AI Sidekick

Wade is your AI Sidekick (Ecommerce Consultant) that helps you manage your store through intelligent analysis and recommendations. Wade interacts seamlessly with Memos and Plans to help you understand your store’s performance and execute improvements.

Accessing Wade
Open Sidekick Pane
  1. Log in to your Claudery backend
  2. Navigate to any admin page (Products, Orders, Dashboard, etc.)
  3. Look for the Sidekick trigger button in the bottom-right corner
  4. Click the button to open the Sidekick pane
  5. Select the Wade (WooCommerce Consultant) tab

The Sidekick pane appears as a fixed panel on the right side of your admin interface, allowing you to interact with Wade while working on other tasks.

Understanding Wade’s Role

Wade (WooCommerce Consultant) is a read-only advisor that:

  • Analyzes your store’s data and provides strategic insights
  • Creates memos based on orders, products, or catalog analysis
  • Generates comprehensive plans for bulk product improvements
  • Provides recommendations for store optimization
  • Helps you understand trends and patterns in your store

Note: Wade cannot execute actions directly. For execution, you need to use Smith (Store Manager) or execute plans manually.

Wade’s Interaction with Memos
Creating Memos

Wade can create memos for various analysis purposes:

Order Analysis Memos
  1. Navigate to the Orders page (WooCommerce → Orders)
  2. Open Wade in the Sidekick pane
  3. Say: generate a memo or create a memo or analyze my orders and create a memo
  4. Wade will detect that you’re on the Orders page and use the orders in context
  5. Optionally specify the analysis focus (e.g., “fraud risk analysis”, “sales performance”, “cancellation trends”)
  6. Wade creates the memo asynchronously and provides a link to edit it when ready
Product/Catalog Analysis Memos
  1. Navigate to the All Products page (Products → All Products)
  2. Open Wade in the Sidekick pane
  3. Say: generate a memo or analyze my catalog and create a memo
  4. Wade will use the products currently visible on the page
  5. Specify the analysis topic if needed (e.g., “SEO performance”, “title optimization”, “inventory analysis”)
  6. Wade creates the memo with batch processing for large catalogs
  7. Progress is shown in real-time as the memo is generated

Important: Memos are only created when you explicitly request them. Wade will not suggest memos for simple questions – he answers directly in chat instead.

Memo Generation Workflow

When Wade creates a memo:

  1. Request Detection – Wade detects your explicit request for a memo
  2. Context Collection – Wade uses the orders or products currently in context (visible on the page)
  3. Async Generation – The memo is generated asynchronously to avoid timeouts
  4. Progress Tracking – You see real-time progress for catalog memos (with batching)
  5. Completion – Wade provides a link to edit the memo when generation is complete
  6. Access – The memo is saved and accessible from Agent Studio → Memos
Viewing and Editing Memos
  1. After Wade creates a memo, click the edit link provided in the chat
  2. Alternatively, go to Agent Studio → Memos
  3. Find your memo in the list
  4. Click to open and edit the memo content
  5. Memos use markdown format and can be edited directly
  6. Save changes to update the memo
Wade’s Interaction with Plans
Understanding Plans

Plans are comprehensive action documents for bulk product improvements. Wade can generate plans for:

  • Product title improvements
  • Product description enhancements
  • SEO optimizations
  • Product attribute updates
  • Bulk product modifications
Plan Mode vs Ask Mode

Wade operates in two modes:

Ask Mode (Default)
  • Fast, bite-sized interactions
  • Uses pagination (10 products at a time)
  • For viewing, browsing, and quick questions
  • Plan generation tools are NOT available in Ask mode
Plan Mode
  • Click the 📋 Plan button at the top of the Sidekick pane
  • Gets ALL products matching criteria (no pagination limit)
  • Required for bulk update operations
  • Plan generation tools are available in Plan mode

Critical: You must be in Plan mode to generate plans. If you try to generate a plan in Ask mode, Wade will guide you to switch to Plan mode first.

Generating a Plan
  1. Navigate to the All Products page (Products → All Products)
  2. Open Wade in the Sidekick pane
  3. Click the 📋 Plan button to enter Plan mode
  4. Say: generate a plan or create a plan or plan to improve product titles
  5. Wade will use the products currently visible on the page
  6. If needed, Wade may ask clarifying questions about your requirements
  7. Wade generates the plan synchronously and provides a link when complete
Plan Generation Workflow

When Wade generates a plan:

  1. Mode Check – Wade verifies you’re in Plan mode
  2. Context Collection – Wade uses products currently in context (visible on All Products page)
  3. Clarification – Wade may ask questions if requirements are unclear
  4. Plan Generation – The plan is generated synchronously using all matching products
  5. Format – Plans are created in v2-generic-fields format with structured JSON payload
  6. Completion – Wade provides a link to edit the plan when generation is complete
  7. Access – The plan is saved and accessible from Agent Studio → Plans

Important: Plans only work with products, NOT orders. If you’re on the Orders page, Wade will guide you to navigate to the All Products page first.

Viewing and Executing Plans
  1. After Wade generates a plan, click the edit link provided in the chat
  2. Alternatively, go to Agent Studio → Plans
  3. Find your plan in the list
  4. Click to open the plan editor
  5. Review the plan structure (table format with Current/New columns)
  6. Edit any fields if needed
  7. Click Execute Plan to apply changes to products
  8. Monitor execution progress in real-time
Plan Execution

After Wade generates a plan:

  • Plans are executed through the Plan Editor (not directly by Wade)
  • Execution happens asynchronously for large plans
  • Progress is tracked and displayed in real-time
  • Results show which products were updated successfully
  • Errors are logged for products that failed to update
Best Practices
For Memos
  • Navigate to the relevant page (Orders or All Products) before requesting a memo
  • Use filters on the All Products page to focus on specific product sets
  • Be specific about the analysis topic for better results
  • Review generated memos and edit them as needed
  • Use memos to document insights and share with your team
For Plans
  • Always switch to Plan mode before requesting plan generation
  • Use filters on the All Products page to target specific products
  • Provide clear requirements for better plan quality
  • Review plans before execution to verify changes
  • Start with small plans to test the workflow
  • Execute plans during low-traffic periods for large catalogs
Troubleshooting
Memo Not Generating
  • Ensure you explicitly requested a memo (Wade only creates memos when explicitly requested)
  • Verify you’re on the correct page (Orders page for order memos, All Products for catalog memos)
  • Check that there are orders or products visible on the page
  • Review error messages in the chat for specific issues
Plan Generation Failing
  • Verify you’re in Plan mode (click the 📋 Plan button)
  • Ensure you’re on the All Products page (not Orders page)
  • Check that products are visible on the page
  • Review Wade’s questions and provide clear answers
  • Try with a smaller product set first
Context Not Available
  • If Wade says no context is available, navigate to the relevant page first
  • For order memos: Go to WooCommerce → Orders
  • For product memos/plans: Go to Products → All Products
  • Use filters to narrow down the product/order set if needed