order-history

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