The Claude Agents Playbook: 18 AI Agents for Ecommerce Operators
What This Is
Claude agents for ecommerce are pre-configured AI specialists that run recurring analysis workflows — SKU margin ranking, ROAS reconciliation, at-risk customer detection, cohort LTV builds, and contribution margin by channel — using data exported from Shopify and Klaviyo. Each agent has three components: an Agent Brief (system prompt configured once in Claude Projects), an Input Spec (the exact CSV export to provide), and an Output Spec (the formatted analysis returned). This playbook covers 18 agents across 6 operating stacks that run with zero code in Claude Projects.How It Works
Every agent in this playbook follows the same three-component structure: Agent Brief — A system prompt you configure once in a Claude Project. It tells Claude its role, the analytical framework it should apply, the specific outputs you expect, and the format of the response. Once set, it persists across every session in that project. Input Spec — The exact data export you provide at the start of each session. Usually a CSV or spreadsheet from Shopify or Klaviyo. The spec tells you exactly which fields to include and how to format them. Output Spec — The formatted analysis Claude returns. Designed to be actionable: a table with the ranked finding, the implication, and the recommended action — not a prose summary. This structure is repeatable. Once you build the agent brief once, you run the same analysis weekly by uploading the latest export and asking Claude to run the analysis.Stack 1: Customer Intelligence
The foundation. Run these before any other stack.Agent 1: RFM Distributor
What it does: Ingests a Shopify order export and segments every customer into RFM tiers. Outputs the size of each segment, the revenue contribution of each segment, and the percentage of total contribution margin each segment represents. Agent Brief:Agent 2: Cohort LTV Builder
What it does: Takes a Shopify order export grouped by acquisition month and builds 30, 60, 90, 180, and 365-day LTV curves for each cohort. Identifies which cohorts are compounding versus which are churning early. Agent Brief:Agent 3: Champion Segment Profiler
What it does: Takes the Champion segment from the RFM analysis and builds a behavioral profile: first product purchased, average time to second purchase, average order frequency, acquisition source patterns. Agent Brief:Stack 2: Margin Intelligence
Where the P&L conversation starts.Agent 4: SKU Margin Ranker
What it does: Ingests a product margin spreadsheet and ranks SKUs by contribution margin — not gross margin. Flags SKUs where high revenue is masking negative contribution margin after accounting for returns, discounts, and variable costs. Agent Brief:Agent 5: Channel Margin Comparator
What it does: Compares contribution margin per customer by acquisition channel — paid social, paid search, email, organic, creator — to identify which channels produce margin-positive cohorts versus volume-only cohorts. Agent Brief:Agent 6: Discount Leakage Identifier
What it does: Identifies where discount codes are being applied to customers who would likely have purchased without them — specifically, Champions and Loyal customers receiving promotional discounts. Agent Brief:Stack 3: Retention Intelligence
The 90-day window where most brands lose.Agent 7: At-Risk Customer Detector
What it does: Ingests Klaviyo customer data with purchase history and churn risk scores to identify which high-value customers are approaching the point where intervention becomes impossible. Agent Brief:Agent 8: Second-Purchase Optimizer
What it does: Analyzes the first-to-second-purchase journey to identify the optimal intervention window and the products that most reliably trigger a second purchase. Agent Brief:Agent 9: Winback Segment Builder
What it does: Segments lapsed customers by value and recency to build differentiated winback strategies — personal outreach for high-value, automated for mid-value, suppression for low-value. Agent Brief:Stack 4: Media Intelligence
Connect the ad account to the customer file.Agent 10: Lookalike Seed Builder
What it does: Outputs a clean, formatted Champion segment list ready for upload as a custom audience seed in Meta — with the LTV column Meta uses for value-based lookalikes. Agent Brief:Agent 11: ROAS Reconciler
What it does: Compares platform-reported ROAS against Shopify revenue to quantify the attribution gap and identify which channel’s self-reported numbers are most overstated. Agent Brief:Agent 12: Channel Mix Optimizer
What it does: Uses cohort LTV data by acquisition channel to recommend a budget reallocation that optimizes for 365-day contribution margin rather than platform ROAS. Agent Brief:Stack 5: Creative Intelligence
Brief from data, not instinct.Agent 13: Review Mining Agent
What it does: Processes a bulk export of customer reviews to extract the specific phrases, emotional triggers, and pain points that should appear in creative briefs. Agent Brief:Agent 14: Segment Creative Strategist
What it does: Takes the Champion Profile (from Agent 3) and the Review Mining output (from Agent 13) and builds a creative brief specific to the Champion segment for a given campaign objective. Agent Brief:Agent 15: Email Subject Line Generator
What it does: Generates subject line variants calibrated to specific RFM segments — not generic A/B testing variants, but segment-specific language built from behavioral understanding. Agent Brief:Stack 6: Seasonal & Competitive Intelligence
Agent 16: Seasonal Cohort Planner
What it does: Analyzes two years of purchase history to identify which customer segments respond to seasonal promotions, what they respond to, and what the optimal timing is. Agent Brief:Agent 17: Competitive Review Analyzer
What it does: Processes competitor reviews to surface unmet customer needs, product gaps, and messaging angles the brand can own. Agent Brief:Agent 18: Weekly Intelligence Briefer
What it does: Takes a weekly data dump from Klaviyo and Shopify and produces a one-page intelligence brief with the 3 most important findings and the 3 recommended actions. Agent Brief:How to Deploy
1
Set up Claude Projects
Create one Claude Project per stack (or one master project for all agents). In each project, paste the Agent Brief for each agent into the project instructions. Claude will remember this context across every session.
2
Build your data exports
Set up recurring exports from Shopify and Klaviyo that match each agent’s Input Spec. Most can be set to run automatically on a weekly schedule.
3
Run your first session
Upload the relevant export and type: “Run the [Agent Name] analysis on this data.” Claude will return the Output Spec formatted analysis.
4
Build the rolling Intelligence Brief
Create a Notion page or Google Doc. After each agent run, paste the key findings. Over time, this becomes the institutional intelligence that makes every subsequent decision smarter.
Click Open in Claude above to start configuring any of these agents with your own data. Claude will have this full playbook as context and can help you customize the Agent Briefs for your specific Shopify and Klaviyo setup.
