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See a B2B customer's spend, renewal and tickets in one view
For account managers who ask their AI assistant to match a Shopify company to Freshdesk and report its health before a call.
On this page
Connector
Connect Shopify, pick your AI tool and paste the prompt.
The problem
Call prep means two systems and two spellings of one name
Before a call with a B2B customer, an account manager checks Shopify for spend and orders and Freshdesk for renewal, tier and tickets. The company name is spelled differently in each, so it is easy to land on the wrong record and walk in with a patchy picture.
Without PopdockAI
- Look up spend and orders in Shopify
- Search Freshdesk for the company under another spelling
- Count open and escalated tickets by hand
- Walk into the call with half the story
With PopdockAI
- The Shopify B2B company is found, with candidates listed if several fit
- The Freshdesk company is matched, or tickets found by contact email
- Spend, renewal, health score and tickets come back side by side
- A Healthy, Watch or At risk verdict, with nothing changed
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Review the account health of the company named `{company-name}` using both Shopify (B2B company) and Freshdesk (company and tickets).
**Step 1: Shopify company**
Call `shopify-get-company` with `name.contains` set to `{company-name}`. If more than one matches, list them and stop. Note `company-id`, `total-spent`, `orders-count`, `customer-since`, `main-contact-customer-name`. Call `shopify-get-company-contact` with `company-id` to get contact emails.
**Step 2: Freshdesk company**
Call `freshdesk-get-companies` with `name.contains` set to `{company-name}`. If none match, say the company is not in Freshdesk and continue with contact emails. Note `company-id`, `account-tier`, `renewal-date`, `health-score`.
**Step 3: Tickets**
Call `freshdesk-get-tickets` with the Freshdesk `company-id`. If that company was not found, call it once per Shopify contact email using `requester-email`. Summarise open, escalated and recent tickets.
**Step 4: Report**
Side by side: commercial (spend, orders, since), Freshdesk (tier, renewal, health score), support (open tickets, escalations, newest subjects). Close with a verdict of Healthy, Watch or At risk and the facts behind it.
**Rules & Guidelines:**
* `shopify-get-company` and `shopify-get-company-contact` are on the Shopify server; `freshdesk-get-companies` and `freshdesk-get-tickets` are on the Freshdesk server.
* Read-only. Do not call `freshdesk-add-company`, `freshdesk-update-company`, `shopify-update-company` or any other write tool.
**Validation:**
* Company names often differ slightly between systems; show both names and state that the match was by name.
* If the Freshdesk company has no `renewal-date`, say it is not set.Who it's for
One answer, three teams that use it
Account managers
Walk into renewal calls prepared
Get spend, renewal date and open tickets together, with a verdict to set the tone of the call.
I am meeting Contoso Supplies on Thursday. Show their Shopify spend and Freshdesk tickets with a health verdict.
Customer success managers
Spot accounts at risk early
Escalated tickets beside falling spend show when a customer needs attention before renewal.
Is Fabrikam Wholesale healthy? Check Shopify orders and open Freshdesk tickets.
Support team leads
Know what an account is worth
See the commercial value behind a company's tickets, so escalations get the right priority.
Northwind Traders has three escalated tickets. How much do they spend with us in Shopify?
How it works
What PopdockAI does when you ask
You name the company, and your AI assistant matches it in Shopify and Freshdesk and gathers the facts. It only reads and says the match was made by name.
01
Ask
You name the company you are about to speak with.
02
Match
It finds the Shopify B2B company, then the Freshdesk company, and stops to list candidates if several fit.
03
Gather
It reads spend and orders, renewal date and health score, and the open and escalated tickets.
04
Report
You get the facts side by side with a verdict of Healthy, Watch or At risk.
What PopdockAI provides
The tools behind the answer
Ready made tools for Shopify and one secure connection to your AI tool. No code, no exports.
shopify-get-company
shopify-get-company-contact
freshdesk-get-companies
freshdesk-get-tickets
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
Spend, renewal and support trouble on one page
Related use cases
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One prompt template with infinite possibilities.
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