Customer Info for WooCommerce

• Centralized Customer Dashboard
• Customer Info Sidebar
• Order History at a Glance
• Customer Lifetime Value (CLV)
• Subscription Management
• License Tracking
• HelpScout Integration
• Intercom Integration
• Affiliate Tracking
• Search Customers Instantly
• Access from Orders List
• Lightweight & Performant

Features

A complete customer profile — accessible from anywhere in WooCommerce.

Centralized Customer Dashboard

A dedicated Customer Info page under WooCommerce with full customer details, orders, subscriptions, and support data in one view.

Customer Info Sidebar

Open a quick-view sidebar directly from the Orders List or Order Details page — full context without navigating away.

Order History at a Glance

View complete order history for any customer — order dates, statuses, totals, item details — all from one location.

Customer Lifetime Value (CLV)

See total revenue generated by each customer. Identify and prioritize high-value customers for targeted retention.

Subscription Management

View active subscriptions, next renewal dates, and auto-renew status per customer. Compatible with WooCommerce Subscriptions.

License Tracking

With WooCommerce API Manager, view total licenses, active licenses, and connected stores per customer.

HelpScout Integration

View HelpScout support tickets and past conversations directly inside the Customer Info dashboard.

Intercom Integration

Access Intercom conversations and customer interactions from within WooCommerce for faster support.

Affiliate Tracking

With Affiliate for WooCommerce, view referral counts, conversion rates, revenue, and commission status per customer.

Search Customers Instantly

Search by name or email from the dashboard or sidebar. Jump to any customer profile in seconds.

Access from Orders List

Open the Customer Info sidebar directly from the Actions column on the Orders List — one click to full context.

Lightweight & Performant

Customer data loads only when requested — no impact on store speed or admin performance. Optimized for HPOS.

Read Any Customer in One Paragraph

Stop skimming thirty past orders before answering one support question. Customer Info writes a 50–80 word read of any customer — value tier, subscription health, open issues and churn risk — and exposes the same data to Claude through a built-in MCP server.

1. AI Customer Summary — Everything You Need to Know, Before You Reply

One paragraph a support agent can read in a few seconds.

The AI Customer Summary card sits on the Customer Info dashboard. Click Generate and it writes a tight 50–80 word read of the customer in front of you — weaving their value tier, subscription health, any open support issues and their churn risk into plain prose, citing the real numbers and dates.

• It cannot contradict your dashboard: The digest is assembled by reusing the same data layer the dashboard and MCP tools read from, so the summary and the numbers on screen always agree.
• Cached by content, not by clock: Results are keyed to a fingerprint of the customer’s data. An unchanged customer never regenerates — a new order, refund or subscription change does.
• On demand, never on page load: Nothing calls a model while you browse. Generation happens when you ask for it, so you control what it costs.
• Optional and off by default: Nothing happens until you add a provider key under Settings › AI.

2. MCP Server for Claude — Ask Claude About Any Customer in Your Store

A read-only MCP server, connected by URL. Nothing to install.

Customer Info ships an MCP server at /wp-json/customer-info-mcp/v1/mcp, secured by a built-in OAuth 2.1 authorization server. Add it to Claude as a remote custom connector and ask questions in plain language — it reads your live store to answer.

• Read-only by design: Nothing in the MCP surface writes data. It can look things up; it cannot change them.
• Per-user and revocable: Whoever connects logs into WordPress and approves on a consent screen. Only users with manage_woocommerce can approve, and access can be revoked.
• Connect by URL: Discovery and dynamic client registration are built in, so there is no local client, no tunnel and no config file.
• Application passwords work too for local MCP clients, if you would rather not use OAuth.

3. Your Key, Your Provider — You Choose the Model and You Pay for It

Claude, Gemini or OpenAI — billed to your account, not ours.

Requests go straight from your store to the provider you picked. Keys are stored encrypted and are never sent to zorem.com, and nothing is generated until you ask for it.

• What is sent: A first name for tone, lifetime and net value, order count, average order value, first and last order dates, days since last order, orders by status, revenue by year, subscription status and renewal dates, and support ticket subjects and statuses.
• What is never sent: No email address, no phone number, no billing or shipping address — and never the body of a support message, only its subject and status.
• Only when you ask: A request is made when you click Generate on a customer, or when you use Test connection on the settings screen. Never on a page load.
• Entirely optional: Leave it switched off and the dashboard, the customer-360 view and every integration work exactly as before.

Built for Teams That Live in WooCommerce

Whoever needs fast, full customer context — Customer Info delivers it instantly.

Support Teams

Get full customer context — orders, subscriptions, support history — before responding. Resolve tickets faster.

Store Managers

See lifetime value and order history at a glance. Make informed decisions on every customer interaction.

Account Managers

Track high-value customers, their subscriptions, licenses, and affiliate activity from one dashboard.

SaaS & License Sellers

With API Manager integration, monitor licenses and connected stores per customer instantly.

Affiliate Program Managers

Track referral counts, conversions, and commissions per customer alongside their order data.

Customer Success Teams

Spot at-risk subscriptions and high-value VIPs to prioritize retention and proactive outreach.

Compatibility & Integrations

Built to work with the tools you already use.

• WooCommerce Subscriptions — View and manage subscription details per customer
• WooCommerce API Manager — Track licenses and connected stores
• HelpScout — View support tickets and conversations
• Intercom — Access customer chat history and interactions
• Affiliate for WooCommerce — Track referrals, revenue, and commissions