Skip to main content

Enhance AI Agent Customer Activity Insights Through a Dedicated Core API Endpoint

🔍 Problem Statement

Currently, Pelcro's AI Agent has limited context about Customer Activity, preventing admins from asking detailed questions or performing deeper analysis of customer behavior.

A dedicated Core API endpoint is needed to provide the AI Agent with access to Customer Activity data, scoped by site and account.

💡 User Story

As a Pelcro admin, I want to ask the AI Agent detailed questions about Customer Activity, so that I can better understand customer behavior, engagement, and trends without manually analyzing the data.

🎯 Definition of Done (DoD)

1. Dedicated Customer Activity Endpoint

  • Develop a dedicated Core API endpoint for retrieving and analyzing Customer Activity data.

  • Ensure the endpoint is scoped by Site ID and Account ID, respecting existing access permissions.

  • Support filtering by relevant activity types, date ranges, customers, and other available attributes.

2. AI Agent Integration

  • Expose the endpoint through the necessary MCP tools for AI Agent consumption.

  • Allow the AI Agent to retrieve sufficient context to answer detailed Customer Activity questions.

  • Support follow-up questions and deeper analysis based on the retrieved data.

3. Customer Activity Insights

  • Enable questions such as:

  • Which pages generate the most customer engagement?

  • What are the most common customer activities over the last 30 days?

  • Which referral sources drive the most customer activity?

  • How has customer engagement changed over time?

  • Ensure responses are based on actual available Customer Activity data.

4. Performance and Security

  • Optimize the endpoint for efficient data retrieval, filtering, and aggregation.

  • Avoid unnecessarily large responses that could impact AI Agent performance.

  • Enforce site- and account-level data isolation and permissions.

✅ Expected Outcome

The AI Agent can answer detailed, contextual questions about Customer Activity using accurate, site- and account-scoped data, enabling publishers to gain deeper insights into customer behavior and engagement.

Status: Planned

Log in to comment and vote

No comments yet

Be the first to share your thoughts.