Capabilities

Clerk.io can read, analyse, and act across almost every part of your setup. Below is an overview of what it can do — both in terms of the questions it can answer, and the changes it can make.

All actions require your confirmation before they are applied.

Performance & analytics #

Clerk.io can dig into your numbers in detail. This includes pulling core KPIs like revenue, orders, conversion rate, and average order value — and breaking them down by time period, product, or traffic source.

It can compare your current period against a previous one, track trends over time, and measure the difference between visitors who interacted with Clerk.io elements versus those who didn’t.

It can also compare your results against benchmarks from other Clerk.io customers, estimate the revenue impact of a specific improvement, and forecast where a metric is heading based on your historical trend.

Example questions:

• “How did my conversion rate change after I enabled Omnisearch?”
• “What percentage of my revenue came from Clerk.io last month?”
• “If I improved my search zero-result rate by half, how much extra revenue could that generate?”

Search #

Clerk.io can read your full search configuration — synonyms, redirects, customised rules, and settings — and run live test searches to see exactly what results your visitors get.

It can identify which searches return zero results, which return irrelevant products, and where adding a synonym or rule would have the most impact.

It can then implement those changes for you:

• Add, update, or remove synonyms
• Create, update, or remove search redirects
• Create, update, or remove customised search rules (boost, bury, pin, filter)
• Update search settings

Merchandising #

Clerk.io can read all active and inactive Merchandising campaigns and explain what each one is doing to your results.

It can create new campaigns, update existing ones, enable or disable them — for example, to promote a product category ahead of a sale, or to suppress out-of-season inventory.

Email #

Clerk.io can read your email performance, review all configured triggers and newsletters, and check which are currently active.

It can tell you which email types are driving the most revenue, which triggers have low open rates, and what changes might improve engagement.

It can create, update, enable, or disable email triggers.

Audience #

Clerk.io can read your audience segments, explain the loyalty and lifecycle breakdown of your customer base, and show how segments are performing over time.

It can create, update, or delete audience segments — and manage the exporters that send audiences to connected platforms like Klaviyo or Meta.

Elements #

Clerk.io can read all your elements — the Search and Recommendation blocks placed on your site — and tell you which are enabled, which are getting impressions, and how they’re performing.

It can create, update, enable, or disable elements, and manage the design templates used to display them.

Design Studio #

Clerk.io can create and iterate on designs through conversation. Describe how a design should look — or attach an image, share a URL for it to browse, or reference an existing design — and it will build it and show you a preview inline in the chat.

You can keep refining by describing what needs to change. When the result looks right, ask Clerk.io to apply and publish it.

Read more in Design Studio.

AI Importer #

Clerk.io can build a custom data integration for any platform that exposes an API, entirely through conversation.

Describe which platform you want to connect to, and Ask Clerk.io works out the configuration requirements, requests credentials, builds the importer, tests the connection, and hands off to Data Sync — all without leaving the chat.

If something fails during setup, Ask Clerk.io identifies the issue and proposes a fix. You can ask it to retry, adjust specific details, or start over from scratch.

Read more in AI Importer.

Chat #

Clerk.io can read recent chat conversations, review your chat analytics, and check the guidance rules that shape how the chat assistant responds.

It can update chat settings and guidance rules directly.

Products & data health #

Clerk.io can query your product catalogue by any attribute, validate data quality, compare two products side by side, and investigate sync errors or import issues.

It can also run a full integration diagnostic in a single call — checking your sync status, tracking setup, data feed, and any recent errors all at once. This gives you a complete health check without having to investigate each area separately.

Ask Clerk.io to run a diagnostic when something isn’t working as expected, or as a routine check after making changes to your setup.

Reports #

Clerk.io can generate downloadable reports based on the analysis it performs. When you ask a question that involves data — performance metrics, product comparisons, audience breakdowns, or any other analytical result — you can ask Clerk.io to turn the answer into a report you can save and share.

Three formats are available:

• PDF — a formatted report in full Clerk.io colours, ready to share with stakeholders or present in internal reviews.
• Excel (.xlsx) — a spreadsheet file that can be opened directly in Excel with formatting and structure intact.
• CSV — a plain data export that can be opened in any spreadsheet tool for further analysis.

