Connect your Yotpo Loyalty & Referrals program to Rep AI so your AI assistant knows each loyalty member's account: their points, VIP tier, the reward codes they still hold, and their birthday. Shoppers get instant, accurate answers about their rewards in chat. Rep can also nudge members to use the rewards they have already earned.
What Rep AI Knows About Each Loyalty Member
Once a shopper is identified, Rep AI reads their Yotpo profile and can use:
- Points and credit balance. How many points the shopper has, plus any loyalty credit balance.
- VIP tier. The shopper's current tier name, such as Silver or Gold.
- Amount spent toward their tier. How much the shopper has already spent toward their current tier. It is shown in your loyalty program's own currency.
- Reward codes. The rewards the shopper has redeemed points for, and whether each one is still unused. Rep only shares codes that have not yet been used on an order. It never offers a code that has already been spent.
- Birthday. The birthday saved on the shopper's Yotpo profile.
- Recent points activity. The shopper's latest points earned, expired or adjusted.
What Your Shoppers Can Ask
Loyalty members can ask Rep AI about their own account at any point in the conversation:
- "Do I have any unused reward codes?"
- "How many points do I have?"
- "What's my VIP tier?"
- "How much have I spent toward my Gold tier?"
- "Do you have my birthday on file?"
Example conversation:
Customer: "Do I have any reward codes I haven't used yet?"
Rep AI: "Yes! You have an unused $5 off reward code: LOYAL5OFF. You can apply it at checkout on your next order."
If the shopper has no unused reward, Rep says so plainly. For example: "You don't have any unused reward codes right now."
How Rep AI Uses Loyalty Data
In chat, Rep answers when asked. Rep talks about a shopper's loyalty account when the shopper asks about their points, tier, rewards or birthday. It does not bring loyalty details into unrelated answers.
In proactive messages, Rep can reach out first. When Rep sends a proactive message to an identified loyalty member, it can:
- Welcome VIP members by their tier name (for example, "Welcome back, Gold VIP member!"). This happens once, not in every message, and is skipped for base tiers.
- Wish the shopper a happy birthday month when it is their birthday month.
- Remind the shopper about an unused reward that is still waiting for them.
Built to Stay Accurate
Loyalty answers involve real money, so Rep AI follows strict rules:
- It never invents a code. Rep only shares reward codes that exist on the shopper's Yotpo account. If there are none, it says so.
- It only shares figures that Yotpo provides. Rep will not guess spending thresholds, how much more a shopper needs to spend to reach or keep a tier, or reward expiry dates.
- It keeps your loyalty currency. If your loyalty program uses a different currency from your store, Rep quotes loyalty amounts in the loyalty program's currency and never converts them.
- It keeps programs separate. Questions about loyalty rewards are answered from the shopper's loyalty account. They are never mixed up with newsletter or first-order discounts.
- It gives what it knows. If Rep holds part of the answer, it shares that part and says clearly which part it doesn't have.
How to Connect Yotpo Loyalty
Step 1: Open Your Integrations
- Log into your Rep AI Console.
- Go to Settings → Integrations.
- Find Yotpo Loyalty & Referrals.
Step 2: Connect Your Account
- Click Connect. You'll be taken to Yotpo.
- Approve the connection on Yotpo's authorization page.
- You'll return to the Rep AI Console, and the connection is complete.
Already connected? You don't need to do anything. Rep AI reads the full loyalty profile, including tiers, reward codes and birthdays, for every connected store.
How Shoppers Are Recognized
Rep AI can only look up a loyalty account once it knows who the shopper is. That happens when:
- The shopper is logged into their account on your store, or
- The shopper shares their email address in chat, for example while tracking an order.
The email must match the one on the shopper's Yotpo loyalty account.
Best Practices
Fill the Gaps with Your Program Rules
Rep AI reads each shopper's own loyalty account. It does not read your program's rules. Add your program details to your Knowledge Base so Rep can explain how the program works:
- How shoppers earn points
- How shoppers redeem points and apply reward codes at checkout
- What each VIP tier includes
Know What Rep AI Doesn't Have
Some details are not part of the data Rep receives from Yotpo. When a shopper asks about them, Rep says it doesn't have that information and offers to connect them with your team:
- How much more a shopper needs to spend to reach or keep a tier
- When a reward code expires
- What birthday perk the shopper is entitled to
Frequently Asked Questions
Q: Which reward codes will Rep AI share?
A: Only rewards the shopper has redeemed points for that have not yet been used on an order. Codes that have already been spent are never shared.
Q: Will Rep AI apply the reward code for the shopper?
A: Rep shares the code with the shopper so they can use it at checkout.
Q: What happens if a shopper's email isn't in Yotpo?
A: Rep simply doesn't have loyalty information for that shopper, and the conversation continues normally.
Q: My loyalty program uses a different currency from my store. Is that a problem?
A: No. Rep quotes loyalty amounts, such as credit balance and tier spend, in your loyalty program's own currency, exactly as Yotpo reports them.
Q: Is this the same as the Yotpo Reviews integration?
A: No, this is a separate integration. Yotpo offers several products, and each one connects to Rep AI on its own:
- Yotpo Reviews (product reviews)
- Yotpo SMS & Email (marketing lists)
- Yotpo Loyalty & Referrals (loyalty programs — this integration)
Troubleshooting
Rep says the shopper has no unused reward code, but the shopper expects one:
- Check the shopper's rewards in Yotpo. If the reward has already been applied to an order, Rep treats it as spent and won't share it.
- Confirm the shopper was identified with the same email as their Yotpo account.
Loyalty details don't appear in conversations:
- Confirm Yotpo Loyalty & Referrals shows as connected in Settings → Integrations.
- Check that the shopper is logged in or has shared their email in chat.
- Verify the shopper's email matches their Yotpo loyalty account.
Rep won't say how much more a shopper needs to spend for their tier:
- This is expected. Rep shares the amount the shopper has already spent toward their tier, but not the amount still needed.
Rep doesn't recognize a shopper's birthday:
- The birthday must be saved on the shopper's Yotpo profile.
Get More From Your Loyalty Program
Connecting Yotpo Loyalty to Rep AI turns your rewards program into an active sales tool. Members hear about the rewards they already hold, see their VIP status recognized, and get accurate answers about their account without waiting for your team.
Need help setting this up? Contact our support team through your Rep AI Console or use the Rep AI Helper assistant in your dashboard.