[NEW] Connecting Claude or ChatGPT to Your Vitals Data

Ask Claude or ChatGPT about your Vitals apps — and, if you allow it, have it make changes for you — in the assistant you already use

If you work in Claude or ChatGPT, you can connect them to your store and ask about your Vitals data in plain language. Ask "how are my reviews doing?" or "which upsell offers earned the most last month?" and the assistant reads the answer straight from your store.

You set the connection up yourself, and it takes a couple of minutes. You also decide how far it goes: a connection can be read-only, or you can let the assistant make changes for you — switch an app on or off, adjust an app's settings, or prepare an Upsell Builder offer for you to review and save.

Before you start

• This is part of the Vitals bundle, so it appears if you use Vitals itself.
• You don't need an API key, a developer account, or anything technical. You copy one address, generate a short code in Vitals, and approve the connection.
• In ChatGPT, custom connectors depend on your ChatGPT plan and may sit behind a developer setting. Your assistant will tell you what it needs.

How to connect an assistant

1. Open the Vitals dashboard and click Preferences.

   

2. Scroll down to the AI assistants section. Its description has a Documentation link that opens this article.

   

3. Click Copy to copy the connection address. It's the same address for every Vitals store, so on its own it doesn't point at your store or unlock anything — you choose the store in the next step.
4. Click Connect with ChatGPT or Connect with Claude. Your assistant opens in a new tab with a message ready to send, asking you to walk them through adding the connector. Send it and follow along. The steps live within the assistant's settings and change often, so the assistant is the most reliable guide to its current setup.
5. When the assistant asks to connect, it opens a Vitals page asking Which store should [assistant] read? Go back to the AI assistants section, click Generate code, then Copy, paste the code into that page and click Continue. The code only names this store, and it expires after 10 minutes — if it runs out, click Generate a new one.
6. You're taken to the approval screen in that store's Vitals admin. It names the assistant and tells you what approving will let it do: See everything you can see in Vitals, and — if the assistant asked to make changes — Change anything you can change in Vitals yourself, as if you had changed it in your admin. A connection that can make changes carries a reminder that its changes are live on your storefront straight away; a read-only one says it can't change anything in your store.
7. Click Approve. Your assistant can now read your Vitals data. Cancel stops the connection there and shares nothing.

If the approval screen sits unanswered for more than about ten minutes, the request expires. Just start again from your assistant.

Connecting more than one store

If you run several stores on Vitals, one assistant can read all of them — you don't need a separate connection for each.

1. Ask your assistant to add another store to its Vitals connection. It gives you a link.
2. Open the link. Then, in the Vitals admin of the store you want to add, go to Preferences → AI assistants and click Generate code.
3. Paste the code into the page the link opened and click Continue.
4. Approve the connection in that store's admin, just as you did the first time.

The code always comes from the store being added — that's how Vitals knows which store is joining. Once more than one store is connected, just tell the assistant which store you mean when you ask a question.

If your assistant says the connection predates multi-store support, disconnect it, connect again, and then add your other stores.

What you can ask about

Your assistant can read every Vitals app you can see in your admin — your apps, their settings and the data behind them. Ask about an app you don't have switched on and the assistant will simply tell you it's off. These areas have the most detailed answers:

Your store overview

Which Vitals apps have you switched on, and what each one has earned or shown recently? This is the best place to start. It tells the assistant which apps you actually run, so it stops guessing. It can also suggest which Vitals apps to turn on for your store, and which of your other Shopify apps Vitals could replace. It can read any Vitals app's current settings too, and tell you which Vitals plan you're on, what it costs, whether you're in a trial and, if your plan is billed by usage, how much you've used this billing cycle.

Product Reviews

Your store-wide rating picture, your recent reviews, which products rate best and worst, and the stored AI summary for a product where you've generated one. It can also open a single offer in full: which products or collections it targets, what shoppers have to buy and what they get.

Size Chart

Which size charts you have, what's in each one, whether it's switched on, and which products or collections it appears on.

What an assistant can change (if you allow it)

If you approved a connection that can make changes, your assistant can do more than report. It's asked to tell you what it's about to change and to check with you before it does.

• Switch an app on or off. For example, "Turn on Sticky Add to Cart." Switching an app off removes it from every page it shows on, and switching it back on brings it back with the settings it already had. Nothing is installed, uninstalled or deleted either way.
• Change an app's settings — the same settings you'd change yourself in Vitals.
• Choose which products an app shows on. For example, "Show Product Reviews only on my snowboards." This works like the Advanced display rules section in Vitals.

