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My Shop

“My Shop” is Optima AI’s visual management panel, allowing you to view and manage your store data without conversation.
Before using “My Shop”, you need to create a store first. If you don’t have a store yet, say “Help me create a store” or refer to the Store Setup Guide.

Opening the Panel

In the chat interface left sidebar, click the “My Shop” button to open the store panel. The panel uses two-level navigation:
  1. Primary Navigation - “My Shop” button in the left sidebar
  2. Secondary Navigation - After opening, select specific features in the Secondary Panel

Features


Dashboard

View real-time store performance data and quickly understand business performance.

Time Range

Switch between different time dimensions:
RangeUse Case
1 DayView today’s real-time data
7 DaysThis week’s sales trend
30 DaysThis month’s overall performance
90 DaysQuarterly data analysis

Key Metrics

MetricDescription
RevenueTotal income in selected period
OrdersTotal orders in selected period
CustomersNumber of ordering customers
Average Order ValueRevenue / Orders
VisitorsStore visitor count
Page ViewsTimes pages were viewed
SessionsTotal user sessions
Bounce RatePercentage leaving after one page

Charts

ChartDescription
Sales TrendDaily/weekly revenue change curve
Order Status DistributionPie chart of order status breakdown
Conversion FunnelVisitor to purchase conversion
Top ProductsBest-selling product rankings
Dashboard data refreshes automatically. You can also manually refresh to get the latest data.

Products

Visually manage all products with filtering, search, and quick actions.

Product List

Products are displayed as cards, each showing:
  • Main product image
  • Product title
  • Price
  • Inventory quantity
  • Publication status
FeatureDescription
Status FilterPublished / Draft / Unpublished
Keyword SearchSearch products by title

Product Details

Click a product card to view full details:
  • All product images
  • Full description
  • Variant information (colors, sizes, etc.)
  • Inventory details
  • SEO information

Quick Actions

Product detail page provides quick action buttons:
ActionDescription
RefreshFetch latest product data
View in StoreJump to product page in online store
@ MentionReference product in conversation

@ Mention Feature

@ mention is the bridge connecting the visual panel and AI conversation. Supported mention types:
TypeDescriptionExample Usage
@ ProductReference entire product”Unpublish this product”
@ ImageReference product image”Create ad material with this image”
@ VariantReference specific variant”What’s the inventory for this color”
@ FieldReference specific field”Change the price to $49”
Workflow:
  1. Click the ”@ Mention” button on the product detail page
  2. Select what to reference (product/image/variant/field)
  3. Reference is automatically added to input box
  4. Continue typing your instruction and send
After using @ mention, you can directly say “Change this product’s price to $39” and AI will automatically recognize the product you referenced, no need to type the product name again.

Import & Export

Bulk manage product data: Export Products
Export all products to CSV
Import Products
Import products from CSV
[Upload CSV file]
CSV format requirements: Include title, description, price, inventory and other required fields. Exported CSV can be used as import template.

Orders

View and process all orders.

Order List

Orders sorted by time (newest first), showing:
  • Order number
  • Order time
  • Order amount
  • Order status
  • Item count

Order Status

StatusDescription
Pending PaymentCustomer ordered, awaiting payment
PaidPayment successful, awaiting shipment
ShippedTracking info added
CompletedCustomer received goods
CancelledOrder cancelled
RefundedRefund completed

Order Details

Click an order to view details:
  • Item details (name, quantity, price)
  • Shipping address
  • Contact information
  • Tracking information
  • Payment information

Order Operations

Process orders through conversation:
Ship order #1234, tracking number SF123456789
Cancel order #1234

Campaigns

Manage Google Ads campaigns.
Before using campaign management, you need to connect your Google Ads account. Say “Connect my Google Ads account” to start authorization.

Campaign List

View all campaigns:
  • Campaign name
  • Status (Enabled/Paused)
  • Budget
  • Performance metrics

Performance Metrics

MetricDescription
ImpressionsTimes the ad was shown
ClicksTimes users clicked the ad
CTRClicks / Impressions
SpendAmount spent on ads
ConversionsCompleted target actions

Campaign Operations

Manage ads through conversation: Pause Campaign
Pause the "Spring Sale" campaign
Adjust Budget
Set the "Spring Sale" daily budget to $50
Get Suggestions
Give me suggestions to optimize my ads

The panel header provides quick access to external platforms:
LinkDescription
ShopOpen your online store homepage
StripeJump to Stripe payment dashboard
Google AdsJump to Google Ads dashboard
Quick links open in new tabs for easy switching between platforms.

Best Practices

  • Use panel to browse and view data
  • Use conversation to execute operations (modify, create, delete)
  • Use @ mention to connect panel and conversation
  • First filter target products in panel
  • Use @ mention to reference in conversation
  • Use CSV import/export for bulk operations
  • Check dashboard daily to understand sales
  • Watch for unusual fluctuations, adjust strategy promptly
  • Regularly compare data across different time ranges