Loyalty Manager Copilot AI

Loyalty Manager Copilot AI is an AI agent for Microsoft 365 Copilot that helps loyalty teams understand program performance and communicate results to leadership — directly in the Copilot chat experience, with no dashboards to build and no spreadsheets to fight.

What you can do

• Run a loyalty performance check on Shopify data — Upload your Shopify customer and order CSV exports for a plain-English analysis: member engagement, tier distribution, redemption behavior, points liability, and at-risk members, with clear recommended next actions. Not ready to upload? A built-in sample dataset lets you experience the full analysis in seconds.
• Generate an executive PowerPoint report from Dynamics 365 Commerce data — Turn loyalty member and transaction exports into a boardroom-ready PPTX with KPIs, benchmark context, and leadership takeaways, formatted for a VP or director audience. A Dynamics 365 Commerce sample path is included so you can see a finished report before connecting your own data.
• Shape the roadmap — Share feedback or feature ideas in the conversation; every submission returns a transparent record of exactly what was captured.

Who this agent is for

• Loyalty program managers who need to prove program value to leadership
• Shopify merchants who want fast answers about program health
• CRM and marketing teams working with Dynamics 365 Commerce loyalty data

Why Loyalty Manager Copilot AI

• Guided, conversational analysis instead of static dashboards
• Boardroom-ready PowerPoint output, generated in seconds
• Works with CSV exports — no platform integration or setup required
• Try everything instantly with realistic sample data

Published by IntelliThing, Inc. | Learn more

Installation note

This app may require approval from your organization's IT admin before it can be added.

When you click Request approval, your admin receives the request in the

Microsoft 365 Admin Center. Share the IT Admin Approval Guide

to help them evaluate and approve quickly.

Permissions and data

This app requests two standard Microsoft 365 permissions: identity and messageTeamMembers.

It requests no Microsoft Graph permissions and cannot read your email, calendar, files, or contacts.

Sample workflows run on bundled sample data. When you choose to upload CSV exports, the computed

loyalty metrics are processed by the publisher's secure Azure service to produce your analysis or

PowerPoint report; feedback you submit is stored so the team can act on it. See the

privacy policy for details.