Creating Upsell Builder offers

Describe the offer you want — for example, "Make a bundle: buy any 2 snowboards, get 15% off" — and your assistant prepares it for you to review. It works for every offer type.

1. The assistant looks up your real products and collections and fills in the offer.
2. It replies with a review link. The link opens the Upsell Builder offer editor in your own Shopify admin, already filled in.
3. Every field the assistant filled is outlined in purple, so you can see at a glance what it chose. A field's outline disappears once you change it.
4. Review the offer, adjust anything you like, and press Save. Nothing goes live until you do — the assistant never publishes an offer for you.

Offers your assistant prepares are also listed in the Upsell Builder on the Offers tab, under Generated prompts, so you can come back to one later. If you open the link of an offer you've already saved, you're taken to that saved offer, so the same offer can't be created twice.

Changing an existing Upsell Builder offer

Your assistant can also change an offer you already have — for example, "Raise the discount on my 'Frequently bought together' offer to 15%", "Add the Winter Jacket to my post-purchase offer and change the headline", or "Rewrite all the texts on my 'Bundle & Save' offer to sound friendlier".

1. The assistant reads the offer, prepares the change and gives you a link.
2. The link opens that offer's own edit page with the change already applied. Every field the assistant changed is outlined in purple.
3. Nothing changes on your store until you review the change and press Save. If you leave without saving, the offer stays exactly as it was.

A few things to know:

• The assistant can change an offer's text, products, discounts, design and other settings, but it can't switch an offer on or off or change its offer type. Those stay with you.
• Only the assistant's latest suggestion for an offer is kept. If you ask for another change to the same offer, it replaces the earlier one.
• If you or a teammate save the offer after the assistant prepared its change, the link won't overwrite your newer work — you'll see "This offer changed after the edit was suggested. Ask the assistant to suggest it again." Ask, and it starts again from the offer as it is now.

Daily limits

Each store can have its assistant prepare up to 30 new Upsell Builder offers, suggest up to 30 changes to existing offers, and send up to 5 bug reports in any 24 hours. If you reach a limit, wait a little and try again — you can always create or edit offers yourself in the Upsell Builder in the meantime.

Reporting a bug from your assistant

Tell your assistant what's not working — a widget that isn't showing, a discount that isn't applying — and it writes up a bug report for Vitals support. It shows you exactly what it will send, and only sends it once you confirm. This works on every connection, including read-only ones. The report goes to your store's Vitals support conversation: we reply by email to your store's contact email, and you can also find the conversation in the support chat in Vitals.

What an assistant can't do

A few other boundaries worth knowing:

• You approve the connection as a whole. The approval screen shows whether the assistant is asking only to see your Vitals data or also to make changes, and Approve grants everything it asked for. You can't pick individual apps on that screen. To change what a connection can do — for example, to move from read-only to making changes — disconnect it and connect again.
• Time ranges differ by app. Recent sessions and page statistics cover a shorter recent window than the performance figures for your apps, and some counts, like your all-time review totals, aren't limited by date at all. Ask your assistant what period a number covers if it matters.
• Money comes back in US dollars, whatever currency your store sells in.
• A missing number doesn't mean zero. If an app doesn't measure something, it's left out of the answer rather than reported as nothing. A good assistant will say so rather than inventing a zero.
• Asking for something that isn't covered? Your assistant can log the request so we know what to build next. It records what you asked, and nothing else about your store.

Managing your connected assistants

Every assistant you've approved is listed at the top of the AI assistants section with its name, a Connected badge, and when it was last used — Never used if it hasn't read anything yet. Before you connect anything, the section just shows Connect an AI assistant with the address and the Connect buttons; once something is connected, that part reads Connect another assistant.

To revoke access, click Disconnect beside that assistant. Its access to this store stops right away, and you can reconnect from the same place whenever you want. If the same assistant also reads other stores of yours, those stay connected — disconnect it in each store you want to remove. If you see Could not disconnect, just try again.

Tips

• Start with your store overview. It orients the assistant around the apps you actually run, and the answers to everything after it get sharper.
• Ask where Vitals could help. "Which Vitals apps should I turn on?" and "Which of my apps could Vitals replace?" both work once you've approved your store overview.
• Ask the question you'd ask a colleague. "Which upsells aren't pulling their weight?" works better than app jargon.
• Narrow the question rather than asking for everything. A tighter question, like a one star rating, one date range, one offer, comes back faster and more usefully than "show me everything".
• Use it to triage, then act. It's quickest for the morning check: what needs moderation, what's underperforming, which recording explains an order. If your connection can make changes, ask it to fix what it finds — switch an app on, adjust a setting, or prepare an offer for you to review.

