Wade (AI Sidekick) helps you manage and analyze orders. He automatically sees what orders you’re viewing and can help you understand your sales data, identify trends, and generate helpful reports called memos.
Accessing Orders
Viewing Your Orders
- Log in to your Claudery backend
- Click on Claudery → Orders in the left sidebar
- You’ll see a list of orders from your store
- Click the Wade button in the bottom-right corner to open the Sidekick pane
How Wade Sees Your Orders
When you’re viewing orders, Wade automatically:
- Sees the orders on your screen – Wade notices which orders you’re looking at
- Remembers what you’re viewing – He keeps track of the orders you’re working with
- Shows a confirmation – A small indicator appears showing “Orders (X orders)” so you know Wade sees them
You don’t need to tell Wade which orders to analyze – he automatically knows what’s on your screen.
Asking Questions About Orders
With orders on your screen, you can ask Wade questions like:
- “What’s the total revenue from these orders?”
- “Which orders are still pending?”
- “What’s the average order value?”
- “Which customers have the highest order values?”
- “Show me the order status breakdown”
Wade will analyze the orders you’re viewing and give you helpful answers.
Generating Memos from Orders
One of Wade’s most useful features is creating memos – detailed reports that analyze your orders and provide insights.
How to Generate a Memo
- Navigate to the Orders page
- Make sure the orders you want to analyze are visible on your screen
- Open the Wade Sidekick pane
- Wait for the “Orders” indicator to appear (showing Wade sees your orders)
- Ask Wade: “Create a memo about these orders” or “Analyze these orders”
- Wade will create a detailed memo with insights and recommendations
- The memo is saved and you can view it later in Posts → Memos
What’s in a Memo
Memos include:
- Summary of orders analyzed
- Key insights and trends
- Recommendations for your business
- Important patterns or issues identified
Using Memos
- Memos are saved for future reference
- You can click on the memo indicator in the Sidekick pane to view it
- You can ask Wade questions about the memo content
- Generate new memos for different time periods or order sets
Working with Orders
Filtering Orders
You can filter orders to focus Wade’s analysis:
- Filter by status (pending, processing, completed, cancelled)
- Filter by date range
- Filter by customer
- Wade will analyze only the filtered orders you’re viewing
Viewing Order Details
Click on any order to see:
- Full order information including items purchased
- Customer information and contact details
- Shipping and billing addresses
- Order status and history
Pagination
The Orders page shows orders page by page:
- Use the page navigation to move between pages
- Wade sees only the orders on your current page
- To analyze more orders, navigate through pages or use filters to narrow down
Best Practices
For Order Analysis
- Use filters to focus on specific order sets (by date, status, customer)
- Generate memos for important analyses – they’re saved for future reference
- Ask specific questions to get targeted insights
- Review generated memos and ask follow-up questions
For Memo Generation
- Navigate to the Orders page before asking for a memo
- Apply filters if you want to analyze specific order sets
- Wait for orders to load and the indicator to appear
- Save important memos for future reference
- Generate multiple memos for different time periods to track trends
Troubleshooting
Orders Not Showing
- Check that your store connection is set up correctly
- Refresh the page and wait for orders to load
- Make sure you’re on the correct Orders page
- Contact support if orders still don’t appear
Wade Not Seeing Orders
- Make sure you’re on the Orders page
- Wait for orders to load completely before asking Wade
- Look for the “Orders” indicator in the Sidekick pane
- Refresh the page if the indicator doesn’t appear
Memo Generation Not Working
- Verify orders are visible on your screen
- Check that the “Orders” indicator appears in the Sidekick pane
- Make sure you’re on the Orders page when asking for a memo
- Try asking for a memo on a smaller set of orders first
- Contact support if memos still don’t generate