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Connect your AI assistant to TextYess and ask it about your store the way you’d ask a colleague:
  • “How did my store do last month compared to the month before?”
  • “Which campaigns actually earned their spend?”
  • “Which product categories are slipping?”
  • “How long do my customers usually take to buy a second time?”
The assistant reads your real numbers and answers from them. It doesn’t guess, and it doesn’t need you to export anything.
A connection starts read-only. A connected assistant cannot send messages, spend credits, or change anything in your account.You can also let an assistant prepare drafts for you — save an audience and write a campaign draft. Even then it cannot send anything: you read the draft in TextYess and send it yourself.

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Before you start

You need an AI assistant that supports custom connectors. Claude and ChatGPT both do, on their paid plans. Check your assistant’s own documentation if you’re unsure whether your plan includes them.

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The TextYess address

Every assistant needs the same address:
You can also copy it from AI assistants in TextYess: click your store name at the bottom of the menu, then AI assistants.

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Connect your assistant

1

Open your connector settings

In Claude, go to Settings → Connectors, then choose Add custom connector.
2

Paste the TextYess address

Paste https://api-ai.textyess.com/mcp and save.
3

Sign in and approve

Claude opens TextYess in your browser. Sign in, choose the store the assistant may read, and click Connect.
4

Ask your first question

Back in Claude, try: “Using TextYess, how did my store do last month?”If it answers with your real revenue and orders, you’re connected.
Check the assistant’s name on the approval screen before you continue. Any assistant can register itself under any name, so we cannot confirm it. Only approve if you just asked that assistant to connect to TextYess.
When a connection is approved, everyone on your team gets an email naming the assistant, the store, and who approved it — so a connection nobody expected never goes unnoticed.

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What your assistant can see

One connection reads one store. If you have several stores, add a separate connector for each one and pick a different store when you approve.

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How the business is doing

  • Revenue and orders for any period, with the revenue TextYess is credited with, compared against the period before.
  • Revenue day by day — for all channels together, or for one channel at a time — plus each period’s revenue split by channel (WhatsApp assistant, onsite assistant, campaigns, automations), so you can find when something changed.

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What your campaigns and automations earned

  • Messages sent, cost, revenue, orders, conversion rate and ROAS for each campaign.
  • The same for your always-on automations, ranked separately.
  • How your campaigns compare against your own history and against other stores.
  • One campaign in full: how many messages arrived, were read and were clicked, what it earned, and the orders it drove — so “why did this campaign do badly” gets a real answer.

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Who your customers are

  • Your customer base split into groups (champions, loyal, at risk, lost), with how many customers and how much revenue sit in each.
  • How long customers usually take to buy a second time — useful for deciding when a one-time buyer has gone quiet.
  • Who has gone quiet: customers who bought before and have bought nothing since, with how much they used to spend. Measured against how long your own customers normally take to come back, so it means the right thing for your store. Split into those just past their usual gap and those long gone.
  • Your best-selling products, and revenue by product category.
  • Products your customers buy together in the same order — cross-sell and bundle ideas taken from your own sales, not from a guess. The first answer can take a few seconds while it is computed.
Your assistant counts these customers, it does not list them. Names, emails and phone numbers are never shared with it.

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How big a group of customers is

Ask “how many of my customers are at risk and opted in to WhatsApp?” and your assistant answers with a number, so advice like “some of your best customers went quiet” becomes something you can decide on.
  • How many contacts match a description. Your assistant works out what your contacts can be filtered by — including any custom fields your team added — and counts the people who match. This is a dry run: it counts, and saves nothing.
  • The audiences you already built, with how many contacts each held and when that was last worked out.
  • The lists you import or sync — Shopify segments, Klaviyo and HubSpot lists, CSV uploads — with each list’s size and when it last refreshed. Your assistant can read them, but a campaign draft it prepares can only target a saved audience, not a list.
A saved audience’s size is worked out on a schedule, so it can be a few hours old. Your assistant is told when each one was last counted and will say so. Ask it to count a description instead if you need a number that is true right now.
Counting is all a new connection does. Your assistant cannot start a campaign or send a message to anyone, whatever you allow it.

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Let an assistant prepare drafts

Counting an audience is useful, but the next step is the work: writing the campaign. You can let one assistant do that part for you. Open AI assistants, find the connection, and turn on Let this assistant prepare drafts. It can then save an audience and write a campaign draft for you to read and send. It still cannot send anything itself.

Let an assistant prepare drafts

How to turn it on, what to ask for, and what an assistant can never do.

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See and remove connections

The AI assistants page lists every assistant connected to your store. Each one shows who connected it, when, and the last time it read anything. Click Disconnect on any row to cut it off. This takes effect immediately — the assistant loses access on its very next question. Anyone on your team can disconnect an assistant, including one a colleague connected. The connection reads your store’s data, so everyone responsible for the store can stop it.
Disconnect an assistant you no longer use, and any connection you don’t recognise. You can always connect it again.

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If something doesn’t work

The assistant says it can’t reach TextYess. The connection may have been disconnected, or the person who set it up may have left your team. Open the AI assistants page. If the connection isn’t listed, connect it again. The connection screen says the request is no longer valid. Connection requests expire after a few minutes. Start again from your assistant. The assistant gives an answer that looks wrong. Ask it which period it used. Date ranges include both the first and last day, and figures are in your store’s own currency. If the numbers still don’t match your dashboard, contact support.

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Frequently asked

Can the assistant send a message to my customers? No. Sending and spending are not possible, whatever the assistant is asked to do. If you let it prepare drafts, it can write a campaign for you, but only you can send it. Can I undo something an assistant prepared? Yes. A draft campaign is deleted like any other, and a saved audience is deleted from the Audiences page. Nothing has gone out until you send it. Can it see another store’s data? No. The store is fixed when you approve the connection, and cannot be changed afterwards by the assistant. What happens if someone leaves my team? Their connections stop working. We check their access to your store on every request, not just when the connection was made. Does it cost credits? No. Reading your data doesn’t send messages, so it doesn’t use your WhatsApp credits.