐ Connect Meta
☐ Connect Google Ads
☐ Connect GA4
☐ Ask your first question

Suggested first question: “What changed in the last 7 days that impacted profitability?”