Frequently Asked Questions

Do I need an API key or a developer account?

No. You copy the connection address from Preferences and add it in your assistant as a custom connector. The assistant then asks which store to read — you generate a short code in Preferences and paste it in — and you approve the connection in Vitals. There's no key to generate, store, or rotate.

Does this cost extra?

No. Connecting an assistant is included with Vitals. Your assistant's own subscription is between you and Claude or ChatGPT.

Can an AI assistant change something in my store?

Only if you allow it. When you connect, the approval screen tells you whether the assistant is asking to make changes. With a connection that can make changes, the assistant can switch apps on or off and change their settings — those changes are live on your store straight away — and it can prepare Upsell Builder offers, which only go live when you press Save. It can't delete anything, send anything to your shoppers, or place an order. A read-only connection can't change anything.

Can I connect more than one assistant?

Yes. Connect Claude and ChatGPT, or several devices or workspaces, and each appears as its own entry; you can disconnect independently.

How do I disconnect an assistant?

Open Preferences, find it in the AI assistants list, and click Disconnect. It loses access to this store right away. If it also reads other stores of yours, disconnect it from each of those stores' Preferences too.

It's part of the Vitals bundle, so it doesn't appear if you use a standalone Vitals app on its own. It's also hidden when your store can't use it. If Vitals has been uninstalled, or your Shopify store is suspended or blocked. If your store is active and on the Vitals bundle and the section is still missing, reload the page, then contact support.

My assistant says the connection address is out of date.

You're using an older address, probably from an earlier version of this page or an old screenshot. Open Preferences, copy the address from the AI assistants section again, and connect with that one. Connections already made on the old address keep working.

My assistant says there were too many requests.

Each store has a limit on how many requests its connected assistants can make per minute, so one busy conversation can't slow everything else down. Nothing is blocked and there's nothing to fix — wait a moment and ask again, or ask for less at once, such as a narrower date range or fewer records.

My assistant says Vitals has been uninstalled, but I still use it.

That message means the connection was made before the app was removed from your store. Reinstall Vitals, then connect your assistant again from Preferences.

The assistant gave me a number I don't recognize. Where do I check it?

Open the app it came from in Vitals and compare against its own analytics. Ask the assistant what date range it used first. The periods differ by app, and a mismatch is usually a different window rather than a different number.

Is the connection address secret?

No. Every Vitals store uses the same address, and it gives access to nothing on its own — an assistant still needs a code from your Vitals admin and your approval before it can read anything.

I generated a code and it stopped working.

Codes expire after 10 minutes. Click Generate a new one in the AI assistants section and paste the new code instead.

My assistant says it can't change an app.

Your connection is probably read-only. The approval screen you saw when connecting said whether the assistant could make changes. To allow changes, open Preferences, click Disconnect beside that assistant in the AI assistants section, then connect it again and approve a connection that can make changes. If the approval screen still only mentions seeing your data, your assistant didn't ask to make changes — contact Vitals support and we'll help.

My assistant doesn't know about its new abilities.

Start a new chat — assistants usually load the list of what they can do when a conversation begins. If it still can't see them, disconnect and connect again.

The review link opened an empty form.

Ask your assistant to prepare the offer again and open the new link. If it happens again, contact Vitals support and include the link the assistant gave you.

The assistant picked the wrong products for my offer.

Fix them in the editor before you press Save — nothing is live until then. Next time, name the products or collections exactly as they appear in your store.

The link to my offer change shows a message instead of the change.

The message tells you what happened. "This suggested edit is already saved" means you've already saved this change. "This suggested edit was replaced or dismissed" means the assistant made a newer suggestion for the same offer, so use its latest link. "This offer changed after the edit was suggested" means the offer was saved after the assistant prepared its change — ask the assistant to suggest it again. If the link opens the wrong offer, or the outlined fields don't match what you asked for, contact Vitals support and tell us your store name.

My assistant says it has reached a limit.

Each store can have its assistant prepare up to 30 new Upsell Builder offers, suggest up to 30 changes to existing offers, and send up to 5 bug reports in any 24 hours. Wait a little and try again, or create or edit the offer yourself in the Upsell Builder.

Where do my assistant's links take me?

Every link opens in your own Shopify admin, and on the right store if you've connected more than one.