To get a report, ask Clerk.io to export or download the results after it has answered your question. For example:

• “Download this as a PDF.”
• “Export these results to Excel.”
• “Give me a CSV of my top 50 products by revenue this month.”

Business advisor #

When Ask Clerk.io identifies issues or opportunities, it frames its findings in terms of revenue impact. Instead of listing technical problems, it tells you what fixing them is worth — so you can prioritise based on what actually moves the needle.

Where multiple items share the same fix, Clerk.io groups them and lets you apply the change in bulk with a single confirmation, rather than working through each one individually.

Browsing the web #

Clerk.io can navigate websites — your own store, competitor sites, or any other URL — and bring back specific observations to inform its recommendations.

On your own storefront, it can describe what a first-time visitor sees, walk through a search query, or check how a product page is presented. On a competitor’s site, it can evaluate their search experience, category structure, product presentation, or promotional strategy, and tell you concretely what they are doing differently.

Example questions:

• “Go to [competitor URL] and tell me how their search compares to ours.”
• “Check our homepage and tell me if our Clerk.io elements are visible.”
• “Look at how [competitor] presents their bestsellers and suggest what we could do better.”

Documents #

Ask Clerk.io can read files you attach to your messages. Use a spreadsheet, document, presentation, image, or text file to give it context for your questions, analysis, and recommendations.

Supported formats include:

• Spreadsheets: Excel (.xlsx, .xls), CSV, and TSV.
• Documents: PDF, Word (.docx, .doc), ODT, and RTF.
• Presentations: PowerPoint (.pptx, .ppt).
• Text and code: TXT, Markdown, JSON, YAML, XML, HTML, SQL, and logs.
• Images: PNG, JPG, GIF, and WebP.

To attach a file, click the Attach file icon beside the message field and select your file, or drag and drop it into the message field. Add a question explaining what you want Ask Clerk.io to do with the file, then send your message.

Files can be up to 10 MB. If a file cannot be read, such as a ZIP archive or a file over 10 MB, Ask Clerk.io tells you straight away.

Example questions:

• “Here is our Q1 performance report — what areas should we focus on?”
• “I’ve attached our product specs. Does anything stand out as a potential data issue?”
• “Review this brief and suggest how we should adjust our Merchandising strategy.”

Cross-store management #

Ask Clerk.io can copy a setup between stores in the same company. This helps you reuse work when setting up another language or regional store.

It supports:

• Designs, including Omnisearch with all its parts
• Search and Recommendation elements
• Popups and Email product blocks
• Audience segments
• Synonyms and search rules
• Merchandising campaigns
• Email flows
• Data Sync importers

Copy a setup #

Describe what you want to reuse and name the source and destination stores. You can also identify a store using its ID from the dashboard URL.

For example: “Use the same Omnisearch design from the Danish store on the English store and set it up the same way.”

1. Review the plan Ask Clerk.io shows, including the source store, destination store, and items to copy.
2. Confirm the plan when it matches your request. Ask Clerk.io waits for your approval before creating anything.
3. Review the copies in the destination store. They arrive switched off, and Ask Clerk.io points out store-specific details to check, such as selectors, text, products, and currency.
4. Confirm separately if you want Ask Clerk.io to turn a copy on.

Existing items in the destination store are not replaced. Copying also leaves the original setup unchanged.

Move a setup #

If you ask Ask Clerk.io to move a setup, it copies the setup first. It then asks for your approval before removing the original.

Documentation search #

Ask Clerk.io can search the Clerk.io documentation to answer questions about how the platform works.

When you ask a how-to question — about setting up a feature, understanding a setting, or figuring out the right approach for something — Ask Clerk.io will find the relevant documentation and use it to give you an accurate, specific answer.

This is useful for questions about configuration options, integration steps, or platform behaviour that may not be visible from your store data alone.

Example questions:

• “How do I set up a data feed for custom platforms?”
• “What is the difference between Audience and Merchandising?”
• “How does the AI Importer work with credentials?”