The Loyalty Agent is in early access. It's turned on for a small group of brands rather than something you switch on yourself. Your customer success manager will let you know when your program has access.
In this article
Overview
The Loyalty Agent is LoyaltyLion's AI assistant for your loyalty program. You describe what you want in plain language, and the agent reads your live program, then either answers you or proposes a change and waits for your confirmation.
It's one agent in two places:
In the theme editor, it builds and styles your loyalty page.
In your LoyaltyLion admin, it answers questions about your program, review how it's set up, and make changes to its configuration.
Both surfaces work the same way. You type what you want; the agent shows you what it did or plans to do, and nothing reaches your customers until you publish or confirm.
How the Loyalty Agent can help you
Style your loyalty page without writing code.
Describe the look you're after, or paste a screenshot of a page you want to match, and the agent changes the settings for you. No CSS or HTML needed, and no waiting on a developer for small tweaks.
Get straight answers about your own program.
Instead of clicking through screens to check how something is configured, ask. The agent reads your live program setup, your customers, your orders, your program metrics, and our help center, so the answer includes your numbers.
See what's worth improving.
Tell the agent what you're trying to do, such as increase program enrollment or repeat purchases, and it will review your program against how we'd expect a program like yours to be set up. You get a ranked list of recommendations, each with the reason and the numbers behind it.
Make the change from the same place.
Where the agent can make a change itself, it offers it there and then, so you're not sent off to find the right screen. Where it can't, it points you to the exact page.
What the agent can read
Across both surfaces, the agent can read:
Your program configuration: earning rules, rewards, tiers, points expiry, and your referral incentives
Your customers, including points balance, tier, and enrollment status
Your orders
Your program's metrics
Our help center
Your loyalty page and its settings
Your storefront, so it can check things like whether your header or footer links to your loyalty page
If your program spans more than one store, the agent knows about your other stores and will tell you when the rule or reward you're asking about lives on a different one.
Using the agent in the theme editor
The theme editor agent builds and styles your loyalty page. Everything it does happens to your draft, so you can try things freely and nothing changes for your customers until you publish.
Open the theme editor for your loyalty page.
Open the AI chat panel in the editor.
Select a section if you want the agent to work on a specific part of the page. The chat stays open and shows the selected section as its context.
Describe what you want. For example "make this section dark", "rewrite the headings so they're shorter", or "add a how it works section".
Attach a screenshot if you have a design or a page you want to match. The agent reads the colors, fonts, and shapes from the image and applies them as settings.
Check the change on the page. Each change appears in the chat as a card listing what changed, with the setting names and the before and after values, so you can veto a wrong move before it builds on itself.
Publish when you're happy with the page.
What it can do here includes global styles such as brand colors, fonts, and corner sharpness; section settings; section order; page width; page copy; icons; and custom HTML and CSS sections. When it writes a custom section using your program's configuration, such as your earning rate or reward costs, it uses dynamic values, so the section stays correct if you change those settings later.
Using the agent in your admin
The program agent lives in your LoyaltyLion admin and can answer questions and change your program setup.
Open the agent from the top bar. It's available from any page in your admin.
Ask a question about your program. For example, "how many points do customers get for creating an account", "what's the balance and tier for this customer", or "how does points expiry work".
Type /help to see what the agent can do for you.
Ask what to improve. Say what you're after, such as "we need more repeat purchases", and the agent reviews your setup and comes back with ranked recommendations, each with its reason and the numbers behind it.
Review the proposal card when the agent offers to make a change. It shows the change before and after, and its likely impact on your program.
Click Confirm to apply the change, or dismiss it. Nothing changes until you confirm.
Start a new conversation for a new topic. Your conversations are saved, so you can pick up an earlier one from the conversation history on any device.
How changes are confirmed
The agent can't change your program on its own. When you ask for a change, it reads your live program, builds the change, and shows it to you as a proposal. Clicking Confirm applies it, and the change then runs through the same part of LoyaltyLion that the admin screens use, so all the usual rules and validation apply.
What it can and can't do:
The agent can never quietly change your program. If you didn't confirm it, nothing will change.
What you see on the card is what gets applied. The agent can't propose one thing and apply another.
If a change isn't allowed, for example, disabling a reward that's being used as a trigger, the agent tells you up front rather than letting you run into an error.
In the theme editor, it works differently because you're editing a draft. Changes appear on the page straight away. You can ask the agent to undo them, and nothing goes live for your customers until you publish.
FAQ
Do I need to turn the Loyalty Agent on?
No. It's in early access and turned on per program by us. Your customer success manager will confirm when you have access.
Can the agent change my program without asking me?
No. In your admin, every change is a proposal you confirm. In the theme editor, every change is made to your draft, and your customers only see it once you publish.
Can I undo a change?
In the theme editor, yes, ask the agent to undo it, or leave the page unpublished. In your admin, some changes can be undone from the chat, and any change the agent can make is also a change you can make yourself on the relevant screen.
Does the agent see my customers' personal data?
It can look up a customer to answer questions about their points and tier. If you erase a customer in a data request, their details are removed from the agent's conversation history as well.
Why can't the agent answer something about my program?
A few things sit outside what the agent can read, such as your store's returns window. When that happens, it asks you rather than guessing.
Is the agent the same thing as the LoyaltyLion MCP server or Shopify Sidekick?
No. Those let your own AI tools read your LoyaltyLion data. The Loyalty Agent is built into LoyaltyLion, and in your admin, it can propose changes as well as read.