The Loyalty Agent is available on our Classic plan and above.
In this article:
Overview
The Loyalty Agent is a chat in your LoyaltyLion admin. Ask it about your loyalty program in plain language and it reads your live program to answer, or proposes a change for you to confirm.
How the Loyalty Agent can help you
Get answers about your own program. Instead of clicking through screens to check how something is set up, ask. The Loyalty Agent answers from your live program and your own numbers.
Find what to improve. Tell the agent what you're trying to achieve, such as more sign-ups or more returning customers. It compares your program with your store's own figures and recommends up to 3 changes, most important first, each with the reason and the numbers behind it.
Make the change in the same place. Where the agent can make a change, it offers it in the chat. Where it can't, it tells you which page in your admin to go to.
Who can use the Loyalty Agent
Which users can use the Loyalty Agent depends on their role:
Admin and Program manager users can use all of it, including looking up and changing customers.
Collaborator users can ask about and change your program, but can't look up or change customers.
Customer support and Viewer users don't see the agent.
Using the Loyalty Agent
In LoyaltyLion, click Agent in the top bar. The panel stays open as you move between pages.
Type your question in the Ask about your program box. For example, "how many points do customers get for creating an account?" or "what's this customer's points balance?"
Ask what the agent can do if you're not sure where to start.
Review the card when the agent proposes a change. It shows what will change, the values before and after, what the change means for your program, and its cost.
For a change to a customer's points, add a reason in the Reason (optional) box if you want one.
Click Confirm to apply the change, or Dismiss to leave your program as it is.
Check the card shows Applied. The change is now live in your program. For most changes, the card also shows an Undo button if you change your mind.
Start a new conversation for a new topic by choosing New conversation from the conversation list.
When you open the Loyalty Agent on a customer's page, you can ask about "this customer" without typing their name or email address.
Prompts to try
Not sure where to start? Try these prompts in the Loyalty Agent. Each one answers from your own program, so what you see depends on your store.
"How does our program compare with similar brands?"
The Loyalty Agent compares your program with similar brands in your industry. It starts with what you do well, then picks out the rate where you're furthest behind a typical brand, such as the share of shoppers who join, and shows it as a chart beside the typical figure.
Follow up with: "Show me new members each month as a chart."
"How do our members compare with non-members? Show me order frequency, repeat purchase rate and lifetime value as a chart."
The Loyalty Agent compares how members who've redeemed a reward, members who haven't, and non-members buy from your store, in your own numbers.
Follow up with: "Which tier spends the most?"
"Get our program ready for Black Friday."
The Loyalty Agent works out this year's Black Friday sale dates and suggests a points multiplier for the weekend, on a card showing what it would cost. Click Confirm to set it up. From October 1 until Black Friday, you'll also find a Get ready for Black Friday button when you open the agent, and in the first half of December a See how Black Friday went button reviews your results.
What the Loyalty Agent can read
The Loyalty Agent can read:
Your program setup: rules, rewards, tiers, points expiration and your referral incentive
Your customers, including their points balance, tier and enrollment status (Admin and Program manager users only)
Your customers' orders (Admin and Program manager users only)
Your program's metrics, which it can show as a chart
Our Help Center
The sections on your loyalty page
Your store's homepage, to check whether its header or footer links to your loyalty page
If your theme builds its header or footer with scripts after the page loads, the Loyalty Agent can't see those links and won't say whether they're there.
If your program runs across more than one store, the Loyalty Agent sees the rules and rewards on all of them, grouped by store.
What the Loyalty Agent can change
The Loyalty Agent can propose these changes to your program:
Rules: turn a rule on or off, change its points (including per tier), reorder rules, and create birthday, sign-up, newsletter, page view and click-through rules
Rewards: turn a reward on or off, and change its cost (including per tier), redemption limit, minimum spend, title, channels, distribution or country restriction. It can also create cart discount, free shipping, gift card and free product rewards. Free product rewards are Shopify only
Tiers: hide or show a tier, and change when customers are told they're close to the next tier
Points expiration: change your points expiration policy
Campaigns: accept an AI Campaign suggestion, create a points multiplier and stop a campaign
Challenges: create, edit, launch and stop a challenge, and delete a draft
Customers (Admin and Program manager users only): add or remove points, change a customer's tier, refund or void a reward, block or unblock a customer, and approve or void an activity
Rules and rewards the Loyalty Agent creates start turned off, so you can check them before your customers see them. Turning one on is a separate change.
The Loyalty Agent only changes the store you're signed in to. If the rule or reward you ask about lives on another of your stores, it tells you which one.
Confirming a change
The Loyalty Agent never changes your program on its own. When it proposes a change, it shows you a card with what will change, the values before and after, what the change means for your program, and its cost.
Nothing changes until you click Confirm. We then apply exactly what's on the card, through the same checks as the matching page in your admin. If someone has changed the same setting since the card appeared, we don't apply it, so ask the agent again for an up-to-date card.
If a change isn't allowed, such as turning off a reward that a rule, tier, campaign or challenge can still give to customers, the Loyalty Agent tells you why in the chat instead of showing a card.
Undoing a change
After you confirm a change, its card shows a button to reverse it:
Undo for most changes
End now for a campaign the agent created or a challenge it launched
Delete draft for a challenge the agent created
You can't undo creating a rule or reward, deleting a challenge draft, stopping a challenge or campaign, or approving or voiding an activity. If someone has edited the same thing since you confirmed, the Loyalty Agent won't undo it, so you don't lose their edit.
Every change the Loyalty Agent makes is one you can also make yourself on the matching page in your admin.
Your conversations
We save your Loyalty Agent conversations to your user, so you can pick one up from the conversation list on any device. Other users on your account can't see your conversations.
We delete messages after 90 days. A change you confirmed stays in your program after its message is deleted, but you can no longer undo it from the chat.
FAQ
Do I need to turn the Loyalty Agent on?
No. It's on for every live program on our Classic plan and above. To add it to another plan, contact our Support team at support@loyaltylion.com.
Can the Loyalty Agent change my program without asking me?
No. Every change is a card you confirm, and nothing changes if you dismiss it or leave it.
Does the Loyalty Agent see my customers' personal data?
Admin and Program manager users can ask it to look up a customer by name, email address or LoyaltyLion customer ID. When you erase a customer in a data request, we replace their email address with "[deleted customer]" in your Loyalty Agent conversations. Other details you typed, such as a customer's name, stay until we delete the message after 90 days, or in a conversation's title until you delete the conversation.
Why can't the Loyalty Agent answer something about my program?
A few things sit outside what it can read, such as your store's returns window. When that happens, it asks you rather than guessing.
Is the Loyalty Agent the same in Admin as the Theme Editor?
No. The Theme Editor builds and styles your loyalty page, and can't read your customers or orders.
Is the Loyalty Agent the same as the LoyaltyLion MCP server or Shopify Sidekick?
No. The LoyaltyLion MCP server and Shopify Sidekick let your own AI tools read your LoyaltyLion data. The Loyalty Agent is built into LoyaltyLion and can propose changes as well as